NAPFA Connect Spring 2020 Agenda

Thursday May 7, 2020

9:00 AM – 9:15 AM
Welcome and Opening Remarks

Dave O’Brien, Chair, NAPFA Board of Directors and Geoffrey Brown, NAPFA CEO

9:15 AM – 10:15 AM
Featured Speaker - Health Care Mashup
Educational Credits
B (1)
B (1)
Featured Speaker - Improving Investor Behavior Through Behavioral Coaching
Speakers:
Jay Mooreland
Educational Credits
J (1)
J (1)
10:30 AM – 11:30 AM
Featured Speaker - Coronavirus Stimulus Bill: New Rules, Planning Strategies and Opportunities
Speakers:
Jeff Levine
Educational Credits
D (1)
D (1)
Listening and What to do With What You Hear
Educational Credits
J (1)
J (1)
11:45 AM – 12:45 PM
Keynote - How to Cyber Secure Your Virtual Office
Speakers:
John Sileo
Educational Credits
M (1)
M (1)
1:00 PM – 1:50 PM
Lunch and Learn Programs by Sponsors
2:00 PM – 3:00 PM
Improving Client (and Advisor) Behavior
Speakers:
Devin Ekberg
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)
3:15 PM – 4:15 PM
Current Housing Market and Economic Trends

The Impact of the Covid Environment on Residential Real Estate

Educational Credits
C (1)
C (1)
Tax Planning Strategies in Retirement
Speakers:
Colin Yackel
Educational Credits
D (1)
D (1)
The Scrambled Nest Egg: How to identify and address the “Knowledge Gap” in Personal Insurance

Homeowners and Personal Liability

Educational Credits
B (1)
B (1)
4:30 PM – 5:30 PM
Featured Speaker - The Human Side of Estate Planning

Helping Our Clients Create Purposeful Trusts & Legacies!

Speakers:
John Warnick
Educational Credits
F (1)
F (1)

Friday May 8, 2020

9:00 AM – 9:15 AM
Opening Remarks

Dave O’Brien, Chair, NAPFA Board of Directors

9:15 AM – 10:00 AM
10:15 AM – 11:15 AM
Keynote - Coronavirus Economic and Equity Outlook
Speakers:
Bob Doll
Educational Credits
C (1)
C (1)
11:30 AM – 12:30 PM
How Artificial Intelligence Will Transform Wealth Management
Educational Credits
M (1)
M (1)
Poorly Drafted Estate Planning Documents
Speakers:
Erica Johnson
Educational Credits
F (1)
F (1)
12:45 PM – 1:35 PM
Lunch and Learn Programs by Sponsors
1:45 PM – 2:45 PM
Life Insurance Advice Under New CFP Practice Standards

New Requirements & New Client Engagement Opportunities

Educational Credits
B (1)
B (1)
Scalable Year-Round Tax Planning
Educational Credits
D (1)
D (1)
3:00 PM – 4:00 PM
Keynote - Reframing Retirement for Broader Appeal
Speakers:
Sarah Newcomb
Educational Credits
J (1)
J (1)
4:10 PM – 4:25 PM
Closing Remarks

Dave O’Brien, Chair, NAPFA Board of Directors and Geoffrey Brown, NAPFA CEO

Watch for details on upcoming NAPFA 2020 events!