NAPFA Spring 2025 National Conference Agenda

Wednesday May 7, 2025

1:00 PM – 3:00 PM
Preconference - Advanced Education Planning Workshop: From Six-Figure 529 Plans to Six-Figure Studen

Presented by: NAPFA Foundation

Speakers:
Joe MessingerRoss Riskin
Preconference - Ethics: CFP® Board Revised Code/Standards*
Location:
Deer Valley
Educational Credits
2
2
1:00 PM – 4:00 PM
Preconference - DEI
Location:
Paradise Valley
Educational Credits
3
4:45 PM – 10:00 PM
West Region Members - Jeep Tour
Location:
Offsite

Thursday May 8, 2025

9:50 AM – 10:50 AM
Client Seeking Deductions
Location:
Paradise Valley
Educational Credits
1
1
College Planning - Beyond the 529
Location:
Camelback A
Educational Credits
1
1
11:00 AM – 12:00 PM
Advanced 1031 Exchange Workshop
Location:
Paradise Valley
Educational Credits
1
1
1
Am I a Planner or a Therapist?: Understanding Behavior to Improve Implementation
Speakers:
Shay Harris-Pierre, PhD, LPC, CFT
Location:
Deer Valley
Educational Credits
1
1
1
Communications & Marketing
Building Resilient Portfolios: Quantitative Investment Models and Alternative Asset Strategies
Location:
Camelback A
Educational Credits
1
1
12:00 PM – 1:00 PM
Women's Initiative Luncheon
Location:
Phoenix DE
1:00 PM – 1:30 PM
5 Ways to Leverage IRS Data to Drive Organic Growth
Speakers:
Kevin Knull
1:30 PM – 2:30 PM
Health Planning Strategies for Early Retirees: Preparing for the Health Insurance Gap*
Location:
Deer Valley
Educational Credits
1
1
How to Automate Your Practice with AI Automations
Location:
Camelback A
Educational Credits
1
Links Between Index Methodologies and Investment Strategies
Speakers:
Philip Murphy
Location:
Paradise Valley
Educational Credits
1
1
2:45 PM – 3:45 PM
AdvisorSmart: How to Successfully Compete with Wall Street Financial Advisors
Speakers:
David Bromelkamp
Location:
Paradise Valley
Educational Credits
1
1
Communications & Marketing
How Outsourcing Can Transform Your Advisory Practice
Location:
Deer Valley
Educational Credits
1
3:45 PM – 4:45 PM
Do you live in your client's pocket? Digital engagement for Financial Advisors
Speakers:
Zaheer Poptani
Location:
Camelback A
Educational Credits
0.5
0.5
Communications & Marketing
4:15 PM – 5:15 PM
The Psychology of Advice: Using Behavioral Science to Build Trust and Help Clients
Location:
Deer Valley
Educational Credits
1
1
What’s in it for Me? Understanding Business Valuation
Speakers:
Sara Stolberg-Berkowicz
Location:
Phoenix DE
Educational Credits
1
1
1
Specialized Knowledge
8:40 PM – 11:00 PM
Midwest Region Member Experience: Arizona Diamondbacks Game
Location:
Offsite - Chase Field

Friday May 9, 2025

8:30 AM – 10:00 AM
Leveraging the Power of Expertise to Build and Scale your Business
Speakers:
Scott Gill
Location:
Phoenix DE
11:00 AM – 11:30 AM
The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Planning Practice
Speakers:
Adam Koos
Location:
Camelback A
Educational Credits
0.5
0.5
Business Management & Organization
11:30 AM – 12:30 PM
Deepening and Growing Client Relationships: How a Trust Builds Trust
Speakers:
Andrew Kulha
Location:
Paradise Valley
Educational Credits
1
1
1
Specialized Knowledge
Embracing Childfree People - How Financial Planners Can Better Support Their Childfree Clients
Speakers:
Jay Zigmont
Location:
Camelback A
Educational Credits
1
1
1
Specialized Knowledge
You Can't Beat a BDIT (Beneficiary Defective Inheritor's Trust) to Unlock Advanced Estate and Asset
Speakers:
Wayne Zell
Location:
Phoenix DE
Educational Credits
1
1
1
Specialized Knowledge
1:30 PM – 2:30 PM
Advanced Planning Strategies for HSAs
Speakers:
Kelley Long
Location:
Phoenix DE
Find Your Niche: Define & Differentiate to Compete in a Highly Competitive Environment
Speakers:
Arlene Moss
Location:
Paradise Valley
Educational Credits
1
Marketing Rule & Compliance*
Location:
Camelback A
Educational Credits
1
1
Planning with and for Social Security
Speakers:
Neil Brown
Location:
Deer Valley
Educational Credits
1
1
3:30 PM – 4:30 PM
Charitable Planning Strategies*
Speakers:
Scott Levin J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®
Location:
Phoenix DE
Educational Credits
1
1
Outcome Driven Planning and Collaboration: It Starts and Ends With The Client’s Desired Outcomes
Speakers:
Rodney Zeeb
Location:
Paradise Valley
Educational Credits
1
Rethinking RIA Marketing: Standing Out Without Jargon or Confusion
Speakers:
Ellen Johnson
Location:
Deer Valley
Educational Credits
1
4:30 PM – 5:30 PM
Building Belonging: Every Practice a Community, Every Client a Member
Speakers:
Dennis Moseley-Williams
Location:
Phoenix DE

Saturday May 10, 2025

7:00 AM – 7:30 AM
IAR CE Add-on
7:30 AM – 8:00 AM
NAPFA & CFP® CE Add-On for Post-Conference Session Recordings
8:30 AM – 9:30 AM
Dealing with Difficult Clients
Location:
Phoenix DE
Educational Credits
1
1
1
Communications & Marketing
Estate Planning by the Numbers Workshop
Location:
Paradise Valley
Educational Credits
1
1
How Financial Planners Create "Difficult" Clients
Speakers:
Tara Unverzagt
Location:
Phoenix DE
Educational Credits
1
When Married Filing Separately is the Right Answer
Speakers:
Benjamin Dobler
Location:
Deer Valley
Educational Credits
1
1
1
9:45 AM – 10:45 AM
A Financial Scrub: Cleaning Up Your Financials Ahead of a Sale
Location:
Deer Valley
Educational Credits
1
Advanced LGBTQ+ Planning
Speakers:
Michelle Wilson
Dynasty Trusts and 529 Plans for Multiple Generations
Location:
Paradise Valley
Educational Credits
1
1
11:00 AM – 11:00 AM
A New Approach to Lifecycle Planning and Investing
Speakers:
Jeff Coyle
Educational Credits
0.5
0.5
0.5
Specialized Knowledge

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