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State Convention May 16-18, 2019


                                

 

Convention Details


WHEN

May
16th Thursday
17th Friday
18th Saturday
WHERE

Port Ludlow Inn
Washington


Convention Pricing:
  • Member Registration $375 Early Bird - & $425 after 3/15
  • Non Member $425 Early Bird - & $450 after 3/15
  • One Day Special Friday $150
    • Includes that Day Meals
    • Spouse/Guest Meals Only $125 - all 3 days
  • Exhibitor Package - See Below
    • Most Includes General Registration



THE FINE PRINT:   Payments by check should be payable to NAIFA-WA Convention and need to be received by later than May 1, 2019or your registration is subject to cancellation or an additional $50 late payment fee.  A $30 administrative fee will be deducted from all refunds.  No refunds will be issued after May 1.  Contributions and payments to the association are not tax deductible as a charitable contribution for Federal income tax purposes but may be deductible as a business expense. Contributions to IFAPAC are not deductible under any circumstances.  Consult with your accountant, CPA, or tax preparer.

Hotel Reservations:
Reduced group rate of 159.00 (exclusive of taxes and fees) Resort Fee of 10.00 per room (exclusive of taxes and fees)
Group Code 120873 to book online at www.portludlowresort.com or by phone at 360.437.7000.  
You are responsible for booking your own room. A discounted block of rooms is reserved only until  March 1st - Don't Delay!

Program/Agenda:
Subject To Change
 
Coming Soon



Optional Add-Ons:
Spouse/Guest meals
  • If you are bringing your spouse or a guest who is only joining you for meals they do not need to pay full registration.

Sponsors & Exhibitors

$550 Exhibitor (6 of 12 filled)

At the conference

·         Table with 2 chairs

·         1 Full program registration

·         Listing in program and online

·         Attendee contact list


 

$1,000 Special Event Sponsor Friday Dinner (FILLED)

·         1 Full program registration 

·         Up to (3) guests at Friday's dinner

·         Exhibitor Table 

·         Attendee contact list

·        10 Minutes to  address attendees


 

$100 Friend of NAIFA (materials only) (5)

·         Pre-delivered materials will be set up on display table

 

$1,000 Thursday Social Hour Sponsor (1)

·      5 Drink Tickets

·      Exhibitor Table

·      1 Full Program Registration

·         Listing in program and online

·         Attendee contact list

·        10 Minutes to  address attendees

 


$250 Saturday Golf Sponsor 

·         Signage/Display at event

·         Listing in program and online

·         Attendee contact list

 





Questions?

General Questions
Please send an email with your question to:
Jenna Olson - Jenna.admin@gmail.com - (206) 228-9351


Correspondence & Payments by Check To;

NAIFA-WA Convention                   
2400 NW 80th Street
PMB #140
Seattle, WA. 98117

Speakers


Key Note Speaker: Gordon Viggiano 

                              My Brain Has a Hole In It

Audiences will laugh, cry, and be inspired as Gordon and Jill discuss this life-changing experience and the life lessons gained from their struggle.

Hope and encouragement in the face of adversity are universal needs. My Brain Has a Hole In It is a transformative presentation focused on:

  • Facing challenges
  • Dealing with change
  • Examining one’s relationships and attitude
  • Finding happiness and success in ways previously unimagined


Speaker: Mike McGlothlin, Ash Brokerage- Making Retirement More Efficient  
(1 Hr CE Course # 624014)
Mike McGlothlin - CFP®, CLU®, ChFC®, LUTCF®
Executive Vice President, Retirement - Ash Brokerage
       
              What you’ll take away from this presentation:
* Major shifts that affect how planners need to create retirement income
* Treasury rulings that benefit the long-term success of a client’s retirement income
strategy
 *How to take risk off the table
 *How to optimize the retirement income portfolio


Speaker: Don Graves 

RICP®, CLTC®, CSA

Changing the Conversation about Reverse Mortgages 
"The Advisors Guide to Reverse Mortgages in Retirement Income Planning" (1 Hr. CE Course # 624022)

Speaker: KC Life Speaker

Speaker: Jim Lusk - Retirement Pension Options 
(1 CE Course # 623963)

Mel Sorenson - NAIFA Washington Lobbyist -  Legislative Update 2019 (CE)

Saturday GOLF

Port Ludlow Golf Club

  • Address: Port Ludlow Golf Course
    751 Highland Drive, Port Ludlow, WA 98365
  • Phone:  360-437-8271 
  • Holes: 18
  • Price: $50 per player plus tax. This will include green fee, cart and a sleeve of Taylor Made golf balls.
  • *Book directly with golf course, book under NAIFA Group 

Sponsored by
     



EXHIBITORS

                        
      

                  
                 
                      
                     
                         
                     

                 

                 
         








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