NAPFA Connect Spring 2020 Agenda
Thursday May 7, 2020
9:00 AM – 9:15 AM
Welcome and Opening Remarks
Dave O’Brien, Chair, NAPFA Board of Directors and Geoffrey Brown, NAPFA CEO
9:15 AM – 10:15 AM
Featured Speaker - Improving Investor Behavior Through Behavioral Coaching
Speakers:
Jay MoorelandEducational Credits
1
1
10:30 AM – 11:30 AM
Featured Speaker - Coronavirus Stimulus Bill: New Rules, Planning Strategies and Opportunities
Speakers:
Jeff LevineEducational Credits
1
1
11:45 AM – 12:45 PM
1:00 PM – 1:50 PM
Lunch and Learn Programs by Sponsors
2:00 PM – 3:00 PM
Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation
Speakers:
Amy MullenEducational Credits
1
1
3:15 PM – 4:15 PM
Current Housing Market and Economic Trends
The Impact of the Covid Environment on Residential Real Estate
Educational Credits
1
1
The Scrambled Nest Egg: How to identify and address the “Knowledge Gap” in Personal Insurance
Homeowners and Personal Liability
Speakers:
Thomas KammererEducational Credits
1
1
4:30 PM – 5:30 PM
Featured Speaker - The Human Side of Estate Planning
Helping Our Clients Create Purposeful Trusts & Legacies!
Speakers:
John WarnickEducational Credits
1
1
Why adopting a “Some of the old, Some of the new” approach, will lead to a better client experience?
Speakers:
Steve CrawfordEducational Credits
1
Friday May 8, 2020
9:00 AM – 9:15 AM
Opening Remarks
Dave O’Brien, Chair, NAPFA Board of Directors
9:15 AM – 10:00 AM
10:15 AM – 11:15 AM
11:30 AM – 12:30 PM
How Artificial Intelligence Will Transform Wealth Management
Speakers:
Andrew AltfestEducational Credits
1
1
12:45 PM – 1:35 PM
Lunch and Learn Programs by Sponsors
1:45 PM – 2:45 PM
Life Insurance Advice Under New CFP Practice Standards
New Requirements & New Client Engagement Opportunities
Educational Credits
1
1
3:00 PM – 4:00 PM
4:10 PM – 4:25 PM
Closing Remarks
Dave O’Brien, Chair, NAPFA Board of Directors and Geoffrey Brown, NAPFA CEO
