2019 Fall Conference Agenda
Tuesday October 1, 2019
6:30 PM – 7:15 PM
First Time Attendee Reception
6:30 PM – 8:00 PM
Networking Reception Supporting Women in Financial Planning
Sponsored by the NAPFA Women’s Initiative and TD Ameritrade Institutional
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
9:45 AM – 10:45 AM
Featured Speaker - Tragic Deaths: Suicide and Opioids
Speakers:
Amy FlorianEducational Credits
J
(1)
J
(1)
Lady Bosses: 3 Successful Female Firm Owners Working Virtually with High-Earning Gen X & Y Clients
Educational Credits
K
(1)
Maximizing Your Unique Value Proposition to Drive Growth
Speakers:
Michael KerinsEducational Credits
L
(1)
Featured Speaker - With the Bucket Approach, the Devil Is in the Details
Speakers:
Christine BenzEducational Credits
E
(1)
E
(1)
11:00 AM – 12:15 PM
The 4 Reasons RIAs are Leveraging Commission-Free Insurance
Speakers:
David LauEducational Credits
B
(1.5)
B
(1.5)
Understanding and Maximizing Social Security Benefits
Speakers:
Elaine SimmonsEducational 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
Speakers:
Stephanie BoganEducational Credits
L
(1.5)
Wealth Planning Considerations for Modern Families
Speakers:
Kim KaminEducational 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 Schweiss1:40 PM – 2:30 PM
Keynote - See the Future
Clients expect it, you can do it.
Speakers:
Lloyd ShefskyEducational Credits
L
(1)
2:40 PM – 3:40 PM
Guidance Resources for Understanding the New CFP® Code and Standards
Speakers:
Leo RydzewskiEducational Credits
G
(1)
G
(1)
The SEC’s Reg BI and RIA Interpretation
What they say; how they differ; what they change
Speakers:
C. Frederick ReishEducational 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 ShefskyEducational Credits
L
(1)
3:45 PM – 4:30 PM
Break in Exhibit Hall
4:40 PM – 5:55 PM
Practice Foundation - Business Models, Fees and Profitability
Educational Credits
K
(1.5)
The Value of Trusts with an $11,400,000 Exemption - Do They Still Have Relevance?
Speakers:
Robert MaloneyEducational Credits
F
(1.5)
F
(1.5)
Managing a Client’s Expectations during the Claim Process for a Long Term Care Event
Speakers:
Brian GordonEducational Credits
B
(1.5)
B
(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 – 9:00 PM
Chicago River Boat Architecture Tour
Fee: $57.00/person
7:30 PM – 9:30 PM
Genesis Social
By Invitation Only
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
9:40 AM – 10:40 AM
Cybercrime – How to Recognize the Threats and Be Your Own Best Defense
Speakers:
Jared HoffmanEducational Credits
M
(1)
M
(1)
Understanding How Different Types of Annuities Work
Speakers:
Wade PfauEducational Credits
B
(1)
B
(1)
Featured Speaker - Hey Alexa – Why should Financial Advisers care what FAANG is up to?
Speakers:
Steve CrawfordEducational Credits
K
(1)
10:45 AM – 11:25 AM
Break in Exhibit Hall
11:35 AM – 12:50 PM
Relevant and Ready: Building Capacity for the Future of Financial Advice
Educational Credits
M
(1.5)
Hidden Wealth: Unlocking Home Equity for Retirement Planning
Educational Credits
E
(1.5)
E
(1.5)
Featured Speaker - STOP Self-Sabotaging Your Practice
Educational Credits
K
(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 JenkinsEducational Credits
J
(1)
J
(1)
3:20 PM – 4:20 PM
Risk Management in Holistic Financial Planning Process
Educational Credits
B
(1)
B
(1)
Roundtable Discussion with Ryan Jenkins
The Competitive Advantage of Diversity and Leading Inclusively
Speakers:
Ryan JenkinsEducational Credits
L
(1)
L
(1)
Assessing Carrier Risk for Your Clients
Educational Credits
B
(1)
B
(1)
M&A Technology Integration - Roll Out the Red Carpet
Speakers:
Shaun KapusinskiEducational Credits
M
(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
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 SchumanEducational 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 DawsonEducational Credits
K
(1.5)
10:20 AM – 12:45 PM
Featured Speaker - Critical Planning Strategies for Families with Special Needs
Speakers:
Mary Anne EhlertEducational 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
11:45 AM – 12:45 PM
Current Events and Developments in Tax Planning
Speakers:
John SchumanEducational Credits
D
(1)
D
(1)
See you in Atlanta!
2020 NAPFA Fall Conference
