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Step into the next evolution of advanced planning and business-owner strategy at e3 Nexus, NAIFA-California’s premier gathering for forward-thinking advisors, planners, and professionals serving high-income earners and entrepreneurial clients. Formerly known as the Business Owner Planning Summit, this enhanced experience brings even greater depth, expertise, and collaboration—all in one powerful day designed to help you elevate your practice, empower your clients, and evolve with a rapidly changing landscape.

Join us in San Diego for dynamic sessions led by nationally recognized experts, in-depth discussions on emerging tax strategies, and real-world insights you can take straight into your client conversations. Whether you’re focused on complex tax planning, retirement strategies, business transitions, or holistic advisory work, e3 Nexus equips you with the tools to thrive.

Featured Sessions & Speakers

Session: “Cracking the Code: Advanced Tax Planning for High-Income Earners”
Bruce Jones, CEO, TaxWealth, Inc.

Session: “Tax-Deductible Life Insurance in Retirement Plans: Section 412(e)(3) Secrets”
Nicholas Paleveda, MBA, J.D., LL.M, CEO, National Pension Partners

Session: Premium Finance, Split Dollar & the New Tax Efficiency Toolkit
Guy Baker, Ph.D., MBA, MSFS, CEPA

Panel #1: Protect, Grow, Sustain: The Business Owner’s Risk & Capital Playbook
Ray LaDieu, CFP, ChFC
Michael Fisher
David Wood
Moderator, Jason Foster, LACP

Panel #2: Unlocking Wealth with Tax Optimization
Shelley Lightfoot, CEPA
Monica Rhee
Moderator, Janise Graham, CEPA, LACP, CLTC

Why Attend e3 Nexus?

• Insightful keynotes and advanced-planning content you won’t hear anywhere else
• Practical tools for working with high-income earners and complex business clients
• Networking with top-tier advisors, experts, and solution providers
• A collaborative environment designed to spark ideas and elevate your practice

Registration
$99 for Members
$149 for Non-Members
Registration includes lunch.

Location
Pechanga Resort and Casino
45000 Pechanga Pkwy #45000
Temecula, CA 92592