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June 12, 9am to 1pm
NAIFA Greater Bay Area High Net Worth Symposium

1601 Civic Dr
Walnut Creek, CA 94596

Come join your industry peers for a live event at the Lesher Center in Walnut Creek featuring four fantastic speakers sure to help you build a practice of attracting high net worth clientele. The event is free to attend but you MUST register to secure your seat.

Opening, Registration & Breakfast

9:00am to 9:30am
Welcome & Introductions

9:30am to 10:15am
Crafting a High-Performance Practice

Join Invesco as we explore how to construct a practice capable of attaining and retaining a high-net-worth clientele. This program covers four steps designed to enhance your business structure, systems, and processes to deliver a differentiated and sophisticated client engagement experience.
Featuring: Howard Shen, CFA, VP & Market Leader at Invesco USA

10:15am to 11:00am
Engaging with the Rising Gen: How to Begin the Conversation Around Investments and Wealth Planning

Keri Pankow, Senior Wealth Strategist at CIBC Private Wealth, will discuss how to initiate and discuss the frequently asked financial and wealth planning questions of those who are stepping into or growing their wealth.
Featuring: Keri Pankow, Senior Wealth Strategist at CIBC Private Wealth

11:00am to 11:15am

11:15am to 12:00pm
Maximizing Value: Strategic Wealth Planning for High-Net-Worth Clients & Business Owners

Clark Capital and Assetmark will delve into effective wealth planning strategies for high-net-worth clients and business owners. We will explore their distinct needs, optimizing estate and wealth transfers, minimizing tax burdens, and ensuring generational wealth management. Our session will also highlight how Clark Capital and Assetmark can collaborate with you to guide your clients through personal wealth management, ensuring their financial success and the preservation of their legacy.
Featuring: Patrick Schultz, J.D., Senior Wealth Planner at Clark Capital Management Group

12:00pm to 1:00pm
Tying it All Together: Building and Running a High-Net-Worth Tax & Financial Planning Practice

Join author and financial advisor Robert Cucchiaro as he details how he grew his firm from $200M to $800M AUM in less than 10 years without asking for a single referral. He will share the methodology used to provide customized, integrated wealth management for high-net-worth families which consistently generates 40-60 unsolicited referrals each year.
Featuring: Rob Cucchiaro at Summit Wealth & Retirement Partners

Closing Remarks

Sponsored by:


Our Commitment

NAIFA-Greater Bay Area is committed to supporting, promoting, and protecting the insurance and financial services industry, with a focus on agents and advisors as they serve and meet the needs of their clients and the community.

Why Join?

NAIFA and NAIFA-Greater Bay Area exist to help our members grow and maintain successful business practices in the financial services field. We do this by providing top-quality education and training, ongoing professional development, networking and mentoring, new sales and practices ideas, industry news and updates, and outstanding legislative and regulatory advocacy at the state and federal levels.


Your membership in NAIFA and NAIFA-Greater Bay Area is an investment in your professional career that will help ensure your business has a strong bottom line as your association strives each day to ensure a business climate that is conducive to your success.