2022 West Region Virtual Symposium

Join us virtually on Thursday, Feb. 3, for a day of educational sessions and networking.


Thursday, Feb. 3
9:30 am – 4:00 pm (PST)
Virtual Event

Register before Jan. 10: NAPFA Member - $75, Non-Member - $100
After Jan. 10: NAPFA Member - $100, Non-Member = $125

Special rates are available for students (free) and first-time attendees ($25 off) – must use promo code when registering. Contact Claire Brown to request.

Earn 3 CFP® CEs and 4 NAPFA CEs

Full refunds will be given for cancellations made by Jan. 20, 2022 (no refunds will be given after this date).

Symposium Schedule - Thursday, Feb 3

All times are Pacific Standard Time (PST)

9:30 AM

Welcome & Opening Remarks

9:45 - 10:15 AM

Sponsor Presentation: Five States Energy Company, LLC

John Kiser

10:15 - 11:05 AM

The New Tax Rules and Our Clients

Steven Jarvis, CPA

11:05 - 11:20 AM


11:20 AM - 12:10 PM

How Financial Therapy Can Aid in Your Financial Planning Practice

Dr. Megan McCoy

12:10 - 12:40 PM

Break for Lunch

12:40 - 1:30 PM

Insight Into Ways That Can Promote a Satisfactory Retirement Experience for Your Clients in Retirement and Nearing Retirement

Dr. Blaine Pearson

1:30 - 1:40 PM

DEI Toolkit

John Eing

1:40 - 1:50 PM


1:50 - 2:40 PM

Discussion Groups

2:40 - 3 PM


3 - 3:50 PM

Creating Consistent Content: How to Update Your Digital Presence without Feeling Overwhelmed

Johnny Sandquist

4 PM Closing Remarks

Thank you to our sponsors:

Five States Energy is a private investment firm that helps investors capture value from U.S. energy opportunities. Since its founding in 1985, Five States has focused on acquiring interests in high quality, long-life, producing oil and natural gas properties throughout the mid-continent U.S. Most recently, Five States has expanded its scope to offer investors an opportunity to invest in renewable energy assets. Using a classic value approach, Five States’ tenured management team buys proven and producing assets for their predictability and controls risk through detailed analysis, conservative underwriting, commodity hedging, and active asset management.

Five States’ core strategy of targeting undervalued assets with high upside potential has been paramount to the company’s history of success. Today, Five States’ goal is the same as it has always been: to build portfolios of high-quality energy assets that will generate strong, uncorrelated returns for investors. Website: https://www.fivestates.com/