2018 NAPFA Fall Conference Agenda

Tuesday October 16, 2018

7:00 AM – 8:00 AM
Large Firm Experienced Community Meeting
Networking Breakfast
Small Firm Experienced Community Meeting
8:15 AM – 9:30 AM
9:45 AM – 10:45 AM
An Inside Look at the College Admission Process
Educational Credits
A (1)
A (1)
The Power of Commission-Free Guaranteed Income

Sponsored by DPL Financial

Speakers:
David Lau
Educational Credits
B (1)
B (1)
Continued conversation and Q&A with Jennifer Goldbeck
Educational Credits
L (1)
L (1)
How Women Rise

Sponsored by TD Ameritrade Institutional and The NAPFA Women’s Initiative

Speakers:
Regan Walsh
Educational Credits
K (1)
10:55 AM – 12:10 PM
Elevating the Client Experiences

Sponsored by TD Ameritrade Institutional

Speakers:
Andrew Town
Educational Credits
K (1.5)
Trust Planning after the 2017 Tax Act
Educational Credits
F (1.5)
F (1.5)
10 Critical IRA Errors Advisors Must Avoid
Speakers:
Jeff Levine
Educational Credits
D (1.5)
D (1.5)
Planning for the Third Phase of Life
Educational Credits
E (1.5)
E (1.5)
10:55 AM – 11:55 AM
Conclusions of Diversity Research and Initiatives by the Center for Financial Planning
Educational Credits
K (1)
K (1)
12:15 PM – 1:10 PM
Lunch in Exhibit Hall

Technology Showcase

1:15 PM – 2:30 PM
Keynote: Status and Outlook of the U.S. Economy
Educational Credits
I (1.5)
I (1.5)
2:40 PM – 3:55 PM
How to Share Your Financial Knowledge & Help Others

Presented by NAPFA Consumer Education Foundation

Educational Credits
K (1)
An Advisor's Guide to the New 20% Pass-Through Deduction
Speakers:
Jeff Levine
Educational Credits
D (1.5)
D (1.5)
Sustainable Boom or Precarious Bubble?

Three Economists Share Their Views on the U.S. Economy

Educational Credits
I (1.5)
I (1.5)
4:00 PM – 4:40 PM
Break in Exhibit Hall

Technology Showcase / Office Hours

4:50 PM – 6:05 PM
Medicare Conversation: Help Your Clients Reduce Their Medicare Risk
Speakers:
Diane Omdahl
Educational Credits
B (1.5)
B (1.5)
Changing the Face of Finance: How Women are Stepping up and Standing Out

Sponsored by TD Ameritrade Institutional and the NAPFA Women’s Initiative

Speakers:
Lauren Hong
Educational Credits
K (1.5)
Challenges Facing Advisors Today and How to Differentiate Your Firm

Sponsored by TIAA

Speakers:
Dennis Rupp
Educational Credits
B (1.5)
B (1.5)
Countering the Cyberthreat to Financial Services
Educational Credits
K (1.5)
K (1.5)
Featured Speaker: The Wealth of Their Lives

Practical approaches to help clients create lasting personal legacies

Educational Credits
J (1.5)
J (1.5)
6:15 PM – 7:15 PM
Cocktail Reception in Exhibit Hall
7:30 PM – 9:30 PM
Genesis Social (Invitation Only)

Sponsored by LLIS

Wednesday October 17, 2018

7:15 AM – 8:15 AM
Networking Breakfast

CFP Update 7:30 - 8:15

8:30 AM – 9:30 AM
Keynote: Life Planning, Mindfulness, and a Golden Civilization
Educational Credits
J (1)
J (1)
9:40 AM – 10:40 AM
CFP Board Code of Ethics and Standards of Conduct
Speakers:
Leo Rydzewski
Educational Credits
G (1)
G (1)
Raising Fees in Today's Environment
Speakers:
Diane MacPhee
Educational Credits
K (1)
How to Recruit and Compensate Top Talent

Sponsored by Griffin Capital Securities

Educational Credits
K (1)
10:45 AM – 11:15 AM
Break in Exhibit Hall

Technology Showcase

11:20 AM – 12:35 PM
Implications of Investor Behavior

sponsored by Dimensional Funds Advisors

Educational Credits
J (1.5)
J (1.5)
Insurance: 1759 to today (and beyond)

Sponsored by LLIS

Educational Credits
B (1.5)
B (1.5)
Developing a Strong Registered Investment Adviser ("RIA") Culture of Compliance
Educational Credits
A (1.5)
A (1.5)
12:40 PM – 1:40 PM
Lunch in Exhibit Hall

Technology Showcase

1:45 PM – 3:00 PM
The Insider’s Guide to CCRC’s"
Educational Credits
E (1.5)
E (1.5)
Growing Your Business by Investing in Her

sponsored by NAPFA Women's Initiative

Educational Credits
K (1.5)
K (1.5)
Retirement Income Showdown: Risk Premium vs. Risk Pooling

sponsored by Lincoln Financial

Speakers:
Wade Pfau
Educational Credits
E (1.5)
E (1.5)
Featured Speaker: The Science of Resilience, Happiness, and Success
Speakers:
Karla Chin
Educational Credits
K (1.5)
3:05 PM – 3:45 PM
Break in Exhibit Hall

Technology Showcase / Office Hours

3:50 PM – 5:05 PM
Discussion and Q & A with keynote speaker Eric Rosenbach

FinTech and the Potential to Revolutionize the Financial Services Sector

Educational Credits
K (1.5)
K (1.5)
Home Equity Planning “How To”: Identify Candidates & Introduce Reverse Mortgages into Your Practice

Sponsored by Longbridge Financial, LLC

Educational Credits
E (1.5)
E (1.5)
Planning with Annuities: Real World Case Studies
Educational Credits
B (1.5)
B (1.5)
The Next Wave of Advice Management
Speakers:
John Anderson
Educational Credits
A (1.5)
A (1.5)
5:15 PM – 6:30 PM
Keynote: NextGen Cyberattacks: Understanding Risk in the Information Age
Educational Credits
K (1)
K (1)
6:35 PM – 7:15 PM
Region Membership Meetings
7:30 PM – 9:30 PM
Fall Conference Closing Party

Thursday October 18, 2018

7:45 AM – 8:45 AM
Small Firm Experienced Community Meeting
Networking Breakfast and passport to prizes in Exhibit Hall
8:55 AM – 10:10 AM
Keynote: Health, Wealth, Self - Preparing for a 100 year Life
Speakers:
Karen Mercer
Educational Credits
E (1)
E (0.5)
10:20 AM – 11:20 AM
Elderly Clients and Cognitive Decline/Financial Exploitation:

Ways to Help Your Client and Protect Yourself from Liability

Speakers:
Lori Neidel
Educational Credits
K (1)
K (1)
11:30 AM – 12:45 PM
Cash Value Life Insurance as an Asset Class in Comprehensive Financial Planning
Educational Credits
B (1.5)
B (1.5)
Changing the Approach to College Funding Advice
Educational Credits
A (1.5)
A (1.5)
Assessing and Evaluating A Client’s Financial Risk Profile: Lessons from the Lab
Speakers:
John Grable
Educational Credits
C (1.5)
C (1.5)