In a few short weeks, insurance and financial advisors come together in San Diego to engage, empower, and explore at NAIFA-California's Annual Conference. This event brings together innovative sessions, the latest industry trends, and high energy while still keeping with many of the chapter's time-honored traditions such as the presentation of the Norm Levine Distinguished Service Award. Make plans to head to San Diego from September 29th-October 1st.
Main stage speakers this year include former NAIFA Trustee, NFL Player and Prudential Advisor, Delvin Joyce and coming home for a stop on his Presidential caravan, California's own Tom "Da Bear" Michel. Both of these men have inspirational stories to keep you motivated as you head into the final quarter of 2021.
Two breakout sessions have just been announced.
Donna Sinor, JD, CLU, ChFC, Director of Advanced Sales/Business Insurance at Kansas City Life will present "Planning Flexible Enough to Work Despite Potential Tax Changes." The rising national debt, uncertainty in the world, an ongoing pandemic, and looming threats of increased tax rates all contribute to clients' reluctance to take needed actions now. This presentation will focus on effective solutions for retirement, business, and estate planning that allow flexibility that will meet the clients' future needs regardless of future tax changes.
Don Fillinger and Eric Carpenter session, "Life Insurance and Mutual Funds: Options You Probably Didn’t Know You Had." It's your fiduciary responsibility to know if there is fair market value for your client's policy.
