2021 West Region Virtual Symposium

Amazing speakers on unique topics! West Region Symposium has assembled a powerhouse lineup of presenters on specialized areas of expertise to take your practice to another level. Don’t fret about another long day of presentations staring at the computer. We have surprises and prizes to keep you engaged throughout the day!

Symposium

DATE: Thursday, February 4, 2021

TIME: 10:00am – 4:00 PM PST

LOCATION: From your home or office!

FEES:

Early Bird Member: $60 / Non-Member: $110

Member: $75 / Non-Member: $125

Early Bird deadline is Thursday, January 21, 2021.

Student: Free with promo code (Contact Claire Brown to request)

New NAPFA West Members (joined after 1/1/2020): $50 off with promo code (must be requested from Claire Brown)

Register Now

Symposium registration deadline is Monday, February 1, 2021.

CE CREDITS: 4 CFP® CEs and 5 NAPFA CEs pending approval

Agenda

*All times listed in PST.

10:00 AM ‐ 10:15 AM

Welcome & Bingo Rules

10:15 AM ‐ 11:05 AM

Managing a Retirement Withdrawal Plan

Bill Bengen, CFP®

11:05 AM ‐ 11:15 AM

Break

11:20AM – 12:10PM

Planning for Unmarried Couples

Jill Hollander, CFP®

12:10PM – 12:40PM

Lunch

12:40PM – 1:30PM

How and Why to Incorporate College Planning into your Advisory Practice

Ann Garcia, CFP®

1:30PM – 1:50PM

Yoga/Stretch Break

1:50PM – 2:40PM

Discussion Groups

Topic options listed below (select topic within registration)

2:40PM – 3:00PM

Break

3:00PM – 3:50PM

Working with International and Cross-Border Clients

Ashley Murphy, CFP® AIF® CEPA™

3:50PM – 4:00PM

Closing

Discussion Groups will breakout into no more than 12 people to discuss a specific topic. When you register, please select one of the below topics to participate in the discussion group during that portion of the Symposium.

  1. Stock options and equity compensation
  2. Client employee benefits
  3. FMLA rules and unique situations
  4. Pro bono work
  5. Cryptocurrency
  6. Tech stacks
  7. Compliance – who helps, how do you implement
  8. Client avatar – identify your ideal client
  9. Practice management issues and tips for working remotely
  10. Fee structures
  11. Social media marketing
  12. Student group – career Q&A or case study
"See" you there!!

Register Here