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San Luis Obispo
Dine & Connect
June 23, 2023
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NAIFA-California is bringing together leading thought leaders in the field of advanced planning for business owners for a day of high-impact presentations, workshops, exhibitors, and networking. Topics include planning for business owners, business succession planning, life insurance strategies for business owners, employee stock ownership plans, exit strategies, and MORE!

June 23, 2023
11:00 am - 1:30 pm

$20.00 Members | $30.00 Non-Members

Ventana Grill
2575 Price Street
Pismo Beach, CA 93449


Business Evaluation

Barry J. Fisher
Blaze 'N Bear Insurance Services, Inc.

Barry Fisher’s insurance career spans more than four decades working in the field of personal financial well-being and responsibility. With broad expertise in life, disability and long-term care insurance he’s worked with individuals, business owners and allied professionals helping them provide protection for themselves and those they care about. Barry and his wife Susan Blais have been dedicated to the Central Coast since 1998 and created Blaze ‘n Bear Insurance Services, Inc. to assist local business owners and families with important personal financial choices.

Barry began his career in 1976 with Metropolitan Life. He founded Barry J. Fisher Insurance Marketing, Inc. in 1995 and is a nationally recognized leader and pioneer in the long-term care insurance industry. He has served as Past-President of the Los Angeles and California Associations of Health Underwriters and in 2002 the California State Legislature recognized him for leadership in legislative advocacy in the fields of health and long-term care. In 1999 he co-founded the American Association for Long-Term Care Insurance and in 2003 Barry received the National Association of Health Underwriter’s Legislative Achievement Award. Additionally, Barry has also served on the California Department of Insurance Agents and Brokers Advisory and Curriculum Committees. He is a frequent public speaker and contributor to industry publications on matters pertaining to life, disability long-term care insurance planning and legislative matters.


Shari McHugh Headshot

Legislative and Regulatory Update

Shari McHugh
Legislative Advocate/Partner
McHugh Koepke Padron Government Relations

Shari McHugh has over 25 years successful experience in government affairs and public relations. She is currently a partner in the lobbying firm of McHugh Koepke Padron Government Relations. Shari’s lead clients include the American Beverage Association, Association of California Life and Health Insurance Companies, Californians Allied for Patient Protection, California Credit Union League, the Hartford, the National Association of Insurance & Financial Advisors of California, the Pacific Association of Domestic Insurance Companies, the Pechanga Band of Luiseno Mission Indians, and Warner Music Group.


Thank You, NAIFA-California Sponsor!




Thank You Sponsors!