State Convention 2013 - Tri-Cities

WHAT:  2013 State Convention & Annual Meeting
WHEN:  May 15-17, 2013
WHERE:  Tri-Cities, Washington (location details below)

Surrounded by sweeping desert landscapes, farm fields, and seated on the banks of the Columbia River… Tri-Cities is your getaway destination!

Convention Exhibitors

Ohio National

Crump Life Insurance Services

The Guardian


"Super Wednesday" Sponsor
Visit the Columbia Valley and discover the heart of Washington’s Wine Country.  Sharing the same latitude as the world-famous Burgundy and Bordeaux regions of France, the Columbia Valley has the perfect soil conditions and temperature for making great wines.
The area’s inviting waterways beckon water lovers from all over the region to enjoy sailing, power and pleasure boating, water skiing, swimming, fishing, windsurfing, and much more.  A community deeply rooted in agriculture, the Tri-Cities proudly celebrates the bounty of harvest with food festivals and farmers’ markets that are like no other.
The NAIFA Tri-Cities Host Committee, headed by Craig Forman and others, are working hard to make this a spectacular event. Bring the whole family and join us in Tri-Cities May 15-17.

You won't want to miss this event!

Agenda & Convention Speakers

Tuesday, May 14, 2013

7:00pm - Planning & Development Committee Meeting

Wednesday, May 15, 2013
7:00am - General Registration Begins

8:00am - Continental Breakfast & Coffee

9:00am - Opening Session / Welcome to Tri-Cities!
  • Welcome from NAIFA Tri-Cities President, Craig Forman
  • Welcome from John Fox, Mayor of Richland

10:00am - Our Headliner
Tom Hegna, CLU, ChFC, CASL
Author, Paychecks & Playchecks

Nobody knows retirement income planning better than Tom Hegna. As a former First Vice President at New York Life, he has dominated the main platform of all the biggest venues in the financial services industry, electrifying top producers worldwide. Wielding unsurpassable expertise and a record of over 2,000 seminars, his words have literally had a multi-billion dollar impact on the industry.

11:30am - Break / Visit Exhibitors
11:45am - Legislative Update Lunch w/Our State Lobbyist
Mel Sorensen
Carney, Badley, Spellman

Mel is 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. Mel our NAIFA Washington lobbyist will update you on Legislation issues.

1:15pm - Tom Hegna (continuation of earlier presentation)

2:30pm - Randall Davey
Randall Davey
Guardian Life / Sound Financial Group

Randall Davey, Sound Financial Group’s Vice President, has held leadership roles in both non-profit and for-profit organizations. A published author, international public speaker and successful business owner, Randall joined Sound Financial Group to expand the kinds of services essential to his clientele. Of his practice Randall said, “I align with and revere Paul Adams’s uncommon philosophy and singular purpose which is to teach suitable clients how to protect and preserve assets currently at risk, recover money being forfeited unnecessarily to the government and financial institutions, while mitigating taxes, volatility and fees. Under Paul’s leadership, I want to increasingly do everything I can to thwart the delivery of ineffective, inefficient, and inherently defective financial products and strategies wreaking havoc on the vast majority of Americans today.”  Read more here...
Board Meeting 3:00pm to 5:00pm

3:45pm - Paul Adams
(replacing Eric Davis due to last minute scheduling conflict)
Paul Adams
Guardian Life / Sound Financial Group

Author, speaker, advisor and president of Sound Financial Group, Paul began his career in the field of financial services as a licensed intern while studying at the University of Las Vegas, NV. Despite his intern status, Paul soon found himself in demand, counseling as many clients as the firm’s full-time professionals. Soon after, he followed his passion for financial services by pursuing a career in the industry full time and founding Clearline Financial Group, a Las Vegas-based company that continues to do business today.   Throughout his career, Paul’s peers and clients have held him in the highest regard. For the past five years, Paul has been a member of the Million Dollar Roundtable (MDRT), an organization representing the world’s top 4 percent of financial advisors who possess the highest standards of ethics, knowledge, service and productivity. Paul has also earned recognition as a Court of the Table member with MDRT, which is reserved for those who produce in the top 1 percent of the industry. In addition, Advisor Today featured Paul on its June 2007 cover as one of the industry’s “Four Under Forty” leading advisors. As a founding member of the Las Vegas Chapter of the National Association of Insurance and Financial Advisors’ Young Advisors Team, Paul considers community involvement a vital part of his life. He enjoys mentoring agents who are eager to achieve new levels of success, speaking to financial firms around the country and participating in financial services conferences. In September 2007, Paul was a panelist at the NAIFA conference, where he shared insights he has recently published in his new book, Stop Burning Your Money.   Paul lives in Bothell, WA with his wife Kristen and his son Andrew and daughter Reagan. He enjoys traveling, hiking and continuing his personal and professional education.

5:30pm - Transportation to Dinner Venue leaves hotel
6:00pm - Bookwalter Winery Dinner
& Classic Rock Show
Outdoor Dinner | Live Music | Networking
Silent Auction (a Tri-Cities ritual)

Dinner and great wine at the J. Bookwalter Winery this evening, with bus service to/from the hotel. This dinner is INCLUDED for both Delegate and Super-Wednesday registration packages.  Enjoy the classic rock sounds from local band, The Shades.

9:00pm - Young Advisors Team (YAT) Hospitality Suite

You won't want to miss this event!

Thursday, May 16, 2013

7:30am - Continental Breakfast & Coffee
Past President's Breakfast 7:30am to 8:30am

8:45am - Delegate Council Convenes
  • Committee Reports
    • Financial Services Forum 2013 (FSF) - John Nichols; Membership - Wayne Lunday; Young Advisors Team - Mary Miller & Coty Thompson; Professional Development - Roger McDowell; Leadership in Life Institute (LILI) - Scott Fowler & Sharon Sparling; Association Political Involvement (APIC) - Richard Miller; Health & Employee Benefits - Sandy Powers-Booth; IFAPAC - Richard Ek & Alex Collins; Legislative/Advocacy - Sharon Sparling & Drew Hooper; Communications - Michael Staeb
  • Local Presidents Reports
    • Central WA (James Penning), Lower Columbia (Bob Otteraaen), North Central (Gaylen Willett), Northwest (Randy Best), Rainier (Joe Zedalis), Seattle/Eastside (Nate Walters), Snohomish County (Ben Bear), South Puget Sound (Joe Newman), Spokane (Randy Kimm), Tri-Cities (Craig Forman), Twin Harbors (Drew Hooper), Vancouver, Washington Peninsula (Aaron Lunday), Walla Walla (Kyle Bradbury)
  • Candidate Speeches for State Office
    • Ralph VanWinkle, National Committeeperson (incumbant)
    • Scott Fowler, Secretary/Treasurer
    • Wayne Lunday, Regional Vice President
11:00am - Sponsor & Exhibitor Drawings
11:30am - Lunch w/Sandy Sutton & Leslie Hasson, Liberty Mutual Special Investigations Unit
Include one (1) hour of WAOIC approved CE credit.  Course #604600 (SIU Training for Insurance Agents).  Provider #300172.
1:00pm - Leadership Succession Planning & Training
1:00pm - LILI 6.5

Leadership in Life Institute

5:30pm - President's Reception (no host bar)
6:15pm - 
President's Banquet
Plated Dinner | Entertainment | Awards

Dinner at Anthony's Banquet & Event Center with entertainment from the Knudsen Brothers.
7:15pm - NAIFA Washington Annual Awards Presentation
8:30pm - LyfeBank Hospitality Suite

You won't want to miss this event!

Friday, May 17, 2013

7:30am - Continental Breakfast & Coffee
8:45am - Delegate Council Continues
  • Tom Currey, 2009-2010 NAIFA National President
  • Association Official Business
  • Meet Your State Association Leadership
  • Outgoing President's Remarks
  • Incoming President's Remarks
  • 2013 National Conference
  • 2014 State Convention
11:00am - Town Hall Meeting
12:00pm - BBQ & Golf Tournament
The annual NAIFA Washington Golf Tournament will be held at the Tri-Cities Country Club.

You won't want to miss this event!

Courtyard Richland Columbia Point

Courtyard Columbia Point
480 Columbia Point Drive
Richland, WA 99352
(509) 942-9400

NAIFA Room Rates
$112 - cityside w/2 queen beds
$132 - riverside w/1 king bed
Use promo code "INFR" to get NAIFA room rates. Rooms must be booked by April 14.  Use the map to the left or link above to get directions from your home or office to this venue.

Anthony's Event Center
450 Columbia Point Drive
Richland, WA 99352

You won't want to miss this event!

State Convention Exhibitor Package – $450
(Available to non-dues-paying members subject to board approval.) 
  • Company name in e-blast announcements and reminders for the event (with a link to your website!) 
  • Company name on event page during promotion (with a link to your website!) 
  • Company name on website main page while event is featured (with a link to your website!) 
  • Display table for your signage and marketing materials during event 
  • Complimentary registration to the convention for one person (excludes accommodations and optional add-ons) 
  • List of event attendees following the event 
  • Recognition during the program as an exhibitor 
  • Option to speak for up to 2 minutes about your business during the program

If you have any questions please call NAIFA Washington Administrator:

Linda Fox | NAIFA Washington
7717 50th Avenue SE | Lacey, WA 98513
(360) 350-0521 |
NAIFA Washington,
Apr 29, 2013, 6:43 PM
NAIFA Washington,
Apr 1, 2013, 4:25 PM
NAIFA Washington,
Mar 29, 2013, 12:25 PM
NAIFA Washington,
Mar 29, 2013, 12:25 PM
NAIFA Washington,
Mar 9, 2013, 2:29 PM