NAIFA California

We’re proud to welcome Hale E. Sheppard to the FSP Institute! With five advanced degrees and recognition as one of the nation’s top tax litigation experts, Hale brings unparalleled expertise to Nashville this January. His prolific work, including over 275 published articles, and his leadership in tax litigation make him a must-see speaker. Join us on January 26-29, 2025, to learn from Hale and elevate your professional game! https://hubs.ly/Q02_j4Pf0 #NAIFAproud #Insurance #Agent #InsuranceAgent #FSP #Business #BusinessOwner #Clients #Planning #Education #Networking

Get ready to take your business planning expertise to the next level at NAIFA-California's Business Owner Planning Summit in San Diego! This premier event is designed for wealth advisors, insurance planners, financial advisors, CPA's and other industry professionals who support high-net-worth and business clients. Featuring an all-star lineup of thought leaders and industry experts, the day will be packed with powerful insights, actionable strategies, and unparalleled networking opportunities. From tax planning, wealth management, M & A, ESOP's and advanced insurance strategies, every session is tailored to equip you with the tools needed to tackle the most pressing challenges in business planning today. Get registered today! https://lnkd.in/gaVgM6Qu

With 2025 on the horizon are you ready to elevate your career in financial services? With NAIFA's LUTCF designation, you'll gain essential skills in insurance and financial planning, from product expertise to effective prospecting and practice management. Over 70,000 professionals have leveraged LUTCF to unlock new opportunities and better serve their clients. Whether you're starting out or looking to grow, LUTCF provides the tools and support you need to thrive. Take the first step toward transforming your practice and advancing your career today. https://hubs.ly/Q02_rJCm0 #ProfessionalGrowth #ContinuingEducation #LUTCF #NAIFAproud #FinancialProfessional #Insurance #Agent

The countdown to the FSP Institute is on! From January 26-29, 2025, join us at the Margaritaville Hotel in Nashville for an educational event like no other. With world-class faculty, impactful education, and collaborative learning opportunities, this is your chance to shine. Register now and elevate your professional profile! https://hubs.ly/Q02_8d6Z0 #NAIFAproud #Insurance #Agent #InsuranceAgent #FSP #Business #BusinessOwner #Clients #Planning #Education #Networking

As we head into 2025 join NAIFA, the only organization advocating for financial professionals at every level—state, interstate, and federal. Unlock exclusive benefits like peer-to-peer education and networking, access to Life Happens content, and the valuable LUTCF designation. Become a member today: https://hubs.ly/Q02_r-P00. #NAIFAproud

Andrew Rinn, NAIFA Trustee and AVP of Advanced Sales Strategy at Sammons Financial Group, invites you to the 2025 FSP Institute! Discover impactful education, immerse yourself in a collaborative environment, and network with the best in the business. Don’t miss this chance to up your game in financial services—see you in Nashville! https://hubs.ly/Q02_j3Ty0 #NAIFAproud #Insurance #Agent #InsuranceAgent #FSP #Business #BusinessOwner #Clients #Planning #Education #Networking

The FSP Institute is more than a meeting—it’s a game changer. From January 26-29, 2025, at the Margaritaville Hotel in Nashville, immerse yourself in impactful education, collaborative learning, and unmatched networking opportunities. Don’t miss the chance to hear from Tom Hegna, a renowned retirement income expert and bestselling author. With a track record of delivering over 5,000 seminars, Tom specializes in simplifying complex financial strategies with humor and clarity. Register today and raise your game alongside the industry’s best! https://hubs.ly/Q02_7VFt0 #NAIFAproud #Insurance #Agent #InsuranceAgent #FSP #Business #BusinessOwner #Clients #Planning #Education #Networking

Hear from Ernie Guerrero, past president of the Society of Financial Service Professionals, as he shares why the FSP Institute has remained a cornerstone of professional growth since 1946. From networking with peers to learning from industry stars, this event offers unmatched opportunities to elevate your expertise. Join us in Nashville this January to connect, collaborate, and stay ahead in financial services. https://hubs.ly/Q02_j5wp0 #NAIFAproud #Insurance #Agent #InsuranceAgent #FSP #Business #BusinessOwner #Clients #Planning #Education #Networking

Get ready to elevate your game! The FSP Institute is coming to the Margaritaville Hotel in Nashville, January 26-29, 2025. This is more than a meeting—it’s your chance to elevate your expertise, network with industry leaders, and enhance your client service. Secure your spot today and be part of a game-changing experience. https://hubs.ly/Q02_7MbQ0 #NAIFAproud #Insurance #Agent #InsuranceAgent #FSP #Business #BusinessOwner #Clients #Planning #Education #Networking