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

Earn 2.0* CFP® CEs and 2.0 NAPFA CEs for CFP® Board’s Revised Code and Ethics program.

4:00 - 6:00 PM

Ethics Preconference Workshop

6:00 – 8:00 PM

Networking Reception

Monday, February 3, 2025

Earn 5.0 NAPFA CEs and 5.0* CFP® CEs.

8:30 – 9:00 AM

Registration and Breakfast

9:00 – 9:15 AM

Opening Remarks and Sponsor Spotlight

9:15 – 10:15 AM

Engaging kickoff session with Brent Meyer

Kick off the conference with a compelling opening session featuring Brent Meyer, Assistant Vice President and Economist at the Economic Survey Research Center, Federal Reserve Bank of Atlanta.

10:30 – 11:30 AM

Life Settlements for Fiduciary Advisors

Harlan Graiser, MBA, CFP®

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™

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

1:30 – 2:30

Planning with Pride: Financial Strategies for the LGBTQ+ Community

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

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®

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

*CFP® CE credits are currently under review and are subject to change.

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