Join us for an exclusive educational event designed for financial professionals serving high-net-worth clients. This conference will bring together respected industry leaders and subject matter experts to share timely insights, advanced planning strategies, and practical solutions for today's most complex client needs.
Attendees can expect engaging presentations on advanced planning concepts, Medicare planning considerations, advisor best practices, and a motivational keynote, along with opportunities to network with peers and industry partners. Whether you're looking to strengthen your expertise or build valuable professional connections, this conference will provide actionable takeaways to help you better serve your clients and grow your practice.
Registration Rates: Members: $25 | Non-Members - $40
Details coming soon!
Details coming soon!
More Details coming soon!
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600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 844-536-9339
Fax: 703-770-8224
info@naifacalifornia.org