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

Educational Credits
3
3
3
Communications & Marketing
Preconference Workshop: Tax Planning Over the Next 5 Years

Member: $169/Non-member: $199

Speakers:
Steven Siegel
Educational Credits
3
3
3
Taxes

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

Educational Credits
1
1
Personal Development
9:45 AM – 10:45 AM
Risk Management Considerations within Fee-Only Firms
Educational Credits
1
1
1
Specialized Knowledge
Social Security: The Choice of a Lifetime

Sponsored By: Nationwide

Speakers:
David Harris
Educational Credits
1
1
1
Specialized Knowledge
The Psychology of Advice: Using Behavioral Science to Build Trust and Help Clients
Speakers:
Dan Smaida
Educational Credits
1
1
11:00 AM – 12:15 PM
Modern Day Estate Organizing: Why Technology is a Complexity Multiplier
Speakers:
Kate Hufnagel
Educational Credits
1.5
1.5
1.5
Information Technology
Navigating the Medicare Maze to Save Money and Find the Right Coverage
Speakers:
Al Kushner
Educational Credits
1.5
1.5
1.5
Specialized Knowledge
Sustainable Growth: Tax Considerations for Growing Businesses
Speakers:
David Peters
Educational Credits
1.5
1.5
1.5
Taxes
The Future of Financial Aid: What Every Advisor Needs to Know
Speakers:
Joe Messinger
Educational Credits
1.5
1.5
1.5
Specialized Knowledge
What to Expect in a Regulatory Exam
Educational 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 Birken
Educational Credits
1
1
1
Specialized Knowledge
Demystifying Leadership and the Art of Giving Feedback
Speakers:
Daniel Kopp
Educational Credits
1
The Emotionally Intelligent Advisor: Boost your Success with Stronger EI
Speakers:
Liv Olson
Educational Credits
1
1
1:30 PM – 3:30 PM
The Tools of Domestic and International Asset Protection
Educational Credits
2
2
2
Specialized Knowledge
2:45 PM – 3:45 PM
Gray Divorce and the Wealth Advisory Impact
Educational Credits
1
1
1
Specialized Knowledge
More Money in the Owner's Pocket: Practical Tax Strategies for Executives
Speakers:
David Peters
Educational Credits
1
1
1
Taxes
The Evolution of ETFs

Sponsored By: Dimensional Fund Advisors

Speakers:
Courtney Lee
Educational Credits
1
1
1
Specialized Knowledge
Unlocking the Secrets to an Affordable College Education for Everyone

Sponsored By: NAPFA Foundation

Educational Credits
1
1
5:00 PM – 6:00 PM
Disclaimer Planning: The Swiss Army Knife of Tax and Estate Planning
Speakers:
Steven Siegel
Educational Credits
1
1
1
Taxes
Financial Planning as An Employer Benefit
Speakers:
Zack Hubbard
Educational Credits
1
1
1
Specialized Knowledge
Financing Operational Cashflow for Advisory Practices
Speakers:
Adam Farag
Educational Credits
1
1
Specialized Knowledge
How to Enhance Clients' Social Security Benefits

Sponsored By: Allianz

Educational Credits
1
1
1
Specialized Knowledge
The Importance of the Discovery Meeting
Educational 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 Ullrich
Educational 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

Educational Credits
1
1
1
Specialized Knowledge
Financial Planning Considerations of Mixed Nationality Couples
Speakers:
Ashley Murphy
Educational Credits
1
1
1
Specialized Knowledge
From Resistance to Action: Working with Clients Who Don't Implement Your Advice
Speakers:
Derek Hagen
Educational Credits
1
1
Three Factors Key to M&A Partnership Success
Educational Credits
1
World of Opportunity in International Markets

In-Kind Sponsor: Dimensional Fund Advisors

Educational Credits
1
1
1
Specialized Knowledge
10:15 AM – 10:30 AM
10:35 AM – 10:50 AM
11:15 AM – 12:15 PM
Advisory Annuities and Trusts

Sponsored By: Jackson National Life Distributors

Educational Credits
1
1
1
Specialized Knowledge
Education Legacy Planning: Top Strategies for Grandparents
Speakers:
Cozy Wittman
Educational Credits
1
1
1
Specialized Knowledge
Implications of Secure 2.0 on Business Retirement Plans
Speakers:
Karen Roberts
Educational Credits
1
1
1
Specialized Knowledge
The Road Ahead: Comprehensive Future Planning for People with Special Needs
Educational 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 Johnson
Educational 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:
Clifton
12:55 PM – 1:10 PM
Technology Showcase: FP Alpha

Navigating Uncharted Opportunities with AI and ChatGPT and their Applications in Personal Financial Planning.

Location:
Olmsted 1-4
1:30 PM – 2:30 PM
A Practical Guide to Policy Reviews

Sponsored By: LLIS

Educational Credits
1
1
1
Specialized Knowledge
Alternatives: Think Beyond 60/40

In-Kind Sponsor: BlackRock

Speakers:
Marc Crigger
Educational 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 Kramer
Educational Credits
1
Relative Value of Fixed Income in the post Fed Tightening World
Speakers:
Dimitri Delis
Educational Credits
1
1
1
Specialized Knowledge
1:30 PM – 3:30 PM
Obscure Social Security Rules and their Impact on Clients
Educational Credits
2
2
2
Specialized Knowledge
2:45 PM – 3:45 PM
Communicating and Coping in Times of Stress, Uncertainty, and Loss
Speakers:
Amy Florian
Educational Credits
1
1
Housing Wealth in a Retirement Plan

Sponsored By: Finance of America Reverse

Speakers:
Stephen Resch
Educational Credits
1
1
1
Specialized Knowledge
The Art and Science of Risk

In-Kind Sponsor: Morningstar

Speakers:
Thomas Aviles
Educational Credits
1
1
1
Specialized Knowledge
3:50 PM – 4:05 PM
Technology Showcase: Asset Dedication
Location:
Clifton
4:10 PM – 4:25 PM
Technology Showcase: eMoney Advisor

Engaging Clients with Holistic Planning and eMoney

Location:
Clifton
4:45 PM – 6:00 PM
Preparing for the People-Centered, Technology Enabled, Financial Planning Engagements of the Future

Keynote

Speakers:
Ajamu Loving
Educational Credits
1
1
1
Information Technology
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 Finke
Educational Credits
1
1
1
Specialized Knowledge
Estate Planning for the Next Generation
Educational Credits
1
1
1
Specialized Knowledge
Navigating Uncharted Opportunities with AI and ChatGPT and their Applications in Personal Financial
Educational Credits
1
1
1
Information Technology
Optimizing Withdrawal Strategies under the SECURE Act(s)
Speakers:
John Schuman
Educational Credits
1
1
1
Specialized Knowledge
9:45 AM – 10:45 AM
Advising Clients on Philanthropy to Better Serve Clients and Differentiate Your Business
Educational Credits
1
1
1
Specialized Knowledge
Strategies for Adding Diversity, Equity & Inclusion Initiatives in Solo and Boutique Firms

Sponsored By: NAPFA DEI Initiative

Educational Credits
1
1
Personnel & Human Resources
9:45 AM – 11:45 AM
Ethics CE: CFP Board’s Revised Code and Standards
Educational Credits
2
2
2
Regulatory Ethics
11:00 AM – 12:00 PM
Legacy Planning & Coaching
Educational Credits
1
1
1
Specialized Knowledge
Responding to the Pandemic-Era Uptick in Financial Exploitation
Educational Credits
1
1

Tuesday October 31, 2023

12:00 PM – 3:00 PM