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 LevineEducational Credits
F
(3)
F
(3)
Location:
Torrey Pines 1-3NAPFA DEI Training and Certificate Program
DEI Training and Certificate Program - Member: $299/Non-Member: $399
Educational Credits
G
(3)
Thursday May 11, 2023
8:30 AM – 9:30 AM
Keynote: The Science of Mass Influence – Break Through Data to Motivate
Speakers:
David AllisonEducational Credits
L
(1)
L
(1)
Location:
Pacific Ballroom 21/229:45 AM – 10:45 AM
Challenges of Race in Our Profession
Speakers:
Christopher DaleEducational Credits
G
(1)
Location:
San Diego CClient Psychology for Couples: Applying Attachment Theory to Financial Planning
Speakers:
Ed CoambsEducational Credits
J
(1)
J
(1)
Location:
San Diego BInsurance Strategies to Benefit New Professionals and Retirees
Speakers:
Jerry SkapyakEducational Credits
B
(1)
B
(1)
Location:
Temecula 2-4Navigating Uncertainty: Overcoming our Addiction to Knowledge and the Illusion of Control
Speakers:
Don St. ClairEducational Credits
L
(1)
Location:
San Diego AFoundational Marketing Framework for Growing RIAs
Speakers:
Dan CorcoranEducational Credits
K
(1)
Location:
Pacific Ballroom 21/2211:00 AM – 12:15 PM
Integrating Financial Advising & Financial Therapy
Educational Credits
A
(1.5)
A
(1.5)
Location:
Temecula 2-4Managing Clients’ Existing Life Insurance Portfolios
Speakers:
Brant SteckEducational Credits
B
(1.5)
B
(1.5)
Location:
San Diego ANavigating the Rocky Shores of International Financial Planning
Speakers:
Raoul RodriguezEducational Credits
D
(1.5)
D
(1.5)
Location:
Temecula 2-4Protecting Against Cyber Threats
Speakers:
Steven RyderEducational Credits
M
(1.5)
M
(1.5)
Location:
Pacific Ballroom 21/22Using Medicare's Alphabet Soup to Strengthen Client Relationships and Your Financial Planning
Speakers:
Christine SimoneEducational Credits
E
(1.5)
E
(1.5)
Location:
San Diego B1:30 PM – 2:30 PM
Creating Space: How to Manage Your Own Stress to Work More Effectively with Clients
Speakers:
Kristy ArchuletaEducational Credits
J
(1)
Location:
San Diego CFinancial Planning for the Transitioning Military Client
Speakers:
Stacy MillerEducational Credits
A
(1)
A
(1)
Location:
San Diego AThe Compliance Collection - What You Need to Know
Speakers:
Lori NeidelEducational Credits
K
(1)
K
(1)
Location:
Pacific Ballroom 21/22Workshop: Does Your Tech Stack Help Power Wealth?
Speakers:
Stephanie ReillyEducational Credits
M
(1)
Location:
Temecula 2-41:30 PM – 3:30 PM
Planning for Pre- and Post-IPO Equity Compensation
Speakers:
John OwensEducational Credits
D
(2)
D
(2)
Location:
San Diego B2:45 PM – 3:45 PM
Adding Housing Wealth to a Retirement Plan
Speakers:
Stephen ReschEducational Credits
E
(1)
E
(1)
Location:
Temecula 2-4Estate Planning Issues with Beneficiary Designations and Custodial Implementation
Educational Credits
F
(1)
F
(1)
Location:
San Diego CSmall Business 401(k) Plans – What are You Waiting For?
Educational Credits
E
(1)
E
(1)
Location:
San Diego AThe Truth About the CFP Board Enforcement and Disciplinary Functions
Speakers:
Daniel MoisandEducational Credits
K
(1)
Location:
Pacific Ballroom 21/225:00 PM – 6:00 PM
Technology Framework for Success
Speakers:
Shaun KapusinskiEducational Credits
M
(1)
Location:
Pacific Ballroom 21/22The FAFSA Simplification Act - What Every Advisor Needs to Know
Speakers:
Joe Messinger Educational Credits
A
(1)
A
(1)
Location:
San Diego CTransitioning from Within: Success Stories and Pitfalls
Educational Credits
K
(1)
Location:
San Diego AWhat Planners Need to Know about SECURE 2.0 NOW
Speakers:
Lawrence PonEducational Credits
E
(1)
E
(1)
Location:
San Diego BFriday 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 HenryEducational Credits
I
(1.5)
I
(1.5)
Location:
Pacific Ballroom 21/229:20 AM – 10:20 AM
Advisor Portfolio Construction Trends and Insights
Speakers:
Ryan GeikEducational Credits
C
(1)
C
(1)
Location:
San Diego ADo Hedge Funds Add Value for Investors?
Speakers:
Rodney SullivanEducational Credits
C
(1)
C
(1)
Location:
Pacific Ballroom 21/22Estate Planning for Pets
Speakers:
Debbie McCulloughEducational Credits
F
(1)
F
(1)
Location:
Temecula 2-4Find Your Rhythm - Implementing Your Own Annual Practice Cadence
Speakers:
Arlene MossEducational Credits
K
(1)
Location:
San Diego C11:15 AM – 12:15 PM
Helping Women Meet their Financial Goals
Speakers:
Kahne KrauseEducational Credits
K
(1)
K
(1)
Location:
San Diego CMonetizing Home Equity with Today’s Reverse Mortgage
Educational Credits
E
(1)
E
(1)
Location:
Temecula 2-4The Four Phases: How to Squeeze all The "Juice" out of Retirement
Speakers:
Riley MoynesEducational Credits
J
(1)
J
(1)
Location:
San Diego BUsing Asset Allocation to Protect Spending in Retirement
Speakers:
Massimiliano De SantisEducational Credits
C
(1)
C
(1)
Location:
Pacific Ballroom 21/22Working with Surviving Spouses
Speakers:
Jennifer MurrayEducational Credits
A
(1)
A
(1)
Location:
San Diego A1:30 PM – 2:30 PM
Helping Clients Plan for Fertility
Speakers:
Kathleen BoydEducational Credits
B
(1)
B
(1)
Location:
San Diego AStrategies for Current Tax Landscape
Speakers:
Steven SweeneyEducational Credits
D
(1)
D
(1)
Location:
Temecula 2-41:30 PM – 3:30 PM
Advanced Planning Opportunities for Individuals with Employer Plans
Speakers:
Jeff LevineEducational Credits
E
(2)
E
(2)
Location:
San Diego BRaising the Standard for Retirement Advice
Speakers:
Mike KurzEducational Credits
E
(2)
E
(2)
Location:
Pacific Ballroom 21/222:45 PM – 3:45 PM
Compound Compassion to Solidify Trust: Communication Before, During, and After Grief
Speakers:
Kathi BalasekEducational Credits
J
(1)
J
(1)
Location:
San Diego CDetermining Your Clients' Retirement Income Styles
Speakers:
Wade PfauEducational Credits
E
(1)
E
(1)
Location:
Temecula 2-4Natural Disasters - Helping Clients Prepare for an Increasing Risk Environment
Speakers:
Mark EversEducational Credits
B
(1)
B
(1)
Location:
San Diego A5:00 PM – 6:00 PM
Keynote: Imagine the Future
Speakers:
Crystal WashingtonEducational Credits
L
(1)
Location:
Pacific Ballroom 21/22Saturday May 13, 2023
8:30 AM – 9:30 AM
Advanced Topics in Special Needs Planning
Speakers:
Ellen CookmanEducational Credits
A
(1)
A
(1)
Location:
San Diego BForeign Private Social Security Pensions: Small Percentage, Outsized Impact
Speakers:
Raoul RodriguezEducational Credits
E
(1)
E
(1)
Location:
San Diego AHow Offering Pro Bono Financial Advice Offers Value to Financial Planners and Firms
Educational Credits
K
(1)
K
(1)
Location:
San Diego CYour #1 Connection Tool: A High-Performing Signature Talk
Speakers:
Jimmy NelsonEducational Credits
J
(1)
Location:
Temecula 2-49:45 AM – 10:45 AM
Cultural Intelligence: Different Values & Behaviors in Financial Planning
Speakers:
Stephanie LeeEducational Credits
J
(1)
J
(1)
Location:
San Diego AHow to Hire, Train, and Retain the Next Generation of Talent
Educational Credits
K
(1)
Location:
Temecula 2-4Substantial Equal Periodic Payments (SEPP) and 1202 Stock (QSBS)
Speakers:
Lawrence PonEducational Credits
D
(1)
D
(1)
Location:
San Diego C9:45 AM – 11:45 AM
Ethics CE: CFP® Board's Revised Code and Standards
Speakers:
Linda LeitzEducational Credits
G
(2)
G
(2)
Location:
San Diego B11:00 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!
