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 Levine
Educational Credits
F (3)
F (3)
Location:
Torrey Pines 1-3
NAPFA 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 Allison
Educational Credits
L (1)
L (1)
Location:
Pacific Ballroom 21/22
9:45 AM – 10:45 AM
Challenges of Race in Our Profession
Educational Credits
G (1)
Location:
San Diego C
Client Psychology for Couples: Applying Attachment Theory to Financial Planning
Speakers:
Ed Coambs
Educational Credits
J (1)
J (1)
Location:
San Diego B
Insurance Strategies to Benefit New Professionals and Retirees
Speakers:
Jerry Skapyak
Educational Credits
B (1)
B (1)
Location:
Temecula 2-4
Navigating Uncertainty: Overcoming our Addiction to Knowledge and the Illusion of Control
Speakers:
Don St. Clair
Educational Credits
L (1)
Location:
San Diego A
Foundational Marketing Framework for Growing RIAs
Speakers:
Dan Corcoran
Educational Credits
K (1)
Location:
Pacific Ballroom 21/22
11:00 AM – 12:15 PM
Integrating Financial Advising & Financial Therapy
Educational Credits
A (1.5)
A (1.5)
Location:
Temecula 2-4
Managing Clients’ Existing Life Insurance Portfolios
Speakers:
Brant Steck
Educational Credits
B (1.5)
B (1.5)
Location:
San Diego A
Navigating the Rocky Shores of International Financial Planning
Educational Credits
D (1.5)
D (1.5)
Location:
Temecula 2-4
Protecting Against Cyber Threats
Speakers:
Steven Ryder
Educational Credits
M (1.5)
M (1.5)
Location:
Pacific Ballroom 21/22
Using Medicare's Alphabet Soup to Strengthen Client Relationships and Your Financial Planning
Educational Credits
E (1.5)
E (1.5)
Location:
San Diego B
1:30 PM – 2:30 PM
Creating Space: How to Manage Your Own Stress to Work More Effectively with Clients
Educational Credits
J (1)
Location:
San Diego C
Financial Planning for the Transitioning Military Client
Speakers:
Stacy Miller
Educational Credits
A (1)
A (1)
Location:
San Diego A
The Compliance Collection - What You Need to Know
Speakers:
Lori Neidel
Educational Credits
K (1)
K (1)
Location:
Pacific Ballroom 21/22
Workshop: Does Your Tech Stack Help Power Wealth?
Educational Credits
M (1)
Location:
Temecula 2-4
1:30 PM – 3:30 PM
Planning for Pre- and Post-IPO Equity Compensation
Speakers:
John Owens
Educational Credits
D (2)
D (2)
Location:
San Diego B
2:45 PM – 3:45 PM
Adding Housing Wealth to a Retirement Plan
Speakers:
Stephen Resch
Educational Credits
E (1)
E (1)
Location:
Temecula 2-4
Estate Planning Issues with Beneficiary Designations and Custodial Implementation
Educational Credits
F (1)
F (1)
Location:
San Diego C
Small Business 401(k) Plans – What are You Waiting For?
Educational Credits
E (1)
E (1)
Location:
San Diego A
The Truth About the CFP Board Enforcement and Disciplinary Functions
Educational Credits
K (1)
Location:
Pacific Ballroom 21/22
5:00 PM – 6:00 PM
Tax Torpedoes
Educational Credits
D (1)
D (1)
Location:
Temecula 2-4
Technology Framework for Success
Educational Credits
M (1)
Location:
Pacific Ballroom 21/22
The FAFSA Simplification Act - What Every Advisor Needs to Know
Educational Credits
A (1)
A (1)
Location:
San Diego C
Transitioning from Within: Success Stories and Pitfalls
Educational Credits
K (1)
Location:
San Diego A
What Planners Need to Know about SECURE 2.0 NOW
Speakers:
Lawrence Pon
Educational Credits
E (1)
E (1)
Location:
San Diego B

Friday May 12, 2023

7:00 AM – 7:45 AM
CFP Update
Location:
Pacific Ballroom 21/22
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)
Location:
Pacific Ballroom 21/22
9:20 AM – 10:20 AM
Advisor Portfolio Construction Trends and Insights
Speakers:
Ryan Geik
Educational Credits
C (1)
C (1)
Location:
San Diego A
Do Hedge Funds Add Value for Investors?
Educational Credits
C (1)
C (1)
Location:
Pacific Ballroom 21/22
Estate Planning for Pets
Educational Credits
F (1)
F (1)
Location:
Temecula 2-4
Find Your Rhythm - Implementing Your Own Annual Practice Cadence
Speakers:
Arlene Moss
Educational Credits
K (1)
Location:
San Diego C
Tax Planning for Real Estate Investors
Educational Credits
D (1)
D (1)
Location:
San Diego B
11:15 AM – 12:15 PM
Helping Women Meet their Financial Goals
Speakers:
Kahne Krause
Educational Credits
K (1)
K (1)
Location:
San Diego C
Monetizing Home Equity with Today’s Reverse Mortgage
Educational Credits
E (1)
E (1)
Location:
Temecula 2-4
The Four Phases: How to Squeeze all The "Juice" out of Retirement
Speakers:
Riley Moynes
Educational Credits
J (1)
J (1)
Location:
San Diego B
Using Asset Allocation to Protect Spending in Retirement
Educational Credits
C (1)
C (1)
Location:
Pacific Ballroom 21/22
Working with Surviving Spouses
Educational Credits
A (1)
A (1)
Location:
San Diego A
1:30 PM – 2:30 PM
Helping Clients Plan for Fertility
Speakers:
Kathleen Boyd
Educational Credits
B (1)
B (1)
Location:
San Diego A
Next Level Strategy...and Beyond
Speakers:
Tim Kochis
Educational Credits
K (1)
Location:
San Diego C
Strategies for Current Tax Landscape
Educational Credits
D (1)
D (1)
Location:
Temecula 2-4
1:30 PM – 3:30 PM
Advanced Planning Opportunities for Individuals with Employer Plans
Speakers:
Jeff Levine
Educational Credits
E (2)
E (2)
Location:
San Diego B
Raising the Standard for Retirement Advice
Speakers:
Mike Kurz
Educational Credits
E (2)
E (2)
Location:
Pacific Ballroom 21/22
2:45 PM – 3:45 PM
Compound Compassion to Solidify Trust: Communication Before, During, and After Grief
Speakers:
Kathi Balasek
Educational Credits
J (1)
J (1)
Location:
San Diego C
Determining Your Clients' Retirement Income Styles
Speakers:
Wade Pfau
Educational Credits
E (1)
E (1)
Location:
Temecula 2-4
Natural Disasters - Helping Clients Prepare for an Increasing Risk Environment
Speakers:
Mark Evers
Educational Credits
B (1)
B (1)
Location:
San Diego A
5:00 PM – 6:00 PM
Keynote: Imagine the Future
Educational Credits
L (1)
Location:
Pacific Ballroom 21/22

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)
Location:
San Diego B
Foreign Private Social Security Pensions: Small Percentage, Outsized Impact
Educational Credits
E (1)
E (1)
Location:
San Diego A
How Offering Pro Bono Financial Advice Offers Value to Financial Planners and Firms
Educational Credits
K (1)
K (1)
Location:
San Diego C
Your #1 Connection Tool: A High-Performing Signature Talk
Speakers:
Jimmy Nelson
Educational Credits
J (1)
Location:
Temecula 2-4
9:45 AM – 10:45 AM
Cultural Intelligence: Different Values & Behaviors in Financial Planning
Speakers:
Stephanie Lee
Educational Credits
J (1)
J (1)
Location:
San Diego A
How to Hire, Train, and Retain the Next Generation of Talent
Educational Credits
K (1)
Location:
Temecula 2-4
Substantial Equal Periodic Payments (SEPP) and 1202 Stock (QSBS)
Speakers:
Lawrence Pon
Educational Credits
D (1)
D (1)
Location:
San Diego C
9:45 AM – 11:45 AM
Ethics CE: CFP® Board's Revised Code and Standards
Speakers:
Linda Leitz
Educational Credits
G (2)
G (2)
Location:
San Diego B
11:00 AM – 12:00 PM
Exit Planning for Your Client's Business
Educational Credits
A (1)
A (1)
Location:
San Diego C
Is Solar Energy Worth the Cost?
Educational Credits
D (1)
D (1)
Location:
San Diego A

Tuesday May 23, 2023

12:00 PM – 3:00 PM
CFP® CE Add-On

Member: $99/Non-member: $149