2019 Spring Conference Agenda

Monday May 13, 2019

6:30 PM – 7:15 PM
First Time Attendee Reception
6:30 PM – 8:00 PM
Women Advisors Reception

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

Tuesday May 14, 2019

7:00 AM – 8:00 AM
Networking Breakfast
Large Firm Community Meeting
Small Firm Community Meeting
8:15 AM – 8:25 AM
Conference Welcome and Opening Remarks
8:30 AM – 9:30 AM
Keynote - Credible Leadership: Why Should Anyone Follow You?
Educational Credits
L (1)
9:45 AM – 10:45 AM
Hidden Wealth: Unlocking Home Equity for Retirement Planning
Speakers:
Allen Chao
Educational Credits
E (1)
E (1)
Predicting Talent: The Track Record Myth
Educational Credits
L (1)
Featured Speaker - Making Retirement Benefits Payable to Trusts
Educational Credits
F (1)
F (1)
Elevating the Client Experience
Speakers:
Travis Brewer
Educational Credits
K (1)
Featured Speaker - Tax Planning Developments & Opportunities Under TCJA
Educational Credits
D (1)
D (1)
10:55 AM – 12:10 PM
Live and Learn: Essential Insurance Planning Though Musicians
Educational Credits
B (1.5)
B (1.5)
Featured Speaker - Planning for Conflict in Client Relationships

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

Speakers:
Sarah Asebedo
Educational Credits
J (1.5)
J (1.5)
Guiding an Executor: A Planners Hard Lessons
Speakers:
David Jacobs
Educational Credits
F (1.5)
F (1.5)
Deconstructing Eldercare
Educational Credits
J (1.5)
J (1.5)
Strategies for Managing Sequence of Return Risk in Retirement
Educational Credits
E (1.5)
E (1.5)
12:15 PM – 1:10 PM
Genesis Lunch
Lunch with Exhibitors
1:15 PM – 1:15 PM
NCEF Presentation
Speakers:
Skip Schweiss
2:40 PM – 3:55 PM
Master Sleep to Boost Memory, Slow Aging and Maximize Your Brain
Speakers:
Marc Milstein
Educational Credits
K (1.5)
An Inside Look at the College Admission Process
Educational Credits
A (1.5)
A (1.5)
Avoiding Common Annuity Mistakes
Educational Credits
B (1.5)
B (1.5)
Building Your Dream Team
Educational Credits
K (1.5)
Retirement Income Showdown: Risk Premium vs. Risk Pooling
Speakers:
Wade Pfau
Educational Credits
E (1.5)
E (1.5)
4:00 PM – 4:40 PM
Break in Exhibit Hall
4:05 PM – 4:30 PM
Technology Showcase
4:50 PM – 5:50 PM
Featured Speaker - The Client Service Model of the Future
Speakers:
Angie Herbers
Educational Credits
A (1)
4:50 PM – 6:05 PM
Planning for the Third Phase of Life
Educational Credits
E (1.5)
E (1.5)
4:50 PM – 5:50 PM
Why Insurance is Now Pivotal for RIAs

The Business Case for Implementing Insurance in a Fee-Only Practice

Speakers:
David Lau
Educational Credits
B (1)
B (1)
Immunizing your Clients from Fraud and Cyber Threats
Speakers:
David Jacobs
Educational Credits
M (1)
M (1)
Having the Conversation

(Tips and Techniques for Getting Families to Discuss the Pertinent Issues and To Make Plans)

Educational Credits
J (1)
J (1)
6:10 PM – 7:10 PM
Cocktail Reception with Exhibitors
6:20 PM – 6:40 PM
Technology Showcase
7:30 PM – 11:30 PM
Night Out at The Broken Spoke

Price: $45 through April 1, $50 after April 1

7:30 PM – 9:00 PM

Wednesday May 15, 2019

7:15 AM – 8:15 AM
Networking Breakfast

CFP Update 7:30-8:15

8:30 AM – 9:30 AM
9:40 AM – 10:40 AM
Client Experiences In A Time of Change
Educational Credits
K (1)
The Six Dimensions of Client Service
Speakers:
Bob Veres
Educational Credits
K (1)
Featured Speaker - The Adaptive Change Model for Financial Planning

An inside look at the human side of financial planning - Sponsored by TD Ameritrade Institutional and the NAPFA Women's Initiative

Speakers:
Susan Bradley
Educational Credits
J (1)
J (1)
10:50 AM – 11:10 AM
Technology Showcase
10:45 AM – 11:30 AM
Break in Exhibit Hall
11:40 AM – 12:55 PM
Leadership Through Fiduciary:

Real Differentiation through the Fiduciary, Fee-only Policies and Practices You Keep

Educational Credits
L (1.5)
“Is Your Client's Company All It Could Be?” Performing a Business Assessment
Speakers:
Denis Brown
Educational Credits
A (1.5)
A (1.5)
Featured Speaker - It's all about the Benjamins!

How to successfully complete a 2019 SEC exam, and avoid costly SEC findings, client refunds and arbitration/litigation proceedings.

Educational Credits
A (1.5)
A (1.5)
The Role of Guaranteed Income In Retirement Income Planning – A Real World Case Study
Educational Credits
E (1.5)
E (1.5)
1:00 PM – 1:45 PM
Lunch in Exhibit Hall
1:15 PM – 1:35 PM
Technology Showcase
1:50 PM – 3:05 PM
Understanding Your Clients: The Investor Survey
Educational Credits
K (1.5)
K (1.5)
Fiduciary Life
Educational Credits
B (1.5)
B (1.5)
Divorce Financial Planning: How Advisors Add Value
Educational Credits
A (1.5)
A (1.5)
Spending in Retirement
Educational Credits
E (1.5)
E (1.5)
3:15 PM – 3:35 PM
Technology Showcase
3:10 PM – 3:50 PM
Break in Exhibit Hall
4:00 PM – 5:15 PM
Achieving Successful Succession
Educational Credits
L (1.5)
How to Protect & Recover From a Data Breach
Educational Credits
M (1.5)
Featured Speaker - The Continuing Soap Opera of Health Care Reform
Educational Credits
B (1.5)
B (1.5)
5:30 PM – 6:15 PM
Regional Networking Receptions
7:30 PM – 9:30 PM
Spring Conference Closing Party

Thursday May 16, 2019

7:30 AM – 8:30 AM
Small Firm Community Meeting
Breakfast in Exhibit Hall
8:45 AM – 10:00 AM
10:10 AM – 11:25 AM
Changing the Approach to College Funding Advice
Educational Credits
A (1.5)
A (1.5)
Redefining the Baby Boomers’ Vision of Retirement
Educational Credits
E (1.5)
E (1.5)
Zero Preventable Deaths- Surgical and Medical
Speakers:
PK Carlton
Educational Credits
K (1.5)
Improving Investor Behavior Through Behavioral Coaching
Speakers:
Jay Mooreland
Educational Credits
J (1.5)
J (1.5)
11:35 AM – 12:50 PM
Invest in Women

Sponsored by TD Ameritrade Institutional

Speakers:
Kelly Coyne
Educational Credits
C (1.5)
C (1.5)
Working with Special Needs Families – a Practical Timeline
Educational Credits
J (1.5)
J (1.5)
Understanding and Maximizing Social Security Benefits
Educational Credits
E (1.5)
E (1.5)
11:35 AM – 12:25 PM
Differentiating Yourself as a Financial Professional
Speakers:
Jay Mooreland
Educational Credits
L (1)

We are getting geared up for another great conference!

Get Ready!