2025 e3 collaborate Agenda

SUNDAY, September 28

10:00 AM – 12:00 PM

LILI Class

NAIFA LILI Faculty + Students

12:00 PM – 1:00 PM

LILI Graduation

Open to all

12:00 PM – 2:00 PM

Registration

1:50 PM – 2:00 PM

Opening Remarks

Event Leadership

2:00 PM – 2:45 PM

Opening Keynote: The Future of Insurance & Wealth Collaboration

Professor Hampton

2:30 PM – 4:30 PM

Podcast Recording Sessions

Various Industry Leaders

3:00 PM – 3:55 PM

CE Course: Unlocking Home Equity

Brady Mullen, Cross Country Mortgage

2:55 PM – 3:25 PM

Main Stage: Maintaining Relevance and Maximizing Performance in the Face of Change

George Grombacher

3:30 PM – 4:00 PM

Main Stage: Lessons You Need to Learn to Make TOT

Shane Westhoelter

4:00 PM – 4:30 PM

Afternoon Exhibitor Break

4:30 PM – 5:30 PM

FinTech/InsureTech Demo

Enroll Tools, Wealth.com, OneProtection

6:00 PM – 8:00 PM

Sunset Networking Social

Musical Guests: The Fay Brothers

7:30 PM – 9:00 PM

Presidents Dinner (Invite Only)

Invite Only

MONDAY, September 29

6:00 AM – 6:45 AM

Yoga & Sound Bath led by Corporate Mindfulness Coach, Haya

Presented by Gateway Financial Partners

7:00 AM – 8:00 AM

Breakfast & Registration

8:00 AM – 8:20 AM

Opening Remarks

Event Leadership

8:20 AM – 8:30 AM

Echo & Stone Demo/Shoutout

Echo & Stone Team

8:30 AM – 9:00 AM

Main Stage Panel: Fireside Chat with Industry Giants

David Wood & David McKnight, Moderator: John Davidson

9:05 AM – 10:00 AM

Main Stage: ReWirement: Behavioral Biases in Retirement Income Planning

Jamie Hopkins

10:10 AM – 11:00 AM

Breakout: How to Leverage the One Big Beautiful Bill to Get Your Clients to Tax-Free

David McKnight

10:10 AM – 11:00 AM

Breakout: What It Actually Takes To Buy, Sell, or Transition A Practice

David Wood

11:10 AM – 12:00 PM

Main Stage Panel: Women in Wealth & Insurance

Lindsey Lewis, Sue Kuraja, Amber Stitt, Moderator: Dr. Daralee Barbera

12:30 PM – 1:30 PM

Lunch with NAIFA National Past President

Tom Cothron

1:30 PM – 4:00 PM

Podcast Recording Sessions

Various Industry Leaders

1:40 PM – 2:30 PM

Panel: The Evolution of Wealth Firms: M&A, Growth, and Collaboration

David Wood, Ryan Marcus, Jason Borek, Moderator: Jason Foster

1:40 PM – 2:50 PM

Learning Lab: Asset Conservation – Money In…Money Out??

Preventing the Whirlpool Effect!

Tom Petersen

1:40 PM – 2:50 PM

Learning Lab: Unlocking Small Business Growth: Reducing Risk, Removing Roadblocks, and Elevating Relationships

Brita Bolane and Lakissa Shirley

1:40 PM – 2:50 PM

Learning Lab: Future-Proofing Your Business: Smart Strategies for Succession, Team Building and Increasing Valuation

Shane Westhoelter and Tammy Robbins

2:30 PM – 3:00 PM

Afternoon Break with Exhibitors

3:00 PM – 4:10 PM

Innovation Lab: Creating a Collaborative Multi-Disciplinary Team

Joe Strazzeri

3:00 PM – 4:10 PM

Innovation Lab: Income Tax Strategies for Business Owners with Cash Balance Specialist

Tom Worthington

3:00 PM – 4:10 PM

Innovation Lab: Tax Planning with 412(e)(3) Plans

Max Coulliette and Marc Miller

3:00 PM – 4:10 PM

Innovation Lab: Dissecting The Big Beautiful Bill: Truth Behind the Beauty

Monica Rhee

4:10 PM – 5:10 PM

Closing Keynote: Adapt and Fly

Panos Leledakis

6:00 PM – 7:00 PM

IFAPAC Reception

Private to PAC Contributors

7:00 PM – 10:00 PM

Awards Gala

Awards, dinner, and live music – open to all members and guests

TUESDAY, September 30

7:00 AM – 8:30 AM

Breakfast & Peer Networking

NAIFA Staff / Sponsors

8:15 AM – 8:45 AM

NAIFA-CA Annual Business Meeting

NAIFA-CA State Board

8:45 AM – 9:15 AM

Legislative Update

Shari McHugh 

9:20 AM – 10:15 AM

Keynote: Determining Your Clients’ Retirement Income Styles

Dr. Wade Pfau

10:15 AM – 10:35 AM

Morning Break

10:35 AM – 11:30 AM

Keynote: Building, Protecting and Distributing Wealth

Tom Hegna

11:35 AM – 12:30 PM

Closing Keynote: Fear vs Happiness – Retirement Planning Approach

Dr. Sanjay Tolani

12:30 PM

Closing Comments

NAIFA-CA President Michael Mares

2:00 PM – 4:00 PM

Private M&A Workshop

David Wood