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
Speakers:
Jilenne GuntherEducational Credits
1
The Benefits of Building Diverse Advisory Teams
Sponsored by Northern Trust
Speakers:
Laura GreggEducational Credits
1
10:00 AM – 1:00 PM
Student Loans Deep Dive Workshop with Heather Jarvis
Member: $149/Non-member: $199
Speakers:
Heather JarvisEducational Credits
3
3
11:45 AM – 12:45 PM
Live Chat with Hayden McCoy
Elder Fraud Prevention: Fighting Against Financial Exploitation
Speakers:
Hayden McCoyEducational Credits
1
1
1:45 PM – 2:45 PM
Live Chat with Stephanie Bogan
The "F" Word: How To Turn your Fear into Fuel
Speakers:
Stephanie BoganEducational Credits
1
2:00 PM – 4:00 PM
3:00 PM – 4:00 PM
Leveraging Technology to Better Serve Existing Clients and Help Discover New Ones
Educational Credits
1
Live Chat with Brian Wruk
Working with Non-US citizens or clients that move abroad . . . Oops! and Ah Ha! Moments
Speakers:
Brian WrukEducational Credits
1
1
4:00 PM – 5:00 PM
Solutions Exchange
Thursday October 22, 2020
9:00 AM – 9:30 AM
9:00 AM – 10:00 AM
Solutions Exchange
10:00 AM – 11:15 AM
11:30 AM – 12:30 PM
Featured Speaker - Charitable Giving with Retirement Benefits
Speakers:
Natalie ChoateEducational Credits
1
1
How to determine if a 3rd party partner is right for your business model’s future needs
Educational Credits
1
1
1:30 PM – 2:30 PM
Featured Speaker - Being Extraordinary: Advising For Longevity
Educational Credits
1
1
Featured Speaker - Case Studies in Estate Planning for Retirement Benefits
Real Life Situations after SECURE
Speakers:
Natalie ChoateEducational Credits
1
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 GoinEducational Credits
1
1
2:45 PM – 3:45 PM
Becoming an Active Listener: Key Skills for Today's Virtual World
Speakers:
Debby StoneEducational Credits
1
1
Yours, Mine and Ours: Estate Planning for Blended Families
Speakers:
Rebecca CummingsEducational Credits
1
1
3:45 PM – 4:45 PM
Solutions Exchange
6:00 PM – 7:00 PM
Off the Clock - NAPFA Let's Make a Deal!
Sponsored by Advisor Insurance Resource
Friday October 23, 2020
9:00 AM – 9:30 AM
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 CrosbyEducational Credits
1
1
11:15 AM – 12:15 PM
Is the 60/40 portfolio dead? Why alternatives are important in a low return world.
Speakers:
Stephanie LangEducational Credits
1
1
Featured Speaker - Live Chat with Eleanor Blayney
Dancing Backwards in High Heels: The Challenges faced by Women in Retirement
Speakers:
Eleanor BlayneyEducational Credits
1
1
1:15 PM – 2:15 PM
Keynote - The November Elections and Implications for Investors
Speakers:
Greg ValliereEducational Credits
1
1
2:30 PM – 3:30 PM
Challenges and Triumphs Women in Financial Planning and the Path to the Next 23%
Educational Credits
1
Estate Planning with Sunset in Mind: strategies to consider and collaborating with other advisors
Speakers:
Todd HallEducational Credits
1
1
Live Chat with Susan Bradley
The Seen and The Unseen Dynamics of Change, Uncertainty, and Transitions
Speakers:
Susan BradleyEducational Credits
1
1
3:45 PM – 4:45 PM
How to Create A Growth Culture for Next Gen Advisors
Educational Credits
1
A Financial Advisor’s Guide to Medicare & Special Enrollment Periods
Speakers:
Keith NabbEducational Credits
1
1
Live Chat with Samuel Donaldson
Contemporary Estate Planning Paradigms for Married Couples
Speakers:
Samuel DonaldsonEducational Credits
1
1
