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News & Press: CalAdvisor Newsletter

January President's Message

Friday, January 4, 2019   (0 Comments)
Posted by: John Nilmeier, CFP, CLU
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Happy New Year NAIFA-California!

I hope everyone is doing well, and you're off to a great start to 2019! NAIFA-California is well underway with the new QME structure, and we look forward to helping you make 2019 the best year yet for your local or your affiliate. If you're an affiliate leader and reading this newsletter and have yet to send in your Demographic Form for the new year, please do so as soon as possible. This form will help identify who your affiliate leaders are, so we can be in contact with you.

The November 2018 election has brought many new legislators into office. As an advocacy organization, it is our responsibility to have all key contacts kept up to date. If you know an existing or newly elected legislator and would identify yourself as key contact, please let us know of this relationship. As a grass roots advocacy organization, we rely on these contacts with legislators to help us in our legislative efforts. Please report any key contacts to our Government Relations Chair, Marc Bregman. He can be reached at
marc@bregmanfinancial.com.

Some important events are coming up and we would like your involvement. Our annual Day on the Hill is March 27. Whether you're a veteran of this business or a new advisor, you will find this experience unlike any other. This annual event is our opportunity, as a grass roots organization, to talk to our elected representatives in their office in Sacramento about the issues most important to our industry. Throughout the years, this event has helped start and cultivate many great relationships with legislators that have helped us as an organization. My own personal experience with this event has opened my eyes to the political process and helped start many great friendships with legislators and NAIFA colleagues.

Our annual Empower, Engage, Educate conference is right around the corner on June 6 and 7. Come experience world class speakers, great networking opportunities and the amazing climate of Newport Beach. This year's conference is at the Newport Beach Hyatt Regency. Come a day early on June 5 and enjoy a par 3 golf tournament with fellow NAIFA colleagues. This conference will be one conference you don't want to miss. Registration will open soon, but please save the date!

Our NAIFA National Congressional Conference is scheduled for May 14-15, 2019 in Washington D.C. Just like our NAIFA-California Day on the Hill, NAIFA National hosts their own Day on the Hill in Washington D.C. If you haven't gone to this before, I would highly recommend each NAIFA member do this at least once. It's truly amazing walking the hall of our Nation's Capitol and talking to our federal legislators. It's also a great chance to go see the sights and history of a city rich in culture and history. I hope to see you there!

I wish each and every one of you a healthy and prosperous 2019! I know with everyone's help, this year will be a banner year for our NAIFA association!


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