Upcoming Events

Estate Planning changes are on the horizon. Get ready for any "last minute" planning opportunities as January 1, 2026 approaches.  Also, hear how our new upcoming administration may influence what we know today. 

This webinar is open to all NAIFA-CA members.

About the Speaker:
Andrew Rinn, AVP, Advanced Sales Strategy, Sammons Financial Group

As the Vice President of Advanced Strategies at Sammons Financial Group. Andrew leads a group of highly skilled and credentialed individuals. The team provides a single source of contact for advisors’ to successfully position their clients complex and challenging wealth management cases.

The team’s proficiency includes the full spectrum of advanced planning resources coupled with thought leader expertise in advanced business, estate and retirement planning. His own expertise includes wealth preservation, estate planning, business planning and executive benefits. He consults with insurance professionals and client’s tax advisors when appropriate to facilitate sales opportunities.

Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, AALU (now Finseca) and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, AALU and LIMRA Advanced Sales Forum. He is an Associate Editor for the Journal of Financial Service Professionals.

Prior to joining Sammons, Andrew was the VP of Advanced Solutions & Design at Ameritas and previously held roles at MetLife, Principal Financial Group and Mutual of Omaha where he specialized in business and estate planning.

Andrew obtained his B.S. from Midland University and received honors as an Academic and Athletic All-American. He was inducted into the NAIA Athletic Hall of Fame in May of 2007.

He obtained his Juris Doctorate(JD) from Drake University Law School in Des Moines, Iowa where he was a member of the Dean’s List. After passing the Iowa Bar exam, Andrew served as an Assistant County Attorney and Iowa Assistant Attorney General before beginning his career in Advanced Markets. He has also served as the Chapter President of the Des Moines Society of Financial Service Professionals and on the National Board for the Society of Financial Service Professionals.

Professional Designations & Licenses: JD, CFP®, CLU, ChFC, Series 6, 7, 66, 26 & 63.

Get ready to elevate your strategies and solutions at NAIFA-California’s must-attend event for business owners and advanced planners! This year’s Business Owner Planning Summit brings you the top thought leaders and industry experts in San Diego for an action-packed day of insights, networking, and growth opportunities tailored for those supporting high-net-worth and business clients.

Join us at the Handlery Hotel in San Diego for inspiring keynotes, interactive workshops, and exhibitor showcases focusing on the most important issues in business planning today. Discover fresh insights and walk away with a toolkit of strategies for succession planning, life insurance for business owners, employee stock ownership plans, exit strategies, and more. You won’t just learn—you’ll connect with peers, enjoy a great lunch, and expand your professional circle.

Registration:
$99 for Members | $149 for Non-Members
Includes lunch.

Seats are filling up fast, so secure your spot today!

Join NAIFA-California for an engaging and informative lunch meeting at The Point Patio & Bistro in Fresno. Connect with fellow industry professionals while gaining valuable insights to support your career growth. This educational session is designed to inspire, inform, and equip you with tools to thrive in the insurance and financial services industry.

Don’t miss this opportunity to network, enjoy a great meal, and advance your professional development.

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

Agenda:
9:00 AM - 1:00 PM: Meeting Preparation & Luncheon
1:00 PM - 4:00 PM: Legislative Visits

Registration:
Legislative Day: $75.00
Hotel Rate: $279/night at Embassy Suites (book by March 4, 2025)

Each year, NAIFA-California members gather in Sacramento to advocate at the Capitol during our Legislative Day on the Hill. Join us to stay informed on key legislative issues impacting the insurance industry, and make your voice heard during direct meetings with your state legislators. This is a powerful opportunity to protect our industry and the clients we serve.

March 25, 2025 - Sales Summit (more information to come - stay tuned!)
Embassy Suites, 100 Capitol Mall, Sacramento, CA 95814

Sales Summit (March 25, 2025): TBD

Combined Sales Summit and Legislative Day: TBD

Make plans to attend the Sales Summit on March 25, also held at Embassy Suites. The day will conclude with a reception at the hotel—a perfect chance to network with industry professionals. Stay tuned for more details, including the full agenda and speaker lineup for Sales Summit.

Join NAIFA-California for an engaging and informative lunch meeting at The Point Patio & Bistro in Fresno. Connect with fellow industry professionals while gaining valuable insights to support your career growth. This educational session is designed to inspire, inform, and equip you with tools to thrive in the insurance and financial services industry.

Don’t miss this opportunity to network, enjoy a great meal, and advance your professional development.

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

We look forward to you joining us for lunch, awards event, and a golf game.

Registration:
NAIFA Members - $75.00
Non-members - $85.00
Table For 10 People - $700.00

NAIFA-California is bringing together 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!

Ventana Grill
2575 Price Street
Pismo Beach, CA 93449

Join NAIFA-California for an engaging and informative lunch meeting at The Point Patio & Bistro in Fresno. Connect with fellow industry professionals while gaining valuable insights to support your career growth. This educational session is designed to inspire, inform, and equip you with tools to thrive in the insurance and financial services industry.

Don’t miss this opportunity to network, enjoy a great meal, and advance your professional development.

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

Unwind and connect with fellow industry professionals at NAIFA-California’s Valley Golf Happy Hour, proudly sponsored by Nationwide Retirement Services. Enjoy an afternoon of networking, camaraderie, and refreshments in a relaxed setting. Whether you're hitting the course or simply enjoying the company, this is the perfect opportunity to strengthen relationships and recharge with your peers.

Valley Golf Center
41445 Ave 9
Fresno, CA 93720

Celebrate the season with NAIFA Fresno! Join us for a festive gathering to enjoy lunch, networking, and holiday cheer.

Don't miss this opportunity to connect with fellow members and spread holiday joy. RSVP today!

The Point Restaurant
2940 E Nees Ave #107
Fresno, CA 93720

Join us for the Greater Bay Area Holiday Happy Hour! Celebrate the season with fellow members and colleagues in a festive and relaxed atmosphere at Sauced in Walnut Creek. Enjoy great company, holiday cheer, and a chance to connect with other professionals in the insurance and financial industry as we wrap up the year.

Sauced Walnut Creek
1410 Locust St
Walnut Creek, CA 94596

This is our monthly GR Committee contact meeting to ensure we are on track with our GR goals and communicating plans, activities, and critical events.

This meeting is open to all NAIFA members. Please join using the meeting link below:

Zoom Link

Meeting ID: 820 3268 3055
Passcode: 123456

Join us for an insightful webinar featuring David McKnight, renowned author and speaker, as he launches his next book, "The Guru Gap." With accolades including features in Forbes, USA Today, and The New York Times, David brings unmatched expertise in financial strategies. Known for his bestseller The Power of Zero and the accompanying documentary, David's insights have inspired professionals worldwide. Don’t miss this opportunity to gain valuable knowledge from a multiple Top of the Table qualifier and MDRT Focus Speaker.

About the Speaker
David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in 2014 and 2021 and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. He and his wife Felice have seven children.

Join us on November 26th at 2:00 PM PT for an exclusive Zoom briefing with NAIFA-California’s lobbyist, Shari McHugh. In this insightful session, Shari will discuss the outcomes of the recent election cycle, covering key legislative changes, emerging policy trends, and what they mean for the financial services industry in California. Attendees will gain valuable knowledge on the anticipated impact of new and continuing state leadership, as well as the future outlook on priority issues affecting NAIFA members.

The briefing will be followed by an interactive Q&A session, giving participants the opportunity to ask questions and discuss strategies for navigating these developments. Don’t miss this chance to stay informed and prepared in our changing legislative landscape.

Technology is evolving at a rapid pace, and understanding AI is crucial for staying ahead. Discover how artificial intelligence can enhance your business efficiency and offer innovative solutions that were once out of reach. Join us for an insightful session with Panos Leledakis, Founder & CEO of IFA Academy (International Financial Architects), an MDRT member, NAIFA National speaker, and financial planner. He will share how he’s successfully integrated AI into his practice to drive growth and better serve his clients. Don’t miss this opportunity to learn how AI can transform your approach to business!

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.

Zoom log-in details will be emailed to registrants before the webinar.

Hosted by:
Darin Ruiz, CFP®️
Regional Sales Vice President

Course Overview:

• What Clients are Thinking
• How Retirement has Changed
• Historic Investment Conditions
• Starting the Conversation: Words that Work

Featured Speaker:
Thomas Rowley
Sr. Advanced Markets Group Consultant
Brighthouse Financial

Thomas Rowley leverages his thirty-plus years of industry experience to explain in plain and simple terms the complexities of legislative, tax, and social issues as they relate to retirement.

Prior to joining Brighthouse Financial in 2023, Tom was an integral part of the Invesco Consulting CE Webinar Program, and wrote and delivered sessions on IRAs, Small Business Retirement Plans, 401(k)s, 529 Savings Plans, Social Security, Medicare, Pensions, retirement policy, legislation, and regulations.

Tom’s varied career in the retirement business started in operations, then progressed to a “Retirement Answer Desk” for a brokerage firm. He was a 401(k) wholesaler and spent years as a Product and Marketing Manager for retirement plans.

Tom is the author of “How to Be Your Client’s Chief Retirement Officer (CRO),” which was written for financial professionals. It’s designed to help financial professionals better understand workplace and retirement trends, guide clients through stressful decision-making processes, open conversations to encourage clients to act, find and work with the most promising prospects, and develop and grow their business.

Tom earned a Bachelor of Arts degree from the University of Illinois.

Tom and his wife Patricia reside in Chicago, Illinois. They have three adult children.

Continuing Education Details:

1-Hour Insurance CE Classroom Credit

There is No Exam, to receive the 1-Hour classroom credit, please provide us with your contact and state insurance information in the above Register Here link. The information provided will be used only for reporting your details to RegEd to receive credit.

Questions?
Please contact Brighthouse Advisor Events at bhf_advisor_events@brighthousefinancial.com

DELTA HOTEL SANTA CLARA SILICON VALLEY
2151 Laurelwood Road, Santa Clara, CA 95054

Join us for an insightful session on how planned giving can benefit clients and help them leave a lasting legacy. Panelists will discuss gifting tools, like directed retirement accounts, donor advised funds, charitable lead trusts, charitable remainder trusts, and charitable foundations. They will also discuss key questions and features regarding someone's philanthropic goals. Don’t miss this chance to increase knowledge in an area that will benefit everyone.

AGENDA
5:30pm - Networking (cash bar) 
6:15pm - Dinner Buffet
6:45pm - SCCEPC Meeting / Sponsor & Partner Recognition
7:00pm - Charitable Giving & Financial Strategies by Elijah Keyes and Shane                         Jacksteit
8:00pm - Concluding Remarks

REGISTRATION FEES
Fees are the same for in-person or online attendance.
SCCEPC Premier Members - No Fee (included in annual dues)
SCCEPC or NAIFA Members - $70
First Time Guest - $80
Return Guest - $100

For more information, CLICK HERE.

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

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.

Learn from an unforgettable lineup of keynote speakers who are masters at transforming potential into success. Chuck Hollander, a pioneer in the life insurance industry, will reveal his secrets to conquering stalled deals and inspiring growth. Doug Massey, NAIFA President-Elect, brings decades of expertise in retirement planning and legislative advocacy to help you navigate financial services with confidence. Ben Nemtin, #1 New York Times bestselling author and co-founder of The Buried Life movement, will inspire you with his incredible journey of achieving the impossible and helping others do the same. Finally, Eszylfie Taylor, founder of Taylor Insurance and Financial Services, will share his groundbreaking Taylor Method and his passion for community empowerment. Don't miss this opportunity to be inspired and equipped by these industry leaders!

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! Registration prices increase at the end of July.

Exclusively for Agents & Advisors Who Want to Grow their Business

NAIFA and American Senior Benefits invite agents and advisors to Unlock the Power of Referral Partnerships in northern California. We are #NAIFAproud to support this event alongside fellow NAIFA members Tom Morgan CLF and Joe Jordan, with special guest speaker, Billy R. Williams, Ph.D. This lunch & learn is a great opportunity for financial professionals to learn innovative strategies and proven tactics to drive success.

You Will Learn:

• Discover the secrets to building and maintaining effective business referral partnerships. This is not just another lecture. This is a 45-minute hands-on, step-by-step workshop designed to equip you with everything you need to succeed.
• How to leverage partnerships and increase revenue streams while cutting the cost and time of client acquisition costs.
• How and what to promote to your clients on the importance of a “Purpose Driven” Retirement

Topics Include:

• Unlock the Power of Referral Partnerships

• How to Capture Life Insurance Sales by Cross-Selling in Different Markets

• Purpose-Driven Retirement Planning

Who Should Attend:

• Financial Advisors
• Life Insurance Agents
• Wealth Management Advisors
• Medicare Agents
• Property & Casualty Agents

There is no cost to attend this event and lunch will be provided. Participation at each location is limited to 50.

Marriott Walnut Creek
2355 N Main St
Walnut Creek, CA 94596

What Do You Need To Understand About The Corporate Transparency Act? Whether you own a corporation or advise clients that do, you don't want to miss this presentation!

Gary Fletcher, attorney, will present on this new act and the implications that go into effect January 1, 2025 by FinCEN, the bureau of the U.S. Department of the Treasury that combats money laundering and terrorist financing. Mr. Fletcher is a partner at the law firm of Nystedt & Fletcher, PLLC, in Tucson, Arizona.

The presentation will cover
*Which entitles are considered "reporting companies"?
*What is the primary factor used to determine someone is a "beneficial owner"?
*What is the criteria for exemptions, potential concerns, and challenges related to defining "dormant or inactive entities"?
*And, much more

We can't wait to see you virtually on Zoom September 11th for this FREE presentation!

Join us virtually on Zoom August 23rd 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!

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.

We will also hear from David Kinder, RFC, ChFC, CLU on "The 7 Greatest Lessons I've Learned Selling Life Insurance." 

As a veteran of the insurance and financial services industry, David Kinder, RFC, ChFC, CLU has served the needs of American taxpayers, residents, retirees, and business owners as a financial consultant with unconventional strategies to help them accomplish their retirement income and wealth accumulation goals.  

Kinder is recognized as a Registered Financial Consultant® (RFC®) by the International Association of Registered Financial Consultants (IARFC) and has also been recognized with the association’s “Ethics Approved Status” for having a clear record in working with his clients. He has earned his Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) educational designations from The American College of Financial Services proving his mastery and expertise in financial planning subjects such as investments, retirement planning, income taxation, insurance matters, estate planning, and planning for business owners.

He has been quoted and featured in various financial news media including ThinkAdvisor, Ethics.net, Insurance Selling Magazine, InvestmentNews, and The IARFC publication The Register.  He has also been recognized with The United States Flag Honor by U.S. Senator Dianne Feinstein in recognition for his practice and promotion of prudent and qualified client service and advice. He is also the recipient of The Prudent Man Award awarded by the Insurance Pro Shop in Dallas, GA. 

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

Don't miss out on this exceptional opportunity to enhance your skills, gain valuable knowledge, and connect with like-minded professionals. We can't wait to see you there!

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

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!

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

Join us for an exclusive NAIFA webinar briefing as we gear up for the in-district legislative meetings taking place throughout California in August. This informative session will equip you with the knowledge and tools needed to effectively advocate for our industry and make your voice heard.

Agenda:

1. Wins, Fights, Political Landscape
   Gain insights into recent victories, ongoing battles, and the current political climate impacting our industry.

2. Advocacy in Action: Your Voice Matters
   Understand the importance of advocacy and how your participation can influence legislative outcomes.

3. In-District Legislative Meetings
   Overview of the upcoming in-district meetings, their significance, and how you can get involved.

4. Meeting Prep
   Learn the dos and don'ts of meeting preparation, including legislator background research, providing effective handouts, and crafting our "ask."

5. Join NAIFA's Triangle Team
   Discover how you can become an integral part of NAIFA’s advocacy and membership efforts by joining our Triangle Team.

6. Next Steps/Call to Action

7. Feedback/Questions
   Engage in a Q&A session to address any questions or concerns you may have.

Don't miss this opportunity to prepare for impactful in-district legislative meetings. Your voice is crucial in shaping the future of our industry.

Register today and make a difference!

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

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

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!

Valley Golf Center
41445 Ave 9
Fresno, CA 93720

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!

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

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. 

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

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

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.

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:

• 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

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.

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

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

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

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:

• 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:

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 28^th and 29^th, 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:

• 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

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