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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!

$20.00 Members | $30.00 Non-Members

Event Schedule

Friday, June 23rd

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!




Thank You Sponsors!