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: $225/Non-member: $255 (Lunch Provided)

Speakers:
Jeff Levine
Educational Credits
F (3)
F (3)
NAPFA DEI Training and Certificate Program

DEI Training and Certificate Program - Member: $299/Non-Member: $399

Educational Credits
G (3)
G (3)

Thursday May 11, 2023

8:30 AM – 9:30 AM
9:45 AM – 10:45 AM
Challenges of Race in Our Profession
Educational Credits
G (1)
Client Psychology for Couples: Applying Attachment Theory to Financial Planning
Speakers:
Ed Coambs
Educational Credits
J (1)
J (1)
9:45 AM – 10:00 AM
Foundational Marketing Framework for Growing RIAs
Speakers:
Dan Corcoran
Educational Credits
K (1)
11:00 AM – 12:14 AM
Protecting Against Cyber Threats
Speakers:
Steven Ryder
Educational Credits
M (1.5)
11:00 AM – 12:15 PM
Integrating Financial Advising & Financial Therapy
Educational Credits
A (1.5)
A (1.5)
1:30 PM – 2:30 PM
The Compliance Collection - What You Need to Know
Speakers:
Lori Neidel
Educational Credits
K (1)
K (1)
2:45 PM – 3:45 PM
Estate Planning for Pets
Educational Credits
F (1)
F (1)
Small Business 401(k) Plans – What are You Waiting For?
Educational Credits
E (1)
E (1)
5:00 PM – 6:00 PM
Retirement Plan Update
Speakers:
Lawrence Pon
Educational Credits
E (1)
E (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
Educational Credits
I (1.5)
I (1.5)
9:20 AM – 10:20 AM
Do Hedge Funds Add Value for Investors?
Educational Credits
C (1)
C (1)
Find Your Rhythm - Implementing Your Own Annual Practice Cadence
Speakers:
Arlene Moss
Educational Credits
K (1)
Tax Planning for Real Estate Investors
Educational Credits
D (1)
D (1)
11:15 AM – 12:15 PM
The Four Phases: How to Squeeze all The "Juice" out of Retirement
Speakers:
Rylie Moynes
Educational Credits
J (1)
J (1)
Using Asset Allocation to Protect Spending in Retirement
Educational Credits
C (1)
C (1)
Working with Surviving Spouses
Educational Credits
A (1)
A (1)
1:30 PM – 2:30 PM
Helping Clients Plan for Fertility
Speakers:
Kathleen Boyd
Educational Credits
B (1)
B (1)
Next Level Strategy...and Beyond
Speakers:
Tim Kochis
Educational Credits
K (1)
5:00 PM – 6:00 PM
Keynote: Imagine the Future
Educational Credits
L (1)

Saturday May 13, 2023

8:30 AM – 9:30 AM
Advanced Topics in Special Needs Planning
Speakers:
Ellen Cookman
Educational Credits
A (1)
A (1)
9:45 AM – 10:45 AM
Cultural Intelligence: Different Values & Behaviors in Financial Planning
Speakers:
Stephanie Lee
Educational Credits
J (1)
J (1)
Helping Women Meet their Financial Goals
Speakers:
Kahne Krause
Educational Credits
K (1)
K (1)
Substantial Equal Periodic Payments (SEPP) and 1202 Stock (QSBS)
Speakers:
Lawrence Pon
Educational Credits
D (1)
D (1)
9:45 AM – 11:45 AM
Ethics CE: CFP® Board's Revised Code and Standards
Speakers:
Linda Leitz
Educational Credits
G (2)
G (2)
11:00 AM – 12:00 PM
Exit Planning for Your Client's Business
Educational Credits
A (1)
A (1)
Is Solar Energy Worth the Cost?
Educational Credits
D (1)
D (1)
2:45 PM – 3:45 PM
Natural Disasters - Helping Clients Prepare for an Increasing Risk Environment
Speakers:
Mark Evers
Educational Credits
B (1)
B (1)

Tuesday May 23, 2023

12:00 PM – 3:00 PM
CFP® CE Add-On

Member: $99/Non-member: $149