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October 9, 2020; 12pm to 1:15pm - NAIFA GBA Zoom Webinar
“Income Planning Ideas & Liquidity for High-Net-Worth Clients/Financial Markets Update”
Speaker: Mike Whitney, Investment Consultant; Clark Capital

When planning for the income needs of High Net Worth Clients, it is extremely important to be able to communicate how you can build a structured plan into the future. During this presentation we will take time to explain how using Clark Capital’s Income Plan can not only tell, but also SHOW how appropriate planning can take care of their income needs. We will also discuss how Income Plans can keep your clients at ease and build advocacy when focusing on the most important goal of all – not running out of money in retirement! Join us as we dive deeper into a tool that will allow you to show all the sources of income, including insurance, social security, pensions, and investments will tie together to meet their needs.

Mike will also cover Clark Capital’s market outlook and focus as we move into Q4 of 2020

September 11, 2020; 12pm to 1:30pm - NAIFA GBA Zoom Webinar
“Business Transition Planning”
Speaker: Rick D. Bailey, J.D., MAcc, CFP®; Camas Advice, LLC

Business transition planning is the bridge between the business planning and legacy planning for the business owners and their families. All business will have to transition from the current owners to future owners. Many business owners understand they need to address the transition of their business, but out of fear, lack of options, or lack of time, put off formalizing and implementing a plan. This presentation will help you understand how to effectively approach business owners to begin the business transition conversation.

This presentation will go through the advantages and disadvantages of the three types of buy-sell agreements:

  1. Cross-Purchase
  2. Redemption
  3. Hybrid (Wait and See)


August 20, 2020 9am to 12pm - NAIFA-California's 2020 State Conference
Join us virtually on August 20 as we come together for great content, networking and leadership! This event is FREE to both members and nonmembers! So please spread the word, and make time for this one day meeting.  Block your calendar for August 20! Stay tuned for more information and details we will share in the coming weeks. Registration will open at the end of June.
Want to join us in-person? We’d love to see you! The NAIFA-California Board of Trustees will be gathering in-person at the Kona Kai Resort & Spa in San Diego and would love to be joined by fellow NAIFA-California members. You will have the option during the online registration process to let us know if you plan on joining us.

Past Events

June 18, 2020; 4pm to 5:00pm - YAT Happy Hour
Join your fellow NAIFA members for a ZOOM Trivia Night


June 12, 2020; 12pm to 1:30pm - Joint NAIFA Zoom Webinar
“We’re All in This Together: How to Keep You and Your Team Engaged and Performing During This Challenging Time"
Presented by: Mike Robbins
Sponsored by: Jackson National Life Distributors - - Brian Carlson


May 8, 2020; 12pm to 1:30pm - Zoom Webinar
“Disability in the Affluent and High Net Worth Market Place"
Presented by: Robert Clark, Peterson International
Disability Insurance Awareness Month!
Sponsored by: CPS Sacramento - - PJ Johnson


April 23, 2020 - Zoom Webinar
“The Art and Science of Trust”
Presented by: Joe Templin, CAP, ChFC, CLU
Please Register in order to receive the Zoom link. This may be virtual, but space is limited!


March 26, 2020 - NAIFA Day on the Hill
Sutter Club, 1220 9th Street
Sacramento, California  95814


March 13, 2020 - Diablo Hills Golf Course, Eagle Room, Walnut Creek - 11:15am to 1:00pm
“Don’t Miss this Legislative Update!”
Presented by: Assemblywoman Rebecca Bauer-Kahan, 16th Assembly District
and Shari McHugh; McHugh Koepke & Associates


March 10-11, 2020 - 3003 Oak Road, Suite 250, Walnut Creek - 9:00am to 5:00pm
As a NAIFA Greater Bay Area member you are cordially invited to attend a discounted Certification in Long-Term Care Master Class held on March 10th and March 11th in Walnut Creek. Check the flyer for an exclusive discount code for NAIFA Members.
Click here for the flyer with details


February 14, 2020 - Diablo Hills Golf Course, Eagle Room, Walnut Creek - 11:15am to 1:00pm
“Tax Reduction Strategies for the Insurance and Financial Professional”
Presented by: Kelly Clark; Bradford and Company, Inc.
Sponsored by: CPS Sacramento - - PJ Johnson


January 10, 2020 - The Greenery Sports Bar & Grill, Walnut Creek - 11:15am to 1:00pm
“2020 Global Economy and Equity Market Update”

Presented by: Sterling Moore, Regional VP; Brinker Capital
Meeting Sponsored by: Brinker Capital - - Sterling Moore


December 13, 2019 - Heather Farms, Lakeside Room, Walnut Creek - 11:00am to 1:00pm
In lieu of a traditional chapter meeting in December we will be hosting a Holiday Social and Fundraiser benefiting Contra Costa’s White Pony Express & The California Community Foundation’s Wildfire Relief Fund. Buffet lunch served at 11:30am


November 8, 2019 - Scott's Seafood, Walnut Creek - 11:15am to 1:00pm
“2019 Advisor M&A Forum: A Guide for Buyers, Sellers, and Everything in Between”
Presented by: Erik Pahlow, Executive Vice President, Succession Resource Group
Meeting Sponsored by: DWA Disability Partner - - Kirk Woolsey


November 7, 2019 - Sauced BBQ, Walnut Creek - 5:30pm to 7:30pm
YAT Happy Hour @ Sauced in Walnut Creek
The first drink is on us! Everyone is welcome to attend!


November 7, 2019 - McInnis Golf Park, San Rafael - 11:45am to 1:30pm
“2019 Advisor M&A Forum: A Guide for Buyers, Sellers, and Everything in Between”
Presented by: Erik Pahlow, Executive Vice President, Succession Resource Group