Agenda

All sessions listed below are in Eastern Standard Time Zone (EST).

Note: The simulcast will be in the Eastern Standard Time Zone (EST).

Sunday, February 2, 2025

4:00 - 6:00 PM

Ethics Preconference Workshop

Mark Evers, Ph.D., CFP®, CRPC®

2.0 NAPFA CEs and 2.0 CFP® CEs

Location:

Maggiano Little Italy, Buckhead

3368 Peachtree Rd.

Atlanta, Georgia, 30326

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:

By the end of this program, the participant should be able to: LO 1: Recognize when a CFP® professional is providing Financial Advice. LO 2: Apply the Fiduciary Duty. LO 3: Describe the Financial Planning process. LO 4: Determine what information must be provided to the client and when to document the exchange of information. LO 5: Identify duties when using or referring other service providers or technologies. LO 6: Describe the CFP Board enforcement process.

6:00 – 8:00 PM

Networking Reception and Dinner

Maggiano Little Italy, Buckhead

3368 Peachtree Rd.

Atlanta, Georgia, 30326

Enjoy a delicious, complimentary dinner at Maggiano’s Little Italy in Buckhead, where you can savor authentic Italian cuisine in a private room reserved just for our attendees. This is the perfect opportunity to relax, share stories, and build meaningful relationships with fellow financial professionals, whether you’re reconnecting with old friends or meeting new ones. With great food, great company, and no extra cost, it’s a memorable way to kick off your symposium experience!

Monday, February 3, 2025

8:30 – 9:00 AM

Registration and Breakfast

9:00 – 9:15 AM

Opening Remarks and Sponsor Spotlight

9:15 – 10:15 AM

National Economic Outlook

Brent Meyer

1.0 NAPFA CE and pending 1.0 CFP® CE

This presentation will cover current economic conditions in the United States and expected economic outcomes in the short and long term. In addition, the session will cover the Federal Reserve's current monetary policy decisions and how these impact businesses and households.

Learning Objectives:

  1. Understand the current stance of the Federal Open Market Committee with regard to inflation targets and the federal funds rate
  2. Gain a better understanding of how FOMC actions, via monetary policy, impact the decision-making of both people and firms
  3. Discuss current employment conditions, with special attention paid to the changing dynamics of the workforce and the future of labor supply

10:30 – 11:30 AM

Life Settlements for Fiduciary Advisors

Harlan Graiser, MBA, CFP®

1.0 NAPFA CE and 1.0 CFP® CE

Advising clients about potentially selling an unwanted life insurance policy to a 3rd party is often challenging due to the obscure way in which the life settlement industry operates. This program shines a light on the various fee arrangements involved, compares and contrasts the different ways one can engage the settlement marketplace, and explains how a fiduciary-minded advisor can minimize the fee drain while maximizing the price bid for the client's policy.

Learning Objectives:

  1. Be able to explain the basics of a life settlement (LS), the motivations of buyers & sellers, and when to recommend an LS vs. alternative strategies.
  2. Understand the structure & practices of the LS marketplace to maximize the benefit to your client
  3. Understand the tax implications of an LS.

11:30 AM – 12:30 PM

Integrating Financial Psychology as a Strategy to Differentiate Your Practice

Ashley Quamme, LMFT, FBS®, CFT™

1.0 NAPFA CE and 1.0 CFP® CE

Financial psychology has gained significant traction among advisors in recent years, but many still grapple with how to effectively integrate these concepts into their practice. This training is designed to equip advisors and firms with actionable tools, strategies, and step-by-step approaches to incorporate financial psychology into every aspect of their business seamlessly. From prospecting and client onboarding to communication and review meetings, we'll explore practical techniques that allow advisors to stand out by focusing on the human side of financial decisions—ultimately enhancing client relationships and outcomes.

Learning Objectives:

  1. Understand and identify the benefits of incorporating financial psychology into your practice and determine where it fits best within the client journey.
  2. Use effective communication and questioning techniques to drive engagement, understand client motivation, and build trust and rapport.
  3. Facilitate the discovery of client attitudes and beliefs through financial psychology tools.

12:30 – 1:30 PM

Lunch and Networking

1:30 – 2:30

Planning with Pride: Financial Strategies for the LGBTQ+ Community

Ben Jacobs-Nichelson, M.S., CFP®, EA, AIF®

1.0 NAPFA CE and 1.0 CFP® CE

This session will cover several topics relevant to advisors with LGBTQ+ clients. In addition to general education about planning for the LGBTQ+ community, we will dive into specific topics related to estate planning, including specific documents that LGBTQ+ clients should have prepared. We will also cover various ways that LGBTQ+ clients can build a family and how to plan for what can often be expensive processes.

Learning Objectives:

  1. Identify general financial planning topics that are particularly relevant when assisting LGBTQ+ clients.
  2. Analyze estate planning strategies tailored to address the unique needs of those in the LGBTQ+ community.
  3. Evaluate information related to family building for LGBTQ+ families and define ways to plan for it properly.

2:45 – 3:45 PM

Financial Planning Urban Legends

David Hultstrom, MBA, CFP®, CFA, ChFC®, CAIA, CPWA®, CIMA®

1.0 NAPFA CE and 1.0 CFP® CE

This session will debunk several "urban legends" that many investors—and financial advisors—incorrectly believe. These include myths about Roth conversions, bond funds, home equity, and more.

Learning Objectives:

  1. Learn how to think about home mortgages as part of an asset allocation.
  2. Understand what factors influence whether a Roth conversion is appropriate.
  3. See why DCA (dollar cost averaging) and "bucket strategies" don't make (mathematical) sense.

3:45 - 4:00 PM

Closing Remarks

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