AZ DreamCatchers Meeting - Jan 2012

"Kick Off 2012 in a Powerful Way" Janurary 20th

December 2011 Celebration

DreamCatcher Meeting and Celebration of GREAT 2011

2011 AZ-NATP Arizona Update

December 9th, 2011 – AZ-NATP Arizona Update

December 2011 Meeting

DreamCatcher meeting and Celebration of GREAT 2011

November 2011 Meeting

(third friday)

October 2011 Meeting

October JW Cole Conference (dates to be announced later)

September 2011 Meeting

This month's meeting will be held in Kingman, AZ. View agenda

2011 – AZ-NATP Annual Conference

September 21st – 23rd, 2011 – AZ-NATP Annual Conference

August 2011 Meeting

View agenda.

August 2011 IRS Tax Forum

IRS Tax Forum - Las Vegas

2011 National NATP – St. Louis

National NATP – St. Louis - August 15th - 18th

July 2011 Meeting

to be announced

June 2011 Meeting

View Agenda -Important Update from Advisory Board June 3 Mtg - Becky -Streetscape - Empowerment Program -Joe Westphalt, Director of Brokerage Services, JW Cole -Admin – Report Cards – upcoming schedule and Team Contest for Conference Rooms

AZ-NATP 2011 Spring Seminar

AZ-NATP Spring Seminar

May 2011 Meeting

(Third Friday) - to be announced later

May 2011 Meeting (Mexico Retreat)

AZ DreamCatchers Retreat to Rocky Point

May 2011 - FPA Retreat

Tuesday, May 3rd to Friday, May 6th – FPA Retreat 2011 at Hyatt Regency Coconut Point, Bonita Springs, Florida

April 2011 Meeting

Click here to view the agenda.

February 2011 Meeting

Steve Schaack – Penn Mutual “Inflation Protector Variable Annuity”

January 2011 Meeting

2011 Goal - Every DreamCatcher to be a 1QA “Retirement Vulnerability of New Retirees in Arizona” - Todd D’Angelo, Sun America How has the past 2 years been for YOU? DIYers…now FREE tax prep! What happened to a PLAN and sticking to it? Since JWC Conference: November 2010 Practice Mastery - Client Segmentation, LiveScribe Rowing & Sailing Pipelines and Service Assistants Firm Retreat Preso and PP of pictures - 2010 Results, moving AUM to 1% vs .25 per year Designing Wealth (take one!) Thanks JE for the intro…paid now thru GFWM exp reimb 100 Day Challenge 50/50 Biz - https://www.5050biz.com Go Coaching - Financial Literacy -- Ne$t Egg 2 Mitch Anthony videos and books (FPA Denver) FANS, Goals for 90 Days (Jan 10 - April 11), Scoreboard, Mind Dump, weekly STATs http://www.fariskmgmt.com/ Webpage - old and new videos -- What We Do, In a Box, etc. It’s a Relationship business – and Start with WHY (Gold Forum in February) DreamCatchers calendar & after tax Retreat Altogether Again 12/18/10 and pic of Lil Bit of Heaven at Christmas time

(view agenda)

December 2010 Meeting

DreamCatcher meeting and Celebration of GREAT 2010 James from Paladin REIT “Institutional Quality Realty & Investing" “Energy Royalties, the Conservative Side Of the Oil and Gas World” Wolf Hanschen - Noble Royalties,Inc. "Streetscape Tricks and Updates" - Joe Westphal Discuss Mexican Retreat in May and if there should be another meeting the end of May as well. “Drilling in Gulf South versus Appalachian Drilling” - Donna Alexander, Gulf South Energy Partner

2010 - AZ-NATP Arizona Update – Tempe, AZ

AZ-NATP Arizona Update – Tempe, AZ

November 2010 Meeting

Attended Genworth Mastery Meeting - Mission Palms - Tempe

2010 JW Cole Conference

DreamCatchers meeting will be held at the J.W. Cole Conference

GFWM PC Meeting - October 20, 2010

Held in Orlando, FL - More Info to follow

Denver, Colo. 2010 FPA Annual Conference & Exp

Denver, Colo. FPA Annual Conference & Expo

GFWM - October 6-8, 2010

Mastery (Practice Management) Held in Atlanta, GA

AZ DreamCatchers Meeting

2010 AZ-NATP Annual Conference – Chandler AZ

AZ-NATP Annual Conference – Chandler AZ

August 2010 Meeting at C & D Tax

C & D Tax, 1810 S Crimson, Bldg 10, Suite 188, Mesa, AZ 85209 (480-981-3511) AGENDA Major DreamCatching – making a difference every day “Winning by Not Losing” “How to Help Add Stability to Clients’ Portfolios…The Case for Alternative Investments” - Wells Real Estate Funds, Scott Blackman “What do some of the top pension plan managers know about investing in commercial real estate that you may not know? Learn how a non-correlated asset class may compliment an existing portfolio.”-KBS Capital, Mike Malloy “Healthcare POA … Making the Right Choices”- James Knollmiller, Knollmiller & Arenofsky, LLP Update on August participation in JWC’s Enrichment Series

July 2010 Meeting at Wilcox Tax

(At Cheryl's Office - 16515 S 40th # 127,Phoenix, AZ 85048) Welcome new DreamCatcher – John Nanni Cheryl and Burton – NATP Conference Update Becky – J. W. Cole inaugural Advisory Council Chris Bergeron - Oppenheimer Funds -Market overview - Updates Brad Maurer - Clark Capital -Winning by not Losing Jim Knollmiller and Jeanine - Estate Planning

GFWM PC Meeting - July 28, 2010

Held in Orlando, FL - More Info to follow...

2010 National Conference - Austin, TX

National Conference - Austin, TX

June 2010 Meeting

“SPIA Sales Ideas” - Steve Schaack,Penn Mutual

GFWM - June 16 - 18, 2010

Mastery (Investment)(East coast location to be decided)

2010 - AZ NATP Spring Seminar – Radisson Hotel – P

AZ NATP Spring Seminar – Radisson Hotel – Phoenix Airport

GFWM - May 19 - 21, 2010

Mastery (Practice Management)Held in Stanford, CT

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

GFWM - May 5-7, 2010

Mastery (Investment)Held in Los Angeles, CA

FPA Retreat

April 22-25, 2010, San Antonio, Texas

GFWM PC Meeting - April 2010

Held in Orlando, FL - More Info to follow...

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

GFWM - March 24 -26, 2010

Mastery (Practice Management) Held in Houston, TX

GFWM - March 10-12, 2010

Mastery (Investment)Held in Chicago, IL

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

Dinner With John Carlson

Team Dinner with John Carlson at the Roaring Fork restaurant in Scottsdale AZ - 7:30pm (Spouses included) Please RSVP

GFWM - February 24-26, 2010

Mastery (Practice Management)- Held in Orlando, FL

GFWM PC Meeting - Jan. 2010

Held in Orlando, FL - More Info to Follow...

January 2010 Meeting

2009 Year-end awards to be Celebrated

December 2009 Meeting

Third Friday (4th Friday is Christmas Day)

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”

October 2009 Meeting - JW Cole Conference

DreamCatchers meeting will be at J. W. Cole Conference

FPA Annual Conference

FPA Annual Conference Anaheim, CA

September 2009 Meeting

DreamCatchers meeting will be at: Wilcox Tax & Financial Advisor 16515 S. 40th Street #127 Phoenix, AZ 85048

August 2009 Meeting

Chris Bergeron - “The Art of the Client Review”

July 2009 Meeting

Summer Break

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

May 2009 Meeting

Cancelled

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

April 2009 Meeting

FPA Retreat “Connecting the Art & Science of Financial Planning” Palm Springs, CA

March 2009 Meeting

Cancelled

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

January 2009 Meeting

Virtual Meeting for Eagle Program Commitments

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.

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!

October Meeting - JW Cole Sales & Compliance Confe

JW Cole Financial Sales & Compliance Conference in Tampa, FL - October 23 & 24.

FPA Boston 2008

FPA Boston 2008 Event

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

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.

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:

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.

May Meeting

FPA Retreat 2008 May 31 - June 4 - Ft. Lauderdale, FL (Memorial Day Weekend is 5/23)

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.

March Meeting

The March 2008 Meeting has been cancelled.

February Meeting

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

December Meeting 2007

To Be Announced

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)

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).

JW Cole Financial Annual Conference

JW Cole Annual Conference in Tampa, FL from Oct. 25-27.

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

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.

September - FPA Seattle, WA

FPA - Seattle, Washington

August Meeting

This meeting has been Cancelled per Becky

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

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.

May Meeting

Retirement Solutions & Plan Design for Business Owners Workshop presented by Ross McDonald, Retirement Plan Consultant - Oppenheimer Funds. Earn CPE Credit for attending.

May - FPA Retreat

FPA Annual Retreat Galveston Island, Texas

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

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

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

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

December Meeting

Nivan Jaleeli with Oppenheimer will be doing some retirement income training.

November Meeting

Vince Zupo, Highmark Funds Todd Treto, Penn Mutual

October Mtg - "Growth and Income Strategies "

"Growth and Income Strategies in Your Client's Retirement"

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.

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

BetaVest Introduction

A 2-hr BetaVest Case Management Introduction at the Active Money Management Office from 2pm to 4pm.

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.

July Mtg - To Be Announced

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!!

May Mtg - LTC (3rd Friday)

LTC - Judy Thresher/Metlife product training

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.

March Mtg - Tax Season

"Regroup"

February Mtg - Cancelled

CANCELLED

January Dreamcatchers Meeting

Atlas Lee Hurney – American Skandia Annuity Panel re: Income benefits

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 N