NAPFA Spring 2023 National Conference Agenda
Wednesday May 10, 2023
1:00 PM – 4:00 PM
Preconference Workshop: Estate Planning in 2023
Preconference Workshop - Member: $199/Non-member: $229
Speakers:
Jeff LevineLocation:
Torrey Pines 1-3Educational Credits
3
3
NAPFA DEI Training and Certificate Program
DEI Training and Certificate Program - Member: $299/Non-Member: $399
Educational Credits
3
Thursday May 11, 2023
8:30 AM – 9:30 AM
Keynote: The Science of Mass Influence – Break Through Data to Motivate
Speakers:
David AllisonLocation:
Pacific Ballroom 21/22Educational Credits
1
1
9:45 AM – 10:45 AM
Challenges of Race in Our Profession
Speakers:
Christopher DaleLocation:
San Diego CEducational Credits
1
Client Psychology for Couples: Applying Attachment Theory to Financial Planning
Speakers:
Ed CoambsLocation:
San Diego BEducational Credits
1
1
Insurance Strategies to Benefit New Professionals and Retirees
Speakers:
Jerry SkapyakLocation:
Temecula 2-4Educational Credits
1
1
Navigating Uncertainty: Overcoming our Addiction to Knowledge and the Illusion of Control
Speakers:
Don St. ClairLocation:
San Diego AEducational Credits
1
Foundational Marketing Framework for Growing RIAs
Speakers:
Dan CorcoranLocation:
Pacific Ballroom 21/22Educational Credits
1
11:00 AM – 12:15 PM
Managing Clients’ Existing Life Insurance Portfolios
Speakers:
Brant SteckLocation:
San Diego AEducational Credits
1.5
1.5
Navigating the Rocky Shores of International Financial Planning
Speakers:
Raoul RodriguezLocation:
Temecula 2-4Educational Credits
1.5
1.5
Protecting Against Cyber Threats
Speakers:
Steven RyderLocation:
Pacific Ballroom 21/22Educational Credits
1.5
1.5
Using Medicare's Alphabet Soup to Strengthen Client Relationships and Your Financial Planning
Speakers:
Christine SimoneLocation:
San Diego BEducational Credits
1.5
1.5
1:30 PM – 2:30 PM
Creating Space: How to Manage Your Own Stress to Work More Effectively with Clients
Speakers:
Kristy ArchuletaLocation:
San Diego CEducational Credits
1
Financial Planning for the Transitioning Military Client
Speakers:
Stacy MillerLocation:
San Diego AEducational Credits
1
1
The Compliance Collection - What You Need to Know
Speakers:
Lori NeidelLocation:
Pacific Ballroom 21/22Educational Credits
1
1
Workshop: Does Your Tech Stack Help Power Wealth?
Speakers:
Stephanie ReillyLocation:
Temecula 2-4Educational Credits
1
1:30 PM – 3:30 PM
Planning for Pre- and Post-IPO Equity Compensation
Speakers:
John OwensLocation:
San Diego BEducational Credits
2
2
2:45 PM – 3:45 PM
Adding Housing Wealth to a Retirement Plan
Speakers:
Stephen ReschLocation:
Temecula 2-4Educational Credits
1
1
Estate Planning Issues with Beneficiary Designations and Custodial Implementation
Location:
San Diego CEducational Credits
1
1
The Truth About the CFP Board Enforcement and Disciplinary Functions
Speakers:
Daniel MoisandLocation:
Pacific Ballroom 21/22Educational Credits
1
5:00 PM – 6:00 PM
Technology Framework for Success
Speakers:
Shaun KapusinskiLocation:
Pacific Ballroom 21/22Educational Credits
1
The FAFSA Simplification Act - What Every Advisor Needs to Know
Speakers:
Joe Messinger Location:
San Diego CEducational Credits
1
1
What Planners Need to Know about SECURE 2.0 NOW
Speakers:
Lawrence PonLocation:
San Diego BEducational Credits
1
1
Friday May 12, 2023
7:00 AM – 7:45 AM
7:50 AM – 9:05 AM
Keynote: The Status and Outlook of the U.S. Economy and Monetary Policy
Speakers:
LaVaughn HenryLocation:
Pacific Ballroom 21/22Educational Credits
1.5
1.5
9:20 AM – 10:20 AM
Advisor Portfolio Construction Trends and Insights
Speakers:
Ryan GeikLocation:
San Diego AEducational Credits
1
1
Do Hedge Funds Add Value for Investors?
Speakers:
Rodney SullivanLocation:
Pacific Ballroom 21/22Educational Credits
1
1
Find Your Rhythm - Implementing Your Own Annual Practice Cadence
Speakers:
Arlene MossLocation:
San Diego CEducational Credits
1
11:15 AM – 12:15 PM
Helping Women Meet their Financial Goals
Speakers:
Kahne KrauseLocation:
San Diego CEducational Credits
1
1
The Four Phases: How to Squeeze all The "Juice" out of Retirement
Speakers:
Riley MoynesLocation:
San Diego BEducational Credits
1
1
Using Asset Allocation to Protect Spending in Retirement
Speakers:
Massimiliano De SantisLocation:
Pacific Ballroom 21/22Educational Credits
1
1
1:30 PM – 2:30 PM
Helping Clients Plan for Fertility
Speakers:
Kathleen BoydLocation:
San Diego AEducational Credits
1
1
Strategies for Current Tax Landscape
Speakers:
Steven SweeneyLocation:
Temecula 2-4Educational Credits
1
1
1:30 PM – 3:30 PM
Advanced Planning Opportunities for Individuals with Employer Plans
Speakers:
Jeff LevineLocation:
San Diego BEducational Credits
2
2
Raising the Standard for Retirement Advice
Speakers:
Mike KurzLocation:
Pacific Ballroom 21/22Educational Credits
2
2
2:45 PM – 3:45 PM
Compound Compassion to Solidify Trust: Communication Before, During, and After Grief
Speakers:
Kathi BalasekLocation:
San Diego CEducational Credits
1
1
Determining Your Clients' Retirement Income Styles
Speakers:
Wade PfauLocation:
Temecula 2-4Educational Credits
1
1
Natural Disasters - Helping Clients Prepare for an Increasing Risk Environment
Speakers:
Mark EversLocation:
San Diego AEducational Credits
1
1
5:00 PM – 6:00 PM
Keynote: Imagine the Future
Speakers:
Crystal WashingtonLocation:
Pacific Ballroom 21/22Educational Credits
1
Saturday May 13, 2023
8:30 AM – 9:30 AM
Advanced Topics in Special Needs Planning
Speakers:
Ellen CookmanLocation:
San Diego BEducational Credits
1
1
Foreign Private Social Security Pensions: Small Percentage, Outsized Impact
Speakers:
Raoul RodriguezLocation:
San Diego AEducational Credits
1
1
How Offering Pro Bono Financial Advice Offers Value to Financial Planners and Firms
Location:
San Diego CEducational Credits
1
1
Your #1 Connection Tool: A High-Performing Signature Talk
Speakers:
Jimmy NelsonLocation:
Temecula 2-4Educational Credits
1
9:45 AM – 10:45 AM
Cultural Intelligence: Different Values & Behaviors in Financial Planning
Speakers:
Stephanie LeeLocation:
San Diego AEducational Credits
1
1
How to Hire, Train, and Retain the Next Generation of Talent
Location:
Temecula 2-4Educational Credits
1
Substantial Equal Periodic Payments (SEPP) and 1202 Stock (QSBS)
Speakers:
Lawrence PonLocation:
San Diego CEducational Credits
1
1
9:45 AM – 11:45 AM
Ethics CE: CFP® Board's Revised Code and Standards
Speakers:
Linda LeitzLocation:
San Diego BEducational Credits
2
2
11:00 AM – 12:00 PM
Tuesday May 23, 2023
12:00 PM – 3:00 PM
CFP® CE Add-On
Member: $99/Non-member: $149
Thank you for attending!
