NAIFA Central Coast March Meeting
March 22, 2019


When
March 22, 2019
11:00 AM


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On March 22, 2019 NAIFA Central Coast is having a meeting with a 1 hour Annuities CE with Peter Buechler as well as California Legislative updates.  Shari McHugh, our NAIFA California Lobbyist and Dave Fear Jr., California Association of Health Underwriters President will be joining us via two way video conference.  This meeting will also preview the Day on the Hill event being held March 27th.

Locations:

Ventana Grill, 2575 Price Street, Pismo, CA
California Grill, 40 Penny Lane, Watsonville, CA


 


 Shari McHugh

 





Shari has over 16 years successful experience in government affairs and public relations. She is currently a partner in the lobbying firm of McHugh Koepke & Associates. Shari’s lead clients include the California Credit Union League, the Hartford, the National Association of Insurance & Financial Advisors of California, the Pacific Association of Domestic Insurance Companies, and the Pechanga Band of Luiseno Mission Indians.
Prior to joining McHugh Koepke & Associates, Shari was the Senior Vice President for the Coalition of California Insurance Professionals (CCIP). Shari was responsible for overseeing and implementing the lobbying and regulatory agenda developed by CCIP’s Steering Committee. She served as staff liaison to the various task forces and steering committees of coalition partners.
Prior to joining CCIP, Shari was the Senior Vice President of PIA. As staff liaison to PIA’s Public Affairs Committee, she managed the formulation and implementation of PIA’s legislative program and worked with officials from the DOI on regulatory issues. She was also responsible for PIA’s grassroots network and media program.
Shari has worked diligently over the years to develop and maintain working relationships with legislators, legislative staff, regulatory officials, administration representatives, lobbyists, media personnel and industry representatives. Her work in helping to establish and grow PIA’s government and public affairs department earned Shari a Presidential Citation award in 1996 in recognition of meritorious efforts and achievements.
Prior to working with PIA, Shari served as a legislative aide for Melendez Associates, a Sacramento-based lobbying firm, where she worked on issues for major California employers such as ARCO, E & J Gallo Winery and the Port of Long Beach.
Shari graduated from California State University Sacramento with a Bachelor’s degree in Political Communication and Government.



Dave Fear Jr.


Dave Fear Jr. is currently a Broker Sales Consultant for Shepler & Fear General Agency.  He is also the President for the California Association of Health Underwriters.
He has also served as the VP of Legislation and State Membership Chair at CAHU as well as served on his local Sacramento Association of Health Underwriters and named as member of the year in 2014.


Peter Buechler CFP, CLU, ChFC, FLMI, AAPA is owner of Cohesive Insurance Services (www.CohesiveInsurance.com),  an annuity, long term care, disability income and life insurance wholesale agency. Previously, Pete was Regional Vice President for Annuity sales for a well known insurance carrier after having spent eight years as the Annuity Sales and Marketing Manager for a national wholesaler. Pete also brings extensive experience selling retail insurance products which helps him bring unique sales and marketing ideas focused on helping agents provide insurance based solutions for their clients.  In addition to his industry designations, Pete holds a Bachelors degree in Business Management from California State University Fullerton. In conjunction to his commitment to assisting agents with their product solution needs, Pete also serves the industry as a National Committeeman for the California State chapter of National Association of Insurance and Financial Advisors (NAIFACalifornia.org). When not working, Pete enjoys spending time with family and friends camping and fishing throughout the California Sierra Nevada mountain range.


AGENDA:
11:00 am - Check In/Registration
11:15 am - Peter Buechler
                  CE - Annuity Sales in a Fiduciary Landscape: Using Annuities as part 
                  of an effective retirement strategy

12:00 pm - Lunch is Served
12:15 pm - Shari McHugh
12:40 pm - Dave Fear Jr.
1:00 pm -  Conclusion

Every registration includes:
  • coffee and soft drinks 
  • buffet lunch 
There are three ways to register:

1. Reply to this email and reserve your space
2. Call Shannon at (831) 539-6793 and let her know you are coming
3. Follow the registration instructions in this notice.




 
 
Registration     Price Quantity

Member     $25.00
Non-Member     $30.00
 
 



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