Announces the Lunch Meeting Season Ticket

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NAIFA-Orange County Newsletter
September Edition — 2009
NAIFA-Orange County
Announces the Lunch
Meeting Season Ticket
and Season Pass
See page 3 for MORE DETAILS.
Lunch Meeting Season Ticket!
Topic
Legislative Update
Get all 5 Lunch Meetings for the price of 4 ($100)
Season Pass which entitles you to all 5 Lunch Meetings for
the price of 4 plus a discounted registration for the 2010
Advisors Forum ($189).
Sign up once and be registered for all the NAIFA-Orange
County events.
Go to the NAIFA-OC website to view the calendar.
Full table options are available for Season Ticket and
Season Pass.
September
Lunch Meeting
Speaker
Assemblywoman
Diane L. Harkey (R-Dana Point)
California State Assembly representing
the 73rd Assembly District
Cost for September
Lunch Meeting only
NAIFA Members – $25
NAIFA Non-Members – $30
REGISTER
Go to the NAIFA-OC website
www.naifaoc.org
OR call the NAIFA-OC office at
(949) 715-4193
RSVP By September 14th
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NAIFA Mixer Held August 12th
at the Classic Q
A Membership Mixer was held Wednesday August 12th at the Classic Q in Newport
Beach. Over 40 people participated in a fun evening of pool, conversation and
delicious hors d’oerves. Looks like everyone was having a great time!
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Upcoming Events
September Lunch Meeting
When
Wednesday, September 16th
12:00 p.m. - 1:30 p.m.
Where
The Clubhouse
3333 Bristol Street #2802
Costa Mesa, CA
South Coast Plaza (Facing Bristol Street near Bloomingdales)
Topic
Legislative Update
Speaker
Assemblywoman Diane Harkey, 73rd Assembly District
Diane L. Harkey (R-Dana Point) was elected to the California State Assembly in 2008 to
represent the 73rd Assembly District, which includes the communities of Dana Point, Laguna
Hills, Laguna Niguel, Oceanside, San Clemente, San Juan Capistrano and Aliso Viejo.
Harkey, currently sits on the following committees: Revenue and Taxation, Budget,
Appropriations, and Housing & Community Development.
To Register go to the NAIFA-OC website
www.naifaoc.org
LUNCH MEETING SEASON TICKET!
Get 5 Lunch Meetings for the price of 4.
SEASON PASS which entitles you to all 5 Lunch Meetings
for the price of 4 plus discounted registration for the Advisors Forum.
Full table options are available.
RSVP By September 14th
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Diane L. Harkey (R-Dana Point)
Diane L. Harkey (R-Dana Point) was elected to the California State
Assembly in 2008 to represent the 73rd Assembly District, which includes
the communities of Dana Point, Laguna Hills, Laguna Niguel, Oceanside,
San Clemente, San Juan Capistrano and Aliso Viejo.
Harkey, who holds a Bachelor’s degree in Economics, graduating Cum
Laude from the University of California, Irvine, has enjoyed a successful
career spanning 30 years in Corporate Banking and Finance. She has
been actively involved with public service throughout most of her adult
life. Appointed by the County of Orange to the Architectural Review
Board in 1987, Diane took an active leadership role in advocating for the incorporation Dana Point in
1989. Since then, she has been a part of countless grassroots efforts for issues affecting local communities
and self governance.
As Mayor for the City of Dana Point, Diane successfully implemented a balanced budget and a reserve
policy for the City. She championed efforts to reform government by promoting business development,
encouraging regional planning and cooperation to save taxpayer dollars, increasing citizen involvement
by promoting new candidates for public office, and working towards common sense solutions for growth
and development.
As a representative of the people, Diane has spent much of her time promoting cost effective
transportation solutions to improve mobility in the region. As a Mayor, Councilmember and liaison to
regional committees, she fought hard to ensure transportation dollars are allocated to regions of South
Orange County and Northern San Diego County. Diane has been a strong advocate for working with
local elected officials and municipalities to develop thoughtful solutions to shared concerns.
Diane has been married to her husband, Dan, for twenty-five years. Together they have a daughter,
Jaclyn, a recent graduate of USC’s Marshall School of Business.
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To: All NAIFA Members and AHIA Members
From: NAIFA AHIA Government Relations
Life Insurance? Annuities? Long-term Care Insurance?
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Business or Individual Medical Insurance? Sell Any of These?
Then Keep Reading
Members of Congress will be in recess during the next few weeks - that means they will be back
home looking for feedback and input from constituents who take the time to speak up. The
recess (August 3 to September 4 for House members/August 10 to September 7 for Senators)
offers opportunities to influence lawmakers on the critical issues of health care reform and how
to pay for it. Even if you have recently communicated with your senators and representative,
we ask you to do so again during the August Recess. There are millions of voices in this debate
and NAIFA members must keep encouraging our lawmakers to consider thoroughly the total
consequences of the proposals before they vote on something we'll all regret.
Speak Up
NAIFA is asking you to seek opportunities to speak face-to-face with your two senators and
representative.
• SCHEDULE a meeting in the lawmaker's office and bring other members of your
local association and business clients to the meeting.
• ATTEND Town Hall meetings, they are also a great venue to connect with your
senators and representative.
The Issues:
• Health Care Reform
• Paying for Health Care Reform
NOW is also the time to engage your clients in the Health Care Reform debate, especially
your small business clients. Let them know that the House Tri-Committee bill contains a surtax
on successful small businesses that would range from 2% to 5.4%. Additionally, Congress is
looking at other “creative” ways to pay for “reform,” including the taxation of life insurance
and annuity products.
Lastly, please report the results of your meetings to
[email protected]. It’s critical that your NAIFA staff
learn what your lawmaker told you. For more
information: Contact Matthew Laptew
at (703) 770-8154.
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What’s At Stake……..
If you are one of the over 160 million American workers
receiving healthcare from your employer, you should
know your coverage may be at risk. Congress is
debating the future of healthcare and many lawmakers
want to create a new government bureaucracy that
could replace your workplace healthcare.
We should build on healthcare that works for millions of
Americans and cover the more than 45 million who still
need coverage. We must also address rising costs to
make healthcare affordable for everyone.
More government bureaucracy will only create more
problems, not solve the ones we have. Congress
should build on the current employer-sponsored
system, with subsidies for those who need them, to
cover more Americans and ensure continued access
to quality, affordable healthcare.
TELL CONGRESS TO GET
HEALTH REFORM RIGHT!
Robelynn H. Abadie, LUTCF, CSA, RFC
2008-09 AHIA President
NAIFA – Health & Employee Benefits
www.ahia.net
www.naifa.org
Meeting
Schedules for
the remainder
of the year:
Wednesday,
Wednesday,
Wednesday,
Wednesday,
Wednesday,
September 16, 2009
November 11, 2009
January 13, 2010
April 14, 2010
May 12, 2010
Advisors Forum:
Thursday, February 11th
NAIFA-OC is pleased to announce its
premier annual event, the Advisors
Forum being held on Thursday, February
11, 2010 at the Hilton Orange County in
Costa Mesa. This year’s meeting focuses
on helping you deal with the current
economic situation and to prepare you
to excel in 2010. Returning this year will
be Dr. Esmael Adibi, director of the A.
Gary Anderson Center for Economic
Research at Chapman University.
Register go to the NAIFA-OC website
www.naifaoc.org
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NAIFA-OC New Members
Welcome to the following new members of NAIFA who have joined us this fiscal year. Contact your
friends and colleagues in the industry and invite them to join you at a lunch meeting to experience
the benefits of NAIFA Membership and meet the other members.
Brentley M. Warren
Waltos Group
Frank S. Deringa
New York Life
Matthew E. Tinti
Waltos Group
Saurabh Deedwania
New York Life
Uday C. Shah
New York Life
Jimmy J. Cusimano
Waltos Group
Christopher J. Sauser
Waltos Group
George V. Catoera
Waltos Group
Jimmy Puccini
Waltos Group
Sherri L. Baham
New York Life
Perry D. Mossembekker, CLU, ChFC
State Farm Ins.
Constantina Athans
New York Life
Andrew L. Messer
Waltos Group
Pakaporn Andersen
New York Life
Billy Luong
New York Life
Thomas A. Aguna
New York Life
Bradley K. Long
New York Life
Adam Herzing
New York Life
Rick James Fenelli, BA,JD,LLM
Law Offices of Rick J. Fenelli, LLP
Gartzen P. Echeverria
Waltos Group
Michael L. Dodge
New York Life
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