NAPFA Fall 2022 National Conference Agenda
Thursday October 20, 2022
9:00 AM – 12:00 PM
Retirement Boot Camp by Advisors, for Advisors
Phoenix Gang Preconference
Social Security & Medicare: Claiming Categories, Calculations, Connections, and Client Cases
Preconference Workshop - Member: $225/Non-member: $255 (Lunch Provided)
Speakers:
Marcia MantellEducational Credits
3
3
12:15 PM – 1:15 PM
Genesis Community Meeting
Large Firm Community Meeting
Mid-Size Firm Community Meeting
Solo Firm Community Meeting
1:45 PM – 2:45 PM
Keynote - Multi-Generational Intelligence (MGI)
Use MGI to Improve Your Communication, Leadership, & Team
Speakers:
James PogueEducational Credits
1
3:00 PM – 4:15 PM
How to Successfully Navigate a Regulatory Exam in an Ever-Increasing Aggressive Environment
Speakers:
Thomas GiachettiEducational Credits
1.5
1.5
The Status and Outlook of the U.S. Economy and Monetary Policy
Speakers:
LaVaughn HenryEducational Credits
1.5
1.5
Understanding the Unique Challenges of the LGBTQ Community so you can Provide Value & Inclusion
Speakers:
Stephani NiblockEducational Credits
1.5
1.5
5:00 PM – 6:00 PM
The Road Ahead: Comprehensive Future Planning for People with Special Needs
Speakers:
Alexandra BaigEducational Credits
1
1
6:30 PM – 7:30 PM
First Time Attendee Reception
Women Advisors Reception
Sponsored by the NAPFA Women’s Initiative & AssetBook
Friday October 21, 2022
6:00 AM – 7:00 AM
Sunrise Yoga
7:00 AM – 7:45 AM
8:00 AM – 9:00 AM
Direct Indexing and the Next Dimension in Customized Investing
Speakers:
Shawn JaberzadehEducational Credits
1
1
8:00 AM – 10:00 AM
Tax Planning for Equity Compensation: Know Enough to be Dangerous
Speakers:
John OwensEducational Credits
2
2
9:15 AM – 10:15 AM
Discover Effective Teams: Explore Four Keys to Highly Successful Teams
Speakers:
Liv OlsonEducational Credits
1
Work-Life Balance—Is There Such a Thing?
Educational Credits
1
11:15 AM – 12:15 PM
Transitioning to Retirement: Tax Opportunities and Pitfalls
Speakers:
DeDe JonesEducational Credits
1
1
Testimonials and Endorsements under the SEC’s new Marketing Rule
Speakers:
Lori NeidelEducational Credits
1
1
1:45 PM – 2:45 PM
Keynote - How to Thrive in a Relationship when You’re the Richer Half
Speakers:
Farnoosh TorabiEducational Credits
1
1
3:00 PM – 4:00 PM
Financial Planning Considerations of Mixed Nationality Couples
Speakers:
Matt GorenEducational Credits
1
1
The Future of Financial Aid - What Every Advisor Needs to Know
Speakers:
Joe Messinger Educational Credits
1
1
5:00 PM – 6:00 PM
Our M&A Journey: Finding the Right Strategic Partner
Educational Credits
1
The SECURE Act’s New RMD Requirements & Other Recent Developments Impacting IRAs
Speakers:
Denise ApplebyEducational Credits
1
1
Tools to Guide Your Client’s ESG Investment Decisions
Educational Credits
1
1
6:00 PM – 7:00 PM
Cocktail Reception in the Solutions Exchange
7:30 PM – 9:30 PM
Genesis Social
By Invitation Only
Saturday October 22, 2022
8:00 AM – 9:00 AM
9:15 AM – 10:15 AM
Elder Mistreatment, Neglect, and Exploitation: A Primer for Professional Financial Planners
Speakers:
Sheri GibsonEducational Credits
1
1
11:15 AM – 12:15 PM
Considerations When Building or Renovating Your Tech Stack
Speakers:
Joel BruckensteinEducational Credits
1
1
The Intersection of Financial Planning and Divorce Litigation
Speakers:
John CyboronEducational Credits
1
1
1:30 PM – 2:30 PM
Build It or Buy It? Strategies to Grow Your Firm
Educational Credits
1
Executor Responsibilities: Adding Value to the Client Experience with Estate Planning Resources
Speakers:
Debbie McCulloughEducational Credits
1
1
1:30 PM – 3:30 PM
2:45 PM – 3:45 PM
You Can't Take it with you! How to Handle Client Collections When They Can't or Won't
Speakers:
Jeffrey DaniherEducational Credits
1
1
5:00 PM – 6:00 PM
Keynote - The Breakthrough Mindset: Train Your Brain for Extraordinary Results
Speakers:
Ellen RoginEducational Credits
1
6:15 PM – 7:15 PM
Midwest Region Networking Reception
NEMA Region Networking Reception
South Region Networking Reception
West Region Networking Reception
7:30 PM – 9:30 PM
Closing Party
Tuesday November 1, 2022
12:00 PM – 4:00 PM
CFP® CE Add-On
Member: $99/Non-member: $149
Thank you for attending!
