NAIFA-California

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

The Holiday sale for NAIFA’s LUTCF designation brings the biggest savings of the year. It is an ideal time to strengthen...
12/15/2025

The Holiday sale for NAIFA’s LUTCF designation brings the biggest savings of the year. It is an ideal time to strengthen your skills or help someone on your team grow. Learn more about the special pricing and why this designation stands out.
https://hubs.ly/Q03XVgg40

One week from today, NAIFA will host a rare and exclusive interview with top advisor Mark Curtis.NAIFA will present an e...
12/11/2025

One week from today, NAIFA will host a rare and exclusive interview with top advisor Mark Curtis.

NAIFA will present an exclusive live webinar featuring Mark Curtis, Managing Director at Morgan Stanley’s Graystone Consulting and one of the most consistently top ranked financial advisors in the country (with estimated AUM at 490 billion dollars).

Known for his decades of excellence and leadership in wealth management, Curtis rarely makes public appearances. Thanks to the efforts of NAIFA trustee Jesse Dogillo, NAIFA members and guests will have the rare opportunity to hear his perspective in a candid fireside style conversation.

This live event will not be recorded. Register today.

https://hubs.ly/Q03XVjck0

Last call! Our “Year-End Tax Insights with Kevin Wright, CPA” session is tomorrow at 10 AM. If year-end meetings are in ...
12/09/2025

Last call! Our “Year-End Tax Insights with Kevin Wright, CPA” session is tomorrow at 10 AM.

If year-end meetings are in full swing, this quick, high-impact session is the perfect way to prepare for client conversations and get ahead of the 2025 tax season. Kevin Wright, CPA and Financial Advisor with Capstone Accountancy, will share practical year-end tax ideas and key considerations you can use immediately.

Hosted by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters and open to all members — free to attend!

Don’t miss it. Register now and finish the year strong. 💼📊 https://hubs.ly/Q03Xwr7Z0

Add valuable guidance to your year-end planning!Join us on December 11 at 10 AM for a free, insight-rich session featuri...
12/08/2025

Add valuable guidance to your year-end planning!

Join us on December 11 at 10 AM for a free, insight-rich session featuring Kevin Wright, CPA, focused on essential year-end tax strategies and planning considerations to support your 2025 client conversations. Kevin will break down the key moves clients should consider before year-end, along with practical reminders you can immediately incorporate into your guidance.

Whether you're wrapping up the year or getting a jump on tax season prep, this webinar will help you deliver more confident, informed conversations as clients approach their 2025 filings.

Hosted by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters—open to all members.

Register today and join us virtually for this timely and high-value session! https://hubs.ly/Q03XkgML0

The 2026 FSP Institute returns February 17 to 20 as it celebrates 80 years of elevating financial professionals. This is...
12/08/2025

The 2026 FSP Institute returns February 17 to 20 as it celebrates 80 years of elevating financial professionals. This is more than a conference. It is an advanced planning experience that brings clarity to complex topics and helps you learn alongside top faculty. Register today and join us in Orlando.
https://hubs.ly/Q03X3B6M0

Advisors: help your clients enter 2026 with confidence!Join us on Zoom, December 11 at 10 AM, for Year-End Tax Insights ...
12/05/2025

Advisors: help your clients enter 2026 with confidence!

Join us on Zoom, December 11 at 10 AM, for Year-End Tax Insights with Kevin Wright, CPA—a practical and timely session designed to strengthen your year-end planning conversations. Kevin will share key tax considerations, year-end strategies, and actionable reminders that will help your clients prepare for their 2025 filings and start the new year on the right track.

Whether you're wrapping up final client meetings or setting the stage for next year, this session offers clear, immediately useful insight you can bring directly into your planning discussions.

Hosted by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters, the program is open to all members and free to register.

Make this part of your year-end toolkit and give your clients the advantage of thoughtful, proactive tax guidance. https://hubs.ly/Q03X32r60

Ensure your clients finish 2025 financially prepared.Join us on December 11 at 10 AM as Kevin Wright, CPA, shares practi...
12/04/2025

Ensure your clients finish 2025 financially prepared.

Join us on December 11 at 10 AM as Kevin Wright, CPA, shares practical year-end planning ideas and key tax considerations to help set your clients up for a smoother, more organized 2025 filing season. From smart year-end moves to timely reminders, this session will equip you with insights you can bring directly into your client conversations.

Whether you’re closing out the year or gearing up for early tax-season prep, this webinar offers valuable, actionable guidance to strengthen the support you provide.

Hosted by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters, this session is free and open to all members!

Register today and join us virtually. https://hubs.ly/Q03WSDQH0

Roth IRAs can be powerful tools for tax efficient retirement planning. Join us on December 9 for a webinar featuring Jim...
12/04/2025

Roth IRAs can be powerful tools for tax efficient retirement planning. Join us on December 9 for a webinar featuring Jim Foster as he breaks down the future tax environment, advanced Roth conversion strategies, and why Roth assets matter for long term planning.
https://hubs.ly/Q03WT4lJ0

We're hosting a free webinar to help you get ahead of tax season!Join us on Zoom December 11 at 10 AM for Year-End Tax I...
12/03/2025

We're hosting a free webinar to help you get ahead of tax season!

Join us on Zoom December 11 at 10 AM for Year-End Tax Insights with Kevin Wright, CPA, where he’ll walk through timely tax strategies, year-end reminders, and practical planning ideas your clients will truly appreciate heading into their 2025 filings.

If you’re wrapping up year-end conversations or prepping clients for the April deadline, this session will give you actionable insights you can put to work right away. Kevin brings clear, client-ready guidance that will help you finish the year strong and support your clients with confidence.

Hosted by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters — and free for all members to attend.

Make sure you're ready for tax season. We hope to see you there! https://hubs.ly/Q03WFtkl0

Advisors: elevate your year-end planning with guidance from Kevin Wright, CPA!Join us on December 11 at 10 AM for a free...
12/01/2025

Advisors: elevate your year-end planning with guidance from Kevin Wright, CPA!

Join us on December 11 at 10 AM for a free, open-to-all webinar presented by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters. This timely session will walk you through the must-know tax considerations, planning opportunities, and end-of-year strategies that will help your clients head into the 2025 filing season prepared and confident.

Whether you're wrapping up final client meetings for the year or getting a jump on spring tax conversations, Kevin will provide practical, actionable insights you can apply immediately. It’s an easy, high-value way to strengthen your client guidance before the year closes out.

Free to attend and open to all members—don’t miss this chance to sharpen your year-end tax toolkit. https://hubs.ly/Q03Whn3w0

Year-end is busy — make tax planning easier.Join us on December 11 at 10 AM as Kevin Wright, CPA, walks through the most...
11/28/2025

Year-end is busy — make tax planning easier.

Join us on December 11 at 10 AM as Kevin Wright, CPA, walks through the most important year-end tax strategies and reminders to help prepare your clients for a smoother 2025 filing season. From smart moves to make before December 31 to key considerations that can shape your early-year conversations, this session is designed to simplify your planning and strengthen your client guidance.

Hosted by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters and open to all members at no cost, this webinar offers practical, client-ready insights you can apply immediately as you wrap up the year.

Take an hour now to save time—and add value—throughout tax season. https://hubs.ly/Q03VrtLZ0

Close out 2025 strong with fresh, timely tax insights!Join us on December 11 at 10 AM for our webinar, Year-End Tax Insi...
11/26/2025

Close out 2025 strong with fresh, timely tax insights!

Join us on December 11 at 10 AM for our webinar, Year-End Tax Insights, featuring Kevin Wright, CPA. This session will highlight key year-end planning considerations, smart tax moves to discuss with clients before the year closes, and important reminders that can strengthen your conversations heading into the 2025 filing season.

If you’re looking to wrap up the year with clarity and give your clients meaningful guidance, this hour-long session will equip you with practical, immediately applicable insights.

Hosted by NAIFA’s Greater Bay Area and Greater Sacramento Valley chapters; open and free to all members.

Finish the year with confidence—and help your clients do the same. https://hubs.ly/Q03Vrmy40

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