NAIFA-California San Diego Business Owner Summit

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SAN DIEGO BUSINESS OWNER PLANNING SUMMIT
FEBRUARY 1, 2024 | 9:00 AM - 3:30 PM PT

Learn from the best in the business and take away tips and strategies to impress your high-net-worth and business clients.

NAIFA-California is assembling prominent thought leaders in advanced planning for business owners to deliver a day filled with impactful presentations, engaging workshops, exhibitor showcases, and networking opportunities. The agenda encompasses discussions on various critical topics such as business owner planning, succession planning for businesses, life insurance strategies tailored for business owners, employee stock ownership plans, exit strategies, and more.

$49 for Members | $69 for Non-Members
Lunch + parking are included. Don’t wait to register - seats will fill up fast!

Handlery Hotel San Diego
950 Hotel Circle North
San Diego, CA 92108

Captive 101: The Basics of Self-Funding

Sam Walters

Regional Practice Leader - Roundstone

Sam Walters is an accomplished insurance professional with an impressive track record spanning over 17 years in the insurance industry. As a senior Regional Practice Leader for Roundstone, Sam manages a multi-state territory covering California, Arizona, Nevada, Colorado, and New Mexico. He is passionate about helping organizations save money and improve the quality of their health benefits and is an expert on doing so through self-funding in the Roundstone Captive.

Sam considers himself to be a collaborative partner with benefits advisors, and a coach to his clients, helping them with innovative, cost-effective, and customized health insurance solutions.

Critical advice for small and large business owners and wealthy clients: Employee Healthcare

Kibuchi Banfield

Southern California Sales Leader

Differentiate yourself by offering a client advice on how appropriately managing employee healthcare can directly impact their own financial planning. You don’t have to be a healthcare expert, you just need to have these core tips.

About Kibuchi: 15 year veteran of the health insurance space from NYC to CA. Kibuchi focuses on providing solutions to business leaders (small companies to Fortune 500) that enable them to grow their business faster and deliver strong financial performance. It’s all about EBITDA.

Advanced Retirement Plans that can include Life Insurance

Dan Harding

CEO of Retirement Administration, Inc. (RAI)

This discussion is specifically about helping high net worth business owner clients, save money today, while reducing downside risk and building a nest egg for tomorrow. We do this by reviewing multiple ways to save on income taxes, with Dan Harding, Third Party Administrator and Actuary, who will go through different retirement plan designs available today, including cash balance plans.

To spice things up, we will also discuss the different asset classes that are appropriate to fund these types of plan designs, like tax-deductible life insurance. Please come and learn with us!

About Dan:

Dan Harding provides expert retirement plan design services and advice to high-net-worth individuals and their advisors. For the past 20 years, he has consulted with investors and financial advisors offering sophisticated financial planning, advanced tax mitigation strategies, and alternative asset retirement solutions.

Dan serves as CEO of Retirement Administration, Inc. (RAI), a third party administration (TPA) firm that helps closely held, profitable companies significantly reduce income taxation with customized retirement plan designs. Inside RAI, Dan spearheads the use of an aggressive plan design approach—unlike your average 401(k) plan—and presents modern, alternative investment opportunities that exponentially increase account values and provide maximum tax deductions.

He is also the President and Founder of WealthPRIME®. WealthPRIME is a groundbreaking fintech firm that delivers highly customized, digital software solutions to insurance agents financial advisors, CPAs, and TPAs. Proprietary automation instantly illustrates and compares innovative tax-mitigation and wealth-building strategies on a scale only once offered through one-on-one consulting.

Investing in Opportunity Zones (as part of broader tax strategy)

Jake Block

Managing Director, Capital Markets (West Coast)

Jake Block leads Redbrick LMD’s investor relations, capital formation and stakeholder engagement efforts in the Western region of the United States. He is an accomplished financial service professional with expertise in working with investors (institutional and individual) and corporate clients.

Prior to joining Redbrick, Jake was the Managing Principal of JBB Capital – a merchant banking advisory and venture capital firm – and an entrepreneur in residence at Plug and Play Ventures. Previously, he was a private banker and director in Deutsche Bank’s San Francisco office, primarily working with family offices, entrepreneurs and founders on various investing and lending needs. Prior to that, he worked for BNY Mellon as a senior business development officer. For seven years, he ran the European Equities business on the West Coast for Nomura Securities (formerly Lehman Brothers). He also was an Assistant Vice President of Acquisitions at Sovereign Investment Company, a division of Marcus & Millichap, where he purchased over $2 billion in commercial real estate. He began his career as an investment banker, primarily in technology, at Bank of America Securities, Credit Suisse and Schroders.

He is also a board member of various nonprofits whose core issues are improving opportunity, economic growth, education and equal opportunity.

Jake earned his MBA in finance from London Business School and a BA in economics from Vassar College. He also holds the Series 7 and 63 securities licenses.