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San Diego
Business Planning Summit
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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!

February 22, 2023
10:00 am - 3:00 pm

$20.00 Members | $30.00 Non-Members

WestPac Wealth Partners
5280 Carroll Canyon Road, Suite 300
San Diego, CA 92121

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The Business Owner Planning Process Helping Business Owners Make Smart Financial Decisions

Nash Subotic
Chief Executive Officer
WestPac Wealth Partners

Join Nash Subotic, CEO of Westpac Wealth, for an informative session on opportunities you may not be aware of working with your business owner clients! These business owners have worked their lifetime to build their largest asset, and as advisors, we can help them maximize various outcomes and ensure we are there to walk them through all these strategies!


Roy A Farmer Web

ESOP Planning Opportunities

Roy Farmer, II
Managing Director
Business Transition Advisors

Roy's presentation will go over the various planning opportunities with business owners and the employees when doing an ESOP. 

Mr. Roy A. Farmer, II is a Managing Director of BTA, Inc. Roy’s responsibilities include business development, corporate reorganization and finance, succession planning, consulting & ESOP implementation.



Excuse Me But There is a Hole in Your Protection!

Tom Petersen, MBA, RHU
Senior Parner
Petersen International Underwriters

Financial Planners focus so much on the individual that often times the business side of financial protection gets short changed. This program will focus on the need for not only personal income protection planning, but disability protection tools needed to protect the welfare and continuation of the business, its partners, and employees. 



Maximizing Your Marketing: Strategies and Techniques for Insurance Agents and Financial Advisors

Kyle Onstott
Marketing Empire Group

This course will cover the newest trends, technology, & strategies on how to effectively generative more business, and more importantly, how to build long lasting referral relationships through the power of Digital. In addition, you will get a curate and customized omni-channel marketing strategy that you can implement in your business immediately. 


Thank You, NAIFA-California Sponsor!




Thank You Sponsors!