2026 JULY EVENTS
July 08 @ 8am – 9:30am EPI: OUTCOME-FOCUSED PLANNING – Solana Beach, CA
July 09 @ 2:30pm – 4:30pm EPI: OUTCOME-FOCUSED PLANNING – Costa Mesa, CA
July 09 @ 2:30pm – 4:30pm EPI: OUTCOME-FOCUSED PLANNING – Costa Mesa, CA
July 16 @10am–2pm CAHIP LA: Topgolf Drive Your Summer Production – El Segundo, CA
July 23 @ 11:30am – 1:30pm EPI: MAXIMIZE BUSINESS OWNER OUTCOMES – Norco, CA
July 26 @ 10am–12pm CAHIP: Golden Gate – Trail Talks April 2026 – Berkeley, CA
July 31 @ 3pm – 4pm Naifa: Orange County Coffee Study Group – Newport Beach, CA
VIRTUAL EVENTS
July 06 @ 2:30pm – 3:30pm EPI: OUTCOME-FOCUSED PLANNING – Webinar
July 23 @ 11:30am – 1pm NAIFA: AB 1798 Genetic Testing & Insurance – Webinar
July 28 @ 2pm – 3pm NAIFA: Cybersecurity Guidance For The Insurance Professional – Webinar
SAVE THE DATE
Aug 16 @ 8am–5pm NABIP: Region 8 Innovation & Leadership Lab–@ San Francisco, CA
Aug 26 @ 8am–5pm CAHIP NorCal: 2026 Business Expo–@ Citrus Heights, CA
Aug 26 @ 12:30pm – 6pm CAHIP San Diego: Day at the Races – Del Mar, CA
Aug 27 @ 8am–6pm CAHIP LA: – Back to the Future 2026 Medicare Summit – Burbank, CA
Aug 28 @ 8:30am–6pm CAHIP Golden Gate: 2026 Medicare Mastery Conference–@ Fairfield, CA
Sept 1-3 @ 8am–5pm CAHIP-IE: 2026 Senior Summit–@ Riverside, CA
BROKER RESOURCES
Helping our brokers stay ahead of the curve with the latest news, events, trainings, and insights.
- CalCPA Health
- CrankWheel for California Brokers
- Commission Solutions 2026 Webinars
- CRC Benefits Resources
- Covered California: Important Tax Information: How to get a Small Business Credit
- Engage PEO
- IEHP: Broker Resource Center
- OneAmerica Financial
- Pinnacle: Announcing Healthview, Refreshed: Simply A Better Experience
- Premier HCM
- Providence Southern California
- Sutter Health Plan: Prioritizing Mental Wellness
- Transitions® GEN S™ lenses

