January 30th, 2019

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When
Wednesday, January 30, 2019 from 10:30 AM to 2:00 PM PST
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10:30am Registration/Networking

11:00am - 12:00pm
Paul Karasik

12:00pm - 12:30pm
Lunch/Networking 

12:30pm - 1:45pm 
Best Practices Panel
 
1:45pm - 2:00pm
Raffle/Closing
_____________________
Where

Crowne Plaza
1221 Chess Drive
Foster City, CA 94404Driving Directions
Meeting Price
-NAIFA Member $25
-Non-NAIFA Member $40
-Meeting Sponsor $500
This year, NAIFA will host 1 Special Expo: These meetings will be four hours with multiple featured speakers and exhibitor session. The cost of this sponsorship is $500. The following is included in your sponsorship.
·You will have a table to display your sales materials and giveaways
·Your company will be recognized with signage at each lunch table.
·Includes the cost of lunch registration for the sponsor plus one guest.
·You may bring a raffle prize to the event (usually $50) and host a raffle to collect business cards from attendees.
"Maximizing Your Potential, Achieving Peak Performance"
   
Featuring
Paul Karasik

 

About the Speaker
Paul has devoted over 20 years to helping America's financial professionals grow in sales and productivity. 
Paul is a "Million Dollar Round Table" speaker and has spoken at over 60 chapters of NAIFA all over the USA, at some chapters multiple times, as well as the NAIFA Annual Meeting three times. 
Paul was also just selected to speak for a second time at the 2019 New York Life Nautilus Group annual meeting. Which is comprised of an elite group of approximately 200 of the most accomplished financial professionals in the industry. 
He has also authored 8 books including, 22 Keys to Sales Success: How to Make It Big in the Financial Industry. He is the founder of the American Seminar Leaders Association and has shared the platform with such personalities as President Ronald Reagan and Dr. Norman Vincent Peale. 
"Best Practices to Kick off the New Year from Top Producers!"
 
Panel Featuring Top Producers from
Mass Mutual, Pacific Advisors and  New York LIfe
 
About the Panelists
Mass Mutual: Dev Mohindra
Dev is a Freshman Five Award winner for MassMutual which is the top 5 in the country for 1st year advisors. He has achieved Leaders Club & MDRT consistently 3 times in the last 3 years. He built his practice after an 18 year career in sales at Xerox. His motivation is stemmed from a tragic event in his childhood that taught him the importance of life insurance. Outside of work he is an entertainer and runs a karaoke show and improvised Broadway shows.
Pacific Advisors: Dave Parkes
Dave works with hundreds of Bay Area dentists, physicians and their families. He has a deep understanding of the financial needs of the medical/dental practitioner. He makes planning simple and clear by coordinating both business and personal finances for his clients.
He also works with Silicon Valley executives, professionals, and their families.
With over 10 years of financial planning experience, Dave is recognized as a leader in his field. He takes an active role in promoting financial wellness in the community by conducting workplace seminars to educate employees in Silicon Valley about managing their finances holistically.
Dave is committed to continuing professional growth and improvement. He dedicates at least 4-6 weeks out of every year to furthering his education and industry knowledge. He is also very active in coaching new advisors entering the profession.
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