NAIFA-California

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

10/14/2026

There's strength in numbers. And there's even greater strength in a community working toward a shared purpose!

For NAIFA member Judith Schoon, membership is about more than professional resources and opportunities. It's about being part of a collective voice that grows stronger with every financial professional who joins.

The more members NAIFA brings together, the greater the opportunity to make financial advisors' perspectives heard by the policymakers whose decisions affect the profession and the clients they serve.

But membership also brings something equally important: hope, energy, and confidence in the future. When financial professionals stand together, they strengthen their community and their profession.

Discover the power of belonging: https://hubs.ly/Q04B7VqL0

In an industry that's constantly evolving, staying informed isn't optional. It's essential to providing the best possibl...
10/12/2026

In an industry that's constantly evolving, staying informed isn't optional. It's essential to providing the best possible service to your clients.

NAIFA's comprehensive calendar of events gives financial advisors opportunities to stay current on critical industry developments, learn from experienced professionals, and build relationships with others who share their commitment to excellence.

Whether you're attending a local meeting, participating in a webinar, or connecting with colleagues at a national conference, every NAIFA event is another opportunity to invest in your professional success.

Your next great career opportunity could start at a NAIFA event! Explore the calendar: https://hubs.ly/Q04zVTDk0

Why do financial professionals join NAIFA—and what keeps them coming back?For some, advocacy was the reason they joined....
10/09/2026

Why do financial professionals join NAIFA—and what keeps them coming back?

For some, advocacy was the reason they joined. But the relationships, knowledge, and resources discovered along the way have made membership an invaluable part of their professional journey.

In an industry that never stops evolving, having a trusted professional association in your corner can make all the difference.

NAIFA helps financial advisors stay informed, connected, and prepared for whatever comes next.

Discover the value of belonging: https://hubs.ly/Q04zNMnm0

10/07/2026

Some of the greatest benefits of NAIFA membership begin when you get involved.

Becoming active in NAIFA has meant building friendships, expanding his professional network, exchanging ideas with advisors in different areas of practice, and creating relationships that bring real value to his career.

And sometimes, getting involved gives you the opportunity to see your profession make an impact firsthand.

Your membership connects you to NAIFA. Your involvement can open the door to experiences you’ll remember throughout your career.

Discover the NAIFA Experience: https://hubs.ly/Q04zwDvW0

NAIFA membership is more than something you add to your résumé. It’s a commitment to your profession, your clients and t...
10/02/2026

NAIFA membership is more than something you add to your résumé. It’s a commitment to your profession, your clients and the financial professionals who will follow in your footsteps.

That cycle of mentorship, professionalism and service is part of what makes the NAIFA community so valuable.
Discover the NAIFA Experience: https://hubs.ly/Q04z2Zy40

09/30/2026

There’s being a NAIFA member—and then there’s experiencing NAIFA. Nicholas Mihailoff shares what makes his experience with NAIFA so meaningful. For financial advisors, getting involved can mean discovering new relationships, new opportunities, and a professional community that helps you get more from your career.

Your next great NAIFA experience could start by simply showing up and getting involved. Learn more: https://hubs.ly/Q04yLS0l0

Last chance to register!The NAIFA-California Sacramento Area Wealth & Legacy Forum is happening Friday, October 2 in Fol...
09/30/2026

Last chance to register!

The NAIFA-California Sacramento Area Wealth & Legacy Forum is happening Friday, October 2 in Folsom, and there's still time to join us.

Spend the morning with fellow financial professionals and hear from an experienced lineup of speakers covering:

🔸Liz Daffner | Diligence Wealth Management | The Confident Advisor
🔸Ray LaDieu, CFP, ChFC | BNY Wealth | White Glove Service to Your HNW Clients
🔸Dennis Stessman, CFP, CLU, ChFC | Advanced planning and deferred compensation strategies for HNW businesses
🔸Justin Shipman | Positioning annuities with high-net-worth and affluent clients

Join us for a focused morning of practical insights, new strategies, and valuable connections you can take back to your clients and your practice.

October 2 | 8:30 AM – 1:00 PM PT
255 Parkshore Drive, Suite 120 | Folsom, CA
Free to Attend

Don't miss it. Register now and join us Friday!

🔗 https://hubs.ly/Q04yQwS30

How are you helping your high-net-worth clients navigate increasingly complex needs?On October 2, NAIFA-California is br...
09/29/2026

How are you helping your high-net-worth clients navigate increasingly complex needs?

On October 2, NAIFA-California is bringing four experienced financial services professionals together in Folsom for the Sacramento Area Wealth & Legacy Forum.

🗣️ Ray LaDieu, CFP, ChFC | BNY Wealth brings more than 25 years of financial services experience and will discuss White Glove Service to Your HNW Clients.
🗣️ Dennis Stessman, CFP, CLU, ChFC will draw on decades of advanced markets and case design experience to explore deferred compensation strategies for HNW businesses and key employee retention.
🗣️ Justin Shipman, with more than three decades in financial services, will discuss positioning annuities with high-net-worth and affluent clients.
🗣️ Liz Daffner | Diligence Wealth Management will kick off the day with The Confident Advisor, sharing practical ideas for strengthening confidence and showing up more intentionally with clients and prospects.

Join us October 2 in Folsom.

Register today: https://hubs.ly/Q04ytDYX0

As a NAIFA member, simply attending a meeting can be a game changer for your career as an advisor. Several members - man...
09/28/2026

As a NAIFA member, simply attending a meeting can be a game changer for your career as an advisor. Several members - many of whom are being actively chronicled via video testimony - have attested to attending one chance NAIFA meeting that completely changed things around.

Whether it was a meeting featuring a speaker providing a use-case presentation on buy-sells, or an industry update on term-life policies, many members have been able to take what they learned from a NAIFA meeting and apply it to their business, thus paying for the lifetime cost of their membership and then some. It's all part of the NAIFA Experience as a member. Find out more about how NAIFA meetings can be a game changer for you by visiting https://hubs.ly/Q04ysjK80.

One morning. Four experienced industry professionals. Plenty of ideas to take back to your practice.The NAIFA-California...
09/28/2026

One morning. Four experienced industry professionals. Plenty of ideas to take back to your practice.

The NAIFA-California Sacramento Area Wealth & Legacy Forum is coming to Folsom on October 2.

The morning's conversations will cover some of the challenges and opportunities financial professionals encounter when working with high-net-worth and affluent clients, including:

🔹Delivering white-glove HNW client service
🔹Advanced planning and deferred compensation strategies
🔹Positioning annuities with affluent clients
🔹Building advisor confidence and communicating with greater conviction

You'll hear from Liz Daffner, Ray LaDieu, Dennis Stessman, and Justin Shipman, each bringing their own experience and perspective to the conversation.

October 2 | 8:30 AM – 1:00 PM PT
255 Parkshore Drive, Suite 120 | Folsom, CA

Free to attend!

Don't wait to register. Reserve your spot today! https://hubs.ly/Q04yrRSs0

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600 State St, Ste A
Cedar Falls, IA
50613

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