2025 JULY CONFERENCES
June 28 – July 1 NABIP: Future Forward: Annual Convention @ Miami, FL
EVENTS
July 7@2:30-4pm EPI: The Five Conversations That Drive Business Succession Planning @SF, CA
July 9@2:30-4:30pm EPI: Investigating Exit Options From Various M&A Expert Perspectives @San Diego, CA
July 10@2:30-4:30pm EPI: Investigating Exit Options From Various M&A Expert Perspectives @Costa Mesa, CA
July 16@11am-1:00pm EPI: Disaster Preparedness & Contingency Planning For Exit-Ready@Westlake Village, CA
July 17@9am-12pm NAIFA CA: Inland Empire’s Mastering the Course: Insights for Industry Leaders@Corona, CA
July 23@2:30-4:30pm EPI: Coaching Business Owners To Maximize And Grow The Value Of Their Business@LA, CA
July 24@11:30am-1:30pm EPI: The Ripple Effect: How Tariffs Influence Business Valuation In A Global@Norco, CA
VIRTUAL EVENTS
July 1@8:30-10am NAIFA LA: Advanced Estate Planning
July 10@12-1pm NAIFA CA: How Millions of Homeowners Can Now Afford LTC Insurance
July 22@4-5pm NABIP: Medicare Insider Moments: Ready, Set, AEP
July 23@3-4pm NABIP: Power Hour
July 24@12-1pm NABIP: New Member Orientation
RECORDED WEBINARS
Benefit Mall Compliance Webinars
Benefit Mall May Compliance Webinar w/ Misty Baker & Carol Taylor
Benefit Mall April Compliance Webinar: MLR & 5500 w/ Misty Baker & Carol Taylor
Benefit Mall March Compliance Webinar: RxDC Explained w/ Misty Baker & Carol Taylor
Benefit Mall February Compliance Webinar w/ Misty Baker & Carol Taylor
Benefit Mall January Compliance Webinar w/ Misty Baker
Commission Solutions 2025 Webinars
CS: April 17: Help Baby Boomers as their Preferred Buyer and Successor
CS: April 9: Broker Succession Planning and the Impact on Loved Ones
CS: March 20: Broker Succession Planning and the Impact on Loved Ones
CS: March 12: How Health Commissions Were Protected, Supporting a Broker’s Survivors
CS: Feb. 20: How To Use Advanced Tax Planning For Max Retirement Income
CS: Feb. 12: Rick’s Journey to Protect, Grow, and Sell his Commissions
CS: Jan.16: How to Sell Your Health Insurance Book of Business
CS: Jan. 8: Mary’s Journey To Protect, Grow and Sell Her Commissions
SAVE THE DATE
Sept 4 @ 8am-5pm CAHIP LA: 2025 Medicare Summit
Sept 9 – 11 CAHIP OC: 13th Annual Senior Summit @ Temecula, CA
PARTNERS
BenefitMall Resources
Covered California Small Business: Important Tax Information: How to get a Small Business Credit
IEHP: Health Education for Members Join no-cost health education classes just for IEHP members
Pinnacle: Announcing Healthview, Refreshed: Simply A Better Experience
Sutter Health Plan: Prioritizing Mental Wellness
Click here to DOWNLOAD interactive eCalendar PDF
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Planning Your California 4th of July Adventure
Planning a 4th of July adventure in California offers a wide range of options, from major city celebrations to small-town festivities. Here are some key highlights and recommendations:
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