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NAIFA-Fresno Summit
 
 
Invest in Yourself
Summit Home     Agenda      Sponsorship    Register Now

INVEST IN YOURSELF.

September 8, 2022

$100 Members | $125 Non-Members | $720 Table of 8

casummitman

Running For Your Life

Tyler Jack Harris
The Tarr Agency
Chief Growth Officer

This course will cover:

  • How to decide what you really want
  • How to decide who you run with
  • How to decide to run and take quitting off the table
  • 5 types of people you should surround yourself with 

You will leave this event with a brand new perspective that creates massive results in your personal and professional life!

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Aprilyn Professional-1

Channel Your Passion and Let Your Struggle Be Your Strength

Aprilyn Chavez Geissler, LACP
Gateway Insurance and Financial Services
First Executive Vice President

Hear Aprilyn’s empowering story of rising above difficult situations to achieve her dreams. Learn how her grit and determination propelled her to build a successful multiline agency, become a forward-thinking executive and the financial professional she is today. Aprilyn will share her passion of helping others and how she channeled it. Hear the systems she’s used to grow a sustainable practice and how to ‘build back better’ the practice of your dreams.

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rodroberto

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

Rod Roberto, CExP
WestPAC Wealth Partners
Partner/Registered Representative

Join Rod Roberto with 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!

Rod Roberto has been in the Southern California area for over 50 years. Since 2001, he has been educating and working with Physicians, Attorneys, Corporate Executives, and Business Owners in effective financial decision-making. Rod works with people who want to improve their net worth and make informed decisions, so they can meet their objectives in the building, protection, and enjoyment of their wealth.

As a leader at WestPac for many years, he has served a select group of clientele as well as instructed and mentored other advisors such as CFP’s, CPA’s and Investment advisors. He frequently speaks and shares the WestPac client experience with other industry professionals throughout the country.


sinaazari

Sina T. Azari
CATALYST Inc.
Chief Innovation Officer

This course will cover:

  • How to own your market niche and dominate your sector
  • The blueprint to generating automated referrals and compound prospects
  • Creating a recruiting culture using digital strategies
  • Building your business, building others, and building yourself

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Thank You Sponsors!

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