NAIFA-California, 600 State St, Ste A, Cedar Falls, IA (2026)

03/24/2026

⏰ Last chance to register.

This Thursday (3/26), we’re hosting the NAIFA Greater Bay Area Webinar:
AI Without the Hype: How to Be Offensive and Defensive in Your Practice.

AI conversations are everywhere — but advisors need more than headlines and hot takes.

In this session we’ll focus on what actually matters:
• How AI can create leverage in your practice
• Where advisors need to be cautious
• How to protect your clients, compliance, and reputation
• Why the human side of advice is still your greatest advantage

Join Matt Halloran, Chief Evangelist at Zocks, TEDx Speaker, and one of the Top 10 Most Influential People in Financial Services, as he breaks down where AI creates real opportunity for advisors—and where it’s important to stay cautious.

If you want clarity instead of hype, this session is for you.

📅 March 26
⏰ 10:00–11:00 AM PT
💻 Free to attend

Grab your spot before we start. https://hubs.ly/Q0487BzX0

03/23/2026

Quick question for advisors:
When a client asks “How is AI affecting your business?” — what’s your answer?

AI is becoming part of conversations across our industry. The advisors who understand it will be the ones leading those conversations.

Join NAIFA Greater Bay Area on March 26 for a practical discussion:
AI Without the Hype: How to Be Offensive and Defensive in Your Practice

Our speaker, Matt Halloran — Chief Evangelist at Zocks, TEDx Speaker, and recognized as one of the Top 10 Most Influential People in Financial Services — brings years of experience helping financial advisors adapt to industry change while keeping the human element at the center of advice.

We’ll explore how to:
• Use AI to improve efficiency and productivity
• Protect your practice from new risks
• Stay compliant while adopting new technology
• Maintain the human connection clients rely on

📅 March 26
⏰ 10–11 AM PT
💻 Free to attend

Come for the clarity. Leave with practical insight. ➡️ https://hubs.ly/Q047Y9hh0

03/20/2026

Everyone is talking about AI.
But very few people are talking about it in a way that’s actually useful for financial advisors.
What does AI really mean for your practice?

Join us for the NAIFA Greater Bay Area Webinar:
AI Without the Hype: How to Be Offensive and Defensive in Your Practice

We’ll cover:
• Where AI can create real leverage in your business
• What risks advisors need to watch for
• How to stay compliant while exploring new tools
• Why the human side of advice matters more than ever

If you're hearing about AI from every direction but still want practical clarity, this session is for you.

This session will be led by Matt Halloran (Chief Evangelist @ Zocks, TEDx Speaker, and Top 10 Most Influential People in Financial Services), who works closely with financial advisors and firms navigating technology, marketing, and the evolving advisor-client relationship.

📅 March 26
⏰ 10:00–11:00 AM PT
💻 Free to attend: https://hubs.ly/Q047JW950

03/19/2026

AI is everywhere right now.
But what does it actually mean for financial advisors?

Join NAIFA Greater Bay Area on March 26 (10 AM PT) for:
AI Without the Hype: How to Be Offensive and Defensive in Your Practice

Matt Halloran — Chief Evangelist at Zocks, TEDx Speaker, and named one of the Top 10 Most Influential People in Financial Services — will lead this conversation and share practical insights on how advisors can navigate AI with confidence, without getting lost in the hype.

We’ll cover how advisors can:
• Use AI to create efficiency and growth
• Protect client relationships and compliance
• Separate real opportunity from industry hype

No buzzwords. Just practical insight.

💻 Free to attend.: https://hubs.ly/Q047CdS50

03/19/2026

Join us on April 15 at 12 PM Eastern for the Q2 State of NAIFA webinar. Hear updates from Christopher L. Gandy, Kevin Mayeux, and Diane Boyle on advocacy priorities, key programs, and how to get the most out of your NAIFA membership this year.

https://hubs.ly/Q047x3m_0

03/18/2026

Public policy decisions affect how financial professionals serve their clients every day.

That’s why NAIFA-California members gather each year in Sacramento for Legislative Day on the Hill.

On April 15, advisors from across the state will meet directly with lawmakers to discuss issues impacting the insurance and financial services industry.

This year’s event is especially important. Candidates for California Insurance Commissioner will be in attendance, offering an opportunity to hear directly from those seeking to lead our state’s insurance regulatory environment.

Advocacy is one of the most powerful ways we can protect our profession and the clients we serve.

Your voice matters.https://hubs.ly/Q047qWzd0

03/17/2026

Technology changes. Trust doesn’t.
AI is moving quickly — but the advisors who win will be the ones who combine human judgment with smart tools.

That’s exactly what we’ll discuss in the NAIFA Greater Bay Area Webinar: AI Without the Hype: How to Be Offensive and Defensive in Your Practice

In this session you’ll learn how to:
• Use AI to increase efficiency and scale
• Protect your clients and your reputation
• Stay compliant in a fast-changing environment
• Keep the human connection that makes advisors irreplaceable

📅 March 26, 2026
⏰ 10:00–11:00 AM PT
💻 Free to attend

Human-first. Powered by AI.

Register: https://hubs.ly/Q0476_Y90

03/16/2026

The financial services landscape is evolving quickly — and advisors need insights that keep them ahead.

Join NAIFA-California’s Sales Growth Summit on April 14 in Sacramento for an afternoon of expert perspectives and practical strategies you can immediately apply in your practice.

Session topics include:
• Long-term care insurance and Medicare/Medi-Cal coverage gaps
• Economic volatility and market outlook
• Innovative financial strategies leveraging home equity
• Legislative updates impacting financial professionals

Two sessions are CE-approved!

The summit takes place the afternoon before Legislative Day on the Hill, giving you the opportunity to combine professional development with advocacy at the Capitol.

We hope you’ll join us. 🔗https://hubs.ly/Q046XQYy0

03/13/2026

🎉 Registration is officially OPEN for e3 Collaborate 2026!

📍 Newport Beach, CA
📅 August 30 – September 1, 2026

Join us this August as NAIFA California returns to the beautiful Hyatt Newport Beach for one of the most engaging gatherings in the industry.

If you’ve attended before, you know that e3 Collaborate is where meaningful conversations happen, new ideas spark, and real collaboration begins. Now is the perfect time to secure your seat.

Early Bird Registration is just $299 through May 31 — save $100 by registering early!

We’re also excited to announce that Marques Ogden will be joining us as a featured speaker. A former NFL player turned entrepreneur and keynote speaker, Marques shares a powerful story of resilience—going from eight figures to $8.25 an hour after the collapse of his first business, and rebuilding through ownership and perseverance.

More speakers and program highlights will be announced in the coming months.

Don’t miss your chance to be part of the conversation.

Secure your spot today and get ready for another unforgettable e3 Collaborate experience. Register: https://hubs.ly/Q046ND5Y0

03/13/2026

AI conversations today often swing between two extremes:
🚀 “It will change everything tomorrow!”
😱 “It will replace advisors!”

The truth is somewhere in the middle.

On March 26, join NAIFA Greater Bay Area for a practical webinar:
AI Without the Hype: How to Be Offensive and Defensive in Your Practice

We’ll explore:
• Where AI actually creates leverage for advisors
• Where it introduces risk
• How to stay compliant while using new tools
• How to protect the human connection that clients value most

You don’t need to become an AI expert.
But you do need enough understanding to lead confidently.

📅 March 26
⏰ 10–11 AM PT
💻 Free to attend

Register: https://hubs.ly/Q046JY2y0

03/12/2026

NAIFA-California is bringing financial professionals together in Sacramento for two powerful events on April 14–15 — designed to help you grow your practice and strengthen the voice of our profession.

April 14 – Sales Growth Summit
A half-day program featuring industry experts covering:
• Long-term care planning strategies and Medicare coverage gaps
• Economic trends shaping today’s markets
• Innovative retirement and lending strategies
• Legislative and regulatory updates affecting advisors

Two sessions offer CE credit!

April 15 – Legislative Day on the Hill
Join colleagues at the Capitol to advocate for our profession and meet directly with policymakers. This year’s event will also feature all candidates for California Insurance Commissioner, offering a unique opportunity to hear their perspectives on the future of insurance regulation in our state.
Education. Advocacy. Connection.

We hope to see you in Sacramento. https://hubs.ly/Q046DlxW0

03/11/2026

AI is becoming a regular topic in client meetings, conferences, and boardrooms.

Sooner or later someone will ask you:
“How is AI affecting your business?”

Are you ready to answer?

Join us for the NAIFA Greater Bay Area Webinar: AI Without the Hype on March 26 at 10 AM PT.

We’ll break down how advisors can use AI:
✅ Offensively — to improve efficiency and grow your practice
✅ Defensively — to reduce risk, stay compliant, and protect your reputation

No hype. No panic. Just practical insight for real advisors.
And the best part?
It’s completely free to attend.

Register and join the conversation. https://hubs.ly/Q046rZlX0

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