NAPFA Fall 2025 National Conference Agenda
Wednesday September 3, 2025
1:00 PM – 3:00 PM
Preconference - Ethics: CFP® Board Revised Code/Standards*
Member: $0 /Non-member: $0
Location:
Declaration ABEducational Credits
2
2
Thursday September 4, 2025
4:00 AM – 4:00 AM
Advising Business Owners: 5 Key Drivers to Build More Profitable, Sellable Companies
Speakers:
Deborah MeyerEducational Credits
1
Beyond the Balance Sheet: Legacy Planning for Generational Wealth
Speakers:
Matthew BarnardEducational Credits
1
Bridging Academia and Practice: A New Theory of Goal Setting in Financial Planning
Speakers:
Brendan PheasantEducational Credits
1
Divorce Issues in Financial Planning
Speakers:
Linda Leitz PhD, CFP, EA, CDFAEducational Credits
1
1
1
Specialized Knowledge
Estate Planning - The Value of a "Credit Shelter Trust" with a $13,990.000 Estate Tax Exemption
Speakers:
Robert MaloneyEducational Credits
1
Experts in Aging Well: Care Managers & Your Aging Client
Educational Credits
1
Navigating The Changing College Funding Landscape for Advisors and their Clients
Speakers:
Joe MessingerEducational Credits
1
Preparing for the Next Generation - Navigating the Generation Skipping Transfer (GST) Tax
Speakers:
Patrick CarlsonEducational Credits
1
1
1
1
Specialized Knowledge
Pursuing Your Passion - Building A Successful Niche Practice
Educational Credits
1
Reframing Latino Financial Discipline: A Trauma-Informed Approach to Financial Wellness
Speakers:
Jasmine RamirezEducational Credits
1
Stupid in Love: Intentional Estate Planning for Married Couples
Educational Credits
1
1
1
Specialized Knowledge
5:00 AM – 6:00 AM
Unique Liability Exposures of the Affluent
Speakers:
Aryn JohnsonLocation:
Declaration ABEducational Credits
1
7:00 AM – 8:00 AM
Don’t Just Ride It Out – DO SOMETHING!
Proactive Planning Strategies to Calm Clients Nerves
Speakers:
Judson MeinhartEducational Credits
1
10:15 AM – 11:15 AM
Compliance of Today for RIAs for AI, Digital Assets, and Cybersecurity
Speakers:
Lori NeidelEducational Credits
1
What Every Financial Planner Should Know About Today’s Property Insurance Crisis
Speakers:
Michelle HirschEducational Credits
1
10:15 AM – 11:30 AM
11:30 AM – 12:30 PM
Unique Estate Planning Considerations for Non-Traditional Families
Speakers:
Kaitlyn MetscherEducational Credits
1
1
1
Specialized Knowledge
1:45 PM – 2:45 PM
A New Solution for Big Stock Gains: 351 ETF Conversions
Speakers:
Meb FaberEducational Credits
1
1
1
Specialized Knowledge
Financial Considerations when Planning for Active Duty Military Members
Speakers:
Rebecca NossEducational Credits
1
1
1
Specialized Knowledge
The Backdoor Path to Early Retirement
Speakers:
Erik CarterEducational Credits
1
1
1
Specialized Knowledge
3:15 PM – 4:15 PM
From Advice to Action: Building Action Plans That Drive Results
Speakers:
Nathan RicksEducational Credits
1
1
1
Specialized Knowledge
Navigating Senior Living: Understanding the Options
Educational Credits
1
1
1
Specialized Knowledge
Friday September 5, 2025
10:00 AM – 11:30 AM
11:30 AM – 12:30 PM
Designing Financial Plans for First-Gen Wealth Builders: Systems, Cash Flow & Cultural Comple
Speakers:
Chukwudi UraihEducational Credits
1
1:45 PM – 2:45 PM
Health Insurance for the Self-Employed: A CFP’s Guide to Smarter Planning
Speakers:
Matt AllenEducational Credits
1
3:15 PM – 4:15 PM
Beyond Spreadsheets: Practical No-Code Tools for Next-Level Financial Planning Efficiency
Speakers:
Matthew BarnardEducational Credits
1
Saturday September 6, 2025
7:00 AM – 7:30 AM
IAR CE Add-on
8:45 AM – 9:30 AM
8:45 AM – 9:45 AM
Integrating Mediation Skills into Planning Practice: Better Conversations, Stronger Relationships
Speakers:
Leah HadleyEducational Credits
1
MAPTs and BDOTs - How They Work and When to Use Them
Educational Credits
1
9:50 AM – 10:50 AM
Navigating Estate Planning with Childfree Clients
Educational Credits
1
Who Pays the Tax? Modeling IRA distributions in a post-SECURE Act environment
Speakers:
John GjertsenEducational Credits
1
11:00 AM – 12:00 PM
Beyond the Wrapper: Personalized Portfolios for Cost Savings and Client Confidence
Educational Credits
1