2018 NAPFA Fall Conference Agenda
Tuesday October 16, 2018
7:00 AM – 8:00 AM
Large Firm Experienced Community Meeting
Networking Breakfast
Small Firm Experienced Community Meeting
8:15 AM – 9:30 AM
Keynote - Harnessing the Disruptive Potential of Artificial Intelligence on Business and Society
Speakers:
Jennifer GolbeckEducational Credits
1
1
9:45 AM – 10:45 AM
Continued conversation and Q&A with Jennifer Goldbeck
Speakers:
Jennifer GolbeckEducational Credits
1
1
How Women Rise
Sponsored by TD Ameritrade Institutional and The NAPFA Women’s Initiative
Speakers:
Regan Walsh Educational Credits
1
The Power of Commission-Free Guaranteed Income
Sponsored by DPL Financial
Speakers:
David LauEducational Credits
1
1
10:55 AM – 11:55 AM
Conclusions of Diversity Research and Initiatives by the Center for Financial Planning
Speakers:
Marilyn Mohrman-GillisEducational Credits
1
1
10:55 AM – 12:10 PM
Elevating the Client Experiences
Sponsored by TD Ameritrade Institutional
Speakers:
Andrew TownEducational Credits
1.5
12:15 PM – 1:10 PM
Lunch in Exhibit Hall
Technology Showcase
1:15 PM – 2:30 PM
2:40 PM – 3:55 PM
An Advisor's Guide to the New 20% Pass-Through Deduction
Speakers:
Jeff LevineEducational Credits
1.5
1.5
How to Share Your Financial Knowledge & Help Others
Presented by NAPFA Consumer Education Foundation
Educational Credits
1
Stop Asking for Referrals! (And get more than you ever have before)
Speakers:
Stephen WershingEducational Credits
1.5
Sustainable Boom or Precarious Bubble?
Three Economists Share Their Views on the U.S. Economy
Educational Credits
1.5
1.5
4:00 PM – 4:40 PM
Break in Exhibit Hall
Technology Showcase / Office Hours
4:50 PM – 6:05 PM
Challenges Facing Advisors Today and How to Differentiate Your Firm
Sponsored by TIAA
Speakers:
Dennis RuppEducational Credits
1.5
1.5
Changing the Face of Finance: How Women are Stepping up and Standing Out
Sponsored by TD Ameritrade Institutional and the NAPFA Women’s Initiative
Speakers:
Lauren HongEducational Credits
1.5
Featured Speaker: The Wealth of Their Lives
Practical approaches to help clients create lasting personal legacies
Speakers:
Susan TurnbullEducational Credits
1.5
1.5
Medicare Conversation: Help Your Clients Reduce Their Medicare Risk
Speakers:
Diane OmdahlEducational Credits
1.5
1.5
6:15 PM – 7:15 PM
Cocktail Reception in Exhibit Hall
7:30 PM – 9:30 PM
Genesis Social (Invitation Only)
Sponsored by LLIS
Wednesday October 17, 2018
7:15 AM – 8:15 AM
8:30 AM – 9:30 AM
Keynote: Life Planning, Mindfulness, and a Golden Civilization
Speakers:
George Kinder Educational Credits
1
1
9:40 AM – 10:40 AM
A Conversation with George Kinder and fellow Registered Life Planners®
Educational Credits
1
1
How to Recruit and Compensate Top Talent
Sponsored by Griffin Capital Securities
Speakers:
Kelli CruzEducational Credits
1
10:45 AM – 11:15 AM
Break in Exhibit Hall
Technology Showcase
11:20 AM – 12:35 PM
Developing a Strong Registered Investment Adviser ("RIA") Culture of Compliance
Speakers:
Stephan Galletto Educational Credits
1.5
1.5
Implementing Internships – How to Create a Formal Financial Planning Internship
Educational Credits
1.5
Implications of Investor Behavior
sponsored by Dimensional Funds Advisors
Speakers:
Scott BosworthEducational Credits
1.5
1.5
12:40 PM – 1:40 PM
Lunch in Exhibit Hall
Technology Showcase
1:45 PM – 3:00 PM
Featured Speaker: The Science of Resilience, Happiness, and Success
Speakers:
Karla Chin Educational Credits
1.5
Growing Your Business by Investing in Her
sponsored by NAPFA Women's Initiative
Speakers:
Kathleen McQuigganEducational Credits
1.5
1.5
Retirement Income Showdown: Risk Premium vs. Risk Pooling
sponsored by Lincoln Financial
Speakers:
Wade PfauEducational Credits
1.5
1.5
3:05 PM – 3:45 PM
Break in Exhibit Hall
Technology Showcase / Office Hours
3:50 PM – 5:05 PM
Discussion and Q & A with keynote speaker Eric Rosenbach
FinTech and the Potential to Revolutionize the Financial Services Sector
Speakers:
Eric RosenbachEducational Credits
1.5
1.5
Home Equity Planning “How To”: Identify Candidates & Introduce Reverse Mortgages into Your Practice
Sponsored by Longbridge Financial, LLC
Educational Credits
1.5
1.5
Maximize the Experience when Bringing Financial Planning Students into your Firm
Educational Credits
1.5
Planning with Annuities: Real World Case Studies
Educational Credits
1.5
1.5
5:15 PM – 6:30 PM
Keynote: NextGen Cyberattacks: Understanding Risk in the Information Age
Speakers:
Eric RosenbachEducational Credits
1
1
6:35 PM – 7:15 PM
Region Membership Meetings
7:30 PM – 9:30 PM
Fall Conference Closing Party
Thursday October 18, 2018
7:45 AM – 8:45 AM
Networking Breakfast and passport to prizes in Exhibit Hall
Small Firm Experienced Community Meeting
8:55 AM – 10:10 AM
Keynote: Health, Wealth, Self - Preparing for a 100 year Life
Speakers:
Karen MercerEducational Credits
1
0.5
10:20 AM – 11:20 AM
Data Driven Social Marketing: How to get the highest return from your marketing budget
Speakers:
Kristina Carson Educational Credits
1
Elderly Clients and Cognitive Decline/Financial Exploitation:
Ways to Help Your Client and Protect Yourself from Liability
Speakers:
Lori NeidelEducational Credits
1
1
Women, Money & Divorce: Double the Size of Your Firm by Working with this Niche
Speakers:
Stacy FrancisEducational Credits
1
11:30 AM – 12:45 PM
Assessing and Evaluating A Client’s Financial Risk Profile: Lessons from the Lab
Speakers:
John GrableEducational Credits
1.5
1.5
Cash Value Life Insurance as an Asset Class in Comprehensive Financial Planning
Speakers:
Robert MaloneyEducational Credits
1.5
1.5
