Financial Services Forum 2013

Developing Your Practice
Working On Your Business, Not In Your Business
 
Brought to you by NAIFA Washington, NAIFA Seattle/Eastside, and these fine sponsors and exhibitors:

MassMutual Financial Group | Probabilities Fund | dibroker | Washington Brokerage
Guardian | Regence | NW Preferred Credit Union | élevée | ExamOne | NW DiCenter-Ameritas | 
Western United Life Assurance Company | CPS Reilable Financial Group | The Advisors-Axia Financial

Includes one (1) hour of WAOIC-approved continuing education (CE) credit.  Legislative Update with Mel Sorensen (Course #609787)

Speakers

Drawing Attention and Breaking Through 
in your Market

Stu Heinecke
President & Author
CartoonLink, Inc.
 
Stu Heinecke is one of The Wall Street Journal cartoonists, a Hall of Fame-nominated marketer, author of Drawing Attention and the President of CartoonLink, a marketing agency dedicated to producing extraordinary results for marketers through the magic of cartoons.  Mr. Heinecke has used cartoons to create countless record-breaking campaigns for many of the world's biggest direct marketers, including Time, Inc., AARP, Arthritis Foundation, Forbes, Harvard Business Review, The New Yorker, Easter Seals, Advertising Age and many more. Read more...



Understanding How 
to Succeed in the 
Women’s Market

Susan E. Peterson, CFA
Managing Director, Client Manager
Cornerstone Advisors

Sue joined Cornerstone Advisors in 1987 and has more than 25 years experience in the financial industry. Sue's practice focuses on high net worth individuals including executives, widows and divorcees, and families with inherited and technology wealth.  Read more...


How To Influence

James Alberson
President
Top Tier Training & Development

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.  Read more...


The Psychology 
of Risk
 
Mikelann R. Valterra
Financial Recovery Coach & Author
Money Minder Online

Mikelann Valterra’s passion is to help professionals escape the money fog, feel more in control of their finances and love their financial life. She believes everyone can truly heal and transform their relationship to money. Mikelann is an author, speaker and leader in the field of personal finance. And she is a money coach/ Financial Recovery Coach, who has worked with professionals for over 15 years.  Read more...


The Inspirational Tipping Point
 
Simon Reilly
President & Author
Leading Advisor

Simon Reilly is an international values and behavioral analyst, business coach, speaker, and author with 25 years of experience in the personal development industry combining extensive research and study in the areas of values & behaviors analysis, inspiration & motivation, leadership, change management, vision & business planning, team building and sales & marketing. Simon has 30,000 + hours of one on one telephone personal and business coaching experience.  Read more...


Legislative Update
 
Mel Sorensen
Principal
Carney Badley Spellman

Our own NAIFA Washington State Lobbyist will give us his latest updates on the goings on in Olympia.  Read more...

Event Details


WHEN
September 20, 2013
7:30am Registration
8am-5pm Program

WHERE
The Woodmark Hotel
1200 Carillon Point
Kirkland, WA 98033


PARKING: We have negotiated discounted parking of $9/car for the day. There is ample underground parking at Carillon Point.

DON'T MISS OUT - REGISTER ONLINE TODAY

Enjoy the beautiful resort 
setting at Carillon Point 
on Lake Washington!

JOHN NICHOLS, YOUR EMCEE, SAYS:
"You're gonna have fun! You're gonna get excited and its going to be 
applicable to your practice!" 

Take advantage of one of the few opportunities to enjoy camaraderie of your colleagues from around the state.  Bring your whole office!  Your registration includes breakfast and lunch.  We look forward to seeing you there!


EARLY BIRD SPECIAL EXPIRES SOON!
$125 Members of NAIFA, SFSP, and WAHU
$150 Non-Members
All rates increased by $25 after August 30
Rates are for payments made in advance by credit card or check. Payments made at the door will be charged at a $200 rate.

DON'T MISS OUT - REGISTER ONLINE TODAY



THANK OUR EVENT EXHIBITORS

THEY SUPPORT US SO PLEASE SUPPORT THEM

MassMutual Financial Group

Probabilities Fund

Washington Brokerage

Guardian

Regence

NW Preferred Federal
Credit Union

élevée

ExamOne

NW DiCenter-Ameritas

Western United Life Assurance Company

CPS Reliable Financial Group

The Advisors - Axia Financial

Ċ
NAIFA Washington,
Sep 9, 2013, 8:36 AM
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