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2011-05-19 Annual Meeting & YAT Panel

May Luncheon
"Past President's Luncheon, Annual Elections, & YAT Panel Discussion"
Thursday, May 19, 2011
 
Join us to honor our Past Presidents and get a chance to meet our renewing an incoming board members and executives.  The feature of the luncheon will be a panel discussion being put together by our Young Advisors Team (YAT) Commitee.  It's that time of year again. The NAIFA fiscal year is drawing to a close and its time to thank those who have or will continue to serve on our board of directors. First and foremost thanks to our leader of leaders, outgoing President John B. Nichols. John plans to continue on the board as Immediate Past President and will be running for Secretary as well. Below are the nominees for a one-year term to an executive position:
  • PRESIDENT - James W. Thompson / Thompson Financial Group
  • PRESIDENT ELECT - Nate Walters / Principal Financial Group
  • SECRETARY - John B. Nichols / Nichols CO. (also Imm. Past President)
  • TREASURER - Michael C. Staeb / Ash Brokerage of Seattle
  • NAT'L CMTE PERSON - Scott Fowler / dibroker
Below are the nominees for two-year DIRECTOR positions, those identified with an asterisk (*) are incumbents running for another term:
  • Mary Jones* / ExamOne
  • Alex Collins* / Pacific Capital Resource Group
  • Jody Lentz / Mass Mutual Financial Group
In addition to new leadership, the board of directors is considering minor revisions to the bylaws to aid in continuity of our organization's leadership. Full details of the changes will be distributed in advance of the annual meeting. Revisions to our bylaws require a simple majority of the membership present at the annual meeting (May 19). If you have comments or questions regarding the proposed changes please send them to office@naifase.org and the board will take them into consideration.
 
About The YAT Panelists
 
Working With Professionals
Ryan T. Fleming, ChFC®, MSFS, CASL, CLU®, AEP, CFP®, Financial Advisor, Pacific Capital Resource Group

Ryan was raised in Washington and currently resides in Kirkland with his wife Caroline and their two sons, Peter and Evan. He graduated from the University of Washington where he was also a three year starter in football for the Huskies, in addition to being an Academic All-American each of those seasons. As a member of the Husky Football team, he participated in the 2001 Rose Bowl game. He has earned his Chartered Financial Consultant, Chartered Advisor for Senior Living and Accredited Estate Planner designations. Ryan also obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2007. In 2010, he completed his Masters of Science in Financial Services (MSFS) from the American College.
 
Maximizing Cash Accumulation in Fixed & Indexed UL Products by Minimizing Prep Time
Michael C. Staeb, Relationship Manager, Ash Brokerage of Seattle
 
Michael never planned on getting into the insurance industry, despite his mother’s position as a prominent expert in Disability Income Insurance and his late grandfather’s former position as a General Agent for CalFarm. Upon moving to Seattle, he began working at Guardian’s Seattle agency as a back office assistant. Almost instantly Michael found his passion for the industry, life insurance in particular. Four years and two promotions later, he was invited to join Barry McCracken (the GA for Guardian at the time) in opening a new branch office for Ash in Seattle. He lives with his partner of 8 years, Jonathan, in West Seattle. Michael enjoys tennis, ice hockey, fine dining, and caring for his growing collection of freshwater tropical fish. In addition to serving on the board of NAIFA Seattle/Eastside Michael also serves on the board of GSBA, The Greater Seattle Business Association.  He is currently working toward earning his designation as a Chartered Life Underwriter (CLU).
 
Using Insurance Products Simply in Estate Planning
Julie K. Fowler, J.D., Law Office of Julie K. Fowler, P.S.

Julie K. Fowler is admitted to practice in Washington State and the United States District Court for the Western District of Washington. She received her BA in Law & Justice and German from Central Washington University and her law degree from New England Law. Ms. Fowler is also a licensed insurance agent in the State of Washington.  Ms. Fowler is a member of the Washington State Bar Association (chair of the Solo and Small Practice Section), King County Bar Association, East King County Bar Association (Vice President), and American Bar Association. Ms. Fowler is a volunteer at the Greenwood Neighborhood Legal Clinic as a Family Law Mentor. To relax from law practice Ms. Fowler mentors elementary school children through the V.O.I.C.E. program and occasionally fosters dogs for the organization Saving Great Animals.  Ms. Fowler has received recognition for her pro bono activities and her work with domestic violence victims. In 2009 she received the King County Bar Association’s Young Lawyers Division Outstanding Mentor Award. Ms. Fowler has published articles in the King County Bar Bulletin and appeared on local radio programs.

WHERE:
                    McCormick & Schmick's Harborside
                    1200 Westlake Avenue N
                    Seattle, WA 98109
WHEN:
                    Thursday, May 19, 2011
                    11:30am Registration & Luncheon
                    12:00-1:30pm Annual Meeting & YAT Panel Discussion
COST:
                    Free to paid chapter members
                    Free to first-time guests
                    $25 for Non Members
REGISTER:
                    By email - events@naifase.org 
                    By phone - Call Jenna Olson @ (206) 285-4066
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