NAPFA Connect Spring 2020 Speakers

Bob is a senior portfolio manager and chief equity strategist at Nuveen. Bob manages seven portfolio...

Carolyn McClanahan, M.D., CFP® is the founder of Life Planning Partners, Inc. Dr. McClanahan began h...

Jay is a passionate advocate for progress, both personal and professional. He founded The Behavioral...

Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is the Director of Advisor Education for Kitces.com, a lead...

John Sileo left hi-tech consulting and became an entrepreneur to reclaim his greatest priority - bei...

John “John A” Warnick, Founder of the Purposeful Planning Institute, Fellow of the American College ...

Sarah Newcomb, Ph.D., is a behavioral economist for Morningstar. In this role, she works to integrat...