NAPFA Fall 2024 National Conference Agenda
Wednesday October 30, 2024
1:00 PM – 4:00 PM
CANCELLED - Preconference: DEI Training & Certificate Program
Speakers:
Ryan WarnerLocation:
Broadway Ballroom C/DPreconference: Final SECURE Act RMD Regulations Meets the Great IRA Wealth Transfer
Member: $199/Non Member: $249
Location:
Broadway Ballroom C/DEducational Credits
3
3
3
Specialized Knowledge
4:30 PM – 5:30 PM
DEI Community Meeting
Location:
Broadway Ballroom AGenesis Community Meeting
Location:
Broadway Ballroom C/DTransitions Community Meeting
Location:
Broadway Ballroom WestWomen's Initiative Community Meeting
Location:
Broadway Ballroom B5:30 PM – 6:30 PM
Welcome Reception
Thursday October 31, 2024
7:00 AM – 8:00 AM
Networking Breakfast
Sponsored by: Flourish
8:00 AM – 9:45 AM
Becoming the Preeminent Financial Influencer in Your Clients' Lives
Speakers:
Jay Mooreland CFP®Location:
Broadway Ballroom WestEducational Credits
1
1
1
Specialized Knowledge
10:00 AM – 11:00 AM
Does a Reverse Mortgage Have a Place in Retirement Planning?
Sponsored by: Finance of America
Location:
Broadway Ballroom BEducational Credits
1
1
1
Specialized Knowledge
Helping Your Clients Control Health Care Costs
Speakers:
Carolyn McClanahan MD, CFP®Location:
Broadway Ballroom WestEducational Credits
1
1
1
Specialized Knowledge
Key Roth IRA & Roth 401(k) Rules for Funding & Tax-free Distributions
Location:
Broadway Ballroom AEducational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] Estate Tax Planning by the Numbers: A Mathematical Mystery Tour
Speakers:
Alan Gassman JD, LL.M., AEP®Location:
Broadway Ballroom C/DEducational Credits
1
1
1
1
Taxes
11:00 AM – 11:30 AM
Refreshment Break
11:05 AM – 11:20 AM
11:30 AM – 12:30 PM
Another One Bites the Dust: 3 Changes Leaders Must Make to Keep the Talent They Need to Get Results
Speakers:
Leslie Beale PCC, JDLocation:
Broadway Ballroom WestEducational Credits
1
1
Personnel & Human Resources
Current Trends In Long Term Care Planning: What You And Your Clients Need To Know
Location:
Broadway Ballroom AEducational Credits
1
1
1
Specialized Knowledge
From Hours to Minutes: Leveraging AI-Powered Estate Planning Tools to Grow your Practice
Sponsored by: FP Alpha
Speakers:
Andrew AltfestLocation:
Broadway Ballroom BEducational Credits
1
1
Specialized Knowledge
[WORKSHOP] How to Create Compelling Content Using Generative AI and Other Digital Tools
Speakers:
Marie SwiftLocation:
Broadway Ballroom C/DEducational Credits
1
1
Communications & Marketing
12:30 PM – 1:45 PM
Networking Lunch
1:45 PM – 2:45 PM
Estate Planning for the Next Generation
Location:
Broadway Ballroom WestEducational Credits
1
1
1
Specialized Knowledge
Healthy Foundations for Firm Growth
Speakers:
Marcus Hagood EMSLocation:
Broadway Ballroom AEducational Credits
1
1
Specialized Knowledge
Permanent Life Insurance – Should it Stay or Should it Go?
Sponsored by: LLIS
Speakers:
Jerry SkapyakLocation:
Broadway Ballroom BEducational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] Financial Advising and Motivational Interviewing - Creating a Better Client Experience
Location:
Broadway Ballroom C/DEducational Credits
1
1
1
Communications & Marketing
2:45 PM – 3:15 PM
Refreshment Break with Exhibitors
3:15 PM – 4:15 PM
Fixed Income Investing As The Fed Cuts Rates
Speakers:
Cameron ParkhurstLocation:
Broadway Ballroom WestEducational Credits
1
1
1
Specialized Knowledge
The Health and Wealth Connection: Why Understanding the Right AI-driven Data Can Reinvent Financial
Sponsored by: Nomo Smart Care
Speakers:
Tim ShernoLocation:
Broadway Ballroom BEducational Credits
1
1
1
Specialized Knowledge
The Power of Podcasting: How Financial Advisors Can Use Podcasts to Attract and Engage Clients
Speakers:
Brodrick Lothringer MBALocation:
Broadway Ballroom C/DEducational Credits
1
1
Communications & Marketing
The Premature Demise of the Trust-Based Estate Plan
Location:
Broadway Ballroom AEducational Credits
1
1
1
Specialized Knowledge
4:15 PM – 5:30 PM
Cocktail Reception with Exhibitors
Friday November 1, 2024
7:00 AM – 8:00 AM
Networking Breakfast
Sponsored by: Yrefy
8:00 AM – 8:30 AM
CFP Update
8:00 AM – 9:45 AM
5 Steps to Building a 7-Figure Financial Advisory Business that Impacts the World
Speakers:
Derrick KinneyLocation:
Broadway Ballroom WestEducational Credits
1
1
Communications & Marketing
10:00 AM – 11:00 AM
Is Today's Older Homeowner Sitting on a Gold Mine?
Sponsored by: Longbridge-Financial
Speakers:
Jerry AuippaLocation:
Broadway Ballroom BEducational Credits
1
1
1
Specialized Knowledge
Mastering the Art of Advanced Estate Planning: Strategies for the Modern Financial Advisor
Speakers:
Wayne ZellLocation:
Broadway Ballroom AEducational Credits
1
1
1
Specialized Knowledge
Panel Discussion – Using DEI Principles to Enhance Your Client Service and Grow Your Practice
Location:
Broadway Ballroom C/DEducational Credits
1
1
Personnel & Human Resources
Tax Planning for Equity Compensation: Know Enough to be Dangerous
Speakers:
John Owens CFP®, EA, ECA, CPWA®Location:
Broadway Ballroom WestEducational Credits
1
1
1
1
Taxes
11:00 AM – 11:30 AM
Refreshment Break with Exhibitors
11:05 AM – 11:20 AM
Technology Showcase - Yrefy
Where there is a problem, there is a solution and, therefore, an opportunity.
Location:
Broadway Ballroom B11:30 AM – 12:30 PM
Know Your Trustee Options – Select the Best Partner For You and Your Clients
Speakers:
Michelle DiamondLocation:
Broadway Ballroom WestEducational Credits
1
1
1
Specialized Knowledge
Market Realities in 2025: Lower Inflation, Lower Interest Rates and the "Illusion" of a Soft Landing
Sponsored by: Piper Sandler
Speakers:
Dimitrios DelisLocation:
Broadway Ballroom BEducational Credits
1
1
1
Specialized Knowledge
The Road Ahead: Comprehensive Future Planning for People with Special Needs
Speakers:
Alexandra BaigLocation:
Broadway Ballroom AEducational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] Working with LGBT+ Clients - an Interactive Workshop
Speakers:
Michelle WilsonLocation:
Broadway Ballroom C/DEducational Credits
1
1
1
Specialized Knowledge
12:30 PM – 1:45 PM
Networking Lunch
1:45 PM – 2:45 PM
Advanced College Funding Strategies For Business Owners and High-Income Earners
Speakers:
Joe MessingerLocation:
Broadway Ballroom WestEducational Credits
1
1
1
Specialized Knowledge
Articulate Your Value
Sponsored by: SEI Global Services
Speakers:
Shauna MaceLocation:
Broadway Ballroom BEducational Credits
1
1
Communications & Marketing
Operation Financial Freedom: Planning Tips for Veteran Clients
Speakers:
Stacy MillerLocation:
Broadway Ballroom AEducational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] Working with Your Ideal Client
Location:
Broadway Ballroom C/DEducational Credits
1
1
1
Specialized Knowledge
2:45 PM – 3:15 PM
Refreshment Break with Exhibitors
Location:
Broadway Foyer3:15 PM – 4:45 PM
Harmony in Success: Nurturing the Million-Dollar Mindset Without Compromising Faith and Family Value
Speakers:
Dr. Adrienne VelazquezLocation:
Broadway Ballroom WestEducational Credits
1
1
Personal Development
5:15 PM – 6:15 PM
Midwest Region Networking Reception
Location:
Broadway Ballroom C/DNEMA Region Networking Reception
Location:
Broadway Ballroom ASouth Region Networking Reception
Location:
Broadway Ballroom BWest Region Networking Reception
Location:
Broadway Ballroom C/D6:30 PM – 8:30 PM
Closing Party
Saturday November 2, 2024
7:00 AM – 8:00 AM
Networking Breakfast
8:30 AM – 9:30 AM
Homeownership Strategies for Adult Children - Group 1
Sponsored by: GetWzy, LLC
Location:
Broadway Ballroom BWhy Managed Futures May No Longer Be A Four Letter Word
Speakers:
Steven Roge MBA, CFP®, AIF®, CMFC®Location:
Broadway Ballroom WestEducational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] The Psychology of Advice: Using Behavioral Science to Build Trust and Help Clients
Speakers:
Dan SmaidaLocation:
Broadway Ballroom C/DEducational Credits
1
1
1
Specialized Knowledge
9:45 AM – 10:45 AM
Homeownership Strategies for Adult Children - Group 2
Sponsored by: GetWyz, LLC
Location:
Broadway Ballroom BThe Small Firm Investment Team
Speakers:
Philip MockLocation:
Broadway Ballroom AEducational Credits
1
1
1
Specialized Knowledge
[WORKSHOP] Integrating Estate Planning Into Your Financial Planning Process
Speakers:
Daniel Kopp MA, MS, CFP®Location:
Broadway Ballroom C/DEducational Credits
1
1
1
Specialized Knowledge
9:45 AM – 11:45 AM
Ethics CE: CFP Board's Revised Code and Standards
Speakers:
Linda Leitz PhD, CFP, EA, CDFALocation:
Broadway Ballroom WestEducational Credits
2
2
2
Regulatory Ethics
