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2012-11-08 Preparing for a New Year

November CORE Event
Preparing for a New Year
Thursday, November 8, 2012

A new year approaches and let us help you put your best foot forward with our headliner, LeadingAdvisor.com's business coach, Simon Reilly!  Join us at the Overlake Golf & Country Club on Thursday, November 8, 2012 from 7:30 am to 11:30 am for a fulfilling meeting with your colleagues and our exceptional speakers!

DATE/TIME:
                    Thursday, November 8, 2012
                    7:30am        Registration & Breakfast
                    8:00am        Program
                      - 11:30am
LOCATION:
                    Overlake Golf & Country Club (map / dress code)
                    8000 NE 16th Street
                    Medina, WA 98039
                    www.overlakegcc.com
COST:
                    $15  Members
                    $25  Non-Members / Repeat Guests
                    $-0-  First Time Guests (must attend with a member)


Please call Jenna Olson at (206) 228-9351 with any questions or to make a payment over the phone.
 


Speakers

Exhibitors

MassMutual Financial Group
www.massmutual.com
"We'll Help You Get There TM"

Aging Options
www.agingoptions.com
"Protecting Asset and Preserving Quality of Life"

*** ONLY TWO SPOTS REMAIN ***
 
Have a business to showcase to our members?  Become an exhibitor!  For more information or to become a Sponsor or Exhibitor, contact our Secretary/Treasurer, Michael Staeb (see Leadership page for full contact information).
Simon Reilly
Leading Advisor
Simon Reilly is an expert business coach, speaker, writer, and values and behaviours analyst.

For more than 15 years, Simon has worked exclusively with successful financial advisors and their teams to achieve sustainable business results. 

Over the past 6 years, Simon has spoken to over 20,000 advisors across Canada & the USA at nearly 200 financial advisor conferences that include NAIFA ( National Association of Insurance and Financial Advisor ) 2011 National Conference in Washington, DC, the Million Dollar Round Table 2010 Annual Meeting in Vancouver, BC, main stage at Great West Life, Hub Financial, London Life, PPI Solutions & Sun Life Conferences, 20 Advocis Chapters coast to coast and his presentations have been approved for CE Accreditation under the new 2010 Advocis / CLU guidelines.  Read more about Simon here.

"Clear Your Roadblocks
"

Simon Reilly’s Clear Your Roadblocks will help you to understand WHY you may have the Roadblocks and HOW to Clear Your Roadblocks To Success, which will then empower you to move to the next level in your business and write your...

"The One Page Business Plan TM
"

Learn how the One Page Business Plan can help you to write a clear, concise, and understandable business plan using keywords and short phrases in the fastest, easiest and simplest way possible.  Get additional descriptions of both presentations here.



Mel Sorenson
Principal, Carney Badley Spellman
Mel Sorensen, Attorney at Law Mel Sorensen, a principal of Carney, Badley, Spellman, with over twenty-five years of experience representing insurers, health care interests and other regulated industries before the Washington State legislature and various state agencies. Mr. Sorensen's government relations practice emphasizes legislative and regulatory representation, including matters before the Washington State Office of the Insurance Commissioner.

"Legislative Update
"

Mel, our NAIFA Washington lobbyist, will provide a brief update you on Legislation issues.



Event Exhibitor Package – $300
(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 announcements and reminders for the event (with link)
  • Company name on event page during promotion (with link)
  • Company name on website main page while event is featured  (with link)
  • Display table for your signage and marketing materials during event 
  • Complimentary admission to the event for one person
  • One employee of the exhibitor may attend at member rates (except MDRT Day)
  • Recognition during the program as an exhibitor 
  • Option to speak for up to 3 minutes about your business
Event Underwriter Package – $1,300
(
Support our events and help underwrite the cost of great speakers!  Only three offered, one per each of 
 
our four CORE events, excluding MDRT Day
 
.)
  • Company logo in e-blast announcement and reminders for the event (with link)
  • Company logo on website event page during promotion (with link)
  • Includes one Event Exhibitor Package for corresponding event ($300 value!)
  • Company logo on website main page while event is featured (with link)
  • Complimentary admission to the event for two guests of the “underwriter” (value varies by event)
  • Recognition during the program as providing help to underwrite the program
Have a business to showcase to our members?  Become an exhibitor or event underwriter!  For more information or to become a Sponsor or Exhibitor, contact our Secretary/Treasurer, Michael Staeb (see Leadership page for full contact information).


ĉ
NAIFA Seattle/Eastside,
Oct 13, 2012, 11:53 AM
Ċ
NAIFA Seattle/Eastside,
Oct 21, 2012, 12:31 PM
Ċ
NAIFA Seattle/Eastside,
Oct 21, 2012, 12:31 PM
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