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!
DATE: Thursday, February 4, 2021
TIME: 10:00am – 4:00 PM PST
LOCATION: From your home or office!
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)
Symposium registration deadline is Monday, February 1, 2021.
CE CREDITS: 4 CFP® CEs and 5 NAPFA CEs pending approval
*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
11:20AM – 12:10PM
Planning for Unmarried Couples
Jill Hollander, CFP®
12:10PM – 12:40PM
12:40PM – 1:30PM
How and Why to Incorporate College Planning into your Advisory Practice
Ann Garcia, CFP®
1:30PM – 1:50PM
1:50PM – 2:40PM
Topic options listed below (select topic within registration)
2:40PM – 3:00PM
3:00PM – 3:50PM
Working with International and Cross-Border Clients
Ashley Murphy, CFP® AIF® CEPA™
3:50PM – 4:00PM
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.
- Stock options and equity compensation
- Client employee benefits
- FMLA rules and unique situations
- Pro bono work
- Tech stacks
- Compliance – who helps, how do you implement
- Client avatar – identify your ideal client
- Practice management issues and tips for working remotely
- Fee structures
- Social media marketing
- Student group – career Q&A or case study