NAIFA-California

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

Grow. Connect. Elevate.Join us for an inspiring afternoon of learning and collaboration at the NAIFA–San Diego Advanced ...
11/03/2025

Grow. Connect. Elevate.

Join us for an inspiring afternoon of learning and collaboration at the NAIFA–San Diego Advanced Planning Workshop Series, featuring Joseph Strazzeri of Strazzeri Mancini LLP!

Topic: Attracting and Engaging $20MM+ Families and Business Owners – Language, Tools, and Strategies
📅 November 5, 2025 | 11:30 AM – 2:00 PM
📍 Southern California Institute, UCSD Building, San Diego

Meet and network with fellow financial professionals while exploring new ways to:
🔹 Engage high-net-worth clients
🔹 Strengthen your value proposition
🔹 Build collaborative, lasting relationships

Enjoy lunch, great conversation, and actionable insights you can put to work immediately.
🎟️ $35 for Members | $45 for Non-Members
🅿️ Free, ample parking available

✨ Let’s grow together — register today: https://hubs.ly/Q03Rqbyw0

Meet John Weyhgandt, CEO and Founder of Western States Financial and Investments — and our featured speaker for Inland E...
10/31/2025

Meet John Weyhgandt, CEO and Founder of Western States Financial and Investments — and our featured speaker for Inland Empire’s Breakfast at Dos Lagos: Workshops That Work!

With over 30 years in financial leadership and deep roots in the Corona community, John knows what it takes to build trust and win clients through effective workshops.

Don’t miss his talk, “From Teaching to Leading: How to Run Workshops that Win Appointments,” on November 18, 2025, at Dos Lagos Golf Course.

🍳 Breakfast | 💬 Networking | 💡 Strategies that Work

https://hubs.ly/Q03R6Hzp0

🌟 Take Your Advisory Practice to the Next Level!Working with ultra-affluent clients requires more than expertise — it de...
10/31/2025

🌟 Take Your Advisory Practice to the Next Level!

Working with ultra-affluent clients requires more than expertise — it demands the right language, mindset, and strategies.

Join NAIFA–San Diego and Joseph Strazzeri of Strazzeri Mancini LLP for the next Advanced Planning Workshop Series session, powered by the Southern California Institute: Attracting and Engaging $20MM+ Families and Business Owners – Language, Tools, and Strategies

🗓️ Wednesday, November 5, 2025
🕰️ 11:30 AM – 2:00 PM
📍 Southern California Institute (UCSD Building), San Diego

You’ll gain practical insights into what high-net-worth clients really look for — and how to become the advisor they trust most.

💼 $35 Members | $45 Non-Members
🍽️ Lunch and free parking included

👉 Secure your seat today: https://hubs.ly/Q03R6DcB0

Confidently Advise $20MM+ Families and Business Owners. Stand out in advanced planning.Join Joseph Strazzeri of Strazzer...
10/30/2025

Confidently Advise $20MM+ Families and Business Owners. Stand out in advanced planning.

Join Joseph Strazzeri of Strazzeri Mancini and NAIFA–San Diego on Wednesday, November 5, 2025, for a powerful lunchtime workshop that equips you to work confidently with ultra-affluent clients.

You’ll discover the language, tools, and strategies top advisors use to build trust, deliver value, and retain high-net-worth clients.

Time: 11:30 AM – 2:00 PM
Location: Southern California Institute, San Diego
Cost: $35 members | $45 non-members
Lunch provided | Free parking available

Reserve your spot and elevate your advisory practice: https://hubs.ly/Q03Q-vB50

Join us for Breakfast at Dos Lagos! ☕On November 18, 2025, NAIFA Inland Empire presents Workshops That Work — a morning ...
10/29/2025

Join us for Breakfast at Dos Lagos! ☕

On November 18, 2025, NAIFA Inland Empire presents Workshops That Work — a morning event designed to help professionals grow their business and connect with clients.

Our featured speaker, John Weyhgandt, CEO and Founder of Western States Financial and Investments, will share his proven strategies in “From Teaching to Leading: How to Run Workshops that Win Appointments.”

📍 Dos Lagos Golf Course, Corona, CA
⏰ 9:00 AM – 12:00 PM
💲 $25 Members | $35 Non-members

Start your day with insight, inspiration, and community. https://hubs.ly/Q03QQ5GY0

Want to work with ultra-affluent families and business owners? Learn how to speak their language and deliver the value t...
10/28/2025

Want to work with ultra-affluent families and business owners? Learn how to speak their language and deliver the value they expect.

Join NAIFA–San Diego and Joseph Strazzeri of Strazzeri Mancini LLP for a dynamic lunchtime workshop:
“Attracting and Engaging $20MM+ Families and Business Owners – Language, Tools, and Strategies.”

📆 November 5, 2025 | 11:30 AM – 2:00 PM
📍 Southern California Institute (UCSD Building), San Diego

You’ll walk away with:
Proven strategies to attract high-net-worth clients
Tools to build lasting partnerships
Real case studies and actionable insights

Lunch is on us — and so is parking!
🎟️ $35 Members | $45 Non-Members
✨ Level up your advisory game. Register today!

Register Here: https://hubs.ly/Q03QzrPw0

On November 5, join NAIFA–San Diego and Joseph Strazzeri of Strazzeri Mancini for a lunchtime workshop focused on attrac...
10/27/2025

On November 5, join NAIFA–San Diego and Joseph Strazzeri of Strazzeri Mancini for a lunchtime workshop focused on attracting and engaging $20MM+ families and business owners.

This Advanced Planning Workshop isn’t just about strategies — it’s about connection. You’ll engage with fellow advisors, share experiences, and leave with insights you can apply immediately to your client relationships.

Key takeaways include:
- Tools to attract and retain high-net-worth clients
- Advanced planning techniques for collaboration
- Real-world examples from the field

Seats are filling fast — secure yours today: https://hubs.ly/Q03QfKZx0

🚀 Advisors: Ready to Elevate Your Practice?Join NAIFA–San Diego and Joseph Strazzeri of Strazzeri Mancini LLP for the ne...
10/23/2025

🚀 Advisors: Ready to Elevate Your Practice?

Join NAIFA–San Diego and Joseph Strazzeri of Strazzeri Mancini LLP for the next session of the Advanced Planning Workshop Series, powered by the Southern California Institute.

📅 Wednesday, November 5, 2025
🕚 11:30 AM – 2:00 PM
📍 Southern California Institute, UCSD Building – San Diego

This interactive workshop — Attracting and Engaging $20MM+ Families and Business Owners: Language, Tools, and Strategies — dives into the art and science of building trust, value, and meaningful relationships with ultra-affluent clients.

Key Takeaways:
✅ Understand the mindset and expectations of $20MM+ clients
✅ Learn strategies to attract and retain high-net-worth relationships
✅ Gain insights from real-world case studies
✅ Elevate your role as a collaborative advisor

💼 $35 Members | $45 Non-Members
🍴 Lunch included & free parking!

👉 Don’t miss this opportunity to grow your expertise and your network.
https://hubs.ly/Q03PW4tv0

Advisors who succeed with ultra-affluent clients think — and speak — differently.Join us for the next Advanced Planning ...
10/22/2025

Advisors who succeed with ultra-affluent clients think — and speak — differently.

Join us for the next Advanced Planning Workshop, powered by the Southern California Institute, featuring Joseph Strazzeri of Strazzeri Mancini.

You’ll explore real-world case studies, advanced planning strategies, and communication techniques that resonate with $20MM+ families and business owners.

Date: November 5, 2025
Time: 11:30 AM – 2:00 PM
Location: Southern California Institute, San Diego
Cost: $35 members | $45 non-members

Don’t miss this opportunity to learn, network, and elevate your client relationships.

Register here: https://hubs.ly/Q03PM8R50

Working with ultra-affluent clients requires more than technical expertise — it takes the right language, mindset, and s...
10/20/2025

Working with ultra-affluent clients requires more than technical expertise — it takes the right language, mindset, and strategy.

Join NAIFA–San Diego and Joseph Strazzeri of Strazzeri Mancini on November 5, 2025, for an interactive lunchtime workshop designed for advisors ready to grow their influence with $20MM+ families and business owners.

Learn how to:
- Communicate with confidence in complex planning discussions
- Apply proven tools to attract and retain high-net-worth clients
- Position yourself as a trusted, collaborative partner

Location: Southern California Institute (UCSD Building)
Cost: $35 members | $45 non-members
Lunch included

Register now and strengthen your advanced planning skills: https://hubs.ly/Q03Pq2Tn0

Building relationships with ultra-high-net-worth clients takes more than expertise—it requires a proven process.At the H...
10/17/2025

Building relationships with ultra-high-net-worth clients takes more than expertise—it requires a proven process.

At the High Net Worth Sales Summit, Ray LaDieu, CFP, ChFC of BNY Wealth will walk you through a 10-step process for acquiring and retaining these clients, while delivering the personalized service they expect.

📍 October 21 | Folsom, CA

🎟️ Register here: https://hubs.ly/Q03Pbgpb0

💼 Advisors: Want to work with $20MM+ clients?Join us Nov 5 in San Diego for the Advanced Planning Workshop Series with J...
10/16/2025

💼 Advisors: Want to work with $20MM+ clients?

Join us Nov 5 in San Diego for the Advanced Planning Workshop Series with Joseph Strazzeri.

⏰ 11:30 AM – 2:00 PM
📍 UCSD Building
🍴 Lunch included
🎟️ $35 members | $45 non-members
👉 Register here: https://hubs.ly/Q03NWZmR0

Address

600 State St, Ste A
Cedar Falls, IA
50613

Website

Alerts

Be the first to know and let us send you an email when NAIFA-California posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to NAIFA-California:

Shortcuts

Share

Share on Facebook Share on Twitter Share on LinkedIn
Share on Pinterest Share on Reddit Share via Email
Share on WhatsApp Share on Instagram Share on Telegram