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HIGH NET WORTH SYMPOSIUM
Home
Agenda
Register Now
NAIFA GREATER BAY AREA
HIGH NET WORTH SYMPOSIUM AGENDA
JUNE 25, 2026 | 8:30 AM - 2:30 PM PT
8:30 AM - 9:00 AM
Registration
9:00 AM - 9:10 AM
Intro
NAIFA GBA MC Welcome
9:10 AM - 9:50 am
CEPA
Shelly Lightfoot, CEPA
A seasoned leader sharing perspectives on advanced planning, exit strategies, and advisor collaboration.
9:50 AM - 10:05 AM
NAIFA Updates
President’s message and GR update
10:00 AM - 10:20 AM
Break
10:20 am - 10:50 am
Sponsor Engagement
10:55 am - 11:30 am
The Connelly Supreme Court Decision and Its Impact on Entity Purchase Buy-Sell Agreements
Principal
Key insights into the 2024 ruling and its implications for business owners and estate planning strategies.
11:30 am - 11:40 am
Break
11:40 am - 12:10 pm
Could Captive Insurance be a smart move for your business owner?
Sterling T. Moore, AIF®, CEPA®, CFS®
Exploring tax advantages, risk management, and strategic uses of captive insurance.
12:10 pm - 1:00 pm
The Cobblers Kids Have No Shoes - Why financial professionals need financial professionals
Matthew Grishman, CEPA
A powerful firsthand story highlighting the importance of comprehensive planning when life’s unexpected “5 D’s” strike.
1:00 pm - 1:15 pm
Closing
1:15 pm - 2:15 pm
Lunch
Lunch with Peninsula and Silicon Valley leadership with NAIFA CA President
