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NAIFA – Alameda County
Local President Gerald M. Garcia, CLU, ChFC , CASL (510) 940-2450 jerry.garcia.jkh8@statefarm.com Local Association Executive |
Meetings are held from 11:30 am to 1:30 pm. Wed. February 15, 2012 Wed. March 21, 2012 Wed. April 18, 2012 Wed. May 16, 2012 Wed. June 20, 2012 |
| NAIFA-Antelope Valley Local President Henry F. Humfreville (Hank) Safeco Life Ins Company (661) 942-1101 hank@marvinins.com |
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| NAIFA-Central Coast Local President Edward Dee Hinds, III, CLU, RFC, ChFC, LUTC (805) 239-7443 dhinds@hindsfinancial.com Local Association Executive Sarah Hinds NAIFA-Central Coast (805) 239-7443 svhinds@hindsfinancial.com www.naifanet.com/centralcoast |
Ventana Grill, 2575 Price Street, Pismo Beach, CA 93449 Check in begins at 11:30 am, the meetings start at 12:00 pm February 16th – Shari McHugh, Legislative update March 15th – Mike Framberger & Kip Meredith, provided by Anthem Blue Cross Health Insurance updates.” Table Topics will start at 10 am, then general meeting. April 19th – Jason Herbison, LISI “DOI Ethics Class” 4 hours long May 17th - Dan Bredeson, Ancillary products, 1 hr CE course, provided by AFLAC June 21st |
| NAIFA-Central Valley Local President Marc A. Bregman (209) 367-0930 mabregman@ft.newyorklife.com Local Association Executive Kim Metz (209) 339-4651 kimmetz@naifacentralvalley.org www.naifacentralvalley.org |
Serving Stockton, Modesto & Area Thurs. Feb 16, 2012, 8:30 am, Stockton Golf & Country Club Thurs. Mar 15, 2012, 8:30 am, Modesto Courtyard Marriott Thurs. Apr 19, 2012, 8:30 am, Stockton Golf & Country Club Thurs. Jun 21, 2012, 8:30 am, Stockton Golf & Country Club |
| NAIFA-Fresno Local President Paul A. Wieda, CLU, ChFC, AEP (559) 437-6544 pwieda@srifs.com Local Association Executive Shelly Falls (559) 824-9042 shelly@naifafresno.org www.naifafresno.org/ |
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| NAIFA-Inland Empire Local President Mark Eldon McKell (951) 544-6426 mark@mckellpartners.com Local Association Executive Thomas Curtis (760) 240-5221 tlcurtis@verizon.net www.naifaie.com |
Serving Pomona, Riverside, San Bernardino & Area Current & Upcoming Events at Ontario Radisson Hotel 200 East Holt Boulevard, Ontario CA 91761 Thu. Feb 16, 2012 8:00 AM – Spring Producers Summit Thu. May 17, 2012 8:00 AM – Summer Producers Summit |
| NAIFA-Kern County Local President James M. Bean, FIC,CFFM (661) 327-7711 bean.james@principal.com |
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| NAIFA-Long Beach Local President Peter Freska (714) 236-8270 peter@lblgroup.com Local Association Executive June Riggio NAIFA-Long Beach (562) 900-3366 naifalongbeach@hotmail.com www.naifalongbeach.org |
March 8, 2012: John Wooden Remembered by Keith Erickson, with Pyramid of Success by Lynn Guerin. Sponsor Information April 12, 2012: speaker David Dellinger – Executive Vice President of NAIFA-California June 14, 2012: speaker Jill Judd – Selling To Women Dark – May, July, August 11 AM Hour of the Expert 12 Noon Main Speaker & Lunch The Grand at Willow Centre 4101 E Willow St, Long Beach CA 90815 |
| NAIFA-Los Angeles Local President Jason Koo, LUTCF (323) 782-3197 jtkoo@ft.nyl.com Local Association Executive Dee Nix (213) 500-4946 naifalosangeles@naifanet.com www.naifala.com/ |
Monthly meeting every 3rd Thursday September through June 12 Noon Los Angeles Athletic Club 431 W 7th St, Los Angeles CA 90014 Parking garage entrance is at 646 S Olive Street |
| NAIFA-Marin Local President Patrick Luchtel (415) 209-8380 pat_luchtel@ohionational.com |
San Rafael & Marin County Bi-Monthly Sep, Nov, Jan, Mar, May 7:30 am Breakfast Mtg (Sep, Jan, May) Noon Lunch Mtg (Nov, Mar) Inn Marin, 250 Entrada Dr. Novato, CA 94949 |
| NAIFA-Merced Local President Gary M. Phelps (209) 658-2143 gphelps@ft.newyorklife.com |
Monthly meeting every 3rd Thursday |
| NAIFA-Monterey Bay Local President Shannon K. Finney-Candelario (831) 786-9772 naifamontbay@gmail.com Local Association Executive James L. Heitzig, APR (Jim) (831) 687-0208 jimbocando@sbcglobal.net www.naifamontereybay.org/ |
Serving Santa Cruz, Monterey, Salinas & Area Monthly meeting 3rd Wednesday of the month 7:30 am Table Topics 8:00 am General Meeting Red Apple Cafe 783 Rio Del Mar Blvd. #15 Aptos, CA 95003 Board Meetings, 2nd Wednesday of the month, 12:00 Noon, Red Apple Cafe Special Events: June 15, 2012 – Expo Peachwood’s Steakhouse 555 Highway 17 Santa Cruz, CA 95060 |
| NAIFA-Mt. Diablo Local President Shane E. Westhoelter, CLU, AEP, LUTCF (925) 999-8699 Shane@GFAinvestments.com Local Association Executive Krysta Patterson (925) 935-9691 naifamtdiablo@gmail.com www.naifanet.com/mountdiablo |
Crow Canyon Country Club 711 Silver Lake Drive, Danville, CA 94526 Breakfast Meeting Schedule 7:00 a.m. – Buffet Breakfast 7:15 a.m. – Table Topics 7:50a.m. – General Meeting 9:00a.m – Session Close Lunch Meeting Schedule 11:30 a.m. – Buffet Lunch 12:00 p.m. – General Meeting 1:30 p.m. – Session Close Fri. Feb. 10, 2012 – BKFST Fri. Mar. 9, 2012 – BKFST Fri. Apr. 13, 2012 – BKFST Fri. May 11, 2012 – BKFST Fri. Jun. 8, 2012 – LUNCH |
| NAIFA-North Bay Executive Secretary NAIFA-North Bay (707) 224-4077 naifanorthbay@gmail.com |
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| NAIFA-North Orange County Local President Dominick Gaudioso, LUTCF Phoenix Financial Network, Inc. (714) 633-8510 dgaud9@aol.com |
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| NAIFA-Northern California Serving Sacramento and Northern California Local President Ryan J. Pinney, CSFP (916) 773-2800 rpinney@pinneyinsurance.com Local Association Executive Kim Metz (209) 339-4651 kimmetz@naifanorcal.org www.naifanorcal.org |
General Meetings 8:30-10:00 am Advisors Expo
Fri., March 16th, 2012 Garden Pavilion 5640 Dudley Blvd, (Sacramento) McClellan, CA Registration Form |
| NAIFA-Orange County Local President Jonathan P. Fagan (949) 863-5826 jonathan.fagan@nmfn.com Local Association Executive Jerry Packer (949) 715-4193 info@naifaoc.org www.naifaoc.org/ |
Thu Feb 9, 2012 8:00 AM – Advisors Forum 2012, Hilton Orange County, Costa Mesa Wed Mar 7, 2012 12:00 PM – March Lunch Meeting, Scott’s Restaurant & Bar, 3300 Bristol St. Costa Mesa, CA 92626 Wed Mar 7, 2012 4:30 PM – Social Mixer, TBD Wed Apr 11, 2012 12:00 PM – April Lunch Meeting, Scott’s Restaurant & Bar Wed Jun 13, 2012 12:00 PM – June Lunch Meeting, Scott’s Restaurant & Bar |
| NAIFA-Palomar Local President Cory Stepanek, CLTC Genworth Financial (760) 752-1935 cstepanek@genworthltc.com www.naifanet.com/palomar |
Monthly meeting every 1st Wednesday 7:30 AM CE Class 8:30 AM Breakfast meeting with guest speakers El Camino Country Club, 3202 Vista Way, Oceanside $20 (includes breakfast & room charge) |
| NAIFA-Pasadena Local President Marty Berg, LUTCF, ChFC, CLU (818) 249-3296 martyberg@aol.com www.naifapasadena.org |
Monthly meeting every 2nd Tuesday September through June. 12:00 Noon Brookside Golf Course, 1133 Rosemont Ave., Pasadena |
| NAIFA-San Diego Local President Doak R. Belt (619) 521-2100 doak@iwspartners.com Local Association Executive Dawn Kohley (858) 668-2883 info@naifasandiego.org www.naifasandiego.org |
Meets 11:30 AM – 1:30 PM The Handlery Hotel 950 Hotel Circle North, San Diego July & August are DARK |
| NAIFA-San Fernando Valley Local President Jonathan H. Miller, JD, CFP E Street Insurance & Financial Svcs. (310) 472-5410 millerj888@gmail.com Local Executive Executive Anita Lebby (818) 990-9323 naifasfv@gmail.com www.naifasfv.org |
September 22, 2011 – “Life Stories” November 17, 2011 – Joint Meeting with Estate Planning Council of Ventura County Noon to 1:30 pm Warner Center Marriott 21850 Oxnard St. Woodland Hills CA 91367 |
| NAIFA-San Francisco Peninsula Local President James L. Palmer, MHP (408) 366-4355 jim.palmer@kp.org Local Association Executive Rhoda Singer NAIFA-San Francisco Peninsula (415) 333-9045 singerr@pacbell.net www.naifasfpeninsula.org |
Serving San Francisco, San Mateo & Area YAT Meeting 4:00 – 5:00 pm: 101 Montgomery, Suite 600, San Francisco 11:30 AM Luncheon Meeting Location: Crowne Plaza, 1221 Chess Dr. Foster City Board Meeting every 3rd Wednesday 10:00 AM: New York Life Insurance Co 1300 S El Camino Real, Floor 5, San Mateo 02/02/12, AHIA Meeting, Cobra Update, Tentative: Jason Lombardi 02/15/12, February Lunch Meeting, Life MGA principals, Lindsey Hanley Moderator Life Panel Discussion 02/23/12, YAT Meeting, 4:00 pm – 5:00 pm 02/23/12, Networking Event, 5:00 pm – 7:00 pm, TBD 03/01/12, YAT Meeting, 10:00 am – 11:00 am 03/21/12, March Lunch Meeting, Planning Your Exit Strategy, Improving Your Sales System 04/18/12, April Lunch Meeting, Table Topics – Medical/Dental, DI, Life, Annuity, PC, Sales Idea 04/23/12, Golf Tournament, Golf Tournament, Harding Park, San Francisco 04/26/12, YAT Meeting 05/03/12, AHIA Meeting, Disability 101 05/16/12, May Lunch Meeting, Disability Insurance Awareness Month 05/24/12, YAT Meeting, 4:00 pm – 5:00 pm 05/31/12, Networking Event, City Pub, 2620 Broadway St., Redwood City, CA 06/07/12, YAT Meeting, 10:00 am – 11:00 am 06/20/12, June Lunch Meeting, Awards Lunch Installation of New Board 06/28/12, YAT Meeting, 4:00 pm – 5:00 pm |
| NAIFA-San Gabriel Valley Serving Covina & Area Local President Auburn Taylor, FIC Foresters (310) 391-9096 ataylor@forestersfp.com |
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| NAIFA-Santa Barbara Local President Toni G. Santaella (805) 682-2829 toni1@sweptwing.com |
Monthly meeting every 1st Thursday February 2, 2012 March 1, 2012 April 5, 2012 May 3, 2012 June 7, 2012 La Cumbre Country Club, 4015 Via Laguna, Santa Barbara |
| NAIFA-Sequoia Local President Thomas A. Lewis Lewis And Assocs. (559) 733-7272 x119 toml@since1927.com |
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| NAIFA-Silicon Valley Local President Jack S. O’Brien, LUTCF (408) 437-7224 o’brien.jack@principal.com Local Association Executive James L. Heitzig, APR (Jim) (831) 687-0208 jimbocando@sbcglobal.net |
Membership meetings on the 3rd Thursday for lunch at 12 noon until 1:30 pm of each of the following months: September-November, and February-June |
Current information
“Expand Your Horizons” May 22-23, 2012 – NAIFA-California’s Annual Meeting and Sales Exposition
Now Available – Sponsorship and Exhibitor Opportunities- 2012 Distinguished Service Award Application
- Deadline is March 31, 2012 Word Format PDF Format - Association Achievement Award “New Online” Design layout, is available here
- Deadline is April 13, 2012 - The Basketball strike is over, time for a “Free Throw” or go for a “Lay Up” by bringing in a new member! - Have you reported your 2-person MVP Membership Team to the Commissioner at peterjbuechler@gmail.com? For more details click here 2011-2012 California membership contest
- Alert: Act Now to Protect Your IFAPAC Contributions! All members are requested to complete the Directive – IFAPAC Contribution Directive
Printable IFAPAC Directive - NAIFA-California Membership Value Proposition as presented by David Dellinger at the 2011 Association Leadership Conferences.
- Interested in Serving on the 2012-2013 State Board of Trustees, now is the time to submit your 2012-2013 Nomination Form Word PDF, deadline for submission is February 10, 2012
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