NAIFA-California

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

Sometimes the best thing you can do for your practice is step out of it for a day.E3 Nexus is that day.đź“Ť Temecula, CAđź“… F...
02/02/2026

Sometimes the best thing you can do for your practice is step out of it for a day.

E3 Nexus is that day.

đź“Ť Temecula, CA
đź“… Feb 26, 2026
🎤 Advanced planning, tax strategy, retirement concepts, AI + automation
🤝 And a room full of professionals who take business-owner planning seriously

You won’t just learn — you’ll come back sharper. https://hubs.ly/Q0415BT_0

You know that feeling when you hear about a great event afterward and think: “Yep… I should’ve gone.”Don’t let that be E...
01/30/2026

You know that feeling when you hear about a great event afterward and think: “Yep… I should’ve gone.”

Don’t let that be E3 Nexus.

đź“… Feb 26, 2026
đź“Ť Pechanga Resort & Casino | Temecula, CA
🍽️ Lunch included

If business-owner strategy is part of your work, this is the room you want to be in. https://hubs.ly/Q0415t480

Networking doesn’t have to feel awkward.The best networking happens when the room is full of people solving the same pro...
01/29/2026

Networking doesn’t have to feel awkward.

The best networking happens when the room is full of people solving the same problems you are.
That’s exactly what E3 Nexus is:
business-owner-focused professionals, all in one place, for one powerful day.

đź“… Feb 26, 2026
đź“Ť Pechanga Resort & Casino | Temecula
đź”— https://hubs.ly/Q040ZcmR0

You’ll leave with strategies AND new connections.

If you’re going to step away from the office for a full day… Make it worth it.E3 Nexus brings advanced planning strategy...
01/28/2026

If you’re going to step away from the office for a full day… Make it worth it.

E3 Nexus brings advanced planning strategy and the kind of venue that makes the experience feel elevated:

đź“Ť Pechanga Resort & Casino | Temecula
đź“… Feb 26, 2026
🍽️ Lunch included

Come for the strategy. Leave with momentum. https://hubs.ly/Q040J7rR0

Join NAIFA’s IREAP Center on February 4 for a live webinar focused on new developments and advanced planning ideas acros...
01/27/2026

Join NAIFA’s IREAP Center on February 4 for a live webinar focused on new developments and advanced planning ideas across investment, retirement, estate, and tax planning. An experienced lineup of speakers will walk through recent legal and regulatory changes and what they mean for practical planning strategies. This live event is free for members and non members.

https://hubs.ly/Q040zhcY0

The room matters.Yes, E3 Nexus is packed with strong content — but don’t underestimate what happens between sessions:✅ r...
01/27/2026

The room matters.

Yes, E3 Nexus is packed with strong content — but don’t underestimate what happens between sessions:

âś… real case conversations
âś… new referral relationships
âś… collaborations that turn into business

đź“… Feb 26, 2026
đź“Ť Pechanga Resort & Casino | Temecula, CA

If you’ve ever wished you had more high-level planning professionals in your network… this is how you build it. https://hubs.ly/Q040vQ-x0

Most advisors don’t “lose” clients because of performance…They lose them because they can’t answer the deeper questions ...
01/26/2026

Most advisors don’t “lose” clients because of performance…

They lose them because they can’t answer the deeper questions like:
💬 “What’s my smartest tax move right now?”
💬 “How do I protect what I’ve built?”
💬 “How do I transfer wealth efficiently?”

That’s why we're hosting Unlocking Wealth with Tax Optimization at E3 Nexus.

With decades of combined expertise, this panel will explore how advanced planning strategies can create stronger outcomes for:
âś… Business owners planning ahead
âś… Successful families concerned about legacy
âś… Advisors looking to deepen client relationships

Featuring:
🔹 Shelley Lightfoot, CEPA
🔹 Monica Rhee (PacLife)
🎤 Moderated by Janise Graham, CEPA, LACP, CLTC

Whether your clients are in growth mode, exit mode, or legacy mode — tax optimization impacts every stage.

đź“Ť Feb 26, 2026 | Pechanga Resort & Casino | Temecula, CA
🎟️ $99 Members | $149 Non-Members -https://hubs.ly/Q040pBCS0

AI isn’t coming.It’s here — and it’s already changing how clients choose advisors.At E3 Nexus, we’re bringing in Panos L...
01/23/2026

AI isn’t coming.

It’s here — and it’s already changing how clients choose advisors.

At E3 Nexus, we’re bringing in Panos Leledakis, a global InsurTech leader and “insurance futurist,” to talk about:
âś… AI
âś… automation
âś… digital transformation
âś… scaling smarter (without burning out)

đź“… Feb 26, 2026 | Temecula, CA

If you want to future-proof your practice, don’t miss this. https://hubs.ly/Q0406Nxn0

🚀 Tax strategy isn’t just about savings — it’s about wealth.We're excited for one of the most timely conversations happe...
01/22/2026

🚀 Tax strategy isn’t just about savings — it’s about wealth.

We're excited for one of the most timely conversations happening at E3 Nexus: Elevate. Empower. Evolve. (formerly the Business Owner Planning Summit):

âś… Unlocking Wealth with Tax Optimization

This panel brings together powerhouses in advanced planning and business-owner strategy:

🔹 Shelley Lightfoot, CEPA — COO at SC Institute | Strazzeri Mancini LLP | The Founders Group
🔹 Monica Rhee — Advanced Planning Attorney, PacLife
🎤 Moderated by Janise Graham, CEPA, LACP, CLTC — Business Strategist, Leaving In Style & Entrepreneur’s Insurance Services

If you work with high-income earners, business owners, or entrepreneurial families, this session is going to be packed with real-world planning insights you can apply immediately.

📍 February 26, 2026 | 8:00 AM – 5:00 PM PT
đź“Ť Pechanga Resort & Casino | Temecula, CA
🎟️ Registration: $99 Members | $149 Non-Members

Let’s elevate the conversations we’re having with clients — and evolve the way we deliver value.

https://hubs.ly/Q03_-9sY0

A lot of advisors say they work with business owners.But far fewer can confidently talk about advanced retirement plan s...
01/21/2026

A lot of advisors say they work with business owners.

But far fewer can confidently talk about advanced retirement plan strategies that high earners actually benefit from.

That’s why Nicholas Paleveda, MBA, J.D., LL.M. is a featured expert at E3 Nexus.

🎤 Tax-Deductible Life Insurance in Retirement Plans: Section 412(e)(3) Secrets
đź“… Feb 26 | Temecula, CA

This is the kind of content that changes what you’re able to offer your best clients.

https://hubs.ly/Q03_Lh3b0

Tax planning isn’t just about what you do.It’s when you do it.And how you sequence the strategy.That’s why we are excite...
01/20/2026

Tax planning isn’t just about what you do.

It’s when you do it.
And how you sequence the strategy.

That’s why we are excited for Bruce Jones (TaxWealth, Inc.) at E3 Nexus.

🎤 Advanced Tax Planning: Timing, Combining, and Sequencing
đź“… Feb 26, 2026 | Temecula, CA

If you work with real estate owners, business owners, or clients with appreciated assets… this is a must-attend session. https://hubs.ly/Q03_v5V00

One day could upgrade your practice.Not because it’s a “conference.” But because it’s the kind of event that sharpens yo...
01/19/2026

One day could upgrade your practice.

Not because it’s a “conference.” But because it’s the kind of event that sharpens your thinking and raises your standards.

đź“Ś E3 Nexus (Feb 26)
đź“Ť Temecula, CA
🍽️ Lunch included
🎟️ $99 members / $149 non-members

If you want to elevate how you serve business owners, this is your day. https://hubs.ly/Q03_c12d0

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600 State St, Ste A
Cedar Falls, IA
50613

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