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San Luis Obispo (Pismo Beach)
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


How & Why Business Valuation Became a Core Component of My Agency

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

  • Why business valuation is important to business owners?
  • How it works.
  • How I’ve positioned it in my firm.

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.


How to Use Life Insurance as an Asset Class in a Client’s Investment Portfolio

Mark SanGiacomo
Pacific Advisors
Vice President of Individual Markets

Mark SanGiacomo began his career in the insurance industry with New York Life in 2005, working with MainStay Mutual Funds before joining their Life Sales Desk as a Life Wholesaler. In 2010, he joined Guardian Life Insurance and during his time there, has held roles as a Life Product Specialist, wholesaler for Innovative Underwriters (Guardian’s wholly owned BGA subsidiary), and finally as Guardian Life Wholesaler. In 2020, Mark left his Guardian Home Office role to take his current position as Vice President of Individual Markets with Pacific Advisors, a Guardian agency. He resides in Long Beach, CA with his wife, Lindsay, and his son and daughter.

Thank You, NAIFA-California Sponsor!




Thank You Sponsors!