NAIFA-California

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NAIFA-California

NAIFA protects & promotes the critical role of insurance provided by professional agents & advisors.

02/10/2026

At e3 Nexus, you’ll hear from Panos Leledakis on:

🤖 AI Made Simple — How to Become a Superhuman Advisor and Skyrocket Your Productivity with Business Owners!

If you want to learn how to:
✅ save time
✅ streamline your workflow
✅ increase capacity
✅ improve client experience
✅ modernize your business-owner strategy

…this is the session you’ll be talking about long after the event.

📅 February 26, 2026
📍 Pechanga Resort & Casino | Temecula, CA
🔗 https://hubs.ly/Q042wtX70

02/09/2026

If you’re working with high-income earners or business owners, you already know:
➡️ tax planning isn’t optional — it’s the conversation.

At e3 Nexus, we’re excited to feature:
🔥 “Cracking the Code: Advanced Tax Planning for High-Income Earners”
with Bruce Jones, CEO of TaxWealth, Inc.

This session is designed to help professionals bring clarity and confidence to complex tax planning discussions — including strategies business owners and real estate investors are actively seeking.

📅 February 26, 2026
📍 Pechanga Resort & Casino | Temecula, CA
🔗https://hubs.ly/Q0429T7T0

Let’s raise the bar on planning.

02/07/2026

Get in the game! There’s never been a more important time to be part of NAIFA.

Membership isn’t just about dues or discounts—it’s about voice, relevance, and momentum. It’s about standing with professionals who care about protecting this industry, growing their practices, and elevating the profession we’re proud to be part of.

If you believe in advocacy that matters, education that sharpens you, and a community that actually shows up—NAIFA is where you belong.

▶️ Watch the video
▶️ Get involved
▶️ Join the movement

https://hubs.ly/Q042cxQJ0

02/06/2026

💡 Premium Finance, Split Dollar & the New Tax Efficiency Toolkit

One of the featured sessions at e3 Nexus will be led by Guy Baker, Ph.D., MBA, MSFS, CEPA — an internationally recognized industry leader and expert in advanced planning and high-net-worth strategy.

This session is built for advisors who want to strengthen conversations around:
✅ Tax efficiency
✅ Wealth transfer strategies
✅ Planning solutions for affluent clients
✅ Better design + better outcomes

📅 February 26, 2026
📍 Pechanga Resort & Casino | Temecula, CA
🔗https://hubs.ly/Q0429JLj0

You don’t want to miss this level of expertise in one room.

02/05/2026

Business owners need more than advice — they need strategy, protection, and proactive planning.

That’s why E3 Nexus: Elevate. Empower. Evolve. is built for professionals who work with complex clients and want to bring higher-level conversations into every appointment.

In one powerful day, you’ll gain insights on:
- Advanced tax planning
- Business owner risk strategies
- Retirement plan opportunities
- Tools and frameworks you can use immediately

📍 Pechanga Resort & Casino (Temecula, CA)
📅 February 26, 2026 | 8:00 AM – 5:00 PM PT

If your clients are evolving… your practice has to evolve too. https://hubs.ly/Q0420Xrz0

02/04/2026

🚀 e3 Nexus: Elevate. Empower. Evolve.
Formerly known as the Business Owner Planning Summit, this is NAIFA-California’s next evolution in advanced planning and business-owner strategy.

📅 February 26, 2026
⏰ 8:00 AM – 5:00 PM PT
📍 Pechanga Resort & Casino | Temecula, CA

If you serve high-income earners, entrepreneurs, and business owners, this is the one-day event designed to help you sharpen your strategy, deepen your expertise, and stay ahead of what’s changing fast in our industry.

🎟️ Registration:
✅ $99 Members | $149 Non-Members
🍽️ Lunch included

Seats will fill quickly — don’t wait! https://hubs.ly/Q041QbyN0

02/03/2026

🔥 This panel is stacked.

At E3 Nexus: Elevate. Empower. Evolve. on February 26, 2026, don’t miss:
💡 Panel #2: Unlocking Wealth with Tax Optimization

This session brings together seasoned experts who operate at the intersection of tax strategy, advanced planning, and real-world business-owner outcomes:

🔹Shelley Lightfoot, CEPA
COO, SC Institute | Strazzeri Mancini LLP | The Founders Group
With nearly 40 years in financial and legal services, Shelley is a nationally respected leader in advanced planning, exit strategy design, and collaborative advisor solutions that help business owners protect and maximize wealth.

🔹Stephen Alloy
Field Director, Advanced Designs Unit, Pacific Life
Stephen brings decades of experience in law, insurance, and advanced markets, with a deep focus on estate planning, charitable strategies, and business succession. He supports financial professionals nationwide through education, presentations, and advanced planning insight.

🔹Natalie Elser, CPA
President, California Professional Accountants Group, Inc.
Natalie combines tax expertise with business-owner strategy, helping clients align smart tax planning with long-term financial and operational goals.

🔹Moderated by Janise Graham, CEPA, LACP, CLTC
President/CEO, Leaving In Style & Entrepreneur’s Insurance Services
A nationally respected strategist, bestselling author, and advocate for business owners, Janise brings clarity and real-world perspective to complex succession and planning conversations.

If you serve business owners or high-income clients, this is a session designed to sharpen your edge and elevate your client impact.

📍 Pechanga Resort & Casino | Temecula, CA
🗓️ Feb 26, 2026 | 8:00 AM – 5:00 PM PT
🎟️ $99 Members | $149 Non-Members
🔗 https://hubs.ly/Q041BVf40

02/02/2026

Sometimes the best thing you can do for your practice is step out of it for a day.

E3 Nexus is that day.

📍 Temecula, CA
📅 Feb 26, 2026
🎤 Advanced planning, tax strategy, retirement concepts, AI + automation
🤝 And a room full of professionals who take business-owner planning seriously

You won’t just learn — you’ll come back sharper. https://hubs.ly/Q0415BT_0

01/30/2026

You know that feeling when you hear about a great event afterward and think: “Yep… I should’ve gone.”

Don’t let that be E3 Nexus.

📅 Feb 26, 2026
📍 Pechanga Resort & Casino | Temecula, CA
🍽️ Lunch included

If business-owner strategy is part of your work, this is the room you want to be in. https://hubs.ly/Q0415t480

01/29/2026

Networking doesn’t have to feel awkward.

The best networking happens when the room is full of people solving the same problems you are.
That’s exactly what E3 Nexus is:
business-owner-focused professionals, all in one place, for one powerful day.

📅 Feb 26, 2026
📍 Pechanga Resort & Casino | Temecula
🔗 https://hubs.ly/Q040ZcmR0

You’ll leave with strategies AND new connections.

01/28/2026

If you’re going to step away from the office for a full day… Make it worth it.

E3 Nexus brings advanced planning strategy and the kind of venue that makes the experience feel elevated:

📍 Pechanga Resort & Casino | Temecula
📅 Feb 26, 2026
🍽️ Lunch included

Come for the strategy. Leave with momentum. https://hubs.ly/Q040J7rR0

01/27/2026

Join NAIFA’s IREAP Center on February 4 for a live webinar focused on new developments and advanced planning ideas across investment, retirement, estate, and tax planning. An experienced lineup of speakers will walk through recent legal and regulatory changes and what they mean for practical planning strategies. This live event is free for members and non members.

https://hubs.ly/Q040zhcY0

Address

600 State St, Ste A
Cedar Falls, IA
50613

Website

https://ca.naifa.org/

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