NAIFA California | Pismo Beach Dine & Connect

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Pismo Beach Professional Luncheon:
Conversations on Wealth, Risk & Retirement

June 13, 2025

11:00 AM - 1:30 PM

Ventana Grill | 2575 Price Street Pismo Beach, CA 93449

$35.00 Members | $45.00 Non-Members

Join us for a dynamic lunchtime event with sweeping ocean views and a powerhouse lineup of speakers who are redefining strategies in wealth planning, retirement, and risk management. Set at the beautiful Ventana Grill in Pismo Beach, this luncheon is designed for financial and insurance professionals who want to elevate their practice and bring greater value to their clients.

Don’t miss this opportunity to:

Network with top professionals in the financial and insurance industries
Learn from seasoned experts with real-world experience
Enjoy lunch with a view at one of Pismo Beach’s most scenic coastal venues

Registration is required. Space is limited—reserve your seat today!

Register Here

Meet Our Speakers

Asset Conservation – The Keystone…Disability Insurance

Tom Petersen, MBA, RHU

Petersen International Underwriters

Vice President

Estate Planning begins with income planning. Income planning cannot be done without an adequate disability estate program. Jump in bed and cover up your head and vow not to spend any more money! You cannot do it! Exploring the reasons why people should have disability insurance and armed with information and statistics will assist insurance producers understand why disability insurance is so crucial.

Tom has written numerous articles and taught numerous programs on the subject of disability insurance and special risks. He has been a speaker to MDRT, NAIFA, NAHU and IDIS as well as numerous local and State associations. In addition, he has taught college financial programs at UCLA and CSUN.

How millions of homeowners can now afford Long Term Care Insurance

Phil Walker

HighTechLending

Vice President Retirement Strategies

Phil will provide an updated perspective on Long Term Care planning, focusing on how home equity can expand the market for Long Term Care insurance to millions of seniors.

About Phil