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Education, Motivation & Advocacy
"Your
Success . . . Our Bottom Line!”
Dear NAIFA-Spokane Members,
On Feb. 14th we held a joint 3 hr. CE on Ethics with
the Spokane Chapter of the Society of Financial
Services Professionals where David M. Bailey from
NAIFA – Spokane gave a great presentation. Thank you
SFSP members for the opportunity to join you once
again and for hosting this meeting!
Our next meeting will be held on March 19th and will
be at the Moran Prairie Library, 6004 S. Regal St.
Registration will begin at 9:00 am with the meeting
scheduled to run from 9:30 to 11:30 am. We will
serve refreshments consisting of coffee, juice,
donuts and fruit.
This is one meeting you won’t want to miss!! We’ve
all heard of identity theft, but do we really
understand the impact it has on our business and our
clients? We have two special speakers lined up to
speak on this sensitive subject. Our first speaker
is Darla Klovski, a Certified Identity Theft Risk
Management Specialist (CITRMS) certified through the
Institute of Fraud and Risk Management representing
the Group Security Division of Pre-Paid Legal
Services. Darla has been with Pre-Paid Legal
Services Inc. for over eight years and holds every
certification Pre-Paid Legal offers including the
certification to present their Affirmative Defense
Response System. The Affirmative Defense Response
System was designed to help businesses significantly
reduce their risk and liability with regards to all
the new identity theft legislation.
Darla will educate us on Identity theft, the laws
and what the requirements are. These new laws have
very serious ramifications for businesses and
statistics show that 87% of businesses are unaware
of the laws and how they are impacted by them. The
laws are FACTA including the new Red Flags Rule
(which went into effect Jan. 1 2008 and with
compliance required by Nov.1, 2008), HIPAA and Gramm
Leach Bliley (GLB).
Our second speaker will be Larry M. Vierra of
Advanced PC Solutions, LLC. Larry has 23 years of
expertise in information technology and is a
PC/Technology expert. He formally served as a
Computer/Network Specialist for the Deschutes County
Sheriffs Office for 8yrs. He has a Bachelor of
Science Degree in Business Information Systems from
Linfield College in Oregon. He also formed a
computer forensic lab for the Deschutes County
Sheriffs Office.
There is no charge for this meeting and we encourage
you to invite any of your office staff working with
sensitive non-public information and computers to
attend with you since these laws concern them as
well. Be sure to RSVP soon so we can plan for
seating and refreshments. This meeting is also open
to non-members at no charge so invite a guest to
come and see what we have to share with them and the
value of our association. Email to dave@kofcagent.com
or call 362-1714 to register by 3/17/08.
Our 6 hour jumbo CE Will be held on April the 16th
at the Longhorn BBQ on highway 2 top of the Sunset
Hill. It is titled “The Financial Process and the
Products Involved”. We will have 3 to 4 speakers
cover both the Process and how to use the products
we sell every day to fill the needs of our clients.
A Registration Form and Flyer will be forwarded
about the middle of March. Keep an eye on your email
and your snail mail. Registration will start at 8:30
am and the seminar will conclude by 4:00 pm.
Sincerely,
Randy R. Kimm, LUTCF
President – NAIFA-Spokane
Office: 921-2207 / Cell: 939-6004
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