NAPFA Fall 2022 National Conference Agenda

Thursday October 20, 2022

9:00 AM – 12:00 PM
Social Security & Medicare: Claiming Categories, Calculations, Connections, and Client Cases

Preconference Workshop - Member: $225/Non-member: $255 (Lunch Provided)

Educational Credits
E (3)
E (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 Pogue
Educational Credits
J (1)
3:00 PM – 4:15 PM
How to Successfully Navigate a Regulatory Exam in an Ever-Increasing Aggressive Environment
Educational Credits
K (1.5)
K (1.5)
The Status and Outlook of the U.S. Economy and Monetary Policy
Educational Credits
I (1.5)
I (1.5)
Understanding the Unique Challenges of the LGBTQ Community so you can Provide Value & Inclusion
Educational Credits
J (1.5)
J (1.5)
Using Annuities for Tax Sheltered Growth
Speakers:
Michael Finke
Educational Credits
E (1.5)
E (1.5)
5:00 PM – 6:00 PM
Cash Flow: The Problems & Solutions
Speakers:
Addie McHale
Educational Credits
H (1)
H (1)
NAPFA Public Policy Update
Educational Credits
I (1)
Tax Diversified Drawdown Strategies
Speakers:
Schyler Adams
Educational Credits
D (1)
D (1)
The Road Ahead: Comprehensive Future Planning for People with Special Needs
Educational Credits
F (1)
F (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
Develop an Effective Client Service Model
Educational Credits
K (1)
Direct Indexing and the Next Dimension in Customized Investing
Educational Credits
C (1)
C (1)
The New Retirement Reality
Speakers:
Michael Finke
Educational Credits
E (1)
E (1)
8:00 AM – 10:00 AM
Tax Planning for Equity Compensation: Know Enough to be Dangerous
Speakers:
John Owens
Educational Credits
D (2)
D (2)
9:15 AM – 10:15 AM
Discover Effective Teams: Explore Four Keys to Highly Successful Teams
Speakers:
Liv Olson
Educational Credits
K (1)
Estate Planning - Intentional Wealth
Educational Credits
F (1)
F (1)
11:15 AM – 12:15 PM
Stepping into the Future with LTCi
Speakers:
Jill MacNeil
Educational Credits
B (1)
B (1)
Transitioning to Retirement: Tax Opportunities and Pitfalls
Speakers:
DeDe Jones
Educational Credits
D (1)
D (1)
When RIAs and Their Clients Mind Their Businesses
Educational Credits
A (1)
A (1)
Testimonials and Endorsements under the SEC’s new Marketing Rule
Speakers:
Lori Neidel
Educational Credits
K (1)
K (1)
1:45 PM – 2:45 PM
Keynote - How to Thrive in a Relationship when You’re the Richer Half
Educational Credits
J (1)
J (1)
3:00 PM – 4:00 PM
Changing the Complexion of Wealth
Educational Credits
G (1)
Financial Planning Considerations of Mixed Nationality Couples
Speakers:
Matt Goren
Educational Credits
A (1)
A (1)
Leveraging Housing Wealth for Enriched Retirement
Speakers:
Jerry Auippa
Educational Credits
E (1)
E (1)
The Future of Financial Aid - What Every Advisor Needs to Know
Educational Credits
A (1)
A (1)
5:00 PM – 6:00 PM
The SECURE Act’s New RMD Requirements & Other Recent Developments Impacting IRAs
Educational Credits
E (1)
E (1)
The U.S. Housing Market: Today & Tomorrow
Speakers:
Todd Woodhead
Educational Credits
C (1)
C (1)
Tools to Guide Your Client’s ESG Investment Decisions
Educational Credits
C (1)
C (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
Keynote - Digital Assets as a New Asset Class?
Educational Credits
C (1)
C (1)
9:15 AM – 10:15 AM
20 Estate Planning Mistakes to Avoid
Educational Credits
F (1)
F (1)
Aligning Client Mindsets with Sustainable Investing
Educational Credits
C (1)
C (1)
Elder Mistreatment, Neglect, and Exploitation: A Primer for Professional Financial Planners
Speakers:
Sheri Gibson
Educational Credits
A (1)
A (1)
Optimizing Community for Growth
Educational Credits
G (1)
11:15 AM – 12:15 PM
Adding Housing Wealth to a Retirement Income Plan
Speakers:
Stephen Resch
Educational Credits
E (1)
E (1)
Considerations When Building or Renovating Your Tech Stack
Educational Credits
M (1)
M (1)
Scaling Your Personal Brand as a Solo Practice
Educational Credits
K (1)
The Intersection of Financial Planning and Divorce Litigation
Speakers:
John Cyboron
Educational Credits
A (1)
A (1)
1:30 PM – 2:30 PM
Handling Difficult Client Situations
Educational Credits
J (1)
J (1)
1:30 PM – 3:30 PM
Ethics CE: CFP® Board's Revised Code and Standards
Speakers:
Linda Leitz
Educational Credits
G (2)
G (2)
2:45 PM – 3:45 PM
Creating Impact Through Purpose-Driven Guidance
Speakers:
Dan Wanous
Educational Credits
J (1)
J (1)
Messaging Before, During, & After a Crisis
Speakers:
Jay Mooreland
Educational Credits
J (1)
J (1)
You Can't Take it with you! How to Handle Client Collections When They Can't or Won't
Educational Credits
F (1)
F (1)
5:00 PM – 6:00 PM
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