2017 NAPFA Fall Conference - Live Streaming

Thursday, October 19, 2017, 6:30 AM - 1:00 PM

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
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

Registration Dates

Registration Ends Saturday, October 28, 2017