NAPFA Fall 2024 National Conference Agenda
Thursday August 8, 2024
12:00 PM – 5:30 PM
On-Demand Conference Session Recordings
Advanced Pricing Member $449/Non Member $549
Friday August 23, 2024
12:00 AM – 11:30 PM
On-Demand Conference Session Recordings
Regular Member Pricing $549/Non Member $649
Wednesday October 30, 2024
1:00 PM – 4:00 PM
Preconference: DEI Training & Certificate Program
Member: $299/Non Member: $399
Location:
Broadway Ballroom C/DPreconference: Final SECURE Act RMD Regulations Meets the Great IRA Wealth Transfer
Member: $199/Non Member: $249
Educational Credits
3
3
Thursday October 31, 2024
8:00 AM – 9:45 AM
Becoming the Preeminent Financial Influencer in Your Clients' Lives
Speakers:
Jay MoorelandLocation:
Broadway Ballroom WestEducational Credits
1
1
10:00 AM – 11:00 AM
Key Roth IRA & Roth 401(k) Rules for Funding & Tax-free Distributions
Speakers:
Denise ApplebyLocation:
Broadway Ballroom AEducational Credits
1
1
Tax Planning for Equity Compensation: Know Enough to be Dangerous
Speakers:
John OwensLocation:
Broadway Ballroom WestEducational Credits
1
1
1
Specialized Knowledge
Friday November 1, 2024
8:00 AM – 9:45 AM
5 Steps to Building a 7-Figure Financial Advisory Business that Impacts the World
Speakers:
Derrick KinneyEducational Credits
1
1
11:30 AM – 12:30 PM
The Road Ahead: Comprehensive Future Planning for People with Special Needs
Speakers:
Alexandra BaigLocation:
Broadway Ballroom AEducational Credits
1
1
3:15 PM – 4:45 PM
Harmony in Success: Nurturing the Million-Dollar Mindset Without Compromising Faith and Family Value
Speakers:
Adrienne VelazquezEducational Credits
1