NAPFA Spring 2024 National Conference 议程
Wednesday May 8, 2024
下午十二时至六时
注册了
地点:
沃斯堡4/5下午1时至4时
Preconference: Essential IRA Tips for Saving Taxes and Avoiding Penalties
Member: $199/Non-member: $249
演讲者:
丹尼斯Appleby地点:
牲畜饲养场1教育al Credits
3
3
3
Specialized Knowledge
下午4:30 - 5:30
Genesis 社区 Meeting
地点:
沃斯堡4/5Large Firm 社区 Meeting
地点:
牲畜饲养场1Mid-Size 社区 Meeting
地点:
沃斯堡1-3Solo Firm 社区 Meeting
地点:
沃斯堡6-8下午六时至七时
晚上7:30 - 9:30
Thursday May 9, 2024
早上7点到8点
Networking Breakfast
上午8:30 - 9:30
9:45 AM – 10:45 AM
Economic Realities in 2024: Inflation & Interest Rates and the "Illusion" of a Soft Landing
Sponsored by: Piper, Sandler & 公司
演讲者:
迪米特里熟食店地点:
牲畜饲养场1教育al Credits
1
1
1
Specialized Knowledge
How to Find, Hire, Train, and Retain Top Talent for Your Firm
演讲者:
迦勒布朗地点:
沃斯堡6-8教育al Credits
1
1
人员 & 人力资源
Rollover and Transfer Rules for Beneficiaries
演讲者:
丹尼斯Appleby地点:
沃斯堡4/5教育al Credits
1
1
1
Specialized Knowledge
The Unprecedented Insurance Crisis: Increased Rates & 续聘
地点:
沃斯堡1-3教育al Credits
1
1
1
Specialized Knowledge
11:00 AM – 12:15 PM
How to Automate Your Client Journey
演讲者:
Charesse史地点:
牲畜饲养场1教育al Credits
1.5
1.5
1.5
Information Technology
Social Security and Medicare: Help Clients Maximize Benefits and Avoid Mistakes
演讲者:
伊莱恩·弗洛伊德地点:
沃斯堡4/5教育al Credits
1.5
1.5
1.5
Specialized Knowledge
Turn Down for DIVERSIFICATION: Strategies for managing and unwinding concentrated stock positions
演讲者:
约翰•欧文斯地点:
沃斯堡1-3教育al Credits
1.5
1.5
1.5
Specialized Knowledge
12:15 PM – 1:15 PM
Lunch with Exhibitors
地点:
德州舞厅下午1:30 - 2:30
Future Insights: Bridging Life Insurance and AI in Life Insurance Underwriting
赞助单位:LLIS
演讲者:
詹妮弗·斯泰尔斯地点:
牲畜饲养场1教育al Credits
1
1
1
Specialized Knowledge
下午1:30 - 3:30
Mastering the Art of Business Owner Financial Planning
演讲者:
罗伯•舒尔茨地点:
沃斯堡1-3教育al Credits
2
2
2
Specialized Knowledge
下午2:45 - 3:45
Artificial Intelligence - Compliance Concerns
演讲者:
吉姆•卡伦地点:
沃斯堡4/5教育al Credits
1
1
1
Information Technology
Beyond Donor-Advised Funds: Exploring Tax-Efficient Giving and Philanthropic Strategies
地点:
沃斯堡6-8教育al Credits
1
1
1
Specialized Knowledge
Is Todays' Older Homeowner Sitting on a Gold Mine?
Sponsored by: Longbridge Financial
地点:
牲畜饲养场1教育al Credits
1
1
1
Specialized Knowledge
下午3:45 - 4:45
Break with Exhibitors
地点:
德州舞厅DEI Conversation and Connection
地点:
圣丹斯电影节3下午五时至六时
Navigating the Future: Technology and Cybersecurity for Regulatory Compliance in Wealth Management
演讲者:
史蒂文·赖德地点:
沃斯堡4/5教育al Credits
1
1
1
Specialized Knowledge
下午六时至七时
晚上7:30 - 9:30
Genesis Social Event
赞助单位:LLIS
Friday May 10, 2024
早上7点到8点
Networking Breakfast
上午8:05 - 9:05
上午9:20 - 10:20
High-Trust Client Meetings: Using Behavioral Science to Make Meetings More Meaningful
演讲者:
丹Smaida地点:
沃斯堡1-3教育al Credits
1
1
1
Specialized Knowledge
How to Include Disability Planning for Special Needs Families into your Practice
演讲者:
科特妮Heykoop地点:
沃斯堡4/5教育al Credits
1
1
1
Specialized Knowledge
10:20 AM – 11:00 AM
Break with Exhibitors
地点:
德州舞厅10:25 AM – 10:40 AM
10:45 AM – 11:00 AM
Technology Showcase - Asset Dedication
地点:
德州舞厅11:15 AM – 12:15 PM
Fixed Income Markets & Portfolio Construction
演讲者:
迈克尔Furla地点:
沃斯堡6-8教育al Credits
1
1
1
Specialized Knowledge
The Inclusive Advisory Team: Building Stronger Client Connections with Intentional Communication
演讲者:
约旦戴森地点:
沃斯堡1-3教育al Credits
1
1
1
通信 & 市场营销
12:15 PM – 1:15 PM
Lunch with Exhibitors
地点:
德州舞厅下午1:30 - 2:30
Building Your Offering Starts with Your Team
演讲者:
艾琳·维尔森地点:
沃斯堡1-3教育al Credits
1
1
1
Specialized Knowledge
下午2:45 - 3:45
Becoming Succession Ready: the Journey Before the Destination
演讲者:
布鲁克林布鲁克地点:
沃斯堡1-3教育al Credits
1
1
Specialized Knowledge
Using Donor Advised Funds (DAFs) to Advance a Philanthropic Strategy
Sponsored by: Heifer Foundation
演讲者:
黛比·麦卡洛教育al Credits
1
1
1
Specialized Knowledge
下午3:50 - 4:05
Technology Showcase - Advyzon
地点:
德州舞厅下午五时至六时
晚上6:30 - 7:30
NEMA Region Networking Reception
地点:
沃思堡6号South Region Networking Reception
地点:
牲畜饲养场1West Region Networking Reception
地点:
沃斯堡7号晚上7:30 - 9:30
结束聚会
地点:
沃斯堡4/5Saturday May 11, 2024
早上7点到8点
Networking Breakfast
上午8:30 - 9:30
Inclusive and Equitable by Design: How to Embed DEIB Into Your Financial Service Organization's DNA
地点:
沃斯堡6-8教育al Credits
1
1
1
行为道德
Let’s Talk About Sex: An Overview of Sexual Orientation, Gender Identity, and LGBTQ+ Planning Issues
地点:
沃斯堡4/5教育al Credits
1
1
1
Specialized Knowledge
9:45 AM – 10:45 AM
Childfree and Permanently Childless people
演讲者:
Jay Zigmont地点:
沃斯堡1-3教育al Credits
1
1
1
Specialized Knowledge
Supporting Clients Through Aging and Loneliness
演讲者:
菲利普·吉布森地点:
沃斯堡6-8教育al Credits
1
1
1
Specialized Knowledge
上午9:45 - 11:45
11:00 AM – 12:00 PM
Keep Clients Forever: Accelerate your Success with the Multigenerational Planning Conversation
演讲者:
辛迪阿地点:
沃斯堡1-3教育al Credits
1
1
1
通信 & 市场营销
Working With Pro Bono Clients In Financial Stress
Sponsored by: NAPFA基金会
演讲者:
辛西娅·迈耶地点:
沃斯堡6-8教育al Credits
1
1
1
Specialized Knowledge
Tuesday May 21, 2024
12:00 PM – 3:15 PM
CFP® CE Add-On for Post-Conference Session Recordings
Member: $99/Non-member: $149
