Past Local Events for NAIFA SF Peninsula
Social Event Hosted by YAT
May 22nd, 2024
4:00pm - 6:00pm
Come Join NAIFA SF Peninsula on May 22nd for some networking at the Fieldwork Brewery in San Mateo.
Fieldwork Brewing Company
3030 S Delaware St
San Mateo, CA 94403
Update on the Cryptocurrency Market
April 17, 2024
12:00 PM - 1:30 PM
Free to attend for Members & Non-Members both!
With crypto's evolving position in the investment world, our clients continue to ask questions on the topic. NAIFA San Francisco-Peninsula is happy to have Nick Urbani and Eric Johanson, hosts of the Alfafa Podcast to cover the sometimes overwhelming subject. Be sure to register during your Wednesday lunch.
Featured Speakers
Nick Urbani is a host of the Alfalfa Podcast, a weekly live show where him and the co-hosts seek the alpha in money and meaning. He’s been investing in Crypto since 2017 and covering Crypto news and markets on the podcast since 2021. He’s also the founder and CEO of 4AM Media, a direct to consumer manufacturer and retailer of household product brands and an avid investor in multi-family real estate.
Eric Johanson is a CFA Charterholder and founder of Scope Wealth Management, an RIA based in San Diego, CA. He cohosts the Alfalfa podcast and recently launched a new show called Irresponsibly Long that pairs a day trader with a long-term investor discussing their crypto and stock investments.
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NAIFA CA Legislative Day!
MARCH 13, 2024
10:00 AM - 4:00 PM
10:00 AM - 1:00 PM
MEETING PREPARATION/LUNCHEON
1:00 PM - 4:00 PM
LEGISLATIVE VISITS
Members & Non-Members: $50.00
First time attendees can attend for FREE! - Send an email to info@naifacalifornia.org to request these funds!
Sutter Club
1220 9th Street
Sacramento, CA 95814
Every year, at the beginning of the California legislative session, NAIFA-California members gather in Sacramento for our annual Legislative Day.
Join us this year for our 2024 Legislative Day on Wednesday, March 13, 2024! Our Legislative Day is a time for all NAIFA-California members to get involved with advocacy to protect our industry and clients.
The State Legislature makes decisions about the products and services you offer that may dramatically impact you and your clients. Without your participation in the political process, they will be making these decisions in a vacuum. Make your voice heard at the California State Capitol this year.
Learn about current legislative affairs affecting the insurance industry and your business. Visit your state legislators and let them know how their decisions affect you and your clients!
A limited number of rooms is available at the Embassy Suites by Hilton Sacramento Riverfront Promenade hotel. To book a room for March 12, click here!
November 8th, 2023 11:45am-1pm
Zoom Event Featuring John Gibbons
Join NAIFA SF Peninsula as they bring a dynamic Long Term Care event featuring John Gibbons.
John is a graduate from Northern Illinois University, with a degree in Industry and Technology. Has the Corporation of Long Term Care (CLTC) and the Life Underwriting Training Council Fellow designations. Worked for Genworth Financial for 17 years, 15 of which was for the LTC division, as Regional Vice President and a Divisional Vice President. Worked for OneAmerica as a Regional Sales Director for four years. Is currently a LTC & DI Sales Director for Mutual of Omaha.
No cost to attend!
Special thanks to 
August 16th, 2023 4pm-6pm
Social Event Hosted by YAT
Come Join the NAIFA SF Peninsula Board and other Members on August 16th for some Cool Drinks during the Hot August Nights at the Fieldwork Brewery in San Mateo.
Fieldwork Brewing Company
3030 S Delaware St
San Mateo, CA 94403
April 19th, 2023 4pm-6pm
Social Event Hosted by YAT
Come Join NAIFA SF Peninsula on April 19th for some "Tax Relief" at the Fieldwork Brewery in San Mateo.
Fieldwork Brewing Company
3030 S Delaware St
San Mateo, CA 94403
November 9th, 2022 12pm-2pm
"Long-Term Care Insurance…The Hybrid Product"
Presented by: Bridget Collins; One America
Discussion of One America’s AssetCare and AnnuityCare products and an update on the California Long Term Care Task Force
New York Life Building
951 Mariners Blvd, 6th Floor
San Mateo, CA 94404
October 12th, 2022 4pm-6pm
Social YAT Event
Come Join NAIFA SF Peninsula on October 12th for some networking at the Fieldwork Brewery in San Mateo.
Fieldwork Brewing Company
3030 S Delaware St
San Mateo, CA 94403
September 21st, 2022 11am - 1:00pm - Live in San Mateo
"The Benefits of Medicare Advantage Plans for your Senior Clients?"
Presented by: Ben Phillips, MBA; Regional Vice President for Alignment Healthcare
Life Producers, protect yourself against competition by having this conversation with your clients before others do.
Health Producers, do you want to increase production?
Financial Advisors, build your expertise around retirement planning!
Come Join NAIFA SF Peninsula on September 21st and Ben Phillips, will explain!
April 20th, 2022 - 4pm to 6pm
951 Mariners Island Blvd, San Mateo
Professional Speed Networking & Social YAT Event
All Industry Professionals invited including but not limited to: Insurance Agents, Financial Advisors, Bankers, Attorneys, Accountants, Estate Planners, etc.
March 16, 2022 NAIFA Zoom Meeting 1:00pm - 2:15pm
"CalSavers/Advanced Retirement Plan Design Solutions and Resources"
Presented by: Chad Johansen, Partner and Director of Consulting; Plan Design Consultants, Inc.
Chad started with Plan Design Consultants, Inc. back in 2010 as an extension of the California based consulting team. He was responsible for producing the PDC Comprehensive Retirement Plan Analysis that helps businesses determine the most effective tax saving design, investment provider solutions and operational efficiency to make plan administration smart.easy.awesome.
In 2014 Chad became a managing partner of PDC, Inc. and began building out a national consulting team. He is player/coach for the PDC Consulting team and still covers the great advisors servicing the Northern California area.
December 8, 2021 NAIFA Zoom Meeting 12:30pm - 1:30pm
Annual Meeting Hosted by NAIFA SF Peninsula
Join us after the NAIFA Live event to vote for your 2022 NAIFA SF Peninsula Board. It will be a networking meeting where you can go into breakout rooms, have general discussions and see one another before we move into 2022. Members will have an opportunity to vote in our new Board and we will have a donation drive for Samaritan House San Mateo.
November 10, 2021 NAIFA Zoom Meeting 10:45am - 12:30pm
Zoom Meeting Hosted by NAIFA SF Peninsula
"The Washington State Cares Act Experience and the California Long Term Care Task Force"
Presented by: Chris Ratier; NY Life, Seattle General Office
and Louis H. Brownstone, Chairman of California Long-Term Care Insurance Services, Inc.
Success in sales today isn’t about using magic scripts, manipulative techniques, or old-school tactics. It’s about selling more consultatively, more conscientiously, and with more patience. If you don’t take the time to understand and learn about your own Sales DNA, which is your internal thoughts, beliefs, drive, motivation, and competencies, what exactly are you relying on to ensure you perform at your highest level and reach your full potential?
September 29 - October 1, 2021 NAIFA-California's Annual E3 Conference
Engage. Empower. Explore.
NAIFA-California Comes Back Together LIVE
San Diego, CA
We are thrilled to come back in person for NAIFA-California's Annual E3 Conference - Engage. Empower. Explore. This year's conference is focused on growing your business, increasing your productivity, and how you will emerge out of the pandemic better than ever.
Event Highlights:
- Keynote presentation by former NFL player, Delvin Joyce
- Powerful breakout sessions by industry leaders
- Awards Lunch
- And much more
Special hotel rates are available for all e3 attendees at the Westin San Diego Downtown.
NAIFA-CA Room Rate: $165/night plus taxes and fees
Book by Tuesday, September 7, 2021
Book your group rate here
We can't wait to see you there!
September 22, 2021 NAIFA Zoom Meeting 10:45am - 1:00pm
Zoom Meeting Hosted by NAIFA SF Peninsula
"Inside Sales DNA: The Hidden Factors Preventing Sales Success"
Presented by: Steve Heroux, CEO & Founder; Victory Selling
Success in sales today isn’t about using magic scripts, manipulative techniques, or old-school tactics. It’s about selling more consultatively, more conscientiously, and with more patience. If you don’t take the time to understand and learn about your own Sales DNA, which is your internal thoughts, beliefs, drive, motivation, and competencies, what exactly are you relying on to ensure you perform at your highest level and reach your full potential?
Followed by,
"Top Sales Tips to succeed in the Health Insurance Space and Achieve a lasting Advisory Career"
Presented by Brett Johnson, NorCal Market Sales Manager, United Healthcare, Co-Owner; Valley Capital Advisors, LLC
Brett Johnson will share several tips for advisors to be aware of in the Health/Medicare space. Ultimately, information that can help advisors understand why Medicare or Health insurance is important to their clients and their business practice.
Join NAIFA TODAY!
Your membership in NAIFA and NAIFA-SF Peninsula is an investment in your professional career that will help ensure your business has a strong bottom line as your association strives each day to ensure a business climate that is conducive to your success.