July 2024 Industry Calendar

We are enhancing our Calendar of events!

How can you improve on 42 years of work? We enjoyed consistently offering our subscribers the opportunity to learn about events and how to join and learn and grow as professionals since 1981. For 2024, we plan to use our digital media to bring you to local and national events that will include live and recorded meetings. Our goal is to help our subscribers learn and grow in 2024.

We are adding more events, and in 2024 we will begin to get these events to you in all Cal Broker media. Our monthly magazine and eNewsletter, Insurance Insider, have been the methods by which we have shared events for 42 years. Now we can help you with links in our traditional media that lead to our website, www.calbrokermag.com, where the California Broker Event Calendar will be posted.

We will also email the Event Calendar to ALL subscribers several times monthly as updates arrive so our subscribers will be current with the newer events posted and still see the events yet to conclude. With our digital Event Calendar, we will include links to register for listed events. Now you can enjoy your favorite speaker’s event, look for fresh content from companies who lead our industry, and find sources of strategic information offered by a variety of providers, some of whom you know and some who are new to our industry. Topics ranging from planning and marketing to professional development, to tech and AI, we will offer you a wide variety of topics and opportunities to learn, interact, and meet speakers who will provide the content you can use to up your client service efforts and cash in on your new business goals.

For any events you have scheduled for brokers to attend and learn please send them to us as we will place these in our Cal Broker eCalendar which is also emailed to our subscriber once a month, often the last week of a month.


JULY 2024



August 14 @10:00am-5:30pm CAHIP-LA Medicare on the LaLa Land Stage-The Sequel, REGISTER

August 20-22 NABIP Senior Summit @ Pechanga Resort Casino, REGISTER

August 28 @8:00 am-4:00pm, 2024 SAHU Business Medicare Expo, REGISTER

JULY (In-Person)

July 11 @2:30-4:30pm:(EPI-OC) Helping Owners Reduce Risk With Business Continuity Planning @3333 Bristol Street, Costa Mesa, REGISTER

July 17 @11:00am-1:00pm: (EPI-Conejo Valley) Showdown: Trivia for the Top Guns @32037 Agoura Road, Westlake Village, REGISTER

July 17@2:30pm-4:30pm, (EPI –SD) Helping Owners Reduce Risk With Business Continuity Planning @11915 El Camino Real, San Diego, REGISTER

July 24 @2:30pm-4:30 pm, (EPI-LA) Aligning Generations: Family Governance in Business and Philanthropy @11100 Santa Monica Blvd.,14 NW Los Angeles, REGISTER

July 25 @2:30-4:30pm, (EPI-IE) The Nuts and Bolts of a Family Transaction @950 Ontario Mills Dr, Ontario, REGISTER


July 2 @1:00pm-2:00pm EST: (EPI) Quality Earnings and the Exit Planning Process, REGISTER

July 3 @10am, Strategies for Successful Client Retention, Join Live Webinar

July 9 @1:00pm-4:00pm PT: BuddyIns & Amada Senior Care Present: Partnerships for a Winning Team, REGISTER

July 9 @1:00pm-2:00pm EST: (EPI) The Hidden Risks & The Role of Cybersecurity in M&A, REGISTER

July 16 @1:00pm-2:00pm EST: Strategies of the Ultra-Wealthy: How They Increase Net Worth, Maximize Wealth Transfer, and Minimize Estate Taxes, REGISTER

July 17 @3:00pm NABIP Medicare Moments: Compliance and Cyber Security, REGISTER

July 18 @8:00am-9:30am, (CAHIP LA) Breakfast Bytes: Long Term Care, Retirement Planning & Financial Wellness, REGISTER

July 22-25,BBSI Benefits Golden State Brokers Tour, Location: Varies; REGISTER

July 23 @1:00pm-2:00pm, Growing Enterprise Value Through Aligned Executive Compensation Planning, REGISTER

July 25 @11:30am, NAIFA-LA, Q3 – Annuities: Master Annuities and Grow your Sales, REGISTER


October 6-8 NAIFA e3 Conference @ Sonesta Redondo Beach & Marina, REGISTER

Click here to DOWNLOAD interactive eCalendar PDF.