NAPFA Fall 2023 National Conference Agenda
Wednesday October 18, 2023
1:00 PM – 4:00 PM
Preconference Workshop: Applying the Psychology of Financial Planning: Grief, Trust and Transparency
Member: $169/Non-member: $199
Location:
Commonwealth 8Educational Credits
3
3
3
Communications & Marketing
Preconference Workshop: Tax Planning Over the Next 5 Years
Member: $169/Non-member: $199
Speakers:
Steven SiegelLocation:
Commonwealth 6/7Educational Credits
3
3
3
Taxes
1:00 PM – 5:00 PM
4:30 PM – 5:30 PM
6:00 PM – 7:00 PM
Thursday October 19, 2023
8:00 AM – 9:30 AM
How to Future-Proof Yourself, Fearlessly Innovate, and Succeed Despite Uncertainty
Keynote, Sponsored By: Pacific Life Advisory
Speakers:
Scott SteinbergLocation:
Commonwealth 4/5Educational Credits
1
1
Personal Development
9:45 AM – 10:45 AM
Current Deal Structure Landscape – Equity Ownership Options for the Next Generation
Speakers:
Marcus HagoodLocation:
Commonwealth 2/3Educational Credits
1
Risk Management Considerations within Fee-Only Firms
Speakers:
Brian FrancetichLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
Social Security: The Choice of a Lifetime
Sponsored By: Nationwide
Speakers:
David HarrisLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
The Psychology of Advice: Using Behavioral Science to Build Trust and Help Clients
Speakers:
Dan SmaidaLocation:
Commonwealth 6/7Educational Credits
1
1
11:00 AM – 12:15 PM
Modern Day Estate Organizing: Why Technology is a Complexity Multiplier
Speakers:
Kate HufnagelLocation:
Olmsted 5-7Educational Credits
1.5
1.5
1.5
Information Technology
Navigating the Medicare Maze to Save Money and Find the Right Coverage
Speakers:
Al KushnerLocation:
Commonwealth 1Educational Credits
1.5
1.5
1.5
Specialized Knowledge
Sustainable Growth: Tax Considerations for Growing Businesses
Speakers:
David PetersLocation:
Commonwealth 6/7Educational Credits
1.5
1.5
1.5
Taxes
The Future of Financial Aid: What Every Advisor Needs to Know
Speakers:
Joe MessingerLocation:
Commonwealth 2/3Educational Credits
1.5
1.5
1.5
Specialized Knowledge
What to Expect in a Regulatory Exam
Location:
Commonwealth 8Educational Credits
1.5
1.5
1.5
Specialized Knowledge
1:30 PM – 2:30 PM
An Advisor's Guide to Property and Casualty Insurance Reviews
Sponsored By: Holistiplan
Speakers:
Ben BirkenLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
Demystifying Leadership and the Art of Giving Feedback
Speakers:
Daniel KoppLocation:
Commonwealth 8Educational Credits
1
The Emotionally Intelligent Advisor: Boost your Success with Stronger EI
Speakers:
Liv OlsonLocation:
Olmsted 5-7Educational Credits
1
1
Unlocking the Secrets to an Affordable College Education for Everyone
Sponsored By: NAPFA Foundation
Location:
Commonwealth 6/7Educational Credits
1
1
1:30 PM – 3:30 PM
The Tools of Domestic and International Asset Protection
Speakers:
Elizabeth MorganLocation:
Commonwealth 2/3Educational Credits
2
2
2
Specialized Knowledge
2:45 PM – 3:45 PM
Gray Divorce and the Wealth Advisory Impact
Speakers:
Haleh ModdasserLocation:
Commonwealth 6/7Educational Credits
1
1
1
Specialized Knowledge
More Money in the Owner's Pocket: Practical Tax Strategies for Executives
Speakers:
David PetersLocation:
Olmsted 5-7Educational Credits
1
1
1
Taxes
The Evolution of ETFs
Sponsored By: Dimensional Fund Advisors
Speakers:
Courtney LeeLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
5:00 PM – 6:00 PM
Disclaimer Planning: The Swiss Army Knife of Tax and Estate Planning
Speakers:
Steven SiegelLocation:
Commonwealth 6/7Educational Credits
1
1
1
Taxes
Financial Planning as An Employer Benefit
Speakers:
Zack HubbardLocation:
Commonwealth 2/3Educational Credits
1
1
1
Specialized Knowledge
Financing Operational Cashflow for Advisory Practices
Speakers:
Adam FaragLocation:
Commonwealth 8Educational Credits
1
1
Specialized Knowledge
How to Enhance Clients' Social Security Benefits
Sponsored By: Allianz
Speakers:
L. Kelly LaVigneLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
The Importance of the Discovery Meeting
Speakers:
Katelyn BombardiereLocation:
Olmsted 5-7Educational Credits
1
1
1
Communications & Marketing
6:00 PM – 7:00 PM
Cocktail Reception with Exhibitors
Sponsored By: Flourish Financial
7:30 PM – 9:30 PM
Genesis Social Event
Sponsored By: LLIS
Friday October 20, 2023
7:00 AM – 7:45 AM
7:50 AM – 9:05 AM
National Economic Update
Keynote, Sponsored By: TIFIN Wealth
Speakers:
Laura UllrichLocation:
Commonwealth 4/5Educational Credits
1
1
1
Economics
9:20 AM – 10:20 AM
Bridging the Gap: How Financial Advisors Can Talk to Their Clients about Home Equity
Sponsored By: Longbridge Financial
Location:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
Financial Planning Considerations of Mixed Nationality Couples
Speakers:
Ashley MurphyLocation:
Commonwealth 2/3Educational Credits
1
1
1
Specialized Knowledge
From Resistance to Action: Working with Clients Who Don't Implement Your Advice
Speakers:
Derek HagenLocation:
Olmsted 5-7Educational Credits
1
1
Three Factors Key to M&A Partnership Success
Speakers:
Tyler NunnallyLocation:
Commonwealth 6/7Educational Credits
1
World of Opportunity in International Markets
In-Kind Sponsor: Dimensional Fund Advisors
Speakers:
Michael HumbertLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
10:15 AM – 10:30 AM
Technology Showcase: Moneytree...Making the Complex Simple
Moneytree…making the complex simple
Location:
Clifton10:35 AM – 10:50 AM
Technology Showcase: Advyzon
Location:
Clifton11:15 AM – 12:15 PM
Advisory Annuities and Trusts
Sponsored By: Jackson National Life Distributors
Location:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
Education Legacy Planning: Top Strategies for Grandparents
Speakers:
Cozy WittmanLocation:
Commonwealth 2/3Educational Credits
1
1
1
Specialized Knowledge
Implications of Secure 2.0 on Business Retirement Plans
Speakers:
Karen RobertsLocation:
Olmsted 5-7Educational Credits
1
1
1
Specialized Knowledge
The Road Ahead: Comprehensive Future Planning for People with Special Needs
Speakers:
Alexandra BaigLocation:
Commonwealth 6/7Educational Credits
1
1
1
Specialized Knowledge
Why Can't We Be Friends? A Different Take on Active vs. Passive
In-Kind Sponsor: Morningstar
Speakers:
Ben JohnsonLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
12:30 PM – 12:45 PM
Technology Showcase: Seeds Investor
Stop Selling & Start Listening: Delivering A Meaningful Investing Experience
Location:
Clifton12:55 PM – 1:10 PM
Technology Showcase: FP Alpha
Navigating Uncharted Opportunities with AI and ChatGPT and their Applications in Personal Financial Planning.
Location:
Clifton1:30 PM – 2:30 PM
A Practical Guide to Policy Reviews
Sponsored By: LLIS
Location:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
Alternatives: Think Beyond 60/40
In-Kind Sponsor: BlackRock
Speakers:
Marc CriggerLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
Breaking Through Bias: Communication Techniques for Women to Succeed at Work
Sponsored By: NAPFA Women's Initiative
Speakers:
Andie KramerLocation:
Commonwealth 6/7Educational Credits
1
Relative Value of Fixed Income in the post Fed Tightening World
Speakers:
Dimitri DelisLocation:
Olmsted 5-7Educational Credits
1
1
1
Specialized Knowledge
1:30 PM – 3:30 PM
Obscure Social Security Rules and their Impact on Clients
Location:
Commonwealth 2/3Educational Credits
2
2
2
Specialized Knowledge
2:45 PM – 3:45 PM
Communicating and Coping in Times of Stress, Uncertainty, and Loss
Speakers:
Amy FlorianLocation:
Olmsted 5-7Educational Credits
1
1
Getting to Page One on Google: Winning SEO for Financial Advisors
Speakers:
Rich BrooksLocation:
Commonwealth 6/7Educational Credits
1
Housing Wealth in a Retirement Plan
Sponsored By: Finance of America Reverse
Speakers:
Stephen ReschLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
The Art and Science of Risk
In-Kind Sponsor: Morningstar
Speakers:
Thomas AvilesLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
3:50 PM – 4:05 PM
4:10 PM – 4:25 PM
Technology Showcase: eMoney Advisor
Engaging Clients with Holistic Planning and eMoney
Location:
Clifton4:45 PM – 6:00 PM
Preparing for the People-Centered, Technology Enabled, Financial Planning Engagements of the Future
Keynote
Speakers:
Ajamu LovingLocation:
Commonwealth 4/5Educational Credits
1
1
1
Information Technology
6:00 PM – 7:00 PM
6:30 PM – 7:30 PM
7:30 PM – 9:30 PM
Saturday October 21, 2023
8:30 AM – 9:30 AM
A Goal-Based Approach to Retirement Income Planning
Sponsored By: Lincoln Financial
Speakers:
Michael FinkeLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
Estate Planning for the Next Generation
Speakers:
Brian BalduzziLocation:
Commonwealth 2/3Educational Credits
1
1
1
Specialized Knowledge
Navigating Uncharted Opportunities with AI and ChatGPT and their Applications in Personal Financial
Speakers:
Andrew AltfestLocation:
Commonwealth 8Educational Credits
1
1
1
Information Technology
Optimizing Withdrawal Strategies under the SECURE Act(s)
Speakers:
John SchumanLocation:
Commonwealth 6/7Educational Credits
1
1
1
Specialized Knowledge
9:45 AM – 10:45 AM
Advising Clients on Philanthropy to Better Serve Clients and Differentiate Your Business
Speakers:
David Flores WilsonLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
Content Marketing for Financial Planners: Four Ideas for Telling Your Story to Connect With Clients
Speakers:
Zoe MeggertLocation:
Commonwealth 2/3Educational Credits
1
Strategies for Adding Diversity, Equity & Inclusion Initiatives in Solo and Boutique Firms
Sponsored By: NAPFA DEI Initiative
Speakers:
Danika WaddellLocation:
Commonwealth 1Educational Credits
1
1
Personnel & Human Resources
9:45 AM – 11:45 AM
Ethics CE: CFP Board’s Revised Code and Standards
Speakers:
David MannaioniLocation:
Commonwealth 6/7Educational Credits
2
2
2
Regulatory Ethics
11:00 AM – 12:00 PM
Legacy Planning & Coaching
Speakers:
Jean-Luc BourdonLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
Responding to the Pandemic-Era Uptick in Financial Exploitation
Speakers:
Jilenne GuntherLocation:
Commonwealth 2/3Educational Credits
1
1
Tuesday October 31, 2023
12:00 PM – 3:00 PM
CFP® CE Add-On for Post-Conference Session Recordings
Member: $99/Non-member: $149
