Join us in Denver this October. Registration will open in July!

The NAPFA Fall 2022 National Conference will take place October 20-22, 2022 at the Hyatt Regency Denver at Colorado Convention Center in Denver, CO.

Attend the conference to obtain the knowledge needed to elevate your growth in the profession. Learn how to adapt to an environment that is constantly changing and how to respond to change with continuous improvement to yourself and your business. Engage through networking with your fellow colleagues and friends; connection with others is invaluable!

The conference will offer several networking opportunities with experienced colleagues, education sessions from esteemed financial planning professionals, and a chance to gain new and interesting insights to incorporate seamlessly into your professional goals.

Meet our Keynote Speakers:

Dr. James H. Pogue, Ph.D

CEO, JP Enterprises

Farnoosh Torabi

Editor At Large, CNET Personal Finance

Marco DiMaggio

Ogunlesi Family Professor at Harvard Business School

Ellen Rogin, CPA, CFP®

Abundance Activist, Speaker, Prosperity Expert, NY Times Best Selling Author

Preconference Workshop: Social Security & Medicare: Claiming Categories, Calculations, Connections, and Client Cases

Get ready to roll up your sleeves in this interactive, hands-on workshop covering the four Social Security claiming categories and the calculations behind the benefits. Plus, how the strong connections between Social Security and Medicare have implications for unsuspecting clients.

Getting Social Security right shouldn’t be so challenging. But with thousands of rules, concerns about solvency, and rumors constantly flying, it is more than challenging for most clients. Add in personal philosophies, various beliefs, and lots of misunderstandings, and your job is harder than it needs to be.

There are ways to streamline the conversations and claiming decisions when you know what to look for. When you know the ins and outs of each type of claiming category, you can help clients understand their options and often find benefits they didn’t know they had. Plus, you can set expectations for how Medicare impacts benefit payments.

Join Marcia Mantell, Social Security maven, for a hands-on workshop developed specifically for financial planners and advisors. She’ll go beyond the basics so you can see how and why the program works the way it does. And help set expectations for your clients.

Bring your own Social Security statement, a calculator, and an eraser so you’ll get the most from the case studies that are the highlight of this workshop. You’ll run the numbers and connect key concepts. The outcome is you’ll be better prepared to discuss Social Security and Medicare implications with your clients.

Marcia Mantell

Author, blogger, retirement business development consultant. Love helping Baby Boomers rethink & redesign retirement.