2020 Spring Conference Agenda

Wednesday May 6, 2020

4:30 PM – 5:30 PM
Large Firm Community Meeting
Small Firm Community Meeting
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

Thursday May 7, 2020

7:00 AM – 8:00 AM
Networking Breakfast
8:15 AM – 8:30 AM
Conference Welcome and Opening Remarks
8:30 AM – 9:45 AM
Keynote - 5 High-Value Retirement Tax Planning Conversations …After the SECURE Act

Ed Slott’s 2020 Business-Building IRA Strategy Session

Speakers:
Ed Slott
Educational Credits
E (1.5)
E (1.5)
10:00 AM – 11:00 AM
5 High-Value Retirement Tax Planning Conversations …After the SECURE Act - Continued Discussion
Speakers:
Ed Slott
Educational Credits
E (1)
E (1)
Featured Speaker - An Advisor’s Guide to the New 20% Pass-Through Deduction
Speakers:
Jeff Levine
Educational Credits
D (1)
D (1)
Understanding How Artificial Intelligence Will Transform Wealth Management
Educational Credits
M (1)
M (1)
11:15 AM – 12:30 PM
Featured Speaker - Estate Planning in the Modern Age
Speakers:
Jeff Levine
Educational Credits
F (1.5)
F (1.5)
Featured Speaker - Purposeful Trusts & Legacies

How Do We Purposefully Move Away From the “Tax Tail Wags the Rest of the Estate Plan”

Speakers:
John Warnick
Educational Credits
F (1.5)
F (1.5)
Listening and What to do With What You Hear
Educational Credits
J (1.5)
J (1.5)
12:30 PM – 1:30 PM
Lunch with Exhibitors
12:35 PM – 1:30 PM
NAPFA Genesis Lunch
1:40 PM – 2:40 PM
Improving Client (and Advisor) Behavior
Speakers:
Devin Ekberg
Educational Credits
J (1)
J (1)
1:40 PM – 3:50 PM
Super Session & Featured Speaker - Critical Planning Strategies for Families with Special Needs
Educational Credits
J (2)
J (2)
2:50 PM – 3:50 PM
Advanced Annuity Planning
Educational Credits
B (1)
B (1)
Scalable Year-Round Tax Planning
Educational Credits
D (1)
D (1)
3:50 PM – 4:40 PM
Break in Exhibit Hall
4:50 PM – 5:50 PM
Keynote - The Power of American Businesses and Entrepreneurs
Educational Credits
L (1)
L (1)
6:00 PM – 7:00 PM
Cocktail Reception with Exhibitors
6:40 PM – 9:40 PM
7:30 PM – 9:30 PM
NAPFA Genesis Social

By Invitation Only

Friday May 8, 2020

7:15 AM – 8:15 AM
Networking Breakfast

CFP Update 7:30 AM - 8:15 AM

8:30 AM – 9:30 AM
Keynote - The Hacker’s Blacklist: 7 Ways to Keep Hackers Out of Your Practice and Protect Clients
Speakers:
John Sileo
Educational Credits
M (1)
M (1)
9:40 AM – 10:40 AM
Media Training 101: Become a media source by owning your expertise

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

Speakers:
Laura Fisher
Educational Credits
K (1)
Poorly Drafted Estate Planning Documents
Speakers:
Erica Johnson
Educational Credits
F (1)
F (1)
The Hacker’s Blacklist - Continued Discussion
Speakers:
John Sileo
Educational Credits
M (1)
M (1)
10:45 AM – 11:25 AM
Break in Exhibit Hall
11:35 AM – 12:35 PM
Featured Speaker - Improving Investor Behavior Through Behavioral Coaching
Speakers:
Jay Mooreland
Educational Credits
J (1)
J (1)
Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation
Speakers:
Amy Mullen
Educational Credits
A (1)
A (1)
The Client Transition
Speakers:
Jeff Johnson
Educational Credits
K (1)
12:40 PM – 1:40 PM
Lunch with Exhibitors
1:45 PM – 2:45 PM
2:55 PM – 3:55 PM
Featured Speaker - Health Care / Long Term Care Mashup

Specific Problems Clients Face in Health Care and Long Term Care

Educational Credits
B (1)
B (1)
4:00 PM – 4:45 PM
Break in Exhibit Hall
4:50 PM – 5:50 PM
Keynote - Reframing Retirement for Broader Appeal
Speakers:
Sarah Newcomb
Educational Credits
J (1)
J (1)
6:00 PM – 7:00 PM
Cocktail Reception with Exhibitors
7:00 PM – 8:00 PM
Regional Networking Receptions
8:00 PM – 10:00 PM
Conference Closing Party

Saturday May 9, 2020

7:30 AM – 8:20 AM
Networking Breakfast
7:30 AM – 8:30 AM
Small Firm Community Meeting
8:30 AM – 9:30 AM
Beyond the Math

Succession, Continuity and the Wealth of Considerations Beyond “How Much Is My Firm Worth?”

Educational Credits
K (1)
Life Insurance Advice Under New CFP Practice Standards

New Requirements & New Client Engagement Opportunities

Educational Credits
B (1)
B (1)
9:40 AM – 10:40 AM
Navigating the Global Marketplace in an Era of Heightened Volatility
Educational Credits
C (1)
C (1)
Personal Insurance: Homeowners and Personal Liability

How to identify and address the “Knowledge Gap"

Educational Credits
B (1)
B (1)
9:40 AM – 11:40 AM
CFP Ethics CE: CFP Board's Revised Code and Standards
Educational Credits
G (2)
G (2)
10:50 AM – 11:50 AM
Attracting and Retaining Female Clients

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

Speakers:
Cathy Curtis
Educational Credits
K (1)
Personal Insurance: Automobile, Cyber Crime and Personal Liability

How to identify and address the “Knowledge Gap”

Educational Credits
B (1)
B (1)