Event Information
2017 NAPFA South Region Symposium - Atlanta, GA
Georgia Tech Hotel & Conference Center, Atlanta, GA
Monday, February 06, 2017
8:00 AM - 4:30 PM
iCalendar
Central Standard Time
Equipping Advisors for the Softer Side of Planning
$155 member
$170 member
Student: $39
Continuing Education Credit: Estimate 6 hours of NAPFA CE and 2-4 hours of CFP CE
Deadline to register: Monday, January 30, 2017
We are proud to welcome four dynamic presenters to this year’s Symposium:
Dr. Daniel Crosby is a psychologist, behavior finance expert, asset manager, and New York Times bestselling author who speaks at over 50 industry events per year. Dr. Crosby is a three-time TEDx speaker, a frequent CNBC contributor and was named to Investment News 40 Under 40. He is also the President of Nocturne Capital in Atlanta, GA.
Lisa Kirchenbauer, CFP® is a Registered Life Planner, fellow NAPFA member, and President of Omega Wealth Management in Arlington, VA. Lisa’s presentation, Essential Skills of an Exceptional Planner, discusses the skills needed to create greater trust, deeper relationships and more effective relationships with clients.
Christy Butler Eckoff, CFRE, CAP®, is the Director of Gift Planning at the Community Foundation of Greater Atlanta. She is responsible for the Foundation’s comprehensive planned and major giving programs. Her presentation will focus on working with philanthropic clients and generational differences in giving.
Nicole Pinkham is the Lead Senior Training Consultant for Auburn University at Montgomery. She serves as a leadership expert for universities, fortune 100 companies, K12 school systems, non-profit organizations, and the United States Air Force’s Air Command Staff College. Her presentation is designed to increase your understanding of your personality preferences and communication style in order to be more effective with clients you serve.
We are offering two first-time attendee scholarships to South Region members. The scholarship covers the cost of the registration for the Atlanta event including the Super Bowl party. We are also offering scholarships to student affiliates for all locations. For more information about scholarship opportunities, contact Megan Rindskopf South Region Board member.