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Upcoming Events

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Central Valley 48th Annual Charity Golf Tournament

July 15, 2024

The National Association of Insurance and Financial Advisors (NAIFA) - Central Valley, continues their commitment to raise funds for the Emergency Food Bank by hosting their 48th annual golf tournament. Through your contributions as a golfer, sponsor donor and/or volunteer, NAIFA is able to contribute all proceeds to the Emergency Food Bank so they may continue to provide services and programs to families that face hunger in our community.

Join us for a day of golf and hunger awareness at the NAIFA Central Valley 48th Annual Charity Golf Tournament at the exquisite Stockton Golf and Country Club on Monday, July 15, 2024.

Stockton Golf and Country Club
3800 Country Club Blvd
Stockton, CA 95204

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NAIFA Live

July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024

9:00 am PT

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.


Meeting Conference

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San Diego In-District Preparation

July 23, 2024

11:00 am - 12:30 pm

Join NAIFA San Diego for an important preparation meeting at the UC San Diego campus, designed to equip our local members for the upcoming in-district meetings with their representatives in August. This event will provide valuable insights and strategies to effectively communicate our priorities and concerns. Additionally, attendees will have the opportunity to network with fellow members and enjoy a complimentary lunch. Don't miss this chance to strengthen our collective voice and make a positive impact in our community.

Event will be held in Marshall College Room, Price Center West Level 2.

UC San Diego Price Center
Marshall College Room Price Center West Level 2
9500 Gilman Drive
La Jolla, CA 92093

Can't join us in person? Attend virtually on Zoom!

In Person Attendance: $20.00
Virtual (Zoom) Attendance: $10.00

REGISTER HERE


chuck hollander

Taking the Mystery Out of Stalled Deals -
3 Steps to Building Your Clientele

Chuck Hollander
Red Flag Advantage, LLC

August 9, 2024

11:00 am - 12:00 pm

Join us virtually on Zoom for a specialized 60-minute session designed specifically for Life Insurance Sales Professionals. Led by Chuck Hollander from Red Flag Advantage, this session will provide invaluable insights and practical strategies to help you overcome stalled deals and boost your income.

Outcomes/Takeaways:

  • Spot the Optimal Moment: Identify the key point in every sale where the probability of success is highest and learn how to position yourself for it.
  • Avoid Stalled Deals: Understand the two primary reasons deals stall and discover strategies to prevent them.
  • Leverage Client Decision-Making: Learn the three fundamental truths behind every client's decision to buy and how to use them to create urgency and win more business.

Benefits:

  • Increase Revenue: Convert stalled deals into new clients and revenue.
  • Shorten Sales Cycles: Learn techniques to create urgency and close deals faster.
  • Gain Competitive Edge: Acquire strategies that give you the upper hand in your sales process.

Don't miss this opportunity to learn from one of the industry's top experts and transform your sales process to eliminate stalled deals and multiply your income. Make sure to attend Chuck Hollander’s session to build your clientele and achieve your financial goals. Register now to secure your spot!

REGISTER HERE


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Fresno Educational Luncheon

August 20, 2024

11:30 AM PT

The Point Patio Bar & Bistro
2940 E Nees Ave #107
Fresno, CA 93720

Check back for more information and official registration coming soon!


noah howard bret riddle

NAIFA and FSP Together in Orange County

Noah Howard, CIMA
Investment Consultant
Bret Riddle
Senior Analyst in the Advanced Designs Unit (ADU) | Pacific Life

August 21, 2024

11:00 am - 1:30 pm

Join us for an enriching afternoon of education and networking at Del Frisco's in Irvine, CA, on August 21st. Hosted by NAIFA-CA Orange County, this local event is designed to connect professionals from diverse backgrounds, fostering collaboration and knowledge exchange.

Delight in a comfortable atmosphere while engaging in insightful discussions and learning sessions led by industry experts. Whether you're looking to expand your professional network or gain valuable insights, this event promises to be a rewarding experience. Don't miss this opportunity to elevate your skills and forge meaningful connections within your industry as we hear from Noah Howard and Bret Riddle. Mark your calendars for August 21st and join us at Del Frisco's for an unforgettable afternoon of education and networking.

Members: $25.00 | $35.00

Del Frisco's Grille
772 Spectrum Center Dr
Irvine, CA 92618

REGISTER HERE


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Empire Connect: Industry Insights & Networking

George Grombacher

August 22, 2024

9:00 am - 12:00 pm

Join us at "Empire Connect: Industry Insights & Networking" at the picturesque Dos Lagos Golf Course in the Inland Empire! This exciting event features a lineup of industry-leading speakers who will share their insights on the latest trends and developments. Enjoy a delightful lunch while networking with professionals from various sectors.

George Grombacher will share with us the "Most Important Conversation You'll Ever Have." George Grombacher is working to help people get better at money so they can live how they want. He’s been a Financial Advisor for 25 years, a member of MDRT, an agency manager, and named to Investopedia’s list of the Top 100 Financial Advisors in the United States five years in a row. He’s the Founder and Chief Community Officer of Money Alignment Academy, President of Financial Consulting Professionals, host of the LifeBlood podcast and the Aligned Money Show, and the author of five books.

Don’t miss this opportunity to connect, learn, and grow. Bring your coworkers, peers, and friends—even if they aren’t members—to make the most of this enriching experience. We look forward to seeing you there!

Dos Lagos Golf Course
4507 Cabot Dr
Corona, CA 92883

REGISTER HERE


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2024 e3 Conference

October 6-8, 2024

Get ready to level up your career in the insurance and financial industry! Join us in beautiful Redondo Beach for NAIFA-California's 2024 Career Advancement Conference, e3, to EMPOWER, ENGAGE, and EXPLORE. Connect with industry experts, thought leaders, and like-minded professionals who are passionate about taking their careers to the next level. Sign up for the e3 experience today!

LEARN MORE & REGISTER


lunch meeting luncheon

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Fresno Educational Luncheon

October 20, 2024

11:30 AM PT

The Point Patio Bar & Bistro
2940 E Nees Ave #107
Fresno, CA 93720

Check back for more information and official registration coming soon!


Past Events

Picnic in the Park

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Picnic in the Park

June 22, 2024

10:00 am - 2:00 pm

Mingle and Connect with fellow NAIFA members with a picnic in the park on June 22nd. There will be tacos (asada, pastor, pollo, and camarones), drinks, games, and prizes!

Upon arrival, look for NAIFA signage. We can't wait to see you there!

Palmer Park, Picnic Shelter 2
610 E Palmer Ave
Glendale, CA 91205


NAIFA_CALIFORNIA22

June Membership Update

June 21, 2024

8:30 - 9:00 am

Join us virtually on Zoom Friday, June 21st from 8:30 - 9:00 am for our monthly NAIFA-California Local/Affiliate Leadership meeting, open this year to Chapter Leaders and members! The agenda will include updates on current programming efforts at the local, state, and national levels. Additionally, the platform will be open for questions, with the Executive Committee of our state board available to provide insights and answers. We can't wait to see you virtually on Zoom!


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Fresno Golf Mixer

June 18, 2024

3:30 PM PT

Valley Golf Center
41445 Ave 9
Fresno, CA 93720


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Pismo Beach Dine & Connect

June 14, 2024

11:00 AM - 1:30 PM PT

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!

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Meeting Conference Panel Discussion

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NAIFA-Greater Bay Area High Net Worth Symposium

June 12, 2024

8:30 am - 1:30 pm

Come join your industry peers June 12 for a live event at the Lesher Center in Walnut Creek featuring four fantastic speakers sure to help you build a practice of attracting high net worth clientele. The event is free to attend but you MUST register to secure your seat.

Lesher Center for the Arts
1601 Civic Dr
Walnut Creek, CA 94596

8:30am

Opening, Registration & Breakfast

 

9:00am to 9:30am

Welcome & Introductions

 

9:30am to 10:15am

Crafting a High-Performance Practice

Join Invesco as we explore how to construct a practice capable of attaining and retaining a high-net-worth clientele. This program covers four steps designed to enhance your business structure, systems, and processes to deliver a differentiated and sophisticated client engagement experience. 

Featuring: Howard Shen, CFA, VP & Market Leader at Invesco USA

 

10:15am to 11:00am

Engaging with the Rising Gen: How to Begin the Conversation Around Investments and Wealth Planning

Keri Pankow, Senior Wealth Strategist at CIBC Private Wealth, will discuss how to initiate and discuss the frequently asked financial and wealth planning questions of those who are stepping into or growing their wealth.

Featuring: Keri Pankow, Senior Wealth Strategist at CIBC Private Wealth

 

11:00am to 11:15am

Break

 

11:15am to 12:00pm

Maximizing Value: Strategic Wealth Planning for High-Net-Worth Clients & Business Owners

Clark Capital and Assetmark will delve into effective wealth planning strategies for high-net-worth clients and business owners. We will explore their distinct needs, optimizing estate and wealth transfers, minimizing tax burdens, and ensuring generational wealth management. Our session will also highlight how Clark Capital and Assetmark can collaborate with you to guide your clients through personal wealth management, ensuring their financial success and the preservation of their legacy.

Featuring: Patrick Schultz, J.D., Senior Wealth Planner at Clark Capital Management Group

 

12:00pm to 1:00pm

Tying it All Together: Building and Running a High-Net-Worth Tax & Financial Planning Practice

Join author and financial advisor Robert Cucchiaro as he details how he grew his firm from $200M to $800M AUM in less than 10 years without asking for a single referral. He will share the methodology used to provide customized, integrated wealth management for high-net-worth families which consistently generates 40-60 unsolicited referrals each year.

Featuring: Rob Cucchiaro at Summit Wealth & Retirement Partners

 

1:00pm

Closing Remarks


Rhonda Sher

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Marketing In The Modern Age What Used To Work With Marketing Doesn't Anymore

Rhonda Sher

May 1, 2024

12:00 PM - 1:00 PM PT

What do you know about marketing in the modern age? According to Rhonda Sher, what used to work doesn't anymore, so learn how to adapt. Come learn how to improve your social media presence.

Rhonda Sher was a top performer selling term life insurance with living benefits. She is intimately familiar with compliance issues for financial professionals in the social media space. For more than 15 years, Rhonda has been recognized as one of the country's foremost experts on teaching entrepreneurs and business owners how to monetize Linkedin. To learn more about Rhonda, click here


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Brews & Business: Networking in San Diego

April 23, 2024

5:30 - 7:00 pm

Join us for a gathering at Societe Brewing where NAIFA members can mingle, enjoy craft brews, and sample delicious offerings from a gourmet food truck. This event provides an opportunity to connect, collaborate, and foster relationships in a lively setting. We can't wait to see you!

Members: $10.00 | Non-Members: $15.00

Societe Brewing
8262 Clairemont Mesa Blvd
San Diego, CA 92111


NAIFA_CALIFORNIA22

Membership Update

April 19, 2024

8:30 - 9:00 am

Join us virtually on Zoom Friday, April 19th for our monthly NAIFA-California Local/Affiliate Leadership meeting, open this year to Chapter Leaders and members! The agenda will include updates on current programming efforts at the local, state, and national levels. Additionally, the platform will be open for questions, with the Executive Committee of our state board available to provide insights and answers.


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Pathway to Excellence Awards Dinner Celebration

April 18, 2024

5:30 - 8:00 pm

Join NAIFA-Los Angeles on April 18th for our Pathway to Excellence Awards Dinner Celebration! We can't wait to see you at George Petrelli Steak House from 5:30 - 8:30 pm.

5:30 pm - Check-in, no-host bar
6:00 - 8:00 pm - Dinner & Program

NAIFA Members: $65.00 | Non-Members: $70.00
Table of 8: $500.00

George Petrelli Steak House
5615 Sepulveda Blvd

Culver City, CA 90230


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Greater Foothills Table Topics

Michael McGlothlin
Ed Martin
Rich Coffin

April 18, 2024

9:00 AM - 2:00 PM PT

9:00am - NAIFA LIVE - Virtual

  • "Building a Story Brand" by Michael McGlothlin

10:30am - 2:00 pm  - Discussion Topics

  • Medicare, Medicare Supplement, & Medicare Advantage by Ed Martin
  • Offset Strategies by Business Owners by Rich Coffin
  • Features of FIUL

Ecospan Office
212 W. Broadway St Suite 200
Glendale, CA

RSVP 818-687-2415 on or before 4/15 or click the RSVP button below.


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Fresno Educational Luncheon

April 16, 2024

11:30 AM - 1:30 PM PT

Join us for an enriching educational luncheon hosted by NAIFA-CA's Fresno Affiliate, featuring a presentation by Joe Gaudreau, Regional Director of Northern California Advisor Solutions, Russell Investments, entitled "Tax-Managed Investing + Markets & The Election" . Don't miss out on this exceptional opportunity to enhance your skills, gain valuable knowledge, and connect with like-minded professionals—register now to secure your spot!

Special thanks to Russel Investments for sponsoring this educational luncheon offering practical strategies applicable to professionals at all levels of experience.
Russell Investments Completes Private Fund Management Registration in China  to Serve Domestic Qualified Investors | Business Wire

The Point Patio Bar & Bistro
2940 E Nees Ave #107
Fresno, CA 93720


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Inland Empire Strikes Back

Marc Miller
Managing Partner, Team Financial Partners
Lakissa Shirley
Business Development Manager, BBSI
Kris Correa
HR Consultant
Greg Skogsberg
TWH Agency President

March 28, 2024

9:00 am - 12:00 pm

We will hear from:

  • Marc Miller, Managing Partner, Team Financial Partners - Asset-Based Long Term Care with a focus on UPDATES from the Proposed California LTC mandates
  • Lakissa Shirley and Kris Correa - The Financial Implications of HR Compliance and Risk Management for Small Businesses
    In this session we will cover the relationship between HR compliance and risk management. We will explore how HR compliance can help mitigate financial risks for small businesses and how working with a team of trusted advisors can reduce the exposure to the financial burden of wage and hour and worker’s comp cost. 
  • Gregory Skogsberg, TWH Agency President - The Perfectly Balanced Retirement Calculator

$25.00 Members | $35.00 Non-Members

Dos Lagos Golf Course
4507 Cabot Drive
Corona, CA 92883


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2024 Legislative Day

March 13, 2024

10:00 am - 5:00 pm

Join NAIFA-California for our annual Legislative Day coming to you Wednesday, March 13th! Our Legislative Day is a time for all NAIFA-California members to get involved with advocacy to protect our industry and clients. Make your voice heard at the California State Capitol this year! Get your registration in now and join us for this great event - we can't wait to see you.

The Sutter Club
1220 9th Street
Sacramento, CA 95814


Janet Fishman

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LA Toast & Roast

March 7, 2024

6:00 PM - 8:30 PM

Come join the fun as we celebrate the 10-year anniversary of the NAIFA-Los Angeles Executive Director with a toast & roast of Janet Fishman, who has contributed in so many ways to the success of our chapter. 

Location: The Mandarin Terrace Restaurant
8815 Sunland Blvd.
Sun Valley, CA 91352

Reservations Required


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Orange County Quarterly Summit

Jonathon Soucier ChFC, CEPA, CLU
Wealth Teams Alliance
John "Hutch" Hutchinson
BankingTruths.com

March 7, 2024

11:00 am - 2:00 pm

Unlock the secrets to financial success at NAIFA's exclusive lunch event! Join us March 7th at Del Frisco's Grille for an enlightening afternoon where industry experts share invaluable insights on wealth management strategies and investment trends.

Hear from Jonathon Soucier, Wealth Teams Alliance, on tax management and planning opportunities for clients and their businesses. Additionally, John "Hutch" Hutchinson, founder of the BankingTruths.com website and YouTube Channel, will be discussing how clients can make retirement more efficient using various life insurance products. Using LEAP's new story calculators, Hutch will show clients how restoring actuarial science can enhance their retirement income strategies.

Don't miss this opportunity to network with fellow professionals and gain the knowledge you need to thrive in today's dynamic financial landscape!

$25 Members | $35 Non-Members

Del Frisco's Grille
772 Spectrum Center Dr
Irvine, CA 92618


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Brews & Business: Networking in San Diego

March 5, 2024

5:30 - 7:00 pm

Join us at Societe Brewing for an evening of networking and camaraderie with fellow NAIFA members. Savor the delightful craft brews on offer while indulging in delectable bites from a gourmet food truck. Connect, collaborate, and cultivate relationships in a vibrant atmosphere. At this first meeting of the year, members will hear about upcoming events, legislative issues, and how they can get involved with NAIFA throughout 2024.

Societe Brewing
8262 Clairemont Mesa Blvd
San Diego, CA 92111

REGISTER HERE


WIFS March 2

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The Power of Collaboration:
NAIFA-CA Partners with WIFS

March 2, 2024

8:30 am - 1:30 pm

Join us on March 2nd in Granada Hills, CA for a transformative partnership event titled "The Power of Collaboration," co-hosted by Women in Financial Services and NAIFA-California.

This unique gathering will bring together industry leaders, professionals, and advocates to explore the synergies created through collaborative efforts in the financial services sector. Attendees can anticipate engaging discussions, networking opportunities, and valuable insights into leveraging collaboration for mutual success.

Don't miss this chance to be part of a dynamic exchange aimed at advancing the role of women in finance and fostering stronger connections within the industry!

NAIFA & WIFS Members: $65.00 | Non-Members: $70.00

The Odyssey - Granada Hills
15600 Odyssey Dr
Granada Hills, CA 91344

REGISTER HERE - MEMBERS

REGISTER HERE - NON-MEMBERS


NAIFA_CALIFORNIA22

Membership Update

February 23, 2024

8:30 AM

Join us virtually on Zoom Friday, February 23rd for our monthly NAIFA-California Local/Affiliate Leadership meeting, open this year to Chapter Leaders and members! The agenda will include updates on current programming efforts at the local, state, and national levels. Additionally, the platform will be open for questions, with the Executive Committee of our state board available to provide insights and answers.


Lunch With a Legend (6)

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Fresno Educational Luncheon

February 20, 2024

11:30 AM PT

Join us for an enriching educational luncheon hosted by NAIFA-CA's Fresno Affiliate, featuring a presentation that promises valuable insights and practical strategies applicable to professionals at all levels of experience. Don't miss out on this exceptional opportunity to enhance your skills, gain valuable knowledge, and connect with like-minded professionals—register now to secure your spot!

The Point Patio Bar & Bistro
2940 E Nees Ave #107
Fresno, CA 93720

REGISTER HERE


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Business Owner Summit

February 1, 2024

10:30 am - 3:30 pm

Learn from the best in the business and take away tips and strategies to impress your high-net-worth and business clients.

NAIFA-California is assembling prominent thought leaders in advanced planning for business owners to deliver a day filled with impactful presentations, engaging workshops, exhibitor showcases, and networking opportunities. The agenda encompasses discussions on various critical topics such as business owner planning, succession planning for businesses, life insurance strategies tailored for business owners, employee stock ownership plans, exit strategies, and more.

$49 for Members | $69 for Non-Members
Lunch + parking are included. Don’t wait to register - seats will fill up fast! 

Handlery Hotel San Diego
950 Hotel Circle North
San Diego, CA 92108

LEARN MORE & REGISTER


NAIFA_CALIFORNIA22

Membership Update

January 26, 2024

8:30 - 9:00 am

Join us virtually on Zoom Friday, January 26th for our first monthly NAIFA-California Local/Affiliate Leadership meeting, open this year to Chapter Leaders and members! The agenda will include updates on current programming efforts at the local, state, and national levels. Additionally, the platform will be open for questions, with the Executive Committee of our state board available to provide insights and answers.


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Fresno 2024 Planning Meeting

January 23, 2024

3:30 PM PT

The Point Patio Bar & Bistro
2940 E Nees Ave #107
Fresno, CA 93720

 

On January 23rd at 3:30pm we will have our Annual Planning Meeting.  This is a great opportunity to add your ideas on how we can make NAIFA-Fresno better and if you are interested in helping out with 1 hour a month, quarter or even 1 hour per year we would love for you to join us. 


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Holiday Party

December 19, 2023

11:30 am

Please join NAIFA-California's Fresno Affiliate for our Annual NAIFA Holiday Party at The Point Patio Bar and Bistro Tuesday, December 19th at 11:30am as we celebrate the holiday season with fellowship, lunch, raffle prizes and overall merriment.

Please bring along a raffle prize to add to the festivities.

This is a no cost event to NAIFA members. Non-members are welcome at a cost of $25 per person. Register yourself and any non-member guests here!

The Point Patio Bar and Bistro
2940 E. Nees Avenue
Fresno, CA 93720


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Annual Holiday Dinner Party

December 6, 2023

6:00 - 9:00 pm

You are invited to join NAIFA-Greater Foothills for the Annual Holiday Dinner Party! We can't wait to see you Wednesday, December 6th at Café Santorini from 6:00 - 9:00 pm.

$40.00 per person

Café Santorini
64 W. Union Street
Pasadena, CA 91105

Parking:
30 E. Union Street
75 N. Fair Oaks Avenue
Park & Walk: 45 S. De Lacey Avenue ($1 first 2 hours)

Click the button below to email your RSVP to Michael Torres. 


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Anatomy of a Receission

Reid Coyne
Vice President, Insurance Business Development Director
Franklin Templeton

November 14, 2023

11:30 am - 1:00 pm

Please join us for our November luncheon at The Point Patio Bar & Bistro on November 14th from 11:30 am - 1:00 pm.

Our speaker this month will be Reid Coyne, with Franklin Templeton. His talk on the "Anatomy of a Recession" will give attendees an understanding of where we are in the economic cycle and what we can do to help our clients prepare for the future. He is a published author and creator of original content for financial professionals. He is a member of the American Mensa Society. Reid has been a featured speaker at broker-dealer conferences, national sales meetings, and individual training and education sessions, among other events. You can see a more detailed view of Reid's bio here.

The Point Patio Bar and Bistro
2940 E. Nees Avenue
Fresno, CA 93720


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Fresno October Luncheon & Member Meeting

Janelle Alvarez
Sales Consultant | Warner Pacific General Agency

October 17, 2023

11:30 am - 1:00 pm

Join NAIFA-California's Fresno Affiliate Tuesday, October 17th beginning at 11:30 am at The Point Patio Bar and Bistro for the monthly luncheon and member meeting featuring Janelle Alvarez from Warner Pacific General Agency. Janelle will be speaking on "How to Grow your Business With Group Insurance." Learn how to grow your business with group insurance and how to navigate the changes to the ACA in 2024.

We look forward to seeing you!

The Point Patio Bar and Bistro
2940 E. Nees Avenue
Fresno, CA 93720


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2023 e3 Conference

October 5-6, 2023

Register now and join us as we come back together in person for NAIFA-California's 2023 Career Advancement Conference, E3, to EMPOWER, ENGAGE, and EXPLORE.

This year's conference is focused on growing your business, increasing your productivity, and how you will emerge out of the pandemic better than ever.

Book your hotel room in advance at our discounted rate!


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The Power of Zero

David McKnight
Best Selling Author

September 6, 2023

5:00 pm

David McKnight is coming to town! Join NAIFA-Los Angeles on September 6th beginning at 5:00 pm. Light refreshments will be served!

During this one hour presentation, David McKnight will discuss:
*Why experts predict that tax rates will double
*Why IRAs and 401(k)s  may present a “Catch 22” for your clients
*How rising tax rates may reduce your clients’ lifestyle in retirement
*How withdrawals from IRAs could cause your clients to lose up to one-third of their Social Security
*How life insurance can help get your clients to the 0% tax bracket in retirement and protect them from the impact of higher taxes.

Location: South Pasadena
(TBD - Registrants will be notified) 

NAIFA & WIFS Members: $20.00 | Non-Members/Guests: $30.00


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Happy Hour with NAIFA-Los Angeles

Chris Bor, Brittany Russo, Stan Israel, Ron Bertke

August 31, 2023

4:00 - 7:00 pm

Join NAIFA-Los Angeles on August 31st beginning at 4:00 pm for a Happy Hour Event to kick of Life Insurance Awareness Month! 

Agenda:
*Turning The Client Conversation To Life Insurance
*Insurance Market Niches
*How To Excel At Underwriting
*Foreign National Life Insurance Policies
*Presentation of Government Proclamations
*Sponsor Booths

Members: $25.00 | Non-Members: $35.00

Lucille's Smokehouse BBQ
6220 CA-27 Suite 1480 Woodland Hills, 91367

Note: This restaurant is at The Village at Topanga Canyon Blvd. near the corner of Topanga Canyon Blvd. and Erwin Street, just below 24 Hour Fitness


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YAT Social & Networking

August 16, 2023

4:00 pm

Come and join your fellow NAIFA-California San Francisco members at the Fieldwork Brewing Company in San Mateo on August 16th!

Guests are welcomed and encouraged! $10.00 for Non-NAIFA Members - No Cost for NAIFA Members and their guests.

Fieldwork Brewing Company
3030 S Delaware Street
San Mateo, CA 94403


Books

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Summer Book Club

July 26, 2023
August 2, 2023
August 9, 2023

12:00 - 1:00 pm

Join NAIFA-Silicon Valley via Zoom for a Summer Book Club - 3 Wednesdays this Summer - July 26, Aug 2, & Aug 9, all from 12:00 -1:00 p.m. 

We will read & discuss James Clear's book Atomic Habits: Tiny Changes, Remarkable Results, An Easy & Proven Way To Build Good Habits & Break Bad Ones.

For 3 weeks this summer, we will read 7 chapters each week before our book club meeting on Zoom and then have guided discussion questions facilitated by Ryan Ballesteros, President, NAIFA-Silicon Valley, and Annaliese Reyes, Productivity & Performance Coach. These lunchtime discussions will inspire your summer day & increase your success in building new skills.

Wed. July 26, 2023, 12:00 - 1:00 pm (read Chapters 1-7 beforehand)

Wed. Aug 2, 2023, 12:00 - 1:00 pm (read Chapters 8-14 beforehand)

Wed. August 9, 2023 at 12:00 - 1:00 pm (read Chapters 15 - Conclusion beforehand)

No charge for NAIFA Members or Guests! Registration is required.


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Summer YAT Mixer

July 28, 2023

6:00 pm

Join the NAIFA-California Greater Foothills local chapter for a YAT Summer Mixer on July 26th beginning at 6:00 pm! Join us at Barney's Beanery for us vs. the Netherlands. 

Barney's Beanery
99 E Colorado Blvd
Pasadena, CA 91105

$20 includes 1 drink ticket & apps! For more details and to RSVP, click the button below to email Michael Torres:


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San Luis Obispo (Pismo Beach) Dine & Connect

June 23, 2023

11:00 am - 1:30 pm

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!


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Fresno Happy Hour

June 21, 2023

4:00 - 6:00 pm

Join NAIFA-California's Fresno affiliate for a Happy Hour on June 21st! Come on out to Papi's Mex Grill from 4:00 - 6:00 pm for NAIFA & networking. Bring your favorite networking partner to introduce to your fellow members! We can't wait to see you.

Papi's Mex Grill
1560 E Champlain Avenue
Fresno, CA 93720


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Fresno May Member Meeting/Luncheon

Josh Choe
Model Portfolio Specialist
BlackRock

May 16, 2023

11:30 am - 1:00 pm

Join NAIFA-California's Fresno Affiliate Tuesday, May 16th beginning at 11:30 am at The Point Patio Bar and Bistro for the monthly luncheon and member meeting featuring Josh Choe with Blackrock. Josh will be speaking on how to scale and simplify your business. Through this presentation you will learn ways to become more of an efficient financial professional by utilizing resources to gain scalability.

We look forward to seeing you!

The Point Patio Bar and Bistro
2940 E. Nees Avenue
Fresno, CA 93720


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Billiards Social Night

May 4, 2023

6:00 - 8:00 pm

Let's play pool! Join NAIFA-Los Angeles and WIFS-Los Angeles as we socialize and network at Q's Ballard Club on May 4th! 

$10.00 Members | $15.00 Non-Members

Appetizers/No-Host Bar

Q's Billiard Club - Upstairs in Barney's Beanery
99 E. Colorado Blvd
Pasadena, CA 91106


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Table Topics

April 27, 2023

10:00 am - 1:00 pm

Join NAIFA-California's Greater Foothills Affiliate on April 27th at the Ecospan Office for Table Topics! We will cover:

  • Living Trusts vs. Willis + the Probate Process
  • Social Security Updates
  • The Importance of Professional Designations

Lunch will be provided. We can't wait to see you there!

Ecospan Office
412 W Broadway, Suite 200
Glendale, CA 91204

RSVP to Michael Torres by clicking the button below:


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Fresno April Member Meeting

Jen Wagoner
Regional Sales Director - One America

April 18, 2023

11:30 am - 1:00 pm

Come join NAIFA-California's Fresno Affiliate for our monthly luncheon on April 18th at the Point Patio Bar and Bistro at 11:30 am - 1:00 pm.

Jen Wagoner with One America will be joining us and discussing the California Long Term Care Insurance legislation mandate and how it will bring change and opportunity to the field of financial advice and insurance sales. You will gain a broader understanding of how this potential legislation can affect how you work with your clients and how to better position yourself to help your clients navigate this change.


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Life & Annuities - Greater Bay Area

Jim Effner, CLU

April 14, 2023

1:00 - 2:30 pm

Join NAIFA-Greater Bay Area for a Zoom webinar event April 14th beginning at 1:00 pm covering Life & Annuities with Jim Effner, CLU. With great passion and energy, Jim Effner will share his core beliefs as to why everyone needs life insurance in force when they die, and why he believes permanent life insurance is the 8th wonder of the world. 


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Sales Summit & Legislative Day

March 28-29, 2023

Join NAIFA-California for our annual Sales Summit & Legislative Day coming to you March 28-29th! Our Sales Summit will be held March 28th at the Embassy Suites hotel and our 2023 Legislative Day at the Sutter Club in Sacramento. Get your registration in now for these two great events!

 

 


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Women's Empowerment Presentation

Christina Mendoza
New York Life Agent
Joanna Pham
CEO/Founder - Social Party
Annaliese Reyes
Performance Coach

March 23, 2023

12:00 - 2:00 pm

Join NAIFA-Silicon Valley for a Women's Empowerment Presentation on March 23rd!  Breaking Barriers: Women Leaders in Business Share their Journey This event features successful women who have shattered stereotypes, overcome challenges, and achieved success. The panelists will share insights and advice and inspire other women to pursue their dreams and goals with confidence and determination.

 FREE to attend! Light lunch will be served.

2150 N First Street, Suite 500
San Jose, CA 95131
 

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Daring Greatly - Women's Legislative Forum

March 11, 2023

10:00 am - 2:00 pm

Join NAIFA-California's Greater Foothills Affiliate for "Doing Greatly" a 203 Women's Legislative Form coming to you March 11th from 10:00 am - 2:00 pm! Networking will begin at 9:00 am.

Hyatt Place Pasadena
399 E. Green Street
Pasadena, CA 91101

$50.00 with Advanced Pucrhase
$65.00 at the Door
Registration includes lunch!

Check out additional info on our flyer including panelists, and ore information.

Moderator: Jessica Ciccarelli, CLU, ChFC, Brokerage Manager at Guardian Life/NAIFA-Nevada President

*Surprise Legislative Guest!


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Embrace Empowerment
Women's Forum 2023

March 4, 2023

9:00 am - 1:30 pm

Join WIFS-Los Angeles & NAIFA-California virtually on Zoom Saturday, March 4th from 9:00 am - 1:30 pm PST for Embrace Empowerment - a 2023 Women's Forum. 

Featuring: Winona Havir, MC

Guest Speakers: 
Angie Ribuffo, Aprilyn Chavez-Geissler, Diane Boyle, Jodi Low, Kate Beck, Shari McHugh, Thomasina Skipper, Toni Sova-Corfee, and MANY more! 

We can't wait to see you virtually on Zoom!


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Emergency Legislative Update Zoom Call - Senate Bill SB263

February 28, 2023

3:00 - 4:00 pm

The California Department of Insurance and Senator Dodd have introduced what many consider the most onerous “Best Interest” legislation proposed in the United States. Major components of this bill will have immediate and future ramifications on product availability, carrier access, compensation and many other aspects of how insurance and financial services have been provided to Californians for over 150 years.

Please join your NAIFA-California Government Relations committee and our state lobbyist, Shari McHugh of McHugh Koepke Padron Government Relations on Zoom for an inside look at this misguided legislation and the actions we can take to stop it.

This call is designed to give you an understanding of the bill in its current format, specific ramifications to your practice, and current distribution. We will also discuss our immediate professional and grassroots lobbying efforts and specific actions you can take to ensure the continuity of our industry.

In addition, we will be discussing part of our action plan for the years Legislative Day and Sales Summit, March 28th and 29th, Sacramento, CA


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San Diego Business Planning Summit

Nash Subotic
Roy Farmer, II
Tom Petersen, MBA, RHU
Kyle Onstott

February 22, 2023

10:00 am - 3:00 pm

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. Join us on February 22nd from 10:00 am - 3:00 pm for this fantastic opportunity!

$20 Members | $30 Non-Members

WestPac Wealth Partners
5280 Carroll Canyon Rd, Suite 300
San Diego, CA 92121


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Fresno Affiliate February Member Meeting

Grace Holzer
First Eagle Funds

February 21, 2023

11:30 am - 1:00 pm

Join us Tuesday, February 21st beginning at 11:30 am at The Point Patio Bar and Grill for our monthly meeting featuring Grace Holzer with First Eagle Funds speaking on Behavioral Finance.

Did you know that it’s not market volatility but rather investor's emotional reaction to it that tends to have the biggest impact on portfolio performance over time? Behavioral Finance is designed to help ensure that impulsive decisions don’t derail long-term investment strategies that have been tailored to pursue specific financial goals. We will discuss:

  • Evolution of Client Conversations
  • Market Behavior vs. Investor Behavior
  • Timing the Market vs. Time in the Market
  • Investing Strategies
  • Impactful Client Engagement Strategies

We look forward to seeing you!

The Point Patio Bar and Bistro
2940 E. Nees Avenue #107
Fresno, CA 93720


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Orange County Expert Share

Travis Christy
John R. McLean, CFP

January 26, 2023

11:00 am - 2:00 pm

Registration is officially OPEN for NAIFA-California's Orange County Expert Share! Join us in Santa Ana on Thursday, January 26th for this premiere opportunity.

We will hear from Travis Christy with the Truth Behind Group Long Term Disability and learn the "One Thing" Strategy to Making 2023 Your Greatest Year Yet from John McLean, CFP. Mark your calendars and get your registration in now!

We can't wait to see you there.

Stages
578 E Dyer Road
Santa Ana, CA 92705


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Fresno Member Luncheon

January 17, 2023

11:30 am - 1:00 pm

Please join us at the Point Patio Bar and Bistro located at 2940 E Nees Ave, Fresno, CA 93720 on January 17 from 11:30am - 1pm for our monthly luncheon. We will be focusing this luncheon on peer-to-peer learning and using the many years of experience that each of us have to help one another.

What are you doing in the first quarter to increase business? What has been your best client event? What have you done to create continuity and succession in your office? How have you handled hiring the right staff? How have you used technology to work more efficiently? These are just some of the questions we plan on tackling at January's Luncheon!

Members: FREE
Guests: $25.00


Thank You, NAIFA-California Sponsor!

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NAIFA-California 2024 Calendar