NAIFA-California

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NAIFA-California

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

11/26/2025

Close out 2025 strong with fresh, timely tax insights!

Join us on December 11 at 10 AM for our webinar, Year-End Tax Insights, featuring Kevin Wright, CPA. This session will highlight key year-end planning considerations, smart tax moves to discuss with clients before the year closes, and important reminders that can strengthen your conversations heading into the 2025 filing season.

If you’re looking to wrap up the year with clarity and give your clients meaningful guidance, this hour-long session will equip you with practical, immediately applicable insights.

Hosted by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters; open and free to all members.

Finish the year with confidence—and help your clients do the same. https://hubs.ly/Q03Vrmy40

11/25/2025

As you help clients prepare for the 2025 tax season, take an hour to gather valuable insights at our December 11 session featuring Kevin Wright, CPA. This focused, high-impact webinar will walk you through practical year-end tax strategies, timely reminders, and actionable planning ideas you can begin using with clients right away.

Whether you're wrapping up year-end reviews or setting the foundation for a stronger start to 2026, Kevin’s guidance will help you deliver clearer, more confident conversations around tax readiness.

Hosted by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters—open to all and free to register, this session is the perfect addition to your year-end planning toolkit.

Make space on your calendar—you’ll leave better equipped for the season ahead.https://hubs.ly/Q03VrXHl0

11/24/2025

Looking to strengthen your year-end client conversations? Don’t miss our upcoming webinar offering valuable year-end tax insights from Kevin Wright, CPA, on December 11 at 10 AM. This session will dive into practical year-end tax ideas, planning opportunities, and important considerations your clients need to understand before filing their 2025 returns in April.

Whether you’re wrapping up annual reviews or preparing clients for early tax season discussions, this webinar will equip you with clear, actionable guidance you can start using right away.

Hosted by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters and open to all members—free to attend!

Take advantage of this timely session and elevate the value you bring to your clients as the year comes to a close. https://hubs.ly/Q03Vrg0w0

11/20/2025

Don’t miss this chance to sharpen your year-end tax strategy!

Join us on December 11 at 10 AM for an engaging, insight-packed session with Kevin Wright, CPA, designed to strengthen the tax guidance you offer as clients prepare for their 2025 returns. Kevin will walk through year-end opportunities, planning reminders, and key tax considerations that can make your client conversations more impactful and proactive as the new year approaches.

Hosted by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters and open to all members, this free webinar is a valuable opportunity to refine your strategy, stay ahead of client needs, and finish the year well-prepared.

Set aside an hour and give your clients the advantage of thoughtful, timely tax planning going into 2026.
https://hubs.ly/Q03VhV4z0

11/20/2025

The Black Friday sale for NAIFA’s LUTCF designation brings the biggest savings of the year. It is an ideal time to strengthen your skills or help someone on your team grow. Learn more about the special pricing and why this designation stands out.

https://hubs.ly/Q03Vg6DF0

11/14/2025

The best professionals never stop learning.

That’s why we’re bringing together two incredible minds for Breakfast at Dos Lagos: Workshops That Work — a morning built to inspire growth and elevate your practice.

🎤 John Weyhgandt: Learn how to lead workshops that attract clients and drive results.
⚖️ Kariann Voorhees, Esq.: Discover the most common estate planning pitfalls—and how to fix them.

Whether you’re an advisor, entrepreneur, or business owner, this event is your chance to grow your network and your impact.

📅 November 18 | 9:00 AM – 12:00 PM | Corona, CA
💼 $25 Members | $35 Non-members | ☕ Breakfast included
👉 Reserve your seat today! https://hubs.ly/Q03TlNTF0

11/13/2025

Life and disability insurance play a vital role in business planning, from protecting key employees to funding buy-sell agreements. Join NAIFA and Dan Finn, JD, CLU, CFP on December 3 from 12:00 to 1:00 pm Eastern for Business Planning with Life and Disability Insurance. Register for the webinar today!

https://hubs.ly/Q03ST4890

11/12/2025

Caregiving is transforming the financial landscape and redefining how families plan for the future. Join NAIFA’s LECP Collective on November 19 from 11:00 am to 1:30 pm Eastern for The Care Economy: Where Compassion Meets Capital, a free virtual event featuring leading voices on the future of care and long-term planning. Register today to gain insights that will help you better serve your clients.

https://hubs.ly/Q03SRRDP0

11/12/2025

What happens when great leaders share what really works?

You get a morning like Breakfast at Dos Lagos: Workshops That Work.

Two remarkable speakers are ready to help you level up:
🎙️ John Weyhgandt will show you how to transform your workshops into appointment-winning opportunities.
⚖️ Kariann Voorhees, Esq. will break down the top 10 estate planning mistakes she sees—and how to help your clients avoid them.

Join us for an engaging, insightful event designed for professionals who want to grow their business and serve better.

📅 November 18 | 📍 Dos Lagos Golf Course, Corona, CA
☕ Breakfast, learning, and connection included!
💼 $25 Members | $35 Non-members
👉 https://hubs.ly/Q03SRQ7T0

11/10/2025

Ready to turn connections into opportunities?

If you want your next client meeting—or your next workshop—to make an impact, this event is for you.

At Breakfast at Dos Lagos: Workshops That Work, two dynamic speakers will show you how to connect deeply and grow strategically:
✨ John Weyhgandt — shares how to lead workshops that win appointments
✨ Kariann Voorhees, Esq. — reveals the top 10 estate planning mistakes and how to fix them

You’ll walk away with actionable insights, a full stomach, and a stronger professional network.

📅 November 18 | ⏰ 9:00 AM – 12:00 PM | 📍 Corona, CA
💼 $25 Members | $35 Non-members | ☕ Breakfast included
🔗 https://hubs.ly/Q03Sr-nw0

11/07/2025

🌟 Two Experts. One Morning. Endless Takeaways.

Calling all Inland Empire professionals!
Join us for Breakfast at Dos Lagos: Workshops That Work — a power-packed morning of learning, connection, and inspiration.

🎤 John Weyhgandt, CEO of Western States Financial and Investments, will show you how to make your next presentation truly engage and convert with
➡️ From Teaching to Leading: How to Run Workshops that Win Appointments

⚖️ Kariann Voorhees, Esq., Founder of Voorhees Law Group, PC, will help you guide clients with clarity in
➡️ Top 10 Estate Planning Mistakes Advisors See (and How to Fix Them)

📅 November 18, 2025
📍 Dos Lagos Golf Course, Corona, CA
💼 $25 Members | $35 Non-members
☕ Breakfast included

👉 Register now — seats fill fast! https://hubs.ly/Q03SgGCg0

11/05/2025

A Rare Opportunity: NAIFA Hosts Exclusive Interview with Top Advisor Mark Curtis.

NAIFA will present an exclusive live webinar featuring Mark Curtis, Managing Director at Morgan Stanley’s Graystone Consulting and one of the most consistently top-ranked financial advisors in the country (with estimated AUM at $490 billion).

Known for his decades of excellence and leadership in wealth management, Curtis rarely makes public appearances. Thanks to the efforts of NAIFA trustee Jesse Dogillo, NAIFA members and guests will have the rare opportunity to hear his perspective in a candid, fireside-style conversation.

This live event will not be recorded. Register today!

https://hubs.ly/Q03RQMjh0

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600 State St, Ste A
Cedar Falls, IA
50613

Website

https://ca.naifa.org/

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