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Welcome To NAIFA Portland - Northwest Oregon

NAIFA Portland/NW Oregon 2019 Annual Winterfest

  • 01 Mar 2019
  • 7:30 AM - 5:00 PM
  • 25425 SW 95th Ave, Wilsonville, OR 97070

Registration

  • ALL REGISTRATIONS before February 2nd
  • For membership info please visit www.naifa.org
  • Less than the Early Bird rate for all 6!

Register

       

When

March 1, 2019

7:00 AM - 5:00 PM

Where

Wilsonville Holiday Inn,

25425 SW 95th Ave,

Wilsonville, OR 97070

Hotel Information

Call (503) 682-2211

Special Hotel Rates

Negotiated. 


Event Information

Included in pricing:

Full breakfast

Full lunch

Coffee and Refreshment Breaks


Speakers

8 Hours WA CE Applied

8 Hours OR CE Applied

NAIFA Oregon - Portland/NWOregon and MDRT have collaborating to bring nationally recognized local speakers to Winterfest 2019!  Confirmed to date are:


Tim Clairmont, CFP, MSFS

Founder and CEO, Clear Financial Partners

“Building a Financial Services and

Insurance Business”


Maria Pearman, CPA, CGMA

Founder, Radix Accounting

“Impacts on Individual Clients in the new tax laws”


PRESENTED BY NEW YORK LIFE:

Rick Hayes, CLU, ChFC, MSFS, AEP

CVP – Advanced Life Sales Officer

Pacific and West Central Agencies – NYL

“Life Insurance Magic!”


PRESENTED BY NEXTVIEW MORTGAGE:

Wes Fitzwater

Partner, Fitzwater Law

“Special Needs & Elder Planning

In Today’s Environment”


John Lenz

President, Lenz Financial Group

Retirement income planning in the face

 of market volatility and rising interest rates”

Robert Clark

Petersen Underwriters


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