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March Brown Bag Webinar
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When: March 15, 2018
Noon-1 p.m.
Where: United States
Contact: NAIFA-California

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March Brown Bag Webinar: NAIFA Brown Bag Webinar Success Story!

With a series of great topics and experienced hosts, NAIFA’s monthly Brown Bag Webinars have presented unique opportunities for members to learn new strategies that can help them better serve their clients and grow their businesses. March’s special webinar will discuss how one financial adviser benefited by attending NAIFA’s Brown Bag webinar in October of last year.  

Kelly Woo co-founder of Profectus Financial, Top of the Table – NAIFA-LA member keynote speaker, focused on advanced pension planning in the webinar, and resulted in both new and existing NAIFA members learning new tax-saving strategies. One individual adviser, Wade Lahmann, reached out to form a strong partnership with Kelly and integrate advanced pension planning into his own book of services. Wade is President of Financial Solutions Network and has been active in the industry for over 30 years, specializing in work with business owners and their personal insurance/investment needs. During the Brown Bag Webinar, Wade recognized an opportunity to not only present a unique solution to his business owner clients, but also to generate a new stream of revenue using existing clients.

Together, Wade and Kelly helped one of his clients defer over $600,000 in income for 2017 and look forward to continue developing their partnership and helping more of Wade’s clients realize incredible tax savings.


Kelly Woo, CFP
Co-Founder / Partner
Profectus Financial

Kelly Woo is a Co-Founder and Principal at Profectus Financial. She has been in the financial services industry since 2006 and has been successful at consulting both business and individual clients with their retirement, investment and tax saving strategies. She started her career as an award winning personal loan consultant for Countrywide Financial and then to New York Life as one of the top financial services professionals with the company. She has been a member of the Million Dollar Round Table association since her career as a financial services professional began and currently holds a TOP of the Table MDRT membership, which is the highest ranking accolade in the association. She is also a CERTIFIED FINANCIAL PLANNER™. Recognizing that financial planning is complex, Kelly has developed strategic partnerships with other professionals such as attorneys, CPAs, and risk management advisors to provide the most holistic solution for her clients.

More info for Kelly can be found

Wade Lahmann
Founder / Lead Adviser
Financial Solutions Network

Wade has been a Financial Adviser for more than 30 years. He began his career with GE Financial Advisers in 1987. During this time he became one of the top Advisers in the company. In 2005, he left GE and founded “Financial Solutions Network”. Through this network Wade is able to provide his clients with the sort of independent, Non-traditional financial advice that he felt was lacking in the traditional financial planning sphere. One of the many advantages this network offers is that he is able to use a Team based approach. You will have the insights and experience of the entire Financial Solutions Network of professionals at your disposal. This contrasts with many other firms where you might work with a single advisor and are limited to just that advisor’s skill set, experience and judgement.


Join us on March 15th at noon PST with past and future webinar presenters to help grow your business in 2018. Get suggestions and recommendations on how to utilize NAIFA webinar topics and how to request topics of interest for a members’ own benefit, including networking with other NAIFA members through the webinar platform. 

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