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.
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.
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
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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
Join fellow NAIFA-California Fresno area members for our annual Holiday Celebration on Tuesday, December 13th beginning at 11:30 am at Kabob Land Persian Cuisine! The Fresno Christian High School Women's Choir will be performing Christmas songs as we enjoy the festivities.
Please add to the merriment by bringing an item for our Christmas raffle.
We look forward to seeing you soon!
Members: Free
Non-Members: $25.00
Kabob Land Persian Cuisine
1540 E Nees Avenue
Fresno, CA 93720
Please join your NAIFA-California Government Relations Team and our state and federal lobbyists virtually on Zoom December 1st for an informative call discussing the recent elections and their impact on our industry, your clients, and your practice. This call is designed to give NAIFA members insights to help them better serve their clients and have an informed edge on their competition. Whether you are an industry veteran, or brand new to your career, this call will leave you better informed as an advisor and an advocate for your industry.
Please join us for our next Fresno Affiliate Luncheon on Tuesday, November 15th! Our guest speaker is John Brown with Hartford Funds and will be presenting on longevity planning - how to plan for an "8,000-day retirement." In this presentation, you will learn how to effectively plan for your client's retirement and the challenges you will face together from a behavioral and financial viewpoint. You will leave this meeting with a clearer understanding and be better equipped to help with growing demographic.
John Brown is a Retirement Specialist for the Hartford Funds covering the Western United States. With over 40 years of experience in the retirement industry, John specializes in helping Advisors increase and expand their retirement practice. Additionally, John works with retirement plan wholesalers and TPA's to bring valuable resources to Advisors in an effort to help them grow their expertise in the retirement plan space to better serve their clients.
The Point Patio Bar and Bistro
2940 E. Nees Avenue
Fresno, CA 93720
Join fellow NAIFA-California Silicon Valley members for a Happy Hour on Wednesday, November 9th from 6:00 - 8:00 pm! We can't wait to see you at Hapa's Brewing Company. Come and join us for an evening out - we look forward to seeing you and giving "thanks" by doing some early holiday socializing!
Hapa's Brewing Company
460 Lincoln Avenue, Suite 90 - Outdoor Patio
San Jose, CA 95126
No-Host Bar
Please join your NAIFA-California Government Relations team for an important and informative zoom meeting!
NAIFA is the premier political action organization working on legislation and regulation that benefits the agents we represent and the clients they serve. 2022 has been a very busy year with successes on both legislations we opposed as well as sponsored bills looking to be signed into law. Whether you are an industry veteran or brand new to insurance and financial services, the information shared, and the legislation being proposed will have a dramatic impact on your practice.
We will be discussing 2022 State and Federal Legislation wins and losses as well as what’s on the horizon with the upcoming election and 2023 anticipated legislation. Your NAIFA membership and PAC Contributions allows us to advocate for your benefit. Join us for this informative call and stay ahead of the competition.
Join us Tuesday, October 18th beginning at 11:30 am at The Point Patio Bar and Grill for our monthly meeting featuring Jess Wardwell, President of CPS Impact Insurance, Marketing Inc. Discover ways to protect business owners most valuable assets and prevent unforeseen financial hardships. We will discuss common concerns of business owners and strategies to keep their doors open during times of financial strain.
You will walk away with a better understanding of how to:
The Point Patio Bar and Bistro
2940 E. Nees Avenue
Fresno, CA 93720
What Does a California Long Term Care Tax Mean For Your Clients and Your Business? Please join us for an IN PERSON breakfast meeting at The Greenery in Walnut Creek on Friday, October 14th to find out!
What happened in Washington state? Will it happen in California? What options will our clients have then and what can we do about it now? With the passage of AB 567 Gavin Newsom has put together a task force to study and develop a state run LTC program very similar to what happened in Washington last year. Many think it is only a matter of time before a LTC tax is rolled out in California.
Members: $20.00 | Non-Members: $30.00
The Greenery
15511cMarchbanks Drive
Walnut Creek, CA 94598
NAIFA-Los Angeles comes back to in-person events this fall. Join industry experts as they share ideas to end Q4 strong and set a course for success in 2023. Participants will have ample time to network with exhibitors. As a special bonus, NAIFA-California Distinguished Service Award will be presented during this event. The event concludes with a happy hour.
Come and hang out at Fieldworking Brewing Company October 12th from 4:00 - 6:00 pm with NAIFA SF Peninsula Members and have a great time! Guests are welcome and encourage to come and see what NAIFA can do for you! No cost to attend.
Fieldwork Brewing Company
3030 S. Delaware Street
San Mateo, CA 84403
Join us September 8th for our NAIFA-California Fresno Summit. Come on out to Pardini's, spend time with your colleagues, and Invest In Yourself! Check out additional details and our awesome speakers by clicking the button below.
NAIFA-California is pleased to present you with this continuing education opportunity conducted by Insurance Career Training, Inc. To receive CE credit, join the webinar prior to class time using the login instructions you receive once you register. This webinar is presented by Rick Bergstrom. Richard L. "Rick" Bergstrom, LUTCF, is a long-time instructor for ICT, teaching both live CE events and webinar CE classes. Rick resides in Columbus, Indiana, and has over 40 years of insurance experience in sales, management and training. Rick has served as a financial advisor for Principal Financial Group in Columbus since 2013. Rick holds his Bachelor's and Masters degrees from Wright state University in Dayton, Ohio.
Join us for fun, networking, games, NAIFA news, refreshments, and meeting new friends! We cannot wait to see you June 22nd at The Plex for this fun filled event.
The Plex
800 Embedded Way
San Jose, CA 95138
Members: FREE
Non-Members: $10.00
Join fellow members for a Fresno Affiliate Member Meeting Tuesday, June 21st! Come on out to The Point Patio Bar & Bistro from 11:30 am - 1:00 pm to connect with your peers and hear from our wonderful speaker from Janus Henderson Investors. Every financial professional knows it's impossible to control the markets. But the most successful also know they have the power to control the most important tool for building their business-and it's not performance.
Developed with internationally recognized client experience expert Dr. Joseph Michelli, Janus Henderson's The Art of WOW program empowers you to drive deep client loyalty-the kind that creates clients for life. Learn how to systematically exceed client expectations by creating meaningful, unforgettable moments that clients talk about and attract valuable new business.
Join us Tuesday, May 17th beginning at 11:30 am at The Point Patio Bar and Grill for our monthly meeting featuring Robert Wright and William Harlow from Wright & Wright Attorneys at Law, Inc. Robert and William will be presenting on Special Needs Trusts and how laws affect them. They will also be covering the new Medi-Cal Asset Test and new treasury regulations for IRA minimum distributions under The SECURE Act.
We look forward to seeing you!
The Point Patio Bar and Bistro
2940 E. Nees Avenue
Fresno, CA 93720
A significant percentage of financial advisors do not have a meaningful relationship with their clients' adult children.
Limiting beliefs include; "It's too challenging and time-consuming to create meaningful relationships with my client's adult children."
Simon Reilly will show you otherwise! Join Simon Reilly of Leading Advisor, an expert speaker, author, and business coach with 20 years of experience working virtually with financial advisors. Simon is an Advocis, FPA, GAMA, MDRT, NAIFA, NAILBA, TEDx and WIFS Speaker. Learn how to write a clear, concise, and profitable plan to retain your clients by building a solid relationship with the adult children of your clients.
Join the NAIFA-California San Diego Affiliate for a Member Meeting on April 20th. Come connect with your colleagues and be reintroduced to the many benefits you get as a member of NAIFA! We are excited to discuss opportunities to work with our new districts and elected officials. Our state board will discuss upcoming events. 2022 will be a year for all of us to collectively work together for our clients!
Location:
Monsaraz, Tapestry Collection by Hilton
1451 Rosecrans Street
San Diego, CA 92106
A sales congress is really a power sales session. It is a platform whereby sales professionals like yourself come together to learn from experts in their field, to share challenges, experiences, opportunities, and solutions, to learn about the latest trends and receive advice from successful agents and advisors who will show you how to improve your sales performance. Read below for the fabulous speakers. You will benefit tremendously from this wealth of knowledge.
Join NAIFA-San Francisco for Professional Speed Networking and a Social! $15.00 to attend - includes light hors d'oeuvres & refreshments. NO COST if you bring 2 guests! Join us for this fun event and network with your colleagues. Doors open at 4:00 pm! Meeting ends at 6:00 pm.
New York Life Building - 1st Floor
951 Mariners Island Boulevard
San Mateo, CA 94404
Copyright © 2020 NAIFA-California
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 844-536-9339
Fax: 703-770-8224
info@naifacalifornia.org
