Kickstart Your Learning with Preconference Sessions
Arriving in Phoenix early? Take advantage of the opportunity to deepen your expertise with one of our three specialized preconference sessions. Whether you’re looking to fulfill your ethics CE requirement, expand your services with the Certified College Financial Consultant (CCFC) designation, or develop actionable strategies for fostering diversity and inclusion, these sessions offer valuable insights to enhance your practice. Join us on May 7 for an immersive learning experience before the main conference begins.
Ethics CE: CFP Boards® Revised Code and Standards
May 7, 2025 | 1-3 PM
This program fulfills the requirement for CFP® Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's Code of Ethics and Standards of Conduct, which is effective July 1, 2024.
Learning Objectives:
- Recognize when a CFP® professional is providing Financial Advice.
- Apply the Fiduciary Duty.
- Describe the Financial Planning process.
- Determine what information must be provided to the client and when to document the exchange of information.
- Identify duties when using or referring other service providers or technologies.
- Describe the CFP Board enforcement process.
Educational Credits
NAPFA CE Credit: 2
CFP® CE Credit: 2
IAR CE Credit: 2 *Pending Approval
Cost
Free
Presenters
Linda Leitz, PhD, CFP®, EA
Providing financial planning is much more than a career for Linda – it’s a lifelong mission. She believes that all individuals and families can feel in control of their finances and have money help provide them with the life they want. To have a more in-depth understanding of how people work through their financial concerns and to provide better support to her clients, Linda obtained a PhD in Personal Financial Planning. Because she believes that a strong financial planning profession best serves consumers with rigorous standards, she has given her time and efforts to organizations that further the profession and has served as Chair of the National Association of Personal Financial Advisors and currently serves on the Board of Directors of the CFP Board. Linda has three adult children and her hobbies include reading, hiking, and movies.
Richard Salmen, CFP®, CFA, EA
An experienced Fee-Only financial planner and servant leader, Richard guides a team helping families nationwide achieve financial independence. Family Investment Center focuses on middle and upper-middle-class clients, providing holistic, fiduciary advice to those who may not have realized such services were available to them.
Richard’s passion for leadership led him to serve the financial planning profession. He was on the Financial Planning Association (FPA) national board from 2006–2010, serving as President in 2009. He later served on the CFP® Board of Directors from 2015–2018, chairing in 2018.
As CEO of Northern Financial Advisors, Richard brings decades of experience, including nearly 16 years at BOK Financial. A former Army Captain and air traffic controller, he also holds an MBA from the University of Kansas. Living Family Investment Center’s motto of “Planning for Some Serious Freedom,” he enjoys flying Cessna Citation Jets and talking sports cars or motorcycles.
NAPFA DEI Training and Certificate Workshop
May 7, 2025 | 1-4 PM
The NAPFA DEI Training and Certificate program aims to provide NAPFA members and other financial advisors with resources and education around four specific DEI topics—culture, hiring practices, people, and inclusion.
This program was designed by financial advisors for financial advisors and was created so that participants could have a deeper understanding of how they can contribute to growing diversity, equity, and inclusion in the financial planning profession.
Learning Objectives
- Equip NAPFA members with education around DEI topics.
- Provide resources to NAPFA members who are dedicated to increasing the diversity in the financial planning profession.
- Provide resources to NAPFA members to better service minority clients and communities.
- Educate NAPFA members on ways to include a more welcoming environment in their firms.
Format
After registering for the program, participants will receive access to four video modules. Each module should be viewed before the live preconference workshop. The videos are approximately three hours total in length.
Educational Credits
The program is eligible for NAPFA credit. The videos are a total of three (3.0) NAPFA credits in DEI, and the preconference workshop is four (4.0) NAPFA credits in DEI.
Cost
Members: $199
Non-Members: $249
About the Program
Learn about the program's origin story from DEI Committee Co-Chairs John Eing, CPA, MBA, CFP® and Mindy Neira, CFP®, ChSNC®. If you have any questions about the program, please contact Spencer Bone.
Advanced Education Planning Workshop: From Six-Figure 529 Plans to Six-Figure Student Loans
May 7, 2025 | 1-3 PM
Presented by the NAPFA Foundation
This Advanced Education Planning pre-conference workshop is designed to equip advisors working with clients from all generations with advanced knowledge and practical skills in education funding, financial aid planning, and student loan advising. This program will cover key concepts, strategies, and case studies to provide attendees with a comprehensive understanding of effective advanced education planning techniques.
Learning Objectives
- Analyze advanced techniques for funding higher education expenses and understand the nuances of building a multi-savings vehicles strategy that includes vehicles such as 529 plans, CESAs, brokerage accounts, and custodial accounts.
- Gain insights into the complex landscape of financial aid, including grants, scholarships, and loans and develop strategies to minimize out-of-pocket expenses for students and families.
- Develop proficiency in advising on student loans, including understanding different types of loans, repayment options, and loan forgiveness programs.
Educational Credits
NAPFA CE Credit: 2
CFP® CE Credit: 2
Cost
Members: $199
Non-Members: $249
Presenters
Ross Riskin, DBA, CPA/PFS, CCFC
Dr. Riskin serves as Chief Learning Officer for the Investments & Wealth Institute and his research and professional expertise focus on advice engagement, education planning, and tax and wealth transfer planning for high-income and high-net-worth individuals. He is also the Founder and Chief Creative Officer at visiWealth and sits on the Advisory Council for the American Institute of Certified College Financial Consultants (AICCFC).
Ross is recognized as a thought leader and expert in the areas of tax planning, college planning, student loan advising, and advice engagement, and he is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA. Ross has been the recipient of the 40 Under 40 Award from both InvestmentNews and CPA Practice Advisor and has received the Standing Ovation in Personal Financial Planning Award from the AICPA, and the Accounting Educator of Excellence Award from the CT Society of CPAs.
Joe Messinger, CFP®, ChFC, CLU, CCFC
A trusted authority in the area of college planning and funding. Joe is on a mission to "Change the way America shops for college." He created the innovative College Pre-Approval™ system to seamlessly guide families through the college funding maze and ensure that every student graduates with manageable student loan debt without robbing retirement.
Joe is a Partner and Director of College Planning at Capstone Wealth Partners, a Fee-Only RIA based in Columbus, OH. In addition to his work as a practitioner, Joe is raising the bar in college funding advice across the country through the "College Planning Made Easy" Certificate course developed in partnership with the Financial Planning Association (FPA). Joe also sits on the Advisory Council for the American Institute of Certified College Financial Consultants (AICCFC).