NAPFA Fall 2021 National Conference Agenda
Thursday October 14, 2021
9:00 AM – 10:00 AM
10:20 AM – 11:20 AM
Exploring Your Attitudes, Values and Beliefs to Better Serve Your Clients
Educational Credits
J
(1)
J
(1)
The Do's and Do(ugh) Not’s of Insurance
Sponsored by LLIS
Speakers:
Jill MacNeilEducational Credits
B
(1)
B
(1)
10:20 AM – 12:40 PM
Stock Compensation Fundamentals for Financial Advisors
Speakers:
Bruce BrumbergEducational Credits
C
(2)
C
(2)
The 10 Hardest Questions About Bitcoin, Blockchain and Crypto
Speakers:
Matt HouganEducational Credits
C
(2)
C
(2)
11:40 AM – 12:40 PM
Documents Clients Need to Keep on File: Untangling the What, Why, and Where of Document Retention
Speakers:
Michael LecoursEducational Credits
A
(1)
A
(1)
Rethinking Inherited IRAs
Sponsored by Allianz Life Insurance Company of North America
Speakers:
Waldean WallEducational Credits
D
(1)
D
(1)
2:00 PM – 3:15 PM
Emerging Markets – The Changing Dynamics That May Enhance Your Clients’ Portfolio Allocations
Sponsored by Matthews Asia
Educational Credits
C
(1.5)
C
(1.5)
Personal Insurance: Protecting Your Client's Lifestyle
Speakers:
Aryn BatesEducational Credits
B
(1.5)
B
(1.5)
Practice Foundation - Business Models, Fees & Profitability
Educational Credits
K
(1.5)
Succession Planning - Different Approaches ... Different Paths
Educational Credits
L
(1.5)
The SECURE Act & Other Recent Developments That Significantly Impact Retirement Accounts
Speakers:
Denise ApplebyEducational Credits
E
(1.5)
E
(1.5)
4:15 PM – 5:15 PM
8,000 Days - An Entire Phase of Your Life Waiting to Be Invented
Speakers:
John DiehlEducational Credits
E
(1)
E
(1)
A Tale of Two Financial Plans: The Racial Wealth Gap
Sponsored by the DEI Initiative
Speakers:
Kamila ElliottEducational Credits
A
(1)
A
(1)
Investing in Innovation: These Three Growth Stories are Taking Off Today (in private markets)
Sponsored by iCapital Network
Speakers:
Anastasia AmorosoEducational Credits
C
(1)
C
(1)
Reaching New Heights: A Client-Centric Approach to Strategic Growth
Speakers:
Gretchen HalpinEducational Credits
K
(1)
6:00 PM – 7:00 PM
Cocktail Reception with Exhibitors
7:30 PM – 9:00 PM
Boston Trolley Ghost Tour
Price: $42.00/person
Friday October 15, 2021
7:30 AM – 8:15 AM
8:30 AM – 9:30 AM
Keynote - Hearing the Signal through the Noise: Forecasting the Needs of Our Clients
Speakers:
Michael ThomasEducational Credits
J
(1)
J
(1)
9:50 AM – 10:50 AM
Beyond the Basis Points: The Value of (Your) Advice
Sponsored by SEI Corp.
Educational Credits
A
(1)
A
(1)
Critical Planning Strategies for Families with Special Needs 2021
Speakers:
Mary Anne EhlertEducational Credits
F
(1)
F
(1)
Keep the Conversation Going – An Open Forum with Diane MacPhee
Speakers:
Diane MacPheeEducational Credits
L
(1)
Legacy Conversations: With Your Clients, For Yourself
Speakers:
Susan TurnbullEducational Credits
J
(1)
J
(1)
SEC Advertising Rule Update: Be Careful Before You Leap
Educational Credits
K
(1)
K
(1)
11:30 AM – 12:30 PM
Navigating the Sustainable Investing Landscape for Private Clients
Speakers:
Andrew WetzelEducational Credits
C
(1)
C
(1)
Reverse Mortgages: Empowering Clients to Retire on the Home
Sponsored by Longbridge Financial, LLC.
Speakers:
Jerry AuippaEducational Credits
E
(1)
E
(1)
Social Security and Retirement Planning: A Hit-or-Myth Proposition
Speakers:
Kurt CzarnowskiEducational Credits
E
(1)
E
(1)
1:40 PM – 2:40 PM
Cultural Competencies for Planners who Serve Diverse Clients/Communities
Speakers:
Miranda ReiterEducational Credits
J
(1)
J
(1)
Delivering Massive Client Value Through Tax Planning in 2021
Speakers:
Steven JarvisEducational Credits
D
(1)
D
(1)
Helping Women Reach Their Financial Goals
Sponsored by Dimensional Fund Advisors
Speakers:
Ashley IlardoEducational Credits
J
(1)
J
(1)
Solo Firm Succession Planning Roundtable
Led by Bob Rall
3:40 PM – 4:40 PM
Keynote - UN-HACKABLE: 5 Power Mindsets for Defending Your Practice Data
Speakers:
John SileoEducational Credits
M
(1)
M
(1)
5:00 PM – 6:00 PM
ESG, Impact, and Ethical Investing -- Motivation and Objectives
Speakers:
Kathryn McDonaldEducational Credits
C
(1)
C
(1)
Tax Efficient Strategies in a Time of Uncertainty
Sponsored by Prudential Annuity Distributors
Speakers:
Brandon BuckinghamEducational Credits
D
(1)
D
(1)
6:15 PM – 7:15 PM
Cocktail Reception with Exhibitors
7:30 PM – 9:30 PM
Closing Party
Saturday October 16, 2021
8:30 AM – 9:30 AM
Moving with Client Resistance in Pro Bono Planning and Beyond
Sponsored by the NAPFA Consumer Education Foundation (NCEF).
Speakers:
Kristy ArchuletaEducational Credits
J
(1)
J
(1)
Planning Strategies for a Changing Tax Environment
Sponsored by Palladium Group by Ash Brokerage
Speakers:
Jeff HessEducational Credits
F
(1)
F
(1)
Why Social Security Planning is More Valuable Than Ever
Speakers:
Joseph AlfonsoEducational Credits
E
(1)
E
(1)
9:45 AM – 10:45 AM
Protecting Wealth for an Aging America
Sponsored by Transamerica
Speakers:
Ryan BertrandEducational Credits
F
(1)
F
(1)
Real World Rebalancing: What Works and How it's Done Under the Gun of Real-World Conditions
Speakers:
Daniel MoisandEducational Credits
C
(1)
C
(1)
9:45 AM – 11:45 AM
9:45 AM – 12:00 PM
11:00 AM – 12:00 PM
Life Insurance Planning for High Net-Worth Clients
Speakers:
Robert BarnesEducational Credits
B
(1)
B
(1)
Tips and Techniques for Helping Fee-Only Planners Evaluate Rental Property for Clients
Speakers:
Robert MorrisonEducational Credits
C
(1)
C
(1)
Understanding Cannabis Industry Basics and Evaluating Client Investment Opportunities
Sponsored by Cannapreneur Partners LLC
Educational Credits
C
(1)
C
(1)
Tuesday October 26, 2021
11:15 AM – 4:00 PM
Watch for all the details coming on NAPFA 2022 Events
