2026 OctoBER EVENTS
Oct 02 @ 8:30am – 1pm NAIFA: Sacramento Area Wealth & Legacy Forum – @ Folsom, CA
Oct 06 @ 11am – 12:45pm CAHIP IE: BODs Meeting – @ Riverside, CA
Oct 08 @ 2:30 – 4:30pm EPI: SPEED DATING: ALWAYS KNOW WHO TO CALL! – @ Costa Mesa, CA
Oct 11 @ 10am – 12pm NABIP: Trail Talks – @ San Francisco, CA
Oct 13 @ 11am – 1pm CAHIP OC: Annual Legislative Review – @ Tustin, CA
Oct 21 @ 11am – 1pm EPI: Succession Planning: Structuring Liquidity – @ Westlake Village, CA
Oct 22 @ 1 – 4pm NAIFA: San Diego Affiliate Event – MORE DETAILS COMING SOON
VIRTUAL EVENTS
Oct 05 @ 2:30 – 3:30pm EPI: Market Opportunities: Scaling Up With Smart Money – Webinar
Oct 05 @ 4 – 5pm NABIP: Board of Trustees Meeting – Webinar
Oct 06 @ 8 – 8:30am EPI: ENTREPRENEURS REVEALS: AN INTIMATE CONVERSATION WITH AN OWNER – Webinar
Oct 08 @ 11am – 12pm NABIP: Membership/Retention Chair Training – Webinar
Oct 08 @ 11:30am – 12:30pm NABIP: Golden Gate-October 2026 Meeting – Webinar
Oct 08 @ 11am – 12pm NABIP: Membership/Retention Chair Training – Webinar
Oct 22 @ 9 – 10am NABIP: New Member Orientation – Webinar
Oct 23 @ 1 – 2pm NABIP: National Leadership & Orientation Training – Webinar
SAVE THE DATE
NOV 03 @ 11AM – 1PM NABIP: HEALTHCARE FIDUCIARY CERTIFICATION (PART 1) – WEBINAR
NOV 10 @ 11AM – 1PM NABIP: HEALTHCARE FIDUCIARY CERTIFICATION (PART 2) – WEBINAR
Nov 10 @ 6 – 9pm CAHIP OC: Art and All that Jazz Charity Fundraiser – @ Tustin, CA
NOV 9-11 @ 8AM–5PM NAIFA: PROTECTORS CONFERENCE – @ LAS VEGAS, NEVADA
NOV 17 @ 11AM – 1PM NABIP: HEALTHCARE FIDUCIARY CERTIFICATION (FINAL PART 3) – WEBINAR
BROKER RESOURCES
Helping our brokers stay ahead of the curve with the latest news, events, trainings, and insights.
- ALIGNMENT HEALTH
- AGENCYBLOC
- 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 Producer Support
- Sutter Health Plan: Prioritizing Mental Wellness
- Transitions® GEN S™ lenses


