NAPFA Spring 2022 Virtual Experience
May 17 - 19, 2022
The virtual experience is available to all:
- Did you attend the in-person conference in Atlanta? Enjoy the virtual experience and earn NAPFA & CFP® continuing education hours post-conference. Email Claire Brown to add this to your conference registration.
- Were you unable to attend the in-person conference in Atlanta? Register for the virtual experience to access all the sessions online.
Register for the virtual experience to access three days of virtual learning, including recordings from each session in Atlanta. Of those sessions, six will be simu-live with speakers available for live Q&A May 17-19. Each day will end with a chance to network and further discuss the topics with your peers. Not only will you have access to three days of sessions, you will also have access to all the session recordings where you can earn additional NAPFA and CFP® continuing education hours.
Simu-Live Schedule of Events
**All times listed in Eastern time zone
Tuesday, May 17, 2022
12:00 – 1:15 pm
Yield Curve Control Versus Other Increasingly Ineffectual Monetary Policy Tools
Lacy Hunt
1.5 NAPFA & 1.5 CFP® CE
1:15 – 1:30 pm
Break
1:30 – 2:45 pm
Eldercare: Long-Term Care Financing Solutions
Daniel Munster
1.5 NAPFA CE and 1.5 CFP CE
2:45 - 3:00 pm
Break
3:00 - 4:00 pm
Conversation Circle - Moderated by Ben Jacobs and Natalie Pine
1 NAPFA CE
Discuss how new ideas in eldercare can be applied to your practice.
Wednesday, May 18, 2022
12:00 - 1:15 pm
A Cybersecurity Audit by SEC: What to Expect
Trina Glass
1.5 NAPFA & 1.5 CFP® CE
1:15 – 1:30 pm
Break
1:30 – 2:45 pm
Leadership & Motivation: Strategies to Boost Your Bottom Line
Kelli Cruz
1.5 NAPFA CE
2:45 – 3:00 pm
Break
3:00 – 4:00 pm
Conversation Circle – Moderated by Rodney James & Maria Hernandez Huerta
1 NAPFA CE
Join this Conversation Circle for an extended dialogue on cybersecurity audits and leading teams effectively.
Thursday, May 19, 2022
12:00 – 1:15 pm
Understanding the U.S. Taxation of Cross-Border Individuals
Malissa Marshall
1.5 NAPFA & 1.5 CFP® CE
1:15 – 1:30 pm
Break
1:30 – 2:45 pm
The Tools of Domestic and International Asset Protection
Elizabeth Morgan
1.5 NAPFA & 1.5 CFP® CE
2:45 – 3:00 pm
Break
3:00 – 4:00 pm
Conversation Circle – Moderated by Natalie Pine & Jacob Burleson
1 NAPFA CE
Collaborate with like-minded peers on how you can implement learned tax strategies and asset protection with clients.
Pricing
Receive NAPFA & CFP® CE
- Advanced Pricing (register by May 2): $399/$449
- Regular Pricing (register after May 2): $499/$549
- In-person conference attendee add-on: $99/$149
Sessions not recorded
Bob Keebler, Estate Planning and New Tax law Updates
David Mannaioni, Ethics CE: CFP Board's Revised Code and Standards
Schyler Adams, Controllable vs. Uncontrollable: Navigating Risks to a Retirement Spending Plan
*Session speakers are subject to change.