2021 Spring Conference

Monday, April 26

Kick off your conference experience with pre-recorded, on-demand sessions. We know that you can’t fit everything you want to learn into a 3-day schedule. On-demand sessions make it easy for you to access valuable content anytime, anywhere. View the full on-demand session and pass the associated quiz for convenient CEs on-the-go.

Conference Tip: Check for the on-demand sessions that have a live chat with speaker. View the on-demand session, then join us for the live chat at the scheduled time for an interactive discussion and get your questions answered.

Wednesday, May 5

Day one of live sessions offers deep dive learning, dynamic opportunities to nurture your connections and opportunities to engage with subject matter experts.

Deep Dive Workshops

Enhance business decisions with in-depth learning on key topics.

IRA Planning for Baby Boomers

10:00 AM – 1:00 PM

Presented by: Jeff Levine, CPA/PFS, CFP®, AIF, CWS, MSA, Kitces.com, Buckingham Wealth Partners

Members: $149/Non-members: $199

Qualifies for 3 hours of CFP® and NAPFA credit – E Retirement Planning and Employee Benefits

Social Security: From Knowledge to Implementation

1:00 PM – 4:00 PM

Presented by: Heather Schreiber, RICP®, Founder, HLS Retirement Consulting, LLC

Members: $149/Non-members: $199

Qualifies for 3 hours of CFP® and NAPFA credit – E Retirement Planning and Employee Benefits

The CFP® Board New Code of Ethics and Standards of Conduct Course

4:15 PM – 6:15 PM

Presented by: Melissa Kemp, CFP®, AEP, CAP, CNAP, Executive Director, Financial Planning Association of Greater Phoenix

FREE to registered attendees

Qualifies for Ethics Training - G

Community Meetings

These hour-long interactive sessions allow you to connect with your peers from like-sized firms and other NAPFA communities. Discuss commonalities and obstacles while sharing knowledge and insights on how to strengthen your business. Space is limited to 30 participants.

Conversation Circles

Discuss timely topics, and foster community and collaboration with like-minded peers. These interactive and lively sessions are facilitated by a NAPFA member or subject matter expert. Space is limited to 30 participants.

Live Chats

This is your opportunity to meet with the speaker(s) and discuss any questions you have regarding their session in an informal setting. Be sure to view the on-demand session in advance so you can bring your questions with you to get answers in real time. Space is limited to 50 participants.

Thursday, May 6 & Friday, May 7

Two full days of rich content that allows you to engage, learn, and explore with your fellow conference attendees. Check out the full list of speakers and sessions here!