2022 Northeast/Mid-Atlantic Region Symposium

Join us March 27-28 at the Wyndham Philadelphia Historic District. Earn CE while expanding your connections within your local fee-only planner community.


Registration includes 7.5 NAPFA CE credits, a networking reception on March 27, and breakfast and lunch on March 28.

  • Before Feb. 28: $100
  • After Feb. 28: $125
  • Students: $35 (must request promo code from Claire Brown)

Register Here

Registration closes on March 18, 2022.

Full refunds will be given for cancellations made by March 11, 2022 (no refunds will be given after this date).

We will be adhering to all state, county, and local guidelines regarding COVID-19. For more information, click here.

CE Credits: 7.5 NAPFA CEs, 6.5 CFP CEs, and 1 EA CE

Keynote Presentation

Jay Mooreland, MS, CFP®

Jay is passionate about progress. Progression comes from learning – both from others and from our own mistakes. As an investor and advisor, Jay made many mistakes and saw countless others make mistakes. He created The Emotional Investor blog to help advisors understand why investors make those mistakes and learn correct perceptions so we can improve our future outcomes.

To help advisors increase their value and coach their clients to make better financial decisions, Jay founded The Behavioral Finance Network and has created several behavioral applications for their business. In addition to speaking across the globe on the topic of investor behavior, he has published several articles in industry journals and published two books on investor behavior:

i. The Emotional Investor: How Biases Influence Our Investment Decisions and

what you can do about it

ii. Investment Illusions: 12 Common Illusions That Can Sabotage Your Financial


Originally from California, Jay now lives in the Twin Cities of Minnesota. He enjoys the change of seasons – the bitter cold and the warm sun…always something to look forward to. His family consists of his wife Lonni, daughter Janie, son Aaron and British Lab, Willis.

Academically, Jay earned a Bachelor of Science in Finance from San Jose State University and a Master of Science in Applied Economics from the University of Minnesota.


Sunday, March 27

4:00 - 4:30 pm


4:30 – 6:30 pm

CFP® Ethics

Brett Danko, CFP®, Founder, Main Street Financial Solutions, LLC and Speaker, Brett Danko Educational Center

6:30 – 8:00 pm

Networking Cocktail Reception

Monday, March 28

7:00 - 7:50 am

Registration & Breakfast

7:50 - 8:00 am

Welcome & Opening Remarks

8:00 - 8:50 am

Understanding the Income Tax System: From the Lens of a Financial Planner

Mike Menninger, CFP®, President, Menninger & Associates Financial Planning

9:00 - 10:30 am

Effectively & Easily Applying Behavioral Finance into Your Practice

Jay Mooreland, MS, CFP®

10:50 - 11:40 am

Employee Stock Options: Attracting the C-Suite

John Nersesian, CFP®, CIMA®, CPWA®, CIS, Head of Advisor Education, PIMCO

11:40 am - 12:50 pm

Lunch and Networking

12:50 - 1:40 pm

Financial Strategies to Pay for College

Cozy Wittman, Education and Partnerships, College Inside Track

2:00 - 2:50 pm

Essential Processes for Intentional Growth (and Scale)

Shauna Mace, CHPC™, Managing Director of Practice Management, Independent Advisor Solutions by SEI

2:50 - 3:00 pm

Closing Remarks


Rooms are available at the host hotel, the Wyndham Philadelphia Historic District, for $149/night three days before and after the Symposium. Reserve your room by March 11 to guarantee availability.

Parking is available for $15/day.

Book your room