Sunday, March 26
On March 26, earn 2.0 NAPFA CE hours and 2.0 CFP CE hours.
4:00 PM - 6:00 PM
Ethics Session
Boston University Photonics Center
6:00 PM - 8:00 PM
Cocktail Reception
Boston University Photonics Center
Monday, March 27
All sessions on March 27 will take place at the Boston University Photonics Center in the Colloquium Room. On March 27, earn 6.0 NAPFA CE hours and 6.0 CFP CE hours.
7:00 am – 8:00 am
Registration / Breakfast
8:00 am – 8:10 am
Opening Remarks
8:10 am - 9:10 am
MIT Age Lab – Longevity Planning
9:20 am - 11:05 am
Healthcare/Elder Care
11:15 am – 12:15 pm
Planning for Widows
12:15 pm – 1:00 pm
Lunch
1:10 pm – 2:10 pm
Behavioral Finance/Psychology of Investing/Planning
2:20 pm - 3:20 pm
SSGA/SPDR – 2023 Financial Markets/Economic Outlook
3:20 pm – 3:30 pm
Closing Remarks