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Pismo Beach Professional Luncheon (June 13, 2025)
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Fresno Summit (September 8)
Building Client Relationships Through Inclusion (January 26)
What Insurances Do Business Owners Need? (January 27)
Ethical Challenges and Consequences (January 28)
San Diego Business Owner Planning Summit (February 17)
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Northern California
Affiliate Leaders
Leader
Dan Blum
Programs Chair
Jon Roth, RICP
Membership Chair
Sandy Luiz
Advocacy Chair
Marc Bregman, LUTCF
