2018 NAPFA Fall Conference Pre-Conference
Monday October 15, 2018
10:00 AM – 4:00 PM
Exquisite Listening® Workshop
Member: $149.00/ Non-Members $179.00
Speakers:
Ted KlontzEducational Credits
J
(6)
J
(6)
How to Create a Successful Client Advisory Board
Member $197 / Non-Member $249
Educational Credits
K
(6)
10:00 AM – 6:30 PM
Leadership Through Fiduciary
Leverage your Fiduciary / Fee-only Work Ethic, Culture and Practices to Frame your Value Proposition and Stand Apart
Speakers:
Cheryl SherrardDaniel MoisandJoel IsaacsonKnut RostadPaula HoganRon RhoadesThomas OrecchioWilliam PrewittEducational Credits
K
(7)
4:15 PM – 6:15 PM
A Pragmatic Walk Through the Ethical Looking Glass
Member: $50.00/ Non-Members $75.00
Speakers:
Melissa KempEducational Credits
G
(2)
G
(2)
6:30 PM – 7:15 PM
First Time Attendee Reception
6:30 PM – 8:00 PM
Women Advisors Reception
Sponsored by TD Ameritrade Institutional and the NAPFA Women's Initiative
