<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
beach-gb97450c50_1920
San Luis Obispo
Dine & Connect
June 14, 2024
Home     Agenda    Register Now

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!


$25.00 Members | $35.00 Non-Members

Event Schedule

Friday, June 14th

Ventana Grill
2575 Price Street
Pismo Beach, CA 93449

11:00 - 11:15 am
Welcome & Opening Remarks
11:15 am - 12:00 pm
How & Why Business Valuation Became a Core Component of My Agency
with Barry Fisher
12:00 - 12:30 pm
Buffet Lunch & Break with Sponsors
12:30 - 1:00 pm
Legislative & Regulatory Updates
with Shari McHugh & John Davidson
1:00 - 1:25 pm
How to Use Life Insurance as an Asset Class in a Client's Investment Portfolio
with Mark SanGiacomo
1:25 - 1:30 pm
NAIFA-CA Closing Remarks


Thank You, NAIFA-California Platinum Sponsor!

 

135345529_WestPac-Logo-w--white-large-jpg

 

Thank You Sponsors!

lifehappens2