2019 Spring Conference Agenda
Monday May 13, 2019
6:30 PM – 7:15 PM
First Time Attendee Reception
6:30 PM – 8:00 PM
Women Advisors Reception
Sponsored by the NAPFA Women’s Initiative and TD Ameritrade Institutional
Tuesday May 14, 2019
7:00 AM – 8:00 AM
Large Firm Community Meeting
Networking Breakfast
Small Firm Community Meeting
8:15 AM – 8:25 AM
Conference Welcome and Opening Remarks
8:30 AM – 9:30 AM
Keynote - Credible Leadership: Why Should Anyone Follow You?
Speakers:
Suzanne PetersonEducational Credits
1
9:45 AM – 10:45 AM
Featured Speaker - Making Retirement Benefits Payable to Trusts
Speakers:
Natalie ChoateEducational Credits
1
1
Featured Speaker - Tax Planning Developments & Opportunities Under TCJA
Speakers:
Michael KitcesEducational Credits
1
1
Hidden Wealth: Unlocking Home Equity for Retirement Planning
Speakers:
Allen ChaoEducational Credits
1
1
10:55 AM – 12:10 PM
Featured Speaker - Planning for Conflict in Client Relationships
Sponsored by TD Ameritrade Institutional and the NAPFA Women's Initiative
Speakers:
Sarah AsebedoEducational Credits
1.5
1.5
Live and Learn: Essential Insurance Planning Though Musicians
Educational Credits
1.5
1.5
Strategies for Managing Sequence of Return Risk in Retirement
Speakers:
Michael KitcesEducational Credits
1.5
1.5
12:15 PM – 1:10 PM
Genesis Lunch
Lunch with Exhibitors
1:15 PM – 1:15 PM
NCEF Presentation
Speakers:
Skip Schweiss1:20 PM – 2:20 PM
Keynote - The Surprising Secrets to Keeping the Aging Brain Young and Lowering Risk For Alzheimer's
Speakers:
Marc MilsteinEducational Credits
1
2:40 PM – 3:55 PM
An Inside Look at the College Admission Process
Speakers:
Peter Van BuskirkEducational Credits
1.5
1.5
Master Sleep to Boost Memory, Slow Aging and Maximize Your Brain
Speakers:
Marc MilsteinEducational Credits
1.5
Retirement Income Showdown: Risk Premium vs. Risk Pooling
Speakers:
Wade PfauEducational Credits
1.5
1.5
4:00 PM – 4:40 PM
Break in Exhibit Hall
4:05 PM – 4:30 PM
Technology Showcase
4:50 PM – 5:50 PM
Featured Speaker - The Client Service Model of the Future
Speakers:
Angie HerbersEducational Credits
1
Having the Conversation
(Tips and Techniques for Getting Families to Discuss the Pertinent Issues and To Make Plans)
Educational Credits
1
1
Why Insurance is Now Pivotal for RIAs
The Business Case for Implementing Insurance in a Fee-Only Practice
Speakers:
David LauEducational Credits
1
1
4:50 PM – 6:05 PM
6:10 PM – 7:10 PM
Cocktail Reception with Exhibitors
6:20 PM – 6:40 PM
Technology Showcase
7:30 PM – 9:00 PM
7:30 PM – 11:30 PM
Night Out at The Broken Spoke
Price: $45 through April 1, $50 after April 1
Wednesday May 15, 2019
7:15 AM – 8:15 AM
8:30 AM – 9:30 AM
Keynote - Health and Technology Megatrends: How You Can Anticipate the Future
Speakers:
Susannah FoxEducational Credits
1
9:40 AM – 10:40 AM
Featured Speaker - The Adaptive Change Model for Financial Planning
An inside look at the human side of financial planning - Sponsored by TD Ameritrade Institutional and the NAPFA Women's Initiative
Speakers:
Susan BradleyEducational Credits
1
1
Hard Coding Soft Skills: Building Relationships through Technology
Speakers:
John O’ConnellEducational Credits
1
10:45 AM – 11:30 AM
Break in Exhibit Hall
10:50 AM – 11:10 AM
Technology Showcase
11:40 AM – 12:55 PM
Featured Speaker - Client Service Experience - Moving from Great to Exceptional in Three Steps
Speakers:
Cheryl HollandEducational Credits
1.5
Featured Speaker - It's all about the Benjamins!
How to successfully complete a 2019 SEC exam, and avoid costly SEC findings, client refunds and arbitration/litigation proceedings.
Speakers:
Thomas GiachettiEducational Credits
1.5
1.5
Leadership Through Fiduciary:
Real Differentiation through the Fiduciary, Fee-only Policies and Practices You Keep
Educational Credits
1.5
The Role of Guaranteed Income In Retirement Income Planning – A Real World Case Study
Educational Credits
1.5
1.5
“Is Your Client's Company All It Could Be?” Performing a Business Assessment
Speakers:
Denis BrownEducational Credits
1.5
1.5
1:00 PM – 1:45 PM
Lunch in Exhibit Hall
1:15 PM – 1:35 PM
Technology Showcase
1:50 PM – 3:05 PM
Divorce Financial Planning: How Advisors Add Value
Speakers:
Kathleen KearyEducational Credits
1.5
1.5
3:10 PM – 3:50 PM
Break in Exhibit Hall
3:15 PM – 3:35 PM
Technology Showcase
4:00 PM – 5:15 PM
Featured Speaker - The Continuing Soap Opera of Health Care Reform
Speakers:
Carolyn McClanahanEducational Credits
1.5
1.5
How to Protect & Recover From a Data Breach
Educational Credits
1.5
5:30 PM – 6:15 PM
Regional Networking Receptions
7:30 PM – 9:30 PM
Spring Conference Closing Party
Thursday May 16, 2019
7:30 AM – 8:30 AM
Breakfast in Exhibit Hall
NAPFA Consumer Education Foundation (NCEF) Update & Networking Breakfast
Speakers:
Skip SchweissEducational Credits
1
Small Firm Community Meeting
8:45 AM – 10:00 AM
Keynote - Can I Have Your Attention? Thriving in the Age of Distraction for Financial Advisors
Speakers:
Curt SteinhorstEducational Credits
1.5
10:10 AM – 11:25 AM
Improving Investor Behavior Through Behavioral Coaching
Speakers:
Jay MoorelandEducational Credits
1.5
1.5
Redefining the Baby Boomers’ Vision of Retirement
Speakers:
Michael GuillemetteEducational Credits
1.5
1.5
11:35 AM – 12:25 PM
11:35 AM – 12:50 PM
Invest in Women
Sponsored by TD Ameritrade Institutional
Speakers:
Kelly CoyneEducational Credits
1.5
1.5
Understanding and Maximizing Social Security Benefits
Speakers:
Elaine SimmonsEducational Credits
1.5
1.5
Working with Special Needs Families – a Practical Timeline
Speakers:
Melissa Donovan Educational Credits
1.5
1.5
Watch for all the details coming on NAPFA 2022 Events
