Upcoming Events

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

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 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

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

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

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!

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.

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!

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