https://ca.naifa.org/events
HNW Sales Summit – NAIFA Greater Sacramento Valley
Troy Bender, MSM, MSFS, AEP, CLU, ChFC, NQPC, QPA, QKA
Cambridge Investment Research, Inc.
Director, Insurance Solutions
Tom Michel, LACP CLTC
Michel Financial Group
NAIFA-CA Past President
Matthew Grishman, CEPA
Whole Wealth Strategist, Author, Podcast Host
Ray LaDieu, CFP, ChFC
BNY Wealth
Senior Client Strategist
OCTOBER 21, 2025
8:30 AM – 1:00 PM
Join us for a dynamic half-day gathering of financial advisors and insurance professionals focused on elevating strategies for serving affluent and high-net-worth clients. This in-person event will feature industry thought leaders sharing fresh perspectives and actionable insights on navigating complex client needs in today’s evolving wealth landscape.
Matthew Grishman, CEPA, Whole Wealth Strategist, author, and podcast host, will present “The Cobbler’s Kids Have No Shoes: Why financial professionals need financial professionals”, offering practical strategies and insights you can apply immediately to better serve your clients.
Ray LaDieu, CFP, ChFC, Senior Client Strategist at BNY Wealth, will lead the session “Accessing and Retaining Ultra-High Net Worth Clients”. This session guides attendees through a 10-step process for building relationships with ultra-high net worth clients, understanding their unique needs, and providing tailored solutions. Learn how to acquire and retain these clients by delivering the high level of service, expertise, and personalized attention they expect, all while establishing a strong reputation and loyal client base.
Troy Bender, MSM, MSFS, AEP, CLU, ChFC, NQPC, QPA, QKA, Director of Insurance Solutions at Cambridge Investment Research, Inc., will present a discussion on trust-owned annuities strategies, with a special emphasis on RILA funding considerations. Attendees will gain insights into structuring these strategies effectively to meet client goals while navigating complex planning scenarios.
Stay tuned for additional expert speakers who will be joining the lineup with even more ideas and strategies to help you grow your practice and deepen client relationships.
Attendees will enjoy breakfast, networking opportunities, and access to expert knowledge designed to help you deliver exceptional value to clients at every stage of their financial journey. Whether you’re looking to expand your expertise, deepen client relationships, or explore new growth opportunities, this summit will inspire and equip you to lead with confidence.
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