| Arizona Dreamcatchers
| Calendar
of Past Events |
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| July 28, 2010 |
| GFWM PC Meeting - July 28, 2010 |
| Held in Orlando, FL - More Info to follow... |
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| July 19 - 22, 2010 |
| 2010 National Conference - Austin, TX |
| National Conference - Austin, TX |
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| June 25, 2010 |
| June 2010 Meeting |
“SPIA Sales Ideas” - Steve Schaack,Penn Mutual
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| June 16-18, 2010 |
| GFWM - June 16 - 18, 2010 |
| Mastery (Investment)(East coast location to be decided)
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| June 4, 2010 |
| 2010 - AZ NATP Spring Seminar – Radisson Hotel – P |
| AZ NATP Spring Seminar – Radisson Hotel – Phoenix Airport
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| May 19 - 21, 2010 |
| GFWM - May 19 - 21, 2010 |
| Mastery (Practice Management)Held in Stanford, CT |
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| May 14th - 16th, 2010 |
| May 2010 - Retreat to Puerto Penasco |
Retreat to Puerto Penasco
May 13th – 15th or May 14th - 16th (any 3 nights 2 weekends/1 weekday)
1 weekend night free for all reservations for 3 nights
Sonoran Sky Resort
1 Bedroom $355.10
2 Bedroom $474.00
3 Bedroom $751.60
4 Bedroom $925.00
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| May 5-7, 2010 |
| GFWM - May 5-7, 2010 |
| Mastery (Investment)Held in Los Angeles, CA |
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| April 22 - 25th, 2010 |
| FPA Retreat |
| April 22-25, 2010, San Antonio, Texas |
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| April 21, 2010 |
| GFWM PC Meeting - April 2010 |
| Held in Orlando, FL - More Info to follow... |
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| March 26, 2010 |
| March 2010 Meeting (Virtual) |
Virtual Meeting
Wells Realestate Funds- given by Scott Blackman
“Zephyr Analysis” and Practice Management Homework for May Retreat-Craig Towle - Genworth Financial Wealth Management
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| March 24 - 26, 2010 |
| GFWM - March 24 -26, 2010 |
| Mastery (Practice Management) Held in Houston, TX |
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| March 10-12, 2010 |
| GFWM - March 10-12, 2010 |
| Mastery (Investment)Held in Chicago, IL |
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| Feb. 26, 2010 |
| February 2010 Meeting |
Nick Hammer - Genworth Financial, “Retirement Income and Protection Strategies”
Brian McCabe -Values Based Financial Planning Corner, Building Trust in the Age of Madoff
Randy Huston - Yellowstone Trust Admin,“Opening Investment Opportunities with Charitable Gift Annuity Reinsurance”
Craig Towle - Genworth Financial Wealth Management,Crossing the Seas” February’s team book and Building on That for our Clients
Margaret Kelly - Technology Update
John Carlson - JW Cole, Update from Home Office
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| February 25, 2010 |
| Dinner With John Carlson |
| Team Dinner with John Carlson at the Roaring Fork restaurant in Scottsdale AZ - 7:30pm (Spouses included) Please RSVP |
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| February 24 - 26, 2010 |
| GFWM - February 24-26, 2010 |
| Mastery (Practice Management)- Held in Orlando, FL |
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| January 27, 2010 |
| GFWM PC Meeting - Jan. 2010 |
| Held in Orlando, FL - More Info to Follow... |
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| January 22, 2010 |
| January 2010 Meeting |
| 2009 Year-end awards to be Celebrated |
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| December 18, 2009 (3rd Fri) |
| December 2009 Meeting |
Third Friday (4th Friday is Christmas Day)
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| November 13, 2009 (2rd Fri) |
| November 2009 Meeting |
Second Friday (4th Friday is Thanksgiving Weekend).
Meeting to be held at Cheryl's new office (1810 S Crismon Road Bldg 10, Ste 188, Mesa, AZ 85209).
More info to follow.
Richard Parke - "IRA vs JRA (joint retirement account), the benefit of Jt Annuitants"
Vicki Burbridge - “Atlas New Play into Shale Reserves”
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| October 29-30, 2009 |
| October 2009 Meeting - JW Cole Conference |
| DreamCatchers meeting will be at J. W. Cole Conference |
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| October 10 - 13, 2009 |
| FPA Annual Conference |
| FPA Annual Conference Anaheim, CA |
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| September 18, 2009 |
| September 2009 Meeting |
DreamCatchers meeting will be at:
Wilcox Tax & Financial Advisor
16515 S. 40th Street #127
Phoenix, AZ 85048 |
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| August 28, 2009 |
| August 2009 Meeting |
| Chris Bergeron - “The Art of the Client Review” |
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| July 31, 2009 (5th Fri) |
| July 2009 Meeting |
| Summer Break |
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| June 19, 2009 (3rd Friday) |
| June 2009 Meeting |
"The Road to Income” - Lee Iredell -American Realty Capital
“Look to Land for Growth in Uncertain Times”- Christina Lindsey - Walton International Group
EAGLE time:
“The Fred Factor” – and reports on
“Buckets of Money”, “Black Swan”, “The Intelligent Investor” by Benjamin Graham and “Unexpected Returns” by Ken Easterling of Crestmont Research - http://www.crestmontresearch.com -Scott Rulon
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| May 15th (3rd Friday) |
| May 2009 Meeting |
| Cancelled |
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| April 30 - May 2, 2009 |
| Retreat - April 2009 |
DreamCatchers Retreat to Puerto Penasco (Rocky Point, MX) Sam and Elin Ingram and Burton Carter, hosts.
The resort web address is: http://www.sonoranskycondos.com
Room Rates:
Condo Type - Normal Rate - Rate for renting 2-5 condos - Rates for Renting 5-10 condos
1 bedroom, upper 349.1 - 320.39 - 306.04
1 bedroom, penthouse 410.7 - 375.83 - 358.4
2 bedroom, upper 468 - 428.4 - 408.6
2 bedroom, penthouse 555.2 - 509.88 - 487.22
3 bedroom, upper -715.6 - 652.24 - 620.56
3 bedroom, penthouse- 781.9 - 714.91 -685.65
4 bedroom, upper -919 - 839.8 - 800.2
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| April 27-30, 2009 |
| April 2009 Meeting |
| FPA Retreat “Connecting the Art & Science of Financial Planning” Palm Springs, CA |
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| March 27, 2009 |
| March 2009 Meeting |
| Cancelled |
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| February 27, 2009 |
| February 2009 Meeting |
“Diversification with Land Banking" by Christina Lindsey of the Walton International Group
“The Black Swan” and “Buckets of Money - Book Reports by Scott Rulon
“Tax Advantage of Managed Accounts” by Brett McAvoy of Curian Capital
"A Look Back with a Focus on the Future” presented by Lee Hurney - Prudential Annuities
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| January 23, 2009 |
| January 2009 Meeting |
| Virtual Meeting for Eagle Program Commitments |
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| December 19, 2008 |
| December Meeting - Dec. 19, 2008 |
Please mark your calendar for Friday December 19th for our Year-End Awards luncheon after the meeting.
Please RSVP to 602-494-7641 x100 or email ops@gammi.com if you are staying for the luncheon. |
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| November 21, 2008 |
| November Meeting 2008 |
NO MEETING....next Meeting in Dec.
Be prepared for a FULL day on Decmeber 19 with a luncheon & year-end awards Celebration! |
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| October 23 - 24, 2008 |
| October Meeting - JW Cole Sales & Compliance Confe |
| JW Cole Financial Sales & Compliance Conference in Tampa, FL - October 23 & 24. |
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| October 4 - 7, 2008 |
| FPA Boston 2008 |
| FPA Boston 2008 Event |
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| September 26, 2008 |
| September Meeting 2008 |
| “Oppenheimer Update – the NUA Rule” - Chris Bergeron, Oppenheimer Funds; "Profiles in the retirement Red Zone" - Lee Hurney, Prudential;
“Institutional Real Estate Opportunities for individual investors”- Jim Chong,Paladin Realty Advisors
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| August 22, 2008 |
| August Meeting 2008 |
| DreamCatching Extraordinaire – “Celebrate What is Right with Life” movie -(Notes from GFWM Mastery program);“Selling Real Estate Investment Trusts” Gary Croatt - Cornerstone Real Estate;“Staying the course w/investments - ING Funds in the current marketplace” - Sean Collins; “Creating & increasing income in Penn Mutual retirement, regardless of the market” - Stephen Schaack;
“New V.U.L in today’s marketplace”- Michael Webb; Noon -- Commitment to 24 Hour Action Step(report cards)BG 2 dates in Sept + Firm CE + Office Audits; 12:15 Stephen Schaack will be taking the group out to lunch.
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| July 25, 2008 |
| July Meeting |
| DreamCatching – NOT $$, but Lives – Every Day; Intuit Conference - Using Quickbooks and Lacerte- Cheryl Wilson; Tangible Benefits of Asset Allocation-Jeffrey Breese, John Hancock; Update from NATP National Conference-Burton Carter; REAL Life Case Studies – how would you handle? - Where are Rolling 401Ks to? - To NOT lose is to Win? -Aunt S/I - CD Alternative – NAV with 18 mo CDSC or 12 mo CDSC; Admin:December date confirm - Office Audit schedule – 2008 forms - Next Month – and 2009 After Tax Season Retreat - 24 Hour Action Step!
Lunch - round table practice discussions
"Ability is what you're capable of doing. Motivation determines what you do. Attitude determines how well you do it."
— Lou Holtz:
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| June 27, 2008 |
| June Mtg |
| NATP and Practice Management update (cruise notes too)-Burton Carter;Admin – Review Calendar for Rest of 2008 -Becky Gaylor;"Atlas Update Exciting Times”- Vickie Burbridge,Atlas America; "Charitable Trusts, Interesting Case Studies"- Randy Huston, Yellowstone Trust Admin;
“Cornerstone Planning” - Don Deasy,Estate Planning Strategies.
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| May 30, 2008 (5th Friday) |
| May Meeting |
| FPA Retreat 2008 May 31 - June 4 - Ft. Lauderdale, FL (Memorial Day Weekend is 5/23) |
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| May 3rd - May 9th |
| April Mtg - Retreat |
| The April Retreat is actually taking place the 1st part of May. The Carnival Cruise Ship is Paradise and will be traveling from Long Beach, CA to Catalina Island, Ensenada - Fun Day at Sea - and back to Long Beach. For info on the ship go to http://www.carnival.com select Fun Ships at the top and the Carnival Paradise link. |
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| March 28, 2008 |
| March Meeting |
| The March 2008 Meeting has been cancelled. |
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| February 22, 2008 |
| February Meeting |
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| January 11, 2008 |
| January Meeting 2008 - Date Change |
| Assistants meeting at 8:15am discussing Albridge;Jeffrey Breese - John Hancock Funds -“The tax season time crunch: A time tested solution from John Hancock Funds”; Book Report by Cheryl Wilson - (tax season plans for using this) “On Golden Pond…or Up the Creek” by F. Bill Billimonia; Sam Perry, American Funds, - 'The Value of Patience'; Edward Adler, Ideologist -AIA/ESA International - LLC "Kick Start 2008 Marketing Minute;Keep Top of Mind during Tax Season"; Richard K. Parke - Genworth Annuities - "Rollovers, Rollovers...Show me the money";“Retirement Income Redesigned”;Lee Hurney
American Skandia
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| December 21, 2007 (DATE CHANGE) |
| December Meeting 2007 |
| To Be Announced |
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| November 9, 2007 |
| November Meeting |
| "Income for Life and 401Ks" by Jim Meier from AIG,"Latest advancement in Variable Universal Life -- No Charges & Much Higher Cash Values" by Ron Blauvelt from IPG, Book Report: “Be All You Can Be” By John C. Maxwell given by Scott Rulon,& Team Group Think! December meeting date
2008 “Year of Peak Performance” monthly awards, Calendar changes Assistants team meetings too
(would a lunch awards party next year work)
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| November 9, 2007 (Evening) |
| Year-End Awards Dinner 2007 |
| Held at the Capital Grille in Scottsdale -
Introduction by Becky, Motivator of the Year -Cheryl Wilson - 29.1%; Courage Award - David Vidad - 156.3%; Circle of Excellence - Monica Busch - 180.2%; Inspiring Leader of the Year -
“An Attitude of Gratitude Still the Ultimate Gift” Burton Carter;
2008 – Year of the Amazing Eagle Team - $3 million + Gross Production
A special thank you for this evening’s SPECIAL sponsors who we honor not only tonight but their support throughout the year; Atlas (Vicki Burbridge), Genworth Financial Asset Management (Craig Towle), Penn Mutual (Todd Treto).
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| October 25-27, 2007 |
| JW Cole Financial Annual Conference |
| JW Cole Annual Conference in Tampa, FL from Oct. 25-27. |
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| October 12, 2007 |
| October Meeting |
| The AZ DreamCatchers Meeting will be held from 8:00 am to 12:00 Noon at the Genworth Financial Trust Company. Lunch will be served.
Genworth Financial Trust Company
3200 N. Central Ave.
7th Floor
Phoenix, AZ 85012
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| September 21, 2007 (3rd Fri) |
| September Meeting |
| September Meeting Stephen B. Schaack, CFS, CSC – Penn Mutual- " Inflation Protected Retirement Income Planning"; Scott Blackman, Wells Real Estate,"Integrating REIT’s into Practice"; and Kevin, Curian Capital- “Power of the Platform”; along with reports from the FPA Seattle 9/7 thru 9/11) and our plans for the J. W. Cole Conference in October. |
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| September 8 - 11, 2007 |
| September - FPA Seattle, WA |
| FPA - Seattle, Washington |
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| August 24, 2007 |
| August Meeting |
| This meeting has been Cancelled per Becky |
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| July 27, 2007 |
| July Meeting |
| Agenda: NATP Updates - Cheryl, Burton, Matt & Becky; Norm Crisostomo, Guardian Investor Services (Equite side of Guardian Life) & RS Investments (formerly Robertson Stevens); "Sun, Moon, and Stars DO All align Sometimes" inspiring story by Guest Speaker; 3-month contest update |
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| June 22, 2007 |
| June Meeting |
| Leif Hartwig, Of TruQuest, who was himself in the financial services profession for 17 years and who now has TruQuest Wealth & Balance programs as a way to help us LIVE the Life we want....both business and personal.
Office Staff and Spouses are welcome to join us.
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| May 18, 2007 |
| May Meeting |
| Retirement Solutions & Plan Design for Business Owners Workshop presented by Ross McDonald, Retirement Plan Consultant - Oppenheimer Funds. Earn CPE Credit for attending. |
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| May 5th - 8th, 2007 |
| May - FPA Retreat |
| FPA Annual Retreat
Galveston Island, Texas |
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| April 27, 2007 |
| April Meeting |
| Kingman Annual Team Retreat - IPG's product offerings including: Ron Blauveldt, IPG 1) New "Linked" products - Comparing new Life-LTC and Annuity with LTC rider products. 2) Maximizing Qualified $$$ -- New IRA Review Program 3) New Trends in the Life Industry - A B C D’s of Estate Planning - Don Deasy, Estate Planning Strategies - Finding YOUR Investment Religion - Craig Towle - Genworth Financial Asset Mgmt. AND IRA Contest Results |
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| March 23, 2007 |
| March Meeting |
| “Atlas - get ready-get set- almost ready to go!”,Vicki Burbridge,Atlas America -
"Retirement Income Redesigned", Lee Hurney, American Skandia - “History Lessons”,Jeff Brees, John Hancock Funds - Book Report: “The Energy Bus” by Jon Gordon, Shawn, Karen, Phyllis
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| February 23, 2007 |
| February Meeting |
| “Top Ten new money ideas for 2007”,Jim Beaton,
What’s working and what isn’t THIS Tax Season? - Introduction to www.gotomypc.com, Cheryl Wilson, CFP® - Report Cards (more info on Lone Star vs. DreamCatchers) - Plans for April (Kingman Retreat) and May ( FPA Retreat 2007 May 5–8,
at the Moody Gardens Hotel in beautiful Galveston Island, Texas - Creating a Personal Pension & Retirement”,Sue Tully, Pacific Life Variable Annuities & Mutual Funds - Memory Dynamics speaker, Sean O’Neil - “The Leadership Pill”,by Ken Blanchard - Book Report – Cheryl Wilson, CFP® - Meet Shawn Eckert, CPA
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| January 12, 2007 |
| January Meeting |
| 2007 - What’s YOUR Business Plan-What ARE YOU doing to plan for 2007:
What you have and/are planning to do in 2007 to grow your practice. New stuff, repeating old stuff, marketing and ??.
“A Marketing Minute“,David Vidad - Income annuities and estate planning: "How to get your cake and eat it too", Rich Park, Genworth VAs -“Active Asset Management”,Craig Towle, Genworth PAM - "Asset Protection; Revenue for Advisors”,Ike Devji, The Wealthy 100 |
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| December 8, 2006 |
| December Meeting |
| Nivan Jaleeli with Oppenheimer will be doing some retirement income training. |
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| November 17,2006 |
| November Meeting |
| Vince Zupo, Highmark Funds
Todd Treto, Penn Mutual |
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| October 30, 2006 |
| October Mtg - "Growth and Income Strategies " |
| "Growth and Income Strategies in Your Client's Retirement"
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| September 22, 2006 |
| September Mtg - BetaVest Training & Compliance |
| The meeting will be held at Mary Wilcox's office (Wilcox Tax & Financial Advisor, 4805 E. Thistle Landing Dr., Phoenix) 2 Hours of Required Compliance in addition to the following: Beta Vest Case Management Training by Adam Wilson; Craig Towle presenting an update from Genworth Private Management; Mark Dillon from Jackson National doing a presentation on 1031s to Private Annuities; & Scott Rulon giving a presentation on "The Gift of Love" from The Ultimate Gift. |
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| September 21, 2006 |
| Team Dinner - Hermosa Inn |
| Team Dinner at Lon's - Hermosa Inn (5532 N. Palo Cristi Rd., Scottsdale, AZ 85253)on Sept. 21st hosted by JW Cole. Cocktails at 6:30pm and dinner at 7:00pm
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| September 21, 2006 |
| BetaVest Introduction |
| A 2-hr BetaVest Case Management Introduction at the Active Money Management Office from 2pm to 4pm. |
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| August 25, 2006 |
| August Mtg. - Penn Mutual Webinar |
| Penn Mutual Team - Webinar on Testamentary CRTs and Case Studies. Randy Huston - Yellowstone for CRT training and updates. Maggie and Dennis for Gift of Gratitude and Gift of a Day presentation. |
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| July 28, 2006 |
| July Mtg - To Be Announced |
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| June 23, 2006 |
| June Mtg - June 23rd |
| Vincie Logan, John Hancock And
Brian Kelley, Independent Planners Group.
Plus a couple of great DreamCatching stories -- Scott Rulon has an exciting one on the horizon! And "How I do it's!!
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| May 19, 2006 |
| May Mtg - LTC (3rd Friday) |
| LTC - Judy Thresher/Metlife product training |
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| April 20th - 22nd |
| April Mtg - Retreat |
| The DreamCatchers retreat in Kingman is being moved to the 21st. Please arrive on the 20th for a Mexican dinner. Meetings will be held on Friday (21st) with a steak fry at the Burton home and on Sat. the 22nd an excursion to Grand Canyon West to see their new 'observation desk' that sticks out over the canyon. |
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| March 24, 2006 |
| March Mtg - Tax Season |
| "Regroup" |
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| February |
| February Mtg - Cancelled |
| CANCELLED |
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| January 20th, 2006 |
| January Dreamcatchers Meeting |
| Atlas
Lee Hurney – American Skandia
Annuity Panel re: Income benefits
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| All 2005 Meetings |
| 2005 Meetings |
| January-Dressander & Assoc. NFS Laser Apps Special Guests: RJ Wood, Catherine Hawn
February-Pacific Life Sue tully and Monica Busch
March-Bryce Pruett-Wells Read Estate, Nivan Jaleeli-Oppenheimer, Michael Ferguson- Guardian Ins. & Annuity Co., Lee Hrney-American Skandia, Sam Perry-American Funds
April-Kingman Retreat-Craig Towle-GE, John Potter-Penn Mutual, Don Deasy-Estate Planning Strategies
May-Nivan Jaleeli -Oppenheimer, Len Nolan-MFS
June-Dreamcatching, Practice Mgmt, Rainmaking
July-None
August-John Potter-Penn Mutual 2 hr technical training EPS Book Report:Sue
September 15-18- FPA San Diego
September-B Trust Creation-1041s,706s BG, Financial Calculator Cheryl, Insurance 101 Burton, Book Report Sam
October-Nivan Jaleeli-Oppenheimer, Book Report Jim
November 6th-10th-JW Cole Conf. MGM Grand Las Vegas
November-How to Sell During Tax Season-Mary
December-John Potter-Penn Mutual
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