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2011-11-17 November Event: Selling, Donating, & Inspiring

Once again your NAIFA Seattle/Eastside Programs Committee has prepared another engaging set of speakers for our second event of the year.  Join us in Seattle at the Seattle Yacht Club on Thursday, November 17, 2011 from 7:30 am to 11:30 am for a fulfilling meeting with your colleagues and our exceptional speakers!

Thursday, November 17, 2011
Seattle Yacht Club photo
                    7:30am        Registration & Breakfast
                    8:00am        Program
                      - 11:30am
                    Seattle Yacht Club (map)
                    1807 East Hamlin Street
                    Seattle, WA 98122
                    $15  Members
                    $25  Non-Members / Repeat Guests
                    $-0-  First Time Guests (must attend with a member)

Please call Jenna Olson at (206) 285-4066 with any questions or to make a payment over the phone.


"Exhibitor Slogan"
Have a business to showcase to our members?  Become an exhibitor!  For more information or to become a Sponsor or Exhibitor, contact our Treasurer, Michael Staeb (see Leadership page for full contact information).

James Alberson
Franchise Owner, Top Tier Training & Development, Inc.

As the owner and president, James Alberson brings close to twenty years of sales, sales training, and sales management experience to the table. Over the years, he's had the opportunity to work for both large corporations, such as Johnson & Johnson, and smaller start-up companies looking to establish themselves and make their mark. Regardless of the environment, James has always proven himself to be a valuable asset, while garnering numerous awards along the way. Beyond his personal success, he's also consistently been able to influence others to achieve their full potential for growth and success. His passion has always been training and coaching and he brings a strong understanding of the importance of behavior, attitude and techniques in the selling system process.

Break the Rules and Grow Your Book of Business: Taking the Lead in the Buyer/Seller Dance"

Nancy Kennedy & Lance Losey
Estates & Trusts, Ryan Swanson & Cleveland, PLLC

Nancy Kennery
Lance LoseyNancy practices estate planning and probate. She has worked with estate planning clients of all ages for over 18 years. Before that, her legal work involved general business, tax, corporate and real estate matters. Her current estate planning practice focuses on drafting wills, revocable living trusts, irrevocable trusts for gifting and other transfers, and prenuptial and postnuptial agreements. She also provides advice to clients on ways to minimize estate taxes. Read more of Nancy's bio here.

Lance serves as Chair of Ryan, Swanson's Estate Planning and Probate practice group. His legal practice focuses on all areas of estate and trust work.  Read more of Lance's bio here.

"Charitable Planning Techniques in Light of Recent Changes to the Federal Estate and Gift Tax"
One (1) hour of WAOIC approved CE credit. Course #607634

Nancy and Lance will provide a review of changes to the estate and gifting strategies under current tax law and the unique planning opportunities the next 15 months hold for clients and advisors. Their presentation will include a case study and the "what ifs" scenairios as well as an overview charitable planning concepts and common techniques and tools used in gifting strategies. This is an incredible opportunity to learn and apply these concepts to your practice.
  • Charitable Remainder Trust (“CRT”)
    • CRUT v. CRAT
  • Charitable Gift Annuity
  • Charitable Lead Trust
    • CLUT v. CLAT
  • Charity as Beneficiary of IRA

Rick Rizzs
Broadcaster, Seattle Mariners

Rick Rizzs is in his 26th season with the Mariners broadcast team in 2011. He also spent three seasons calling the play-by-play on radio for the Detroit Tigers from 1992-94. He was also part of the Mariners broadcast crew on radio and television from 1983-91. Rick is a 1975 graduate of Southern Illinois University in Carbondale. From 1975-80, he handled baseball play-by-play duties at the double-A level for Alexandria, Amarillo and Memphis. He became the sports director at WBNS radio in Columbus, OH in 1981, where he called Ohio State football and triple-A baseball for two seasons. He was named the Ohio "Sportscaster of the Year" in 1981 by the Ohio Sportscasters Association. Rick was hired to broadcast Mariners games in 1983 and spent nine seasons with the club. In 2000, Rick was named the Chicago-area sportscaster of the year by the Chicago Pitch and Hit Club. From 1992-94, he teamed with Bob Rathbun to call the action for the Tigers on WJR in Detroit. Rick resides in Issaquah, WA. Rick has one son, Nick and two grandsons, Jaxon and Braedon.

"The Pre-Game and The Post-Game"

Exhibitor Package – $400
(Maximum of five for standard events, eight for MDRT Day. Competitors allowed. Available to non-dues-paying members subject to board approval. Discounts available for annual sponsors.)
  • Company name in e-blast announcement and reminders for the event
  • Company name on event webpage during promotion
  • Company name on main webpage while event is featured
  • Display table for your signage and marketing materials during event
  • Complimentary admission to the event for one individual
  • Member rate for up to two additional individuals as guest of the exhibitor
  • Recognition during the program as an exhibitor

Have a business to showcase to our members?  Become an exhibitor!  For more information or to become a Sponsor or Exhibitor, contact our Treasurer, Michael Staeb (see Leadership page for full contact information).