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
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.
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!
Valley Golf Center
41445 Ave 9
Fresno, CA 93720
Check back for more information and official registration coming soon!
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.
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
The Point Patio Bar & Bistro
2940 E Nees Ave #107
Fresno, CA 93720
Check back for more information and official registration coming soon!
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!
The Point Patio Bar & Bistro
2940 E Nees Ave #107
Fresno, CA 93720
Check back for more information and official registration coming soon!
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.
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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9:00am - NAIFA LIVE - Virtual
10:30am - 2:00 pm - Discussion Topics
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.
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.
The Point Patio Bar & Bistro
2940 E Nees Ave #107
Fresno, CA 93720
We will hear from:
$25.00 Members | $35.00 Non-Members
Dos Lagos Golf Course
4507 Cabot Drive
Corona, CA 92883
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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
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
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
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
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
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.
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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
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
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.
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.
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
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.
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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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
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!
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
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
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
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.
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:
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 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
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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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
Join NAIFA-California's Greater Foothills Affiliate on April 27th at the Ecospan Office for Table Topics! We will cover:
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:
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.
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.
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!
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.
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!
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!
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
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
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:
We look forward to seeing you!
The Point Patio Bar and Bistro
2940 E. Nees Avenue #107
Fresno, CA 93720
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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
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
Copyright © 2020 NAIFA-California
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 844-536-9339
Fax: 703-770-8224
info@naifacalifornia.org
