Unable to join us in Boston, but still want to access the high-quality content? Join your NAPFA colleagues and other thought leaders for 3 days of session recordings focusing on relevant trends and timely planning issues.

Each session includes real time Q & A with the Fall Conference speaker followed by a lively discussion with like-minded peers.

Access these sessions along with all of the national conference proceedings where you can earn over 45 NAPFA CE’s and over 35 CFP® CE’s.

Schedule of Events (*All times listed are in EASTERN time zone)

Tuesday, October 26, 2021

11:15 – 11:45 am Yoga (optional)

12:00 – 1:00 pm Steve Parrish, New Ideas in Estate Planning for Your Clients

1 NAPFA CE in F – Estate Planning & 1 CFP® CE

1:00 – 1:15 pm Q&A with Steve Parrish

1:15 – 1:30 pm Break

1:30 – 2:30 pm Kurt Czarnowski, Social Security and Retirement Planning: A Hit or Myth

Proposition

1 NAPFA CE in E – Retirement Planning & 1 CFP® CE

2:30 – 2:45 pm Q&A with Kurt Czarnowski

2:45 – 3:00 pm Break

3:00 – 4:00 pm Conversation Circle – Moderated by Joni Alt & Abby Hasling

1 NAPFA CE

Discuss how new ideas in client retirement planning and navigating the social

security benefit maze can apply to your practice.

Wednesday, October 27, 2021

11:15 – 11:45 am Yoga (optional)

12:00 – 1:00 pm Steven Jarvis, Delivering Massive Client Value Through Tax Planning in 2021

1 NAPFA CE in D – Income Tax Planning & 1 CFP® CE

1:00 – 1:15 pm Q&A with Steven Jarvis

1:15 – 1:30 pm Break

1:30 – 2:30 pm Susan Turnbull, Legacy Conversations: With Your Clients, For Yourself

1 NAPFA CE in J – Communications & 1 CFP® CE

2:30 – 2:45 pm Q&A with Susan Turnbull

2:45 – 3:00 pm Break

3:00 – 4:00 pm Conversation Circle – Moderated by Katie Horton & Joni Alt

1 NAPFA CE

Collaborate with like-minded peers on how you can implement learned tax

strategies and have meaningful legacy conversations with clients as soon as they

get back to the office.

Thursday, October 28, 2021

11:15 – 11:45 am Yoga (optional)

12:00 – 1:00 pm Kathryn McDonald, ESG, Impact, and Ethical Investing -- motivation and

objectives

1 NAPFA CE in C – Investments & 1 CFP® CE

1:00 – 1:15 pm Q&A with Kathryn McDonald

1:15 – 1:30 pm Break

1:30 – 2:30 pm Adam Minsky, Managing Student Loans in a Changing Landscape

1 NAPFA CE in A – Financial Planning Process & 1 CFP® CE

2:30 – 2:45 pm Q&A with Adam Minsky

2:45 – 3:00 pm Break

3:00 – 4:00 pm Conversation Circle – Moderated by Feraud Calixte & Katie Horton

1 NAPFA CE

Join this Conversation Circle for an extended dialogue on how to advise your

clients on the complexities of student loans and how to evaluate sustainable

investment opportunities.

Pricing

Advanced Pricing (register by October 19): $399/$449

Regular Pricing (register after October 19): $499/$549

In-person conference attendee add-on: $99/$149

Register Now!

Sessions not recorded

• Sam Donaldson, The Financial Planner's Income Tax Playbook
• David Mannaioni, Ethics CE: CFP Board's Revised Code and Standards
• Practice Foundation sessions