Meeting Location: Dobson Ranch Inn, 1666 Dobson Ranch Rd, Mesa, in the PER-

ZOLA (Rotunda) Room - 7:30 AM

PROGRAM—Jason Sherman—A Real Life Story—‖Diary of a Widowed Dad‖

Thank you to Judy Aguilar-Woertz for all her hard work and service to NAIFA-Arizona over this past

year!

Next Breakfast Meeting—Sept. 15, 2011

M. G. Peterson Consulting, PLC, CPAs

State Farm

Hoopes, Adams & Alexander, PLC

Pinnacle Restoration

EMSI-Arizona—Kevin Jensen

The Chittendens

Generations Consulting Group

EAST VALLEY NEWS

September 2011

THANK YOU TO OUR SPONSORS!

NAIFA-EAST VALLEY

An East Valley Real Life Story

Jason Sherman—Speaker for NAIFA-East Valley meeting September 15, 2011

Right up until the very moment that everything changes forever, Jason Sherman’s life seems to be following a rec-ognizable path. He goes off to college, meets the girl of his dreams, experiences love at first sight, and finds him-self facing marriage and parenthood. Two children and nearly eleven years of marriage later, Jason is a husband and father in his early thirties. During a romantic evening out on the town between this Arizona everyman and his beloved wife, Nicole, the unspeakable occurs, and shatters the lives of Jason and his two girls. Jason lives with his now three beautiful girls, Hailey, McKenna, and Avery, in Mesa, Arizona, not far from where he grew up. He works in the retail industry, but derives his greatest pride and joy from being a father, a son, a brother, a nephew, a cousin, an in-law, a friend, and a co-parent and fiancée to his sweetheart, Courtney. First and foremost, Jason is a family man. He is also the author “Diary of a Widowed Dad”. Come join us for this compelling meeting as we hear the real life story of one of our member’s clients and be re-energized about our profession and the great importance of the work we do for our clients.

Your 2011-12 Board:

First Row: Judy Aguilar Woertz, Past President; Dale Chittenden, President; Donna Kohlhase, Secretary/Treasurer

Back Row: Michael Klein, President-Elect; Lars Hansen, Nat’l Committee Chairman; Bill Wise, IFAPAC Director;

Vandy Moore, Director, Deniz Nouri, Director

OFFICERS

Dale Chittenden, President

The Chittenden Group

3821 E. Indian School

Phoenix, AZ 85018-5234

602-955-4773

Michael Klein, CFP, MBA, President Elect

Klein Financial

4824 E. Baseline Rd, Ste 135

Mesa, AZ 85206

480-981-1333

Donna Kohlhase, CFP, CLU, ChFC, CASL, Secretary Treasurer

State Farm Ins. Companies

6836 E. Brown Rd.

Mesa, AZ 85206

480-396-2140

Judy Aguilar-Woertz, LUTCF, ChFC, CFP, CASL, Past President

State Farm Ins. Companies

8601 S. Priest Dr., Ste 101

Tempe, AZ 85284-1919

480-598-0544

Lars Hansen, LUTCF, National Committee Chairman

American National Life

4455 E. Broadway Rd., #108

Mesa, AZ 85206

480-924-4750

DIRECTORS

Vandy Moore

State Farm Insurance Co

4135 S. Power Rd, Ste 123

Mesa, AZ 85212-3626

480-497-3933

William Wise, CLU, LUTCF

Farmers Insurance Group

3660 E. University Dr., #4

Mesa, AZ 85205

480-924-4070

Deniz Nouri

Generations Consulting Group

70 S. Val Vista Drive

Suite A3-321

Gilbert, AZ 85296

602-570-4400

NAIFA-East Valley

We Care About Your Future!

We Care About Your Success!

We Care About Your Business!

We Care About Your Health and Family!

Page 3 EAST VALLEY NEWS

At NAIFA-East Valley

WE CARE!

www.naifaeastvalley.org

One Hour CE Class – Thurs-

day, October 13, 2011

―Linked Benefits‖

This class will be held IMMEDI-ATELY following the regular

breakfast meeting on 10/13 in the Rotunda Room. There will

be NO CHARGE to active NAIFA members, and a $15 fee

for non-members.

Contact Deniz Nouri at 602-570

-4400 for more info!

Congratulations to all of our 2010-11 Awards &

Designation Recipients!

NMSA Award winners:

Steven M. Johnson – 3 years

Judy Aguilar-Woertz, LUTCF, ChFC, CFP, CASL – 5 years

Julie Jakubek – 5 years

Richard F. West – 10 years

NQA Award winners:

Steven J. Edman - 1 year

Matthew Klanrud FIC – 1 year

Joseph A. Morris, CLU – 2 years

Alan Nickerson, FICF, LUTCF – 4 years

Chet Jaehnig, FIC, MDRT – 6 years

Judy Aguilar-Woertz, LUTCF, ChFC, CFP, CASL – 9 years

Mark E. Rowley – 11 years

NSAA Award winners:

Chet Jaehnig, FIC, MDRT – 8 years

Congratulations to NAIFA-East Valley for being recognized by NAIFA-Arizona

for their outstanding IFAPAC contributions!

Bill Wise, IFAPAC Chairman, accepts this top Award at the State ALC Meeting

on August 12th

Community Service

We have selected two organizations to focus our community service on for the

2011/2012 year.

AzBrainFood:

There are a surprising number of children who receive free breakfast in our public schools, these children also received the ―poor kid‖ lunch dur-ing the week. The problem comes over the weekend when there is no food for these children. AzBrainFood provides a sack of food on Friday that is discreetly place in their backpacks & taken home for the weekend. The schools stats are showing that these children are coming back on Monday in an improved frame of mind, less conflict, improved attention spans & now better grades. NAIFA-East Valley will be collecting funds to support this program. The cost per child per school year is $200. The total amount of your donations will determine how many children we will spon-sor. Put your donation into the brown lunch bag at the registration desk

or the one on your table.

Mesa Fresh Start:

Need to clean your bookshelves! NAIFA-East Valley will be collecting self-help, moti-

vational & How-to books to help Fresh Start build their library.

Fresh Start has been very active in the Phoenix area for years; they are now expand-

ing to Mesa. Fresh Start provides resource and referrals to any women wanting to re-

enter the workforce. The resources include classes, seminars & counseling, as well as

access to a well-stocked Library. Take a look at your bookshelves – I bet there are a

couple of books that you no longer need. Bring them to the September meeting.

About NAIFA: NAIFA comprises more than 700

state and local associations representing the inter-

ests of approximately 200,000 agents and their as-

sociates nationwide. NAIFA members focus their

practices on one or more of the following: life insur-

ance and annuities, health insurance and employee

benefits, multiline, and financial advising and invest-

ments. The Association’s mission is to advocate for

a positive legislative and regulatory environment,

enhance business and professional skills, and pro-

mote the ethical conduct of its members.

NAIFA-EAST VALLEY

EAST VALLEY NEWS SEPTEMBER 2009

Betty Hartnett, CLU, FLMI Association Administrator 3030 E. Ocotilla Lane Phoenix, AZ 85028

Phone: 602-317-4438 Fax: 602-305-9830 E-mail: bettchem@cox.net

We’re on the Web!

Www.naifaeastvalley.org

sors protects and promotes

the critical role of insurance in

a sound financial plan and the

essential role provided by our

professional agents and advi-

sors.

Mission Statement

The mission of the National

Association of Insurance and

Financial Advisors is to advo-

cate for a positive legislative

and regulatory environment,

enhance business and pro-

The Vision and

Mission of

NAIFA

Vision Statement

The National Association of

Insurance and Financial Advi-

fessional skills, and promote

the ethical conduct of our

members.

NAIFA Tagline: Connections that Count!

ABOUT NAIFA, continued …………………..

Sept. 15, 2011

Dobson Ranch Inn

Breakfast Meeting

7:30 AM

Speaker

Jason Sherman

A Real Life Story

―Diary of A Widowed Dad‖

Oct. 13, 2011

Dobson Ranch Inn

Breakfast Meeting

7:30 AM

Speaker, Allan Zee

A Health Care Reform Update

Nov. 10, 2011

Dobson Ranch Inn

Breakfast Meeting

7:30 AM

Speaker, Truitt Smith

Investments, 401k’s,

Pensions

WELCOME NEW MEMBERS!

Thomas Holman, LUTCF—American Family

Bryan Hunt—American Family

Daniel Wisniewski—American Family

CALENDAR OF EVENTS

DO YOU NEED

ERRORS &

OMMISIONS

INSURANCE?

Check out the great deal offered by NAIFA/

CalInsurance by clicking on the link below!

Www.naifaeo.com

CE Tips Use inexpensive CE options that can be

found online, like webce.com. If you are planning to acquire a designa-

tion like CLU, LUTCF, CFP, use the courses as CE.

If you need help finding CE, please con-tact Deniz Nouri at deniz@gcgagent.com

Page 8 EAST VALLEY NEWS

Committed to Your Career?

NAIFA MEMBERSHIP CAN IMPROVE YOUR BOTTOM LINE and PROTECT YOUR LIVELIHOOD!

With 200,000 members and their associates nationwide, NAIFA is the largest financial services membership association in

the United States. NAIFA is a federation of 700 state and local association all striving for the same common goal: to pro-

tect your livelihood and your clients' financial security. Join today and get the power of NAIFA behind you!

Connections That Count: Just as you connect your clients to the services they need, NAIFA con-nects you to the resources you need to be successful. We are your voice on Capitol Hill and in your backyard, fighting for a positive legislative and regulatory environment for insurance and financial professionals. We provide education and networking opportunities that help your business grow. NAIFA communications — in print and online — enhance your understanding of the industry.

Member Benefits Include:

ADVOCACY: There is power in numbers! Our voices must be heard at the state and federal governmental Levels. NAIFA’s staff of experienced lobbyists works with Members of Congress and state legislatures to pro-tect your career and your valuable business interests. Stay connected and involved with NAIFA Frontline and Action Alerts that help you protect your business and your clients.

SALES IDEAS AND PRACTICE RESOURCES: NAIFA Members have access to valuable sales and practice management tips, business resources and product discounts through the association’s award winning national magazine, Advisor Today, as well as online publications like e-tips and web exclusive features on AdvisorTo-day.com

PROFESSIONAL DEVELOPMENT AND NETWORKING: Earn valuable continuing education credits and net-work with some of the industry’s most respected and successful professionals. NAIFA’s results oriented pro-gramming is specifically tailored to provide you with tools necessary to compete and succeed in our changing industry. Stay ahead and stay connected by attending local, state and national association meetings.

INDUSTRY WIDE RECOGNITION AND AWARDS: Use your NAIFA membership to qualify for industry-wide recognition like the Million Dollar Round Table (MDRT), the National Quality Award, the National Multiline Award, The National Sales Achievement Award and the Life Underwriter Training Council Fellow (LUTCF) designation.

Www.naifa.org or call 1-877-TO NAIFA (866-2432)

Page 10 EAST VALLEY NEWS

SPONSORS - We THANK you for your support!

Page 11 EAST VALLEY NEWS

OUR SPONSORS - We THANK you for your support!

OUR ADVERTISERS - We THANK you for your support!

Page 12 EAST VALLEY NEWS