Monday, February 3

7:00 AM ‐ 8:00 AM

Networking Breakfast / Registration

8:00 AM ‐ 8:15 AM

Welcome and Opening Remarks
Jeff Jones, CFP® - NAPFA Board Member

8:15 AM ‐ 9:45 AM

Planning for Persons with Disabilities: Recent Developments and Continued Challenges (Eligible for 1.5 CFP® Continuing Education Credits)

Kristen M. Lewis, Attorney at Law - The Bowden Law Firm, LLC

9:45 AM ‐ 10:00 AM

Morning Break / Networking

10:00 AM ‐ 11:00 AM

The Future of Advice (Eligible for 1 CFP® Continuing Education Credit)

John Diehl, Senior Vice President Hartford Funds

11:00 AM ‐ 12:00 PM

Structuring Effective Client Communication (Eligible for 1 CFP® Continuing Education Credit)

Christian Newton, Regional Director - Dimensional Fund Advisors

12:00 PM ‐ 1:00 PM

Buffet Lunch - Conference Dining Room

1:15 PM ‐ 3:15 PM

5 High-Value Retirement Tax Planning Conversations - After the SECURE Act (Eligible for 2 CFP® Continuing Education Credits)

Ed Slott, CPA, Partner, Ed Slott & Company

3:15 PM ‐ 3:30 PM

Closing Remarks