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October 5-6, 2023
Humphreys Half Moon Inn
2300 Shelter Island Drive | San Diego, CA | 92101

Register Here
Book your hotel room in advance at our discounted rate!

Wednesday, October 4th

12:00 pm
Optional Golf Tournament
4:00 pm
Registration Opens
6:00 - 7:30 pm
Welcome Reception Sponsored by WestPac
7:00 pm
Special YAT Event with Tom Peterson

Thursday, October 5th

7:00 am
Registration Opens
7:30 - 8:30 am
Breakfast with Exhibitors
8:30 - 9:00 am
Opening Ceremony
9:00 - 9:10 am
Opening Remarks
9:10 - 10:10 am
GENERAL SESSION
Keynote Speaker Andy Neary
10:15 - 11:10 am
Morning Breakout Sessions
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 Cory Morrison
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"
12:30 pm
Closing Remarks


Thank You, Sponsor!

NAIFA-California e3 Agenda

Platinum Sponsors

Gateway F

 

westpac

 

Gold Sponsors

Capital Smith & Financial

 

Network in Action logo

 

Kansas-City-Life-Logo

 

CounterPoint Mutual Funds

 

Abacus Logo

OneAmerica

 

Team Financial Partners

lafayette-logo

 

Silver Sponsor

Cohesive Insurance and Services

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600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 844-536-9339
Fax: 703-770-8224
info@naifacalifornia.org