Naifa Utah, 533 W 2600 S Suite 155, Bountiful, UT (2026)

06/11/2026

💻 Join Us for the NAIFA Utah June Meeting!

We're going virtual this month, making it easy for everyone to join us from wherever you are!

Earn CE credit while gaining valuable insights from our featured speaker, Scott Wertz, as he presents:

The Value in Life Insurance Settlements

This informative session will explore opportunities, strategies, and considerations surrounding life insurance settlements—knowledge that can help you better serve your clients and grow your practice.

📅 NAIFA Utah June Meeting
🕛 12:00 PM (MT)
📍 Virtual via Zoom
https://us06web.zoom.us/j/81861565824?pwd=vVVJIJRlozDUNbcFzOm2FwZ0A1Apmq.1

Don't miss this opportunity to learn, connect, and earn CE from the comfort of your office or home.

Register today and make plans to Zoom in with us! https://www.eventbrite.com/e/naifa-utah-june-broadcast-ce-meeting-tickets-1990985549374?aff=oddtdtcreator&keep_tld=true

06/04/2026

🎣☀️ NAIFA Utah Summer Fun is Back!

Join the NAIFA Utah family for an unforgettable evening of BBQ, fishing, and connection at beautiful Cold Springs Trout Farm!

Bring your kids, grandkids, coworkers, and friends as we enjoy:
🐟 Fishing fun for all ages
🍔 Delicious BBQ and great food
🤝 Networking and meaningful connections
🧡 A relaxed evening making memories together

These are the moments that remind us what NAIFA is all about—community, relationships, and enjoying life together.

Save the date, June 15th, and plan to join us! We can’t wait to see you there.

RSVP: https://www.eventbrite.com/e/naifa-utah-annual-family-fish-fry-tickets-1990966955760?aff=ebdssbdestsearch

05/29/2026

🎣☀️ NAIFA Utah Summer Fun is Back!

Join the NAIFA Utah family for an unforgettable evening of BBQ, fishing, and connection at beautiful Cold Springs Trout Farm!

Bring your kids, grandkids, coworkers, and friends as we enjoy:
🐟 Fishing fun for all ages
🍔 Delicious BBQ and great food
🤝 Networking and meaningful connections
🧡 A relaxed evening making memories together

These are the moments that remind us what NAIFA is all about—community, relationships, and enjoying life together.

Save the date, June 15th, and plan to join us! We can’t wait to see you there.

05/20/2026

Thank you to everyone who joined us for an evening of fun, networking, and meaningful connections with fellow professionals! 🏌️‍♂️✨

From great conversations to friendly competition, our NAIFA Utah Topgolf event was a wonderful reminder of the value of community and relationships within our industry.

We loved spending the evening with you and look forward to many more opportunities to connect, learn, and grow together!

05/18/2026

📢 NAIFA Utah Members — Join us Tuesday, May 19th, for a full day of learning & connection! Come for one event or enjoy the full day with fellow professionals! Don’t forget to invite a licensed colleague to experience NAIFA Utah.

☀️ Breakfast CE Meeting: Tad Teeples presents, “Protecting Wealth with Property & Casualty Liability Coverage.” 7:30 am Jim's Family Resturant

🍽️ Lunch CE Meeting featuring Mark Anderson presenting “Social Security & Distribution Options 2.0.” 12:00 pm New York Life, Provo offices.

If you can't join us in person, join via Zoom.

Join Zoom Meeting
https://us06web.zoom.us/j/81861565824?pwd=vVVJIJRlozDUNbcFzOm2FwZ0A1Apmq.1

Meeting chat link

https://us06web.zoom.us/launch/jc/81861565824

Meeting ID: 818 6156 5824

Passcode: 509310

🏌️‍♂️ Top Golf Event | 5–7 PM | Dinner Provided

🔔 Register today!

Valley Breakfast- https://www.eventbrite.com/e/naifa-utah-salt-lake-valley-may-meeting-tickets-1987699254979?aff=ebdssbdestsearch

Central Lunch- https://www.eventbrite.com/e/naifa-utah-central-meeting-tickets-1987699566912?aff=ebdssbdestsearch

Top Golf https://www.eventbrite.com/e/top-golf-evening-sponsored-by-naifa-utahs-yat-tickets-1986677584134?aff=ebdssbdestsearch

05/15/2026

📢 Coming Up: NAIFA Utah Central CE Lunch!

Join us on May 19 for an informative and practical CE session designed to help you better guide clients through today’s retirement decisions.

🎓 CE Presentation:
“Social Security and Distribution Options 2.0”
Presented by Mark Anderson

📅 May 19
🍽️ Lunch + CE + Networking

Gain updated insights and strategies surrounding Social Security and distribution planning while connecting with fellow professionals.

🔔 Save the date and plan to join us—this is a session you won’t want to miss!

RSVP Today - https://www.eventbrite.com/e/naifa-utah-central-meeting-tickets-1987699566912?aff=ebdssbdestsearch

05/11/2026

🏌️‍♂️✨ Swing Into Connection at NAIFA Utah’s Topgolf Event!

Join us for an evening of fun, food, and networking with your NAIFA Utah community!

📅 May 19
⏰ 5:00 – 7:00 PM
🍽️ Dinner Provided

Whether you’re a seasoned golfer or just in it for the laughs, this is the perfect opportunity to connect, unwind, and enjoy a great night out with fellow professionals.

🎯 Bring a licensed friend or colleague in the industry and introduce them to the value of NAIFA—great connections start here!

🔔 Register today and don’t miss out!

https://www.eventbrite.com/e/top-golf-evening-sponsored-by-naifa-utahs-yat-tickets-1986677584134?aff=ebdssbdestsearch

04/29/2026

🏆 Congratulations to Dori Phillips — NAIFA Utah Citation of Excellence Recipient!

For over 15 years, Dori has been the driving force behind NAIFA Utah’s advocacy efforts—championing our members and their clients at both the state and national levels. Her leadership, dedication, and ability to build strong relationships with policymakers have made a lasting impact on our industry.

With nearly four decades of experience and a deep commitment to service, Dori exemplifies what it means to be a trusted advisor and tireless advocate.

We are proud to recognize and celebrate Dori for her outstanding contributions! 👏

04/29/2026

🏆 Congratulations to Todd Jones — NAIFA Utah 2026 Lifetime Achievement Award Recipient!

Todd Jones, FSS, RICP, LUTCF, is being honored for his outstanding service, integrity, and lifelong commitment to his clients and the industry. Serving over 1,000 clients, Todd is known for always putting people first—ensuring families are protected and cared for when it matters most.

A dedicated leader, Todd has served NAIFA at both the local and state levels and continues to give back through mentorship and service. His career reflects a legacy of compassion, professionalism, and doing what’s right.

We are proud to recognize Todd as a true example of excellence in our profession. 👏

04/27/2026

🚨 Happening TOMORROW — NAIFA Utah Annual Symposium! 🚨

This is your chance to learn, earn, and connect—all in one powerful day!

📅 April 28, 2026
⏰ 9:00 AM – 4:00 PM (come for a session or stay all day!)
📍 University of Utah Alumni House

🎓 6 Hours of CE + 6 Hours of CFP Credit
🍽️ Lunch Provided
💼 Unmatched Networking Opportunities

🎉 FREE for NAIFA Members
🎉 FREE for ALL Utah advisors (this year only!)

👉 Bring a licensed colleague or advisor and introduce them to the value of NAIFA!

⭐ Featuring Keynote Speaker:

Tom Hegna
“Don’t Worry, Retire Happy”

📚 Additional Sessions:

• John Homer – Understanding LTC Insurance
• Dana Campion – Disability Insurance Essentials
• Lynn Carter – Protection That Fits Your Life
• Alpine Cleaning & Restoration – 2 Hours Ethics CE

Whether you attend for a few sessions or the full day, you’ll walk away with practical insights, fresh ideas, and meaningful connections.

🔔 It’s not too late—join us tomorrow!

If you are unable to join us in person, there is a broadcast option:

Join Zoom Meeting

https://us06web.zoom.us/j/87903631061?pwd=KVRu7wqJ5gvPc7QshmO9cXl8TPdkLS.1

Meeting ID: 879 0363 1061

Passcode: 066254

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