Step into the next evolution of advanced planning and business-owner strategy at E3 Nexus, NAIFA-California’s premier gathering for forward-thinking advisors, planners, and professionals serving high-income earners and entrepreneurial clients. Formerly known as the Business Owner Planning Summit, this enhanced experience brings even greater depth, expertise, and collaboration—all in one powerful day designed to help you elevate your practice, empower your clients, and evolve with a rapidly changing landscape.
Join us in San Diego for dynamic sessions led by nationally recognized experts, in-depth discussions on emerging tax strategies, and real-world insights you can take straight into your client conversations. Whether you’re focused on complex tax planning, retirement strategies, business transitions, or holistic advisory work, E3 Nexus equips you with the tools to thrive.
Registration Fee
With more than 50 years in the financial services industry, Bruce Jones is a renowned educator and strategist whose expertise spans comprehensive tax planning for real estate owners, private business owners, and clients with highly appreciated assets. As founder and CEO of TaxWealth, Inc., Bruce supports professionals nationwide in solving their clients’ toughest tax challenges.
A national leader in pension design and advanced tax strategies, Nick Paleveda brings decades of experience as an attorney, educator, and top producer in the life insurance and retirement planning space. His insights into 412(e)(3) plans unlock powerful, often overlooked opportunities for high-income clients.
With nearly 40 years of experience in financial and legal services, Shelley Lightfoot is a respected leader in advanced planning, exit strategy design, and advisor collaboration. Her work with The Southern California Institute, Strazzeri Mancini LLP, and The Founders Group has helped countless professionals deliver more comprehensive solutions to successful families and business owners.
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