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San Diego
Business Planning Summit
February 22, 2023
Summit Home
Agenda
Event Schedule
Wednesday, February 22nd
WestPac Wealth Partners
5280 Carroll Canyon Road, Suite 300
San Diego, CA 92121
10:00 am
Welcome & Opening Remarks
10:15 - 11:15 AM
Excuse Me But There is a Hole in Your Protection!
Tom Petersen, MBA, RHU
11:15 - 12:00 pm
The Business Owner Planning Process Helping Business Owners Make Smart Financial Decisions
Nash Subotic
12:00 - 1:00 pm
Lunch with Sponsors
1:00 pm - 1:15 pm
NAIFA Membership & Advocacy Updates
Rich Coffin & Peter Buechler
1:15 - 2:00 pm
ESOP Planning Opportunities
Roy Farmer, II
2:00 - 2:45 pm
Maximizing Your Marketing: Strategies and Techniques for Insurance Agents and Financial Advisors
Kyle Onstott
2:45 - 3:00 pm
Closing Remarks
Thank You, NAIFA-California Sponsor!
Thank You Sponsors!
