"Keep On Trucking...Success Over the Years..."
Featuring: David White, CLU®, ChFC®; Chairman, David White & Associates
Join us for this very special NAIFA Greater Bay area session to recognize David White for his many accomplishments and to celebrate David's receipt of the Norman G Levine Award from 2022!
Dave started in the insurance business in 1959 right out of Northern Illinois University.
In 1971, he moved to the San Francisco Bay Area where he opened his own firm, David White & Associates, which now serves over 20,000 clients focusing on:
- Wealth Accumulation
- Wealth Protection
- Tax Reduction Strategies
Dave has been awarded the Soloman Huebner Award seven times for guiding and sponsoring seven individuals who now have their CLU.
David White & Associates is one of few organizations to have received the National Management Award every year since 1971.
"The Power of Permanent Life Insurance with Jim Effner"
Featuring: Jim Effner, CLU; P2P Group
In his 30+ years in the industry, Jim has built a tremendous conviction for the power of life insurance. With great passion and energy, he will share his core beliefs as to why everyone needs life insurance in force when they die, and why he believes permanent life insurance is the 8th wonder of the world. Knowing that your beliefs drive your behaviors, he will fill you with a level of confidence that will fuel your desire to make sure that every client has life insurance as part of their overall financial security plan – not just because it’s critical to making them truly bulletproof, but also because it’s the only way you will tap into your true potential.
"A Day in the Life – A 37 Year Success Story about the Trials and Tribulations of Building a Financial Services Practice"
Featuring: Raymond Jung, TRG
Join us for an informative discussion on building a practice from the ground up. Listen to an advisor that has been practicing for 37 years and how he applied coaching and staying accountable to the hard stuff, the easy stuff and experiencing the ups and downs. Also hear how advisor Raymond Jung is planning the transition of his business in the future!
“What Does a California Long Term Care Tax Mean For Your Clients and Your Business?”
Presented by: Larry Moore
What happened in Washington state? Will it happen in California? What options will our clients have then and what can we do about it now? With the passage of AB 567 Gavin Newsom has put together a task force to study and develop a state run LTC program very similar to what happened in Washington last year. Many think it is only a matter of time before a LTC tax is rolled out in California.
Our Keynote speaker, Larry Moore, has been focused and engaged in LTC planning since 1988 and has had the privilege to work for many respectable organizations such as Lincoln, Genworth, Prudential, John Hancock and Marsh McLennan.
Please join us for an IN PERSON breakfast meeting at The Greenery in Walnut Creek on Friday, October 14th to find out!
Larry Moore is the Regional Vice-President for National Guardian Life. His career has expanded over 30 years working in the LTC Marketplace. He is dedicated to approaching LTC planning from an overall retirement and estate planning perspective
June 10, 2022 NAIFA Social Breakfast and Golf Day 9:00am
Breakfast and networking from 9am to 10am then join us for 9 holes of golf at the Diablo Hills Golf Course next door!
May 13, 2022 NAIFA General Meeting 9:00am - 10:30am
“The Ultimate Guide to Create Relationships with The Adult Children of your HNW Clients”
Presented by: Simon Reilly
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.
April 8, 2022 NAIFA General Meeting 9:00am - 10:30am
“What’s Volatility, War and Inflation Got to Do, Got to Do With It?”
Presented by: Sterling Moore, CFS, Regional Director
With inflation and interest rates on the rise and a growing conflict in Ukraine investors are nervous. Come join us for an informative Zoom session with Sterling Moore from Orion as he updates us on what all is going on in the economic and equity markets.
March 11, 2022 NAIFA General Meeting 9:00am - 10:30am
“Dignity Planning - Adapting to Change – Paradigms we cannot ignore”
Presented by: Shane Westhoelter, AEP, CLU, LUTCF, LACP
Gateway Financial Advisors, Inc.
Gen Z has and is changing the future of business- your business whether you realize it or not. Understanding who they are and how best to engage and work with them will be a differentiator in your practice. Shane’s presentation includes real life industry success stories and will describe the who and how to adapt your sales, marketing, product, and growth strategies to attract and keep this disruptive and most impactful new generation of customers and trend setters.
The business world is changing and those that quickly and comprehensively adapt to Gen Z thinking will be winners for the next 20 years. The time to adapt is NOW. Don’t get left behind.
February 11, 2022 NAIFA General Meeting 9:00am - 10:30am
“Tax Reduction Strategies For Insurance And Financial Professionals”
Presented by: Maine Shafer, JD; Bradford Tax Solutions
HOW TO POWER BOOST your 2022 tax deductions-Learn the best strategies to get the most out of your deductions this year and years to come!
HOW TO deduct all your FAMILY’S MEDICAL EXPENSES - even dental - as a Financial Service BUSINESS expense! (Including Long-Term Care Insurance).
WHY YOUR accountant can’t "just take" tax deductions for you. Best Business Practices to qualify for the deductions!
HOW TO deduct yourHome Office...simplified, made safe, and expanded to multiple deductions!
WHY YOU may want to buy a new or pre-owned car sooner than you think...the great new "makeover" of the CAR DEDUCTION rules you will want to take advantage of!
THE NEW...and Improved… food and beverage deductions for insurance professionals that you probably don’t know about.
January 14, 2022 NAIFA General Meeting 9:00am - 10:30am
"Cyber Crime Solutions for Professionals that Handle Sensitive Information"
Featuring Chantal Rees, Founder and President; Rees & Rees Insurance Services Inc.
and Robert Gillette, Executive; Endsight
Did you know that the average cost of a data breach is $3.92M? Cyber and Privacy risk is a serious matter affecting over 60M Americans in 2019 alone. Our speakers will take you through a two-part discussion that focuses on IT best practices and available insurance coverage to protect your clients and your business. They will offer unique perspectives to provide insight as to the current market and why this is such a growing concern.
November 12, 2021 NAIFA Meeting 12:00pm - 1:30pm
“Long Term Care Awareness Month: The 3 Ways to Plan with Clients”
Larry Moore, MBA; National Guardian Life Insurance Company
Liz Gibbons, CLTC; Nationwide Life
David Ricketts, FLMI; John Hancock
Sponsored by: Gateway Insurance Group - - Jeff Snyder
To Support LTC Awareness we are hosting 3 local and regional LTC experts. They will share the 3 ways clients are buying into this marketplace. First, Larry Moore with National Guardian Life, will discuss the traditional LTC product. Next, Liz Gibbons with a Nationwide, will discuss the hybrid approach to planning. Last will be David Ricketts with John Hancock who will show how to purchase life insurance with a LTC rider. All 3 speakers will discuss current products approved for sale in California including pricing, underwriting tips, application process and ease of doing business plus care coordination services at time of claim.
October 28, 2021 NAIFA Meeting 5:00pm - 8:00pm
YAT and Member Networking Event at Twisted Times
Join your local NAIFA Greater Bay Area Members and Young Advisors (YAT) for some food, fun and friends.
First Drink is on Us! Heavy Appetizers will be provided! Free To Attend for All Members and Guests of NAIFA.
Please RSVP by October 25th, 2021 So we can reserve an adequate amount of space.
PS: You don't need to be a "YAT" to attend!
October 8, 2021 NAIFA Meeting
“Maximizing Business Value"
A Panel Discussion: Grow Your Business to a Succession Deal
Susan Danzig, Certified Business Development Coach & Certified Master Neuro Linguistic Programming Practitioner
Jeff Nash, CEO; Bridgemark Strategies
Arthur Ambarik, CEO; Perigon Wealth Management
When is the right time to sell? Today, price multiples for advisor businesses are seeing unprecedented levels. Susan, Jeff and Arthur will share their experiences and perspectives answering questions many advisors want to understand.
September 10, 2021 NAIFA Meeting
“Insuring a Private Foundation’s Financial Future”
Presented by: Jeffrey D. Haskell, J.D., LL.M., Chief Legal Officer; Foundation Source
Sponsored by: Mutual Reverse Mortgage - - Homa Rassouli
This presentation by Jeffrey Haskell, chief legal officer of Foundation Source, will highlight strategies and unique, foundation-specific compliance guidelines for incorporating a life insurance policy into a private foundation. It will also address the benefits of doing so for founders, heirs, and foundation board members, as well as the duties of care and loyalty that a director/trustee owes a foundation.
August 13, 2021 NAIFA Zoom Meeting 12:00pm - 1:30pm
“Reduce Taxes and Create Immediate Cash Flow with This Underutilized Strategy”
Presented by: Geraldine Serrano; Veracity
One of the hardest parts of an advisor’s job is finding cash flow so your clients can implement the type of planning they need to reach their financial goals. Learn how this strategy helps real estate investors generate an immediate increase in cash flow through accelerated depreciation tax deductions. You will also learn how to quantify a property’s major components and leasehold improvements so they can be written off when replaced or renovated.
August 5, 2021 NAIFA Networking Summer Time Style 3:30pm - 5:30pm
LIVE Networking Event
Join us In Real Life (IRL) for our first in person event August 5th at CaliCraft in Walnut Creek! We will provide pizzas, and you buy your own beers/ciders. You can bring your own snacks if you like as well. Plan on staying a little bit and plan on staying a lotta bit. We are just going to chill and we may or may not have a little competition lined up too!
June 8, 2021 NAIFA Road Show 10am - 11:30am
“This is the Greatest Time Ever to Sell Cash Value Life Insurance”
Speaker: Van Mueller, LUTCF
This session will show you easy ways to increase your appointments and then increase your success in each appointment. Then we will show you questions to ask customers that illustrate why this is the greatest time ever to own cash value life insurance. Instead of selling we will show how to ask customers if they would like the benefits provided by cash value life insurance. Don't miss this. It could change your career!
May 25-26, NAIFA Congressional Conference
NAIFA’s 2021 Congressional Congress will be a virtual event featuring targeted advocacy training with legislative briefings, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators. This event is complimentary to Members so please join and support your industries future!
May 14, 2021 Virtual Meeting 12pm - 1:30pm
“The LLC Jungle”
Speaker: Kevin Brodehl; Patton Sullivan Brodehl LLP
Limited Liability Companies (LLCs) have become very popular in recent years thanks to their simple formation process and easy, informal method of operation. But don’t let the “friendly” nature of LLCs fool you – they are ripe for problems and litigation! Join Kevin Brodehl for a tour of “The LLC Jungle” and learn how to spot the dangerous pitfalls and traps for your LLC clients. Issues covered include California laws, operating agreements, membership rights and interests, managerial authority and fiduciary duties (a litigation hotspot), and more. The materials contain many fun and enlightening “war stories” based on real court cases.
April 21, 2021 Virtual Meeting 12:45pm - 2:00pm
“CalSavers/Advanced Retirement Plan Design Solutions and Resources”
Speakers: Angelo Cabral, Regional Vice President; John Hancock Retirement Specialist
Chad Johansen, Partner and Director of Consulting; Plan Design Consultants, Inc.
March 22-25, 2021 NAIFA Virtual Day on the Hill
The NAIFA-California Day on the Hill (DOTH) is the key to NAIFA’s success in lobbying our state legislators. The individual relationships we build and nurture during this important event enable NAIFA-California to effectively lobby for regulations and legislation that WILL affect your practice. Due to COVID restrictions, the NAIFA-California Government Relations Committee has developed a robust VIRTUAL DAY ON THE HILL to make meaningful and safe connections with your legislators and their staff. This is a multi-day event and NAIFA-California members can build their events to suit their schedules!
Monday, March 22, 2021 @ 4-5 p.m.- NAIFA-California Legislative Briefing:
- Hear from your State Lobbyist, Shari McHugh of McHugh Koepke & Associates, on issues we will be discussing with legislators, how to hold an effective meeting and making an impact where it matters.
- Tune in for a special guest with an important message for NAIFA-California members.
- This call will be recorded for members reference throughout the week.
Tuesday March 23rd-Thursday March 25th-Scheduled Virtual Legislator Meetings:
- NAIFA-California will provide you with talking points and insights on how to be effective during your meeting with your local legislator. We just need you to be yourself…an engaged, caring and diligent NAIFA member looking out for you and your clients' interest!
- When you register, you will have the option of scheduling your own meeting, or having NAIFA-California schedule for you! These virtual meetings will be scheduled for about 15-20 minutes with you and your state legislator(s).
Thursday, March 25, 2021 @ 4-5 p.m.- DOTH Debrief:
- Join all of your fellow DOTH attendees for an informational debrief from the week’s activities. Hear from our lobbyist and state leaders on our impact and have some fun celebrating your success!
- Don't forget about the PRIZES! All attendees will automatically receive a virtual raffle ticket to be entered into our NAIFA-California PAC Scavenger Hunt!
- Complete additional scavenger hunt activities HERE for more raffle tickets for these great prizes:
February 12, 2021; 12pm to 1:30pm - NAIFA GBA Zoom Webinar
"Super Charge Your Goals and Business Success"
Speaker: Bob Arzt, CLU, ChFC, LLIF, President; Polaris One
Do you believe that you are falling short of the goals you know you are capable of achieving? Is your business growing as quickly as you desire?
What separates one business person from another? Why does one succeed and another struggle? Business success requires more than just knowledge. It also involves attitudes, values, and beliefs.
By attending this session, you will learn about:
- The five dimensions of knowledge, skills and values and how conflicts between these dimensions can torpedo your productivity, growth, achievement drive, self-respect and personal life satisfaction.
- The 10 barriers of success and prosperity
- The 4 traits of highly successful salespeople
- The Law of Limited Belief
- Behavior Styles
- Tips on conquering time management distractions and interruptions
You will also have the opportunity to take a mini self-assessment of the 4 traits of highly successful people, as well as sharing ideas and insights with other participants.
Would you like to achieve all that you are capable of achieving? If so, attend this session to "Super Charge Your Goals and Business Success."
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:
- 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.
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