2019 Fall Conference Agenda

Tuesday October 1, 2019

6:30 PM – 8:00 PM
Networking Reception Supporting Women in Financial Planning

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

6:30 PM – 7:15 PM
First Time Attendee Reception

Wednesday October 2, 2019

7:00 AM – 8:00 AM
Small Firm Community Meeting
Large Firm Community Meeting
Networking Breakfast
8:15 AM – 8:25 AM
Conference Welcome and Opening Remarks
8:30 AM – 9:20 AM
Keynote - 100 Things
Educational Credits
L (1)
9:45 AM – 10:45 AM
Featured Speaker - Tragic Deaths: Suicide and Opioids
Speakers:
Amy Florian
Educational Credits
J (1)
J (1)
Roundtable Discussion with Sebastian Terry
Educational Credits
L (1)
Maximizing Your Unique Value Proposition to Drive Growth
Educational Credits
L (1)
Featured Speaker - With the Bucket Approach, the Devil Is in the Details
Educational Credits
E (1)
E (1)
11:00 AM – 12:15 PM
The 4 Reasons RIAs are Leveraging Commission-Free Insurance
Speakers:
David Lau
Educational Credits
B (1.5)
B (1.5)
Understanding and Maximizing Social Security Benefits
Educational Credits
E (1.5)
E (1.5)
Featured Speaker - The 7 Mindsets of Success

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

Educational Credits
L (1.5)
Practice Foundation - Technology
Educational Credits
M (1.5)
Wealth Planning Considerations for Modern Families
Speakers:
Kim Kamin
Educational Credits
F (1.5)
F (1.5)
12:20 PM – 1:20 PM
Genesis Lunch
Lunch with Exhibitors
1:25 PM – 1:35 PM
NCEF Update
Speakers:
Skip Schweiss
1:40 PM – 2:30 PM
Keynote - See the Future

Clients expect it, you can do it.

Speakers:
Lloyd Shefsky
Educational Credits
L (1)
2:40 PM – 3:40 PM
Guidance Resources for Understanding the New CFP® Code and Standards
Speakers:
Leo Rydzewski
Educational Credits
G (1)
G (1)
Retirement Life Planning—Beyond the Financials
Speakers:
Alan Spector
Educational Credits
E (1)
E (1)
The SEC’s Reg BI and RIA Interpretation

What they say; how they differ; what they change

Educational Credits
A (1)
A (1)
Ferris Bueller Grows Up: Understanding the Benefits of Insurance Solutions
Educational Credits
B (1)
B (1)
Roundtable Discussion with Lloyd Shefsky

Seeing the Future: How to Get Started

Speakers:
Lloyd Shefsky
Educational Credits
L (1)
3:45 PM – 4:30 PM
Break in Exhibit Hall
4:40 PM – 5:55 PM
The Value of Trusts with an $11,400,000 Exemption - Do They Still Have Relevance?
Educational Credits
F (1.5)
F (1.5)
Managing a Client’s Expectations during the Claim Process for a Long Term Care Event
Speakers:
Brian Gordon
Educational Credits
B (1.5)
B (1.5)
Building Your Dream Team
Educational Credits
K (1.5)
Creating the Workplace of the Future

How Creating an Equitable Organization Benefits Us All

Educational Credits
K (1.5)
6:00 PM – 7:00 PM
Cocktail Reception with Exhibitors
7:30 PM – 9:30 PM
Genesis Social

By Invitation Only

7:30 PM – 9:00 PM

Thursday October 3, 2019

7:15 AM – 8:15 AM
Networking Breakfast

CFP Update 7:30 AM - 8:15 AM

8:30 AM – 9:20 AM
Keynote - Liar Liar Pants on Fire
Speakers:
Traci Brown
Educational Credits
J (1)
J (1)
9:40 AM – 10:40 AM
Elevating the Client Experience
Speakers:
Andrew Town
Educational Credits
K (1)
Cybercrime – How to Recognize the Threats and Be Your Own Best Defense
Speakers:
Jared Hoffman
Educational Credits
M (1)
M (1)
Roundtable Discussion with Traci Brown
Speakers:
Traci Brown
Educational Credits
J (1)
J (1)
Understanding How Different Types of Annuities Work
Speakers:
Wade Pfau
Educational Credits
B (1)
B (1)
10:45 AM – 11:25 AM
Break in Exhibit Hall
11:35 AM – 12:50 PM
Hidden Wealth: Unlocking Home Equity for Retirement Planning
Educational Credits
E (1.5)
E (1.5)
Practice Foundation - Compliance
Speakers:
Lori Neidel
Educational Credits
A (1.5)
A (1.5)
Featured Speaker - STOP Self-Sabotaging Your Practice
Educational Credits
K (1.5)
The Sustainability Opportunity
Educational Credits
C (1.5)
C (1.5)
12:55 PM – 1:55 PM
Lunch with Exhibitors
2:10 PM – 3:00 PM
Keynote - Next Generation Engagement

Strategies to Influence Millennial and Gen Z Clients and Employees

Speakers:
Ryan Jenkins
Educational Credits
J (1)
J (1)
3:20 PM – 4:20 PM
Risk Management in Holistic Financial Planning Process
Educational Credits
B (1)
B (1)
Practice Foundation - Marketing
Educational Credits
K (1)
M&A Technology Integration - Roll Out the Red Carpet
Educational Credits
M (1)
Assessing Carrier Risk for Your Clients
Educational Credits
B (1)
B (1)
Roundtable Discussion with Ryan Jenkins

The Competitive Advantage of Diversity and Leading Inclusively

Speakers:
Ryan Jenkins
Educational Credits
L (1)
L (1)
4:25 PM – 5:10 PM
Break in Exhibit Hall
6:00 PM – 7:00 PM
Regional Networking Receptions
7:30 PM – 9:30 PM
Conference Closing Party

Friday October 4, 2019

7:30 AM – 8:00 AM
Networking Coffee
Small Firm Community Meeting
8:10 AM – 9:00 AM
Keynote - The Big Tease
Educational Credits
C (1)
C (1)
9:05 AM – 10:05 AM
Brunch with Exhibitors
10:20 AM – 11:35 AM
Tax Cut and Jobs Act - The Long and Short of It
Speakers:
John Schuman
Educational Credits
D (1.5)
D (1.5)
The Power of Specialization

How and Why to Build an Even MORE Focused Niche Practice - Sponsored by TD Ameritrade Institutional and the NAPFA Women's Initiative

Speakers:
Jen Dawson
Educational Credits
K (1.5)
11:45 AM – 12:45 PM
Current Events and Developments in Tax Planning
Speakers:
John Schuman
Educational Credits
D (1)
D (1)
10:20 AM – 12:45 PM
Practice Foundation - Capstone
Educational Credits
A (2)
A (2)
Featured Speaker - Critical Planning Strategies for Families with Special Needs
Educational Credits
J (2)
J (2)
10:20 AM – 11:35 AM
Counseling Your Clients from Business to Retirement
Educational Credits
E (1.5)
E (1.5)
11:45 AM – 1:00 PM
Investing in Real Estate
Speakers:
David Blain
Educational Credits
C (1.5)
C (1.5)
11:45 AM – 12:45 PM
Anticipating Conflict in Estate Administration
Speakers:
Brett Dale
Educational Credits
F (1)
F (1)

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