NAPFA Fall 2021 National Conference Agenda

Thursday October 14, 2021

9:00 AM – 10:00 AM
Keynote - Adversity Makes You Stronger
Speakers:
Charles Clark
Educational Credits
L (1)
10:20 AM – 11:20 AM
Exploring Your Attitudes, Values and Beliefs to Better Serve Your Clients
Educational Credits
J (1)
J (1)
The Do's and Do(ugh) Not’s of Insurance

Sponsored by LLIS

Speakers:
Jill MacNeil
Educational Credits
B (1)
B (1)
10:20 AM – 12:40 PM
Stock Compensation Fundamentals for Financial Advisors
Educational Credits
C (2)
C (2)
The 10 Hardest Questions About Bitcoin, Blockchain and Crypto
Speakers:
Matt Hougan
Educational Credits
C (2)
C (2)
11:40 AM – 12:40 PM
Practice Foundation - Technology
Educational Credits
M (1)
Rethinking Inherited IRAs

Sponsored by Allianz Life Insurance Company of North America

Speakers:
Waldean Wall
Educational Credits
D (1)
D (1)
2:00 PM – 3:15 PM
Emerging Markets – The Changing Dynamics That May Enhance Your Clients’ Portfolio Allocations

Sponsored by Matthews Asia

Educational Credits
C (1.5)
C (1.5)
Personal Insurance: Protecting Your Client's Lifestyle
Speakers:
Aryn Bates
Educational Credits
B (1.5)
B (1.5)
The SECURE Act & Other Recent Developments That Significantly Impact Retirement Accounts
Educational Credits
E (1.5)
E (1.5)
4:15 PM – 5:15 PM
8,000 Days - An Entire Phase of Your Life Waiting to Be Invented
Speakers:
John Diehl
Educational Credits
E (1)
E (1)
A Tale of Two Financial Plans: The Racial Wealth Gap

Sponsored by the DEI Initiative

Educational Credits
A (1)
A (1)
Investing in Innovation: These Three Growth Stories are Taking Off Today (in private markets)

Sponsored by iCapital Network

Educational Credits
C (1)
C (1)
6:00 PM – 7:00 PM
Cocktail Reception with Exhibitors
7:30 PM – 9:00 PM
Boston Trolley Ghost Tour

Price: $42.00/person

Friday October 15, 2021

7:30 AM – 8:15 AM
8:30 AM – 9:30 AM
Keynote - Hearing the Signal through the Noise: Forecasting the Needs of Our Clients
Educational Credits
J (1)
J (1)
9:50 AM – 10:50 AM
Beyond the Basis Points: The Value of (Your) Advice

Sponsored by SEI Corp.

Educational Credits
A (1)
A (1)
Critical Planning Strategies for Families with Special Needs 2021
Educational Credits
F (1)
F (1)
Keep the Conversation Going – An Open Forum with Diane MacPhee
Speakers:
Diane MacPhee
Educational Credits
L (1)
Legacy Conversations: With Your Clients, For Yourself
Educational Credits
J (1)
J (1)
SEC Advertising Rule Update: Be Careful Before You Leap
Educational Credits
K (1)
K (1)
11:30 AM – 12:30 PM
Is Communicating Your Value Missing the Mark?
Educational Credits
K (1)
Navigating the Sustainable Investing Landscape for Private Clients
Speakers:
Andrew Wetzel
Educational Credits
C (1)
C (1)
Practice Foundation - Compliance
Speakers:
Lori Neidel
Educational Credits
K (1)
K (1)
Reverse Mortgages: Empowering Clients to Retire on the Home

Sponsored by Longbridge Financial, LLC.

Speakers:
Jerry Auippa
Educational Credits
E (1)
E (1)
Social Security and Retirement Planning: A Hit-or-Myth Proposition
Educational Credits
E (1)
E (1)
1:40 PM – 2:40 PM
Cultural Competencies for Planners who Serve Diverse Clients/Communities
Educational Credits
J (1)
J (1)
Delivering Massive Client Value Through Tax Planning in 2021
Speakers:
Steven Jarvis
Educational Credits
D (1)
D (1)
Helping Women Reach Their Financial Goals

Sponsored by Dimensional Fund Advisors

Speakers:
Ashley Ilardo
Educational Credits
J (1)
J (1)
Managing Student Loans in a Changing Landscape
Speakers:
Adam Minsky
Educational Credits
A (1)
A (1)
3:40 PM – 4:40 PM
Keynote - UN-HACKABLE: 5 Power Mindsets for Defending Your Practice Data
Speakers:
John Sileo
Educational Credits
M (1)
M (1)
5:00 PM – 6:00 PM
ESG, Impact, and Ethical Investing -- Motivation and Objectives
Educational Credits
C (1)
C (1)
New Ideas in Estate Planning for Your Clients
Speakers:
Steve Parrish
Educational Credits
F (1)
F (1)
Practice Foundation - Marketing
Speakers:
Dan Danford
Educational Credits
K (1)
Roundtable Discussion with John Sileo
Speakers:
John Sileo
Educational Credits
M (1)
M (1)
Tax Efficient Strategies in a Time of Uncertainty

Sponsored by Prudential Annuity Distributors

Educational Credits
D (1)
D (1)
6:15 PM – 7:15 PM
Cocktail Reception with Exhibitors
7:30 PM – 9:30 PM
Closing Party

Saturday October 16, 2021

8:30 AM – 9:30 AM
Moving with Client Resistance in Pro Bono Planning and Beyond

Sponsored by the NAPFA Consumer Education Foundation (NCEF).

Educational Credits
J (1)
J (1)
Planning Strategies for a Changing Tax Environment

Sponsored by Palladium Group by Ash Brokerage

Speakers:
Jeff Hess
Educational Credits
F (1)
F (1)
The Power of Cash Flow Planning
Speakers:
Kevin Gibbons
Educational Credits
H (1)
H (1)
Why Social Security Planning is More Valuable Than Ever
Educational Credits
E (1)
E (1)
9:45 AM – 10:45 AM
How to Create Your "Personal Paradise"
Speakers:
Deborah Fox
Educational Credits
A (1)
Protecting Wealth for an Aging America

Sponsored by Transamerica

Speakers:
Ryan Bertrand
Educational Credits
F (1)
F (1)
Real World Rebalancing: What Works and How it's Done Under the Gun of Real-World Conditions
Educational Credits
C (1)
C (1)
9:45 AM – 12:00 PM
Practice Foundation - Capstone
Educational Credits
A (2)
A (2)
11:00 AM – 12:00 PM
Life Insurance Planning for High Net-Worth Clients
Speakers:
Robert Barnes
Educational Credits
B (1)
B (1)
Tips and Techniques for Helping Fee-Only Planners Evaluate Rental Property for Clients
Educational Credits
C (1)
C (1)
Understanding Cannabis Industry Basics and Evaluating Client Investment Opportunities

Sponsored by Cannapreneur Partners LLC

Educational Credits
C (1)
C (1)

Tuesday October 26, 2021

11:15 AM – 4:00 PM