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Pismo Beach Professional Luncheon (June 13, 2025)
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Building Client Relationships Through Inclusion (January 26)
What Insurances Do Business Owners Need? (January 27)
Ethical Challenges and Consequences (January 28)
San Diego Business Owner Planning Summit (February 17)
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Event Schedule
Friday, June 14, 2024
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
Agenda & Speaker Bios
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