Contact Us

For questions regarding the conference, contact Robin Gemeinhardt at gemeinhardtr@napfa.org

Additional Information

Highlights
2.5 days of sessions
15 total CE’s available
12 hours of CFP CE (pending approval)
15 hours of NAPFA CE
$450 members/$500 non-members (no advanced registration)
Registration ends Monday, October 16th (end of day)
All sessions are in Eastern Time
CE credit can only be granted if you are online a minimum of 50 minutes of each session
For detailed information about the program including session descriptions and speaker biographies, visit the conference website.

Registration Information

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Event Information

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2017 NAPFA Fall Conference - Live Streaming

Thu, Oct 19, 2017   thru Sat, Oct 21, 2017

Simulcast - Live Streaming, ,

Highlights
2.5 days of sessions
15 total CE’s available
12 hours of CFP CE (pending approval)
15 hours of NAPFA CE
All sessions are in Eastern Time
The following programs will be live streamed:
Thursday, October 19 - Total CE’s available 6.5 Hours of NAPFA CE’s / 5.5 Hours of CFP CE
Thursday’s sessions 8:30 a.m. – 9:30 a.m. Opening Keynote: LOADED: The Psychology of Financial Decisions, presented by Sarah Newcomb 1 hour NAPFA CE in J: Communications, and CFP CE 9:45 a.m. – 10:35 a.m. Tax Planning After Reform, presented by Bob Keebler I hour NAPFA CE in D: Income Tax Planning, and CFP CE< 10:45 a.m. – 12:00 noon How Advisors Can Help Clients Build Wealth Outside of their Businesses, presented by John Ceparano 1.5 hours NAPFA CE in E: Retirement Planning, and CFP CE< 1:10 p.m. – 2:00 p.m. Thinking Differently about Diversification, presented by Larry Swedroe 1 hour NAPFA CE in C: Investments, and CFP CE 2:15 p.m. – 3:05 p.m. The New NEW Profession, presented by Bob Veres 1 hour NAPFA CE in K: Practice Management 5:10 p.m. – 6:00 p.m. New Best Practice Standards for Managing Life Insurance as an Asset, presented by Barry Flagg 1 hour NAPFA CE in B: Insurance, and CFP CE Friday, October 20th – 5.5 NAPFA and 3.5 CFP CE’s 8:30 a.m. – 9:30 a.m. Keynote: The Hacker's Blacklist: Top Threats & Countermeasures for Data Security, presented by John Sileo 1 hour NAPFA CE in K: Practice Management, and CFP CE (pending approval) 10:40 a.m. – 11:30 a.m. Cyber Security Deep Dive and Q&A, presented by John Sileo 1 hour NAPFA CE in K: Practice Management 11:45 a.m. – 12:35 p.m. Estate Planning for Non-Taxable Estates, presented by Steve Siegel 1 hour NAPFA CE in F: Estate Planning, and CFP CE 1:45 p.m. – 3:00 p.m. The Intersection of Financial Advisor and Senior Living: What You Should Know and Why, presented by Brad Breeding 1.5 hours NAPFA CE in F: Estate Planning, and CFP CE 4:00 p.m. – 5:00 p.m. Keynote: Even Monkeys Fall from Trees - Learn Mistakes and Embrace Change, presented by Doug Lipp 1 hour NAPFA CE in K: Practice Management Saturday, October 21st – 3 hours NAPFA and CFP CE 8:30 a.m. – 9:45 a.m. The Crazy World of Healthcare Reform, presented by Carolyn McClanahan 1.5 hours NAPFA CE in B: Insurance, and CFP CE 10:40 a.m. – 11:55 a.m. Beware of the Silver Tsunami - Increase Your Expertise in Managing Clients with Diminished Capacity, presented by Mikol Davis and Carolyn Rosenblatt 1.5 hours NAPFA CE in J: Communications, and CFP CE