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Upcoming Events

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2022 Midterm Election Recap

Diane Boyle
NAIFA Senior Vice President, Government Relations
Shari McHugh
NAIFA-California Lobbyist
Partner - McHugh, Koepke & Associates
Michael Mares
NAIFA-California Vice President
Financial Representative - Pacific Advisors

December 1, 2022

3:00 - 4:00 pm

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.  

REGISTER HERE


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Fresno Holiday Celebration

December 13, 2022

11:30 am

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

REGISTER HERE


past Events

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Member Luncheon - Fresno Affiliate

John Brown
Retirement Specialist - Hartford Funds

November 15, 2022

11:30 am - 1:00 pm

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


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Happy Hour With Silicon Valley

November 9, 2022

6:00 - 8:00 pm

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


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Quarterly Legislative Update

Peter Buechler
NAIFA-CA Government Relations Chair
Michael Mares
NAIFA-CA Vice President
Diane Boyle
NAIFA Senior Vice President, Government Relations
Shari McHugh
NAIFA-California Lobbyist
Marc Glickman, FSA, CLTC
CEO and Co-founder BuddyIns

October 20, 2022

3:00 - 4:30 pm

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.


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Member Meeting - Fresno Affiliate

Jess Wardwell
President, CPS-Impact Insurance, Marketing Inc.

October 18, 2022

11:30 am - 1:00 pm

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:

  • Evaluate which income protection solution solves your customers concerns.
  • Pivot a conversation to disability protection.
  • Discuss various strategies to alleviate the concerns of many business owners.
  • Avoid common planning pitfalls.
  • Help clients whose needs are beyond standard carrier limits.
  • Increase your bottom line by adding new solutions to your portfolio, or increasing your revenue utilizing advanced case designs.
  • Implement these solutions in your practice today.

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


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What Does a California Long Term Care Tax Mean For Your Clients and Your Business?

Thomas Orr
CEO/LTC Expert - The LTC Experts

October 14, 2022

8:30 - 10:30 am

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 Conference

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Fall Conference: Continous Connections

October 13, 2022

9:00 am - 5:00 pm

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.


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NAIFA-San Francisco Peninsula Social

October 12, 2022

4:00 - 6:00 pm

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


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Fresno Summit - Invest In Yourself

September 8, 2022

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. 


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Cybersecurity & The Insurance Producer
6 Hours CE Credit!

Richard L. "Rick" Bergstrom, LUTCF
Principal Financial Group

June 29, 2022

9:00 am - 3:30 pm (Lunch 12:00 - 12:30)

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. 


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Social Networking & Open Game Night

June 22, 2022

4:00 - 6:30 pm PST

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


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Art of WOW

Michael Futterman
Janus Henderson Investors
Head of Knowledge Labs®Professional Development

June 21, 2022

11:30 am - 1:00 pm

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.


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Member Meeting - Fresno Affiliate

Robert S. Wright
William Harlow

May 17, 2022

11:30 AM - 1:00 PM

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


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The webinar is brought to you by
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The Ultimate Guide to Create Relationships with the Adult Children of Your HNW Clients

Simon Reily
Leading Advisor

May 13, 2022

9:00 - 10:30 am

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.




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April Member Meeting - San Diego Affiliate

April 27, 2022

5:00 - 6:30 PM

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


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Sales Congress 2022 - Silicon Valley

John Mullins, RICP, LUTCF
Manjeet Singh
Jonathan Park
Michael J. Flynn, Jr.
Samantha Sagers-Davenport, CFBS, CLTC

April 27, 2022

9:00 am - 2:00 pm

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.


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Professional Speed Networking & Social - San Francisco

April 20, 2022

4:00 - 6:00 pm

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


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Grow Your Practice Working With Business Owners - Inland Empire Affiliate

Janise Graham, LACP, CLTC
Rod Roberto, CExP
Patti Cotton

April 20, 2022

10:00 am - 1:00 pm

Grow Your Practice Working With Business Owners! Join us at Hidden Valley Golf Club on April 20, 2022 for this meeting brought to you by NAIFA-California's Inland Empire Affiliate.

Hidden Valley Golf Club 10 Clubhouse Dr, Norco, CA 92860

Schedule
9:30am-10:00am: Registration and Sponsor Networking
10:00am-10:15am: Opening Statements
10:15am-11:00am: Speaker 1 - Janise Graham
11:00am-11:45am: Speaker 2 - Rod Roberto
11:45am-12:15pm: Lunch Break (NAIFA Announcements - Membership & Advocacy & Sponsor Commercials)
12:15pm-1:00pm: Closing Speaker - Patti Cotton
2:00pm- Golf


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April Member Meeting - Fresno Affiliate

Joe Oh
OneAmerica
Regional Sales Director

April 12, 2022

11:30 AM

Join us Tuesday, April 12th beginning at 11:30 am at The Point Patio Bar and Grill for our monthly meeting featuring Joe Oh with One America. Joe will be discussing the current long term care marketplace, specifically the potential impact of long-term care on clients, options in financing long-term care, facts and figures that all advisors should know, and how these items present opportunities to help our clients. We look forward to seeing you!

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


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Virtual Women's Forum

March 5, 2022

9:00 AM - 1:00 PM EST

Join NAIFA-California's Greater Foothills Chapter and the Los Angeles Chapter of WIFS for a Virtual Women's Forum! Join us Saturday, March 5th from 9:00 am - 1:00 pm on Zoom for this great event!


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Ethical Challenges & Consequences

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS
Director of CE Events for Insurance Career Training, Inc.

January 28, 2022

11:00 AM - 2:00 PM PST

Ethical Challenges and Consequences explores actual ethical lapses of insurance professionals. Information from state insurance department shows what went wrong and how the state's insurance regulations, and/or applicable local laws, were enforced. The ethical challenges are covered on a case-by-case basis, providing students and instructors opportunities to discuss what motivations or temptations that might have contributed to the misdeeds.


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San Diego Business Owner Planning Summit

February 17, 2022

10:00 am - 4:00 pm PST

NAIFA California’s San Diego Affiliate Chapter 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. Don’t wait to register - sign up now!


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69th Annual Will G. Farrell Award & Leadership Recognition Event

Dr. Daralee Barbera, EdD, CFP, CMFC, CLP, ChFC, CPBC
William E. Comfort, CSA, CLTC, LTCCP

February 24, 2022

11:30 am - 1:30 pm PST

Join us for the largest NAIFA-Los Angeles event of the year - the 69th Annual Will G. Farrell Award & Leadership Recognition Event.

2 Fabulous Speakers and Presentations!

Dr. Daralee Barbera -
Client Trust - Win It, Keep It, or Lose It - 4 Advisor Must-Dos:

Client Trust is the lifeblood that keeps advisor-client relationships strong. There are 4 simple steps that advisors must master to attract, keep, and build their trusting clients. Although the steps are simple and work, they are not always practiced. Learn what they are, how to do them better, and how to prioritize these steps for success.

William Comfort - 
The LTC Planning
Imperative:
Planning for care is a fiduciary imperative: how to proactively and effectively engage clients; has COVID changed anything/everything; why even "wealthy" clients need LTC insurance.

Members: $15.00 
Non-Member Guests: $20.00