1) “Helping your clients achieve tax-avoidance”- Steve Zadeh, Kansas City Life
10:15 - 11:10 am
2) Estate Planning - Anthony Celaya, Celaya Law Group
10:15 - 11:10 am
3) Health Insurance - Centivo
11:10 - 11:30 am
Networking Break with Exhibitors
11:30 am - 12:55 pm
Norman G. Levine Distinguished Service Award Luncheon with Keynote Speaker, Bryon Holz
1:00 - 1:55 pm
Afternoon Breakout Session 1
1) Long Term Care - OneAmerica & Team Financial Partners
1:00 - 1:55 pm
2) Marketing & Software - Empire Marketing Group
1:00 - 1:55 pm
3) Variable Annuities - Brighthouse Financial
2:00 - 2:55 pm
Afternoon Breakout Session 2
1) “Asset Conservation – Money In…Money Out??” - Thomas Peterson, Peterson International
2:00 - 2:55 pm
2) "Recruiting in Today's Market" - Pacific Advisors
2:00 - 2:55 pm
3) Annuities/Retirement - Allianz
2:55 - 3:15 pm
Networking Break with Exhibitors
3:20 - 3:30 pm
GENERAL SESSION
Honoring R. Jan Pinney, CLU ChFC CPCU
3:30 - 4:30 pm
General Session
Keynote Speaker Chris Gandy, Midwest Legacy Group
4:30 - 5:00 pm
Networking Break with Exhibitors
5:00 - 6:00 pm
IFAPAC Reception Honoring R. Jan Pinney, CLU ChFC CPCU (Invite Only)
6:00 - 7:00 pm
LILI Alumni Reunion (Invite Only)
7:00 - 9:00 pm
Company-Sponsored Dinners
7:00 - 9:00 pm
Past President Dinner (Invite Only)
9:00 - 11:00 pm
AMPLIFY After Party with WIFS at Westin San Diego Bayview Hotel Lobby Bar | 400 W. Broadway, San Diego, CA 92101
Friday, October 6th
7:00 am
Registration Opens
7:30 - 8:30 am
Breakfast with Exhibitors
7:30 - 8:30 am
Presidents Breakfast (Invite Only)
8:45 - 9:15 am
General Session
State Legislative Update with Shari McHugh
9:15 - 9:45 am
General Session
Unlocking Success: Business Owners and the Expertise of Financial Advisors - A Panel Discussion with Rod Roberto, VP Advanced Markets; Chad Wilson, Financial Advisor; and Nichole Mayer, Financial Advisor
9:45 - 10:30 am
General Session
Keynote Speaker Jon Pritikin - "Finding Success by Overcoming Fear"
10:30 - 10:50 am
Networking Break with Exhibitors
10:50 - 11:20 am
NAIFA-California Annual Business Meeting
11:20 - 11:30 am
Exhibitor Raffle Drawing (Must be present)
11:30 am - 12:30 pm
General Session
Keynote Speaker Mark Kamp AKA Marvelous Mark - "Energize, Engage & Build Rock Star Teams"