2020 NAPFA Fall Conference Agenda

Wednesday October 21, 2020

9:00 AM – 10:00 AM
Solutions Exchange
10:00 AM – 11:00 AM
Live Chat with Jilenne Gunther

Empower Advisors and Fight Exploitation

Educational Credits
K (1)
Live Chat with Kevin Keller

CFP Update

Speakers:
Kevin Keller
Educational Credits
K (1)
10:00 AM – 1:00 PM
Student Loans Deep Dive Workshop with Heather Jarvis

Member: $149/Non-member: $199

Educational Credits
A (3)
A (3)
11:45 AM – 12:45 PM
Live Chat with Hayden McCoy

Elder Fraud Prevention: Fighting Against Financial Exploitation

Speakers:
Hayden McCoy
Educational Credits
G (1)
G (1)
1:45 PM – 2:45 PM
Live Chat with Stephanie Bogan

The "F" Word: How To Turn your Fear into Fuel

Educational Credits
L (1)
2:00 PM – 4:00 PM
Ethics CE: CFP Board's Revised Code and Standards
Educational Credits
G (2)
G (2)
3:00 PM – 4:00 PM
Live Chat with Brian Wruk

Working with Non-US citizens or clients that move abroad . . . Oops! and Ah Ha! Moments

Speakers:
Brian Wruk
Educational Credits
A (1)
A (1)
4:00 PM – 5:00 PM
Solutions Exchange

Thursday October 22, 2020

9:00 AM – 9:30 AM
Morning Yoga
9:00 AM – 10:00 AM
Solutions Exchange
10:00 AM – 11:15 AM
Keynote - A Continuing Legacy
Speakers:
Andrew Young
Educational Credits
I (1)
11:30 AM – 12:30 PM
Featured Speaker - Charitable Giving with Retirement Benefits
Educational Credits
F (1)
F (1)
1:30 PM – 2:30 PM
Featured Speaker - Being Extraordinary: Advising For Longevity
Educational Credits
E (1)
E (1)
Featured Speaker - Case Studies in Estate Planning for Retirement Benefits

Real Life Situations after SECURE

Educational Credits
F (1)
F (1)
Planning Efficiently for Longevity: Addressing the Challenges of Non-Linear Returns in Retirement

Sponsored by Allianz Life Insurance Company of North America

Speakers:
Greg Goin
Educational Credits
B (1)
B (1)
2:45 PM – 3:45 PM
Becoming an Active Listener: Key Skills for Today's Virtual World
Speakers:
Debby Stone
Educational Credits
J (1)
J (1)
Insurance in the Time of COVID

Sponsored by LLIS

Speakers:
Mark Maurer
Educational Credits
B (1)
B (1)
Yours, Mine and Ours: Estate Planning for Blended Families
Educational Credits
F (1)
F (1)
3:45 PM – 4:45 PM
Solutions Exchange
6:00 PM – 7:00 PM
Off the Clock (Networking Party)

Friday October 23, 2020

9:00 AM – 9:30 AM
Morning Yoga
9:00 AM – 10:00 AM
Solutions Exchange
10:00 AM – 11:00 AM
Keynote - Behavioral Alpha: The Why and How of Giving Advice that Sticks
Speakers:
Daniel Crosby
Educational Credits
J (1)
J (1)
11:15 AM – 12:15 PM
Federal Tax Update
Educational Credits
D (1)
D (1)
Is the 60/40 portfolio dead? Why alternatives are important in a low return world.
Educational Credits
C (1)
C (1)
Featured Speaker - Live Chat with Eleanor Blayney

Dancing Backwards in High Heels: The Challenges faced by Women in Retirement

Educational Credits
L (1)
L (1)
1:15 PM – 2:15 PM
Keynote - The November Elections and Implications for Investors
Speakers:
Greg Valliere
Educational Credits
I (1)
I (1)
2:30 PM – 3:30 PM
Estate Planning with Sunset in Mind: strategies to consider and collaborating with other advisors
Speakers:
Todd Hall
Educational Credits
F (1)
F (1)
Live Chat with Susan Bradley

The Seen and The Unseen Dynamics of Change, Uncertainty, and Transitions

Speakers:
Susan Bradley
Educational Credits
J (1)
J (1)
3:45 PM – 4:45 PM
How to Create A Growth Culture for Next Gen Advisors
Educational Credits
K (1)
A Financial Advisor’s Guide to Medicare & Special Enrollment Periods
Speakers:
Keith Nabb
Educational Credits
B (1)
B (1)
Live Chat with Samuel Donaldson

Contemporary Estate Planning Paradigms for Married Couples

Educational Credits
D (1)
D (1)