Sunday, March 26

On March 26, earn 2.0 NAPFA CE hour and 2.0 CFP CE hours.

4:00 PM - 6:00 PM

Ethics Session

Bonnie Kirchner

Boston University Photonics Center

6:00 PM - 8:00 PM

Cocktail Reception

Boston University Photonics Center

Monday, March 27

All sessions on March 27 will take place at the Boston University Photonics Center in the Colloquium Room. On March 27, earn 6.0 NAPFA CE hours and 6.0 CFP CE hours (pending).

7:00 am – 8:00 am

Registration / Breakfast

8:00 am – 8:10 am

Opening Remarks

8:10 am - 9:10 am

MIT Age Lab – Longevity Planning

Adam Felts

9:20 am - 11:05 am

Healthcare/Elder Care

Carolyn McClanahan

11:15 am – 12:15 pm

Planning for Widows/Planning for Divorce

Stacy Francis

12:15 pm – 1:00 pm

Lunch

1:10 pm – 2:10 pm

Behavioral Finance/Psychology of Investing/Planning

Dr. Charles Chaffin

2:20 pm - 3:20 pm

SSGA/SPDR – 2023 Financial Markets/Economic Outlook

Dan Braz

3:20 pm – 3:30 pm

Closing Remarks