Event Information
2018 NAPFA Fall Conference - Live Streaming
Simulcast - Live Streaming
Tuesday, October 16, 2018
- Thursday, October 18, 2018
iCalendar
Central Standard Time
Highlights
2.5 days of sessions, October 16-18
15 total sessions, all qualify for CFP continuing education
$450 members/$500 non-members (no advanced registration)
Registration ends Sunday, October 14th (end of day)
All sessions are in Eastern Time
A total of 18 hours of CE (7 x 1.5 hrs., 8 x 1 hr.)
Tuesday, Oct. 16
8:30 AM – 9:30 AM
Keynote: Jennifer Golbeck
Harnessing the Disruptive Potential of Artificial Intelligence on Business and Society
1 NAPFA and CFP in K
9:45 AM – 10:45 AM
Jennifer Golbeck
Continued conversation and Q&A on Harnessing the Disruptive Potential of Artificial Intelligence on Business and Society
1 NAPFA and CFP in K
10:55 AM – 12:10 PM
Jeffrey Levine
10 Critical IRA Errors Advisors Must Avoid
1.5 NAPFA and CFP in D
1:30 PM – 2:30 PM
Keynote: Dr. LaVaughn Henry
Status and Outlook of the U.S. Economy
1 NAPFA and CFP in I
2:40 PM – 3:55 PM
Three Economists Share Their Views on the U.S. Economy
Dr. LaVaughn Henry, Dr. Qian Wang, Mark McCarron, Dave O'Brien, moderator
1.5 NAPFA and CFP in I
4:50 PM – 6:05 PM
Susan Turnbull
The Wealth of Their Lives: Practical approaches to help clients create lasting personal legacies
1.5 NAPFA and CFP in F
Wednesday, Oct. 17
8:30 AM – 9:30 AM
Keynote: George Kinder
Life Planning, Mindfulness, and a Golden Civilization
1 NAPFA and CFP in J
9:40 AM – 10:40 AM
A Conversation with George Kinder and fellow Registered Life Planners®
Debbie Gallant and Frankie Corrado
1 NAPFA and CFP in J
11:20 AM – 12:35 PM
Stephen Galletto
Developing a Strong Registered Investment Adviser ("RIA") Culture of Compliance
1.5 NAPFA and CFP in A
1:45 PM – 3:00 PM
Justine Vogel and Cathleen Toomey
The Insider's Guide to CCRC's
1.5 NAPFA and CFP in E
3:50 PM – 5:05 PM
Robert Rickey, Paul Waldeier, David Lau
Planning with Annuities: Real World Case Studies
1.5 NAPFA and CFP in D
5:30 PM – 6:30 PM
Keynote: Eric Rosenbach
NextGen Cyberattacks: Understanding Risk in the Information Age
1 NAPFA and CFP in K
Thursday, October 18th
9:10 AM – 10:10 AM
Keynote: Karen Mercer
Health, Wealth, Self - Preparing for a 100 year Life
1 NAPFA and .5 CFP in E
10:20 AM – 11:20 AM
Lori Neidel
Elderly Clients and Cognitive Decline/Financial Exploitation: Ways to Help Your Client and Protect Yourself from Liability
I NAPFA and CFP in K
11:30 AM – 12:45 PM
Joe Messenger
Changing the Approach to College Funding Advice
1.5 NAPFA and CFP in K