NAIFA Members

Purchase a Breakfast Season Pass, Season Table or a Single Table at a discounted rate!

Season Pass (1 ticket to four breakfasts) $139
Season Table (10 seats at four breakfasts ) $1,400
One Table (10 seats at one breakfast) $350 -- we will contact you to confirm date of breakfast.

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NAIFA-OC Workshop: The Basics of Estate Planning with Rick Fenelli



8:30 a.m. to 9:00. Registration
9:00 a.m. to 10:30 a.m. Announcements/Presentation

Presenter: Rick Fenelli, J.D.

Rick J. Fenelli, LL.M
Attorney at Law

Mr. Fenelli specializes in the field of Estate Planning and has practiced

in Orange County for the past 34 years.  He has lectured extensively throughout Southern California as the keynote speaker to large corporations, State and County Conventions, life underwriters conventions, as well as to the general public.  He has been a regular on radio stations and has made several television appearances.  He is the author of THE FINANCIAL PROBLEM SOLVER which is available nationwide.

Mr. Fenelli attended the University of Oregon where he received his B.A. degree.  He continued his education at Western State University School of Law where he received his Juris Doctorate degree, and extended his education by attending classes at the Masters of Business Tax program at USC.  Mr. Fenelli received his LL.M, Masters in Taxation, at Chapman University School of Law.

Mr. Fenelli has been married to his wife, Margie, for 42 years, and they and their three daughters are residents of Orange County, California.  His daughters, Amy Fenelli Ciftcikara, Attorney at Law, Katie A. Fenelli, Attorney at Law, and Karianne Welch, Attorney at Law, are all practicing partners in his firm.  His son-in-law, Thomas J. Welch, Attorney at Law, is Of Counsel in the firm.

Northwestern Mutual - Training Room
1500 Quail Street
Newport Beach, CA 92660


NAIFA Members: Complimentary
Nonmembers: $10


Cancellations accepted up to 48 hours prior to event.

NAIFA-OC Breakfast Meeting: Congressman McCarthy

Wednesday, May 14, 2014

Congressman Kevin McCarthy represents the 23rd District of California, which spans Kern, Tulare, and Los Angeles counties. First elected in 2006, Kevin is a native of Bakersfield and a fourth-generation Kern County resident. He is committed to policies that give small businesses and entrepreneurs the confidence they need to hire, expand, invest and innovate. After the 2010 midterm elections, Kevin was elected by his colleagues to serve as Majority Whip of the United States House of Representatives.

Kevin started his own small business before the age of 21. He built Kevin O's Deli from the ground up, even enlisting his father's help in building the deli's counter in their garage. He worked hard, hired employees and enjoyed success in his community. That's also where he first encountered government overregulation. The countless frivolous and redundant rules, as well as the taxes small businesses like his were burdened with, spurred Kevin's interest in public service. When Kevin sold his business, he used the profits to put himself through college and graduate school. He received both his undergraduate degree and his Masters in Business Administration from California State University, Bakersfield.

During college, Kevin accepted an internship with then-Congressman Bill Thomas, and soon became a member of Congressman Thomas's staff. Kevin won his first election in 2000 as Trustee to the Kern Community College District. In 2002, McCarthy was elected to represent the 32nd Assembly District in the California State Assembly. As a freshman legislator, he was selected unanimously by his Republican colleagues to serve as the Assembly Republican Leader, becoming the first freshman legislator and the first legislator from Kern County to assume the top Republican post in the California State Assembly. Kevin worked with his colleagues in the Assembly and Senate and with the Governor to reduce California's budget deficit, overhaul the state worker's compensation system and enhance California's business climate to create more opportunities for California workers and businesses until he ran for Congress in 2006.

Kevin brings his personal experience as a small business owner and as an effective leader in the statehouse to Washington D.C. In his role as Majority Whip, Kevin leads the effort in Congress to advance common sense policies that will put America back on the path to prosperity. Since gaining control of the House in November 2010, Kevin and his Republican colleagues have blocked the largest tax increase in American history, cut out-of-control government spending by historic levels and passed numerous pieces of legislation that will help create jobs in America. These bills reduce the burden on small businesses, increase our nation's energy security by promoting domestic energy production, knock down barriers for small business owners to access capital and help increase certainty for the private sector.

Kevin will continue to fight to get Washington's fiscal house in order while promoting policies that empower the private sector to invest and create jobs.

When Kevin is not in Washington fighting for the constituents of California's 23rd District and for the future of America, he is home in Bakersfield with his wife Judy and two children Connor and Meghan.

Date: Wednesday, May 14, 2014

7:30 a.m. to 8:15 a.m. Registration, Exhibits
8:15 a.m. to 8:30 a.m. Announcements
8:30 a.m. to 10:30 a.m. Speaker
10:30 a.m. to 11:00 a.m. Membership Orientation (Tentatively scheduled)

Speaker: Congressman McCarthy

The Center Club
650 Town Center Drive
Costa Mesa, CA 92626
(714) 662-3414


NAIFA Members: $39
Nonmembers: $49


Cancellation Policy: Requests for refunds will be accepted up until 48 hours prior to the date of the event.

Presenter Disclaimer: Presenters may express a wide variety of opinions and views which do not necessarily
represent the opinions and views of NAIFA/NAIFA-OC and/or you as an individual. Presenters were selected because of his/her expertise in their respective subject areas.