NAPFA Fall 2024 National Conference Agenda

Wednesday October 30, 2024

1:00 PM – 4:00 PM
Preconference: DEI Training & Certificate Program

Member: $299/Non Member: $399

Speakers:
Ryan Warner
Location:
Broadway Ballroom C/D
Educational Credits
3
3
Personnel & Human Resources
Preconference: Final SECURE Act RMD Regulations Meets the Great IRA Wealth Transfer

Member: $199/Non Member: $249

Location:
Broadway Ballroom A
Educational Credits
3
3
3
Specialized Knowledge

Thursday October 31, 2024

8:00 AM – 9:45 AM
Becoming the Preeminent Financial Influencer in Your Clients' Lives
Speakers:
Jay Mooreland
Location:
Broadway Ballroom West
Educational Credits
1
1
1
Specialized Knowledge
10:00 AM – 11:00 AM
Does a Reverse Mortgage Have a Place in Retirement Planning?

Sponsored by: Finance of America

Location:
Broadway Ballroom B
Educational Credits
1
1
1
Specialized Knowledge
Helping Your Clients Control Health Care Costs
Location:
Broadway Ballroom West
Educational Credits
1
1
1
Specialized Knowledge
Key Roth IRA & Roth 401(k) Rules for Funding & Tax-free Distributions
Location:
Broadway Ballroom A
Educational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] Estate Tax Planning by the Numbers: A Mathematical Mystery Tour
Speakers:
Alan Gassman
Location:
Broadway Ballroom C/D
Educational Credits
1
1
1
Specialized Knowledge
11:30 AM – 12:30 PM
Another One Bites the Dust: 3 Changes Leaders Must Make to Keep the Talent They Need to Get Results
Speakers:
Leslie Beale
Location:
Broadway Ballroom West
Educational Credits
1
1
Personnel & Human Resources
Current Trends In Long Term Care Planning: What You And Your Clients Need To Know
Location:
Broadway Ballroom A
Educational Credits
1
1
1
Specialized Knowledge
From Hours to Minutes: Leveraging AI-Powered Estate Planning Tools to Grow your Practice

Sponsored by: FP Alpha

Location:
Broadway Ballroom B
Educational Credits
1
1
Specialized Knowledge
[WORKSHOP] How to Create Compelling Content Using Generative AI and Other Digital Tools
Speakers:
Marie Swift
Location:
Broadway Ballroom C/D
Educational Credits
1
1
Communications & Marketing
1:45 PM – 2:45 PM
Estate Planning for the Next Generation
Location:
Broadway Ballroom West
Educational Credits
1
1
1
Specialized Knowledge
Healthy Foundations for Firm Growth
Speakers:
Marcus Hagood
Location:
Broadway Ballroom A
Educational Credits
1
1
Specialized Knowledge
Permanent Life Insurance – Should it Stay or Should it Go?

Sponsored by: LLIS

Speakers:
Jerry Skapyak
Location:
Broadway Ballroom B
Educational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] Financial Advising and Motivational Interviewing - Creating a Better Client Experience
Location:
Broadway Ballroom C/D
Educational Credits
1
1
1
Communications & Marketing
3:15 PM – 4:15 PM
Fixed Income Investing As The Fed Cuts Rates
Location:
Broadway Ballroom West
Educational Credits
1
1
1
Specialized Knowledge
The Health and Wealth Connection: Why Understanding the Right AI-driven Data Can Reinvent Financial

Sponsored by: Nomo Smart Care

Speakers:
Tim Sherno
Location:
Broadway Ballroom B
Educational Credits
1
1
1
Specialized Knowledge
The Power of Podcasting: How Financial Advisors Can Use Podcasts to Attract and Engage Clients
Location:
Broadway Ballroom C/D
Educational Credits
1
1
Communications & Marketing
Winning Clients with Goal Matching
Speakers:
Darius Gagne
Location:
Broadway Ballroom A
Educational Credits
1
1
1
Specialized Knowledge

Friday November 1, 2024

8:00 AM – 9:45 AM
5 Steps to Building a 7-Figure Financial Advisory Business that Impacts the World
Location:
Broadway Ballroom West
Educational Credits
1
1
Communications & Marketing
10:00 AM – 11:00 AM
Is Today's Older Homeowner Sitting on a Gold Mine?

Sponsored by: Longbridge-Financial

Speakers:
Jerry Auippa
Location:
Broadway Ballroom B
Educational Credits
1
1
1
Specialized Knowledge
Panel Discussion – Using DEI Principles to Enhance Your Client Service and Grow Your Practice
Location:
Broadway Ballroom C/D
Educational Credits
1
1
Personnel & Human Resources
Tax Planning for Equity Compensation: Know Enough to be Dangerous
Speakers:
John Owens
Location:
Broadway Ballroom West
Educational Credits
1
1
1
Taxes
11:30 AM – 12:30 PM
Market Realities in 2025: Lower Inflation, Lower Interest Rates and the "Illusion" of a Soft Landing

Sponsored by: Piper Sandler

Location:
Broadway Ballroom B
Educational Credits
1
1
1
Specialized Knowledge
The Road Ahead: Comprehensive Future Planning for People with Special Needs
Location:
Broadway Ballroom A
Educational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] Working with LGBT+ Clients - an Interactive Workshop
Location:
Broadway Ballroom C/D
Educational Credits
1
1
1
Specialized Knowledge
1:45 PM – 2:45 PM
Advanced College Funding Strategies For Business Owners and High-Income Earners
Speakers:
Joe Messinger
Location:
Broadway Ballroom West
Educational Credits
1
1
1
Specialized Knowledge
Articulate Your Value

Sponsored by: SEI Global Services

Location:
Broadway Ballroom B
Educational Credits
1
1
Communications & Marketing
Operation Financial Freedom: Planning Tips for Veteran Clients
Speakers:
Stacy Miller
Location:
Broadway Ballroom A
Educational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] Goals Based Financial Planning and Establishing Your Niche
Location:
Broadway Ballroom C/D
Educational Credits
1
1
1
Specialized Knowledge
3:15 PM – 4:45 PM
Harmony in Success: Nurturing the Million-Dollar Mindset Without Compromising Faith and Family Value
Location:
Broadway Ballroom West
Educational Credits
1
1
Personal Development

Saturday November 2, 2024

8:30 AM – 9:30 AM
Why Managed Futures May No Longer Be A Four Letter Word
Speakers:
Steven Roge
Location:
Broadway Ballroom West
Educational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] The Psychology of Advice: Using Behavioral Science to Build Trust and Help Clients
Speakers:
Dan Smaida
Location:
Broadway Ballroom West
Educational Credits
1
1
1
Specialized Knowledge
9:45 AM – 10:45 AM
The Small Firm Investment Team
Speakers:
Philip Mock
Location:
Broadway Ballroom A
Educational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] Creating a Mini-Family Office Experience for Estate Planning
Speakers:
Daniel Kopp
Location:
Broadway Ballroom C/D
Educational Credits
1
1
1
Specialized Knowledge
9:45 AM – 11:45 AM
Ethics CE: CFP Board's Revised Code and Standards
Speakers:
Linda Leitz
Location:
Broadway Ballroom West
Educational Credits
2
2
2
Regulatory Ethics