NAPFA 2023年秋季全国会议议程
Wednesday October 18, 2023
1:00 PM – 4:00 PM
会前工作坊:应用财务规划心理学:悲伤、信任和透明度
Member: $169/Non-member: $199
Location:
Commonwealth 8Educational Credits
3
3
3
Communications & Marketing
会前研讨会:未来5年的税务规划
Member: $169/Non-member: $199
Speakers:
Steven SiegelLocation:
Commonwealth 6/7Educational Credits
3
3
3
Taxes
1:00 PM – 5:00 PM
4:30 PM – 5:30 PM
6:00 PM – 7:00 PM
Thursday October 19, 2023
8:00 AM – 9:30 AM
如何面向未来，无所畏惧地创新，在不确定性中取得成功
主题演讲，赞助商:太平洋人寿顾问
Speakers:
Scott SteinbergLocation:
Commonwealth 4/5Educational Credits
1
1
Personal Development
9:45 AM – 10:45 AM
收费公司的风险管理考虑
Speakers:
Brian FrancetichLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
社会保障:一生的选择
Sponsored By: Nationwide
Speakers:
David HarrisLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
11:00 AM – 12:15 PM
现代房地产组织:为什么技术是复杂性倍增器
Speakers:
Kate HufnagelLocation:
Olmsted 5-7Educational Credits
1.5
1.5
1.5
Information Technology
在医疗保险迷宫中导航，省钱并找到合适的保险范围
Speakers:
Al KushnerLocation:
Commonwealth 1Educational Credits
1.5
1.5
1.5
Specialized Knowledge
可持续增长:成长型企业的税收考虑
Speakers:
David PetersLocation:
Commonwealth 6/7Educational Credits
1.5
1.5
1.5
Taxes
经济援助的未来:每个顾问都需要知道的
Speakers:
Joe MessingerLocation:
Commonwealth 2/3Educational Credits
1.5
1.5
1.5
Specialized Knowledge
1:30 PM – 2:30 PM
财产及意外保险检讨顾问指南
Sponsored By: Holistiplan
Speakers:
Ben BirkenLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
1:30 PM – 3:30 PM
国内和国际资产保护的工具
Speakers:
Elizabeth MorganLocation:
Commonwealth 2/3Educational Credits
2
2
2
Specialized Knowledge
2:45 PM – 3:45 PM
灰色离婚和财富咨询的影响
Speakers:
Haleh ModdasserLocation:
Commonwealth 6/7Educational Credits
1
1
1
Specialized Knowledge
The Evolution of ETFs
主办单位:Dimensional Fund Advisors
Speakers:
Courtney LeeLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
5:00 PM – 6:00 PM
财务规划作为雇主福利
Speakers:
Zack HubbardLocation:
Commonwealth 2/3Educational Credits
1
1
1
Specialized Knowledge
融资业务现金流的咨询业务
Speakers:
Adam FaragLocation:
Commonwealth 8Educational Credits
1
1
Specialized Knowledge
如何提高客户的社会保障福利
Sponsored By: Allianz
Speakers:
L. Kelly LaVigneLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
发现会议的重要性
Speakers:
Katelyn BombardiereLocation:
Olmsted 5-7Educational Credits
1
1
1
Communications & Marketing
6:00 PM – 7:00 PM
参展商酒会
赞助商:繁荣金融
7:30 PM – 9:30 PM
Genesis Social Event
Sponsored By: LLIS
Friday October 20, 2023
7:00 AM – 7:45 AM
7:50 AM – 9:05 AM
National Economic Update
主题演讲，赞助:蒂芬财富
Speakers:
Laura UllrichLocation:
Commonwealth 4/5Educational Credits
1
1
1
Economics
9:20 AM – 10:20 AM
弥合差距:财务顾问如何与客户谈论房屋净值
赞助单位:长桥金融
Location:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
跨国夫妇的财务规划考虑
Speakers:
Ashley MurphyLocation:
Commonwealth 2/3Educational Credits
1
1
1
Specialized Knowledge
Three Factors Key to M&A Partnership Success
Speakers:
Tyler NunnallyLocation:
Commonwealth 6/7Educational Credits
1
国际市场中的机会世界
实物赞助商:Dimensional Fund Advisors
Speakers:
Michael HumbertLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
10:15 AM – 10:30 AM
10:35 AM – 10:50 AM
Technology Showcase: Advyzon
Location:
Clifton11:15 AM – 12:15 PM
Advisory Annuities and Trusts
赞助单位:杰克逊国家人寿发行公司
Location:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
教育遗产规划:祖父母的首要策略
Speakers:
Cozy WittmanLocation:
Commonwealth 2/3Educational Credits
1
1
1
Specialized Knowledge
Implications of Secure 2.0 on Business Retirement Plans
Speakers:
Karen RobertsLocation:
Olmsted 5-7Educational Credits
1
1
1
Specialized Knowledge
前路:特殊需要人士的全面未来规划
Speakers:
Alexandra BaigLocation:
Commonwealth 6/7Educational Credits
1
1
1
Specialized Knowledge
Why Can't We Be Friends? A Different Take on Active vs. Passive
In-Kind Sponsor: Morningstar
Speakers:
Ben JohnsonLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
12:30 PM – 12:45 PM
12:55 PM – 1:10 PM
1:30 PM – 2:30 PM
替代方案:考虑超过60/40
In-Kind Sponsor: BlackRock
Speakers:
Marc CriggerLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
后美联储紧缩时期固定收益的相对价值
Speakers:
Dimitri DelisLocation:
Olmsted 5-7Educational Credits
1
1
1
Specialized Knowledge
1:30 PM – 3:30 PM
2:45 PM – 3:45 PM
退休计划中的住房财富
主办单位:美国金融协会
Speakers:
Stephen ReschLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
The Art and Science of Risk
In-Kind Sponsor: Morningstar
Speakers:
Thomas AvilesLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
3:50 PM – 4:05 PM
4:10 PM – 4:25 PM
4:45 PM – 6:00 PM
为未来以人为本、以技术为依托的财务规划工作做好准备
Keynote
Speakers:
Ajamu LovingLocation:
Commonwealth 4/5Educational Credits
1
1
1
Information Technology
6:00 PM – 7:00 PM
6:30 PM – 7:30 PM
7:30 PM – 9:30 PM
Saturday October 21, 2023
8:30 AM – 9:30 AM
以目标为基础的退休收入规划方法
赞助商:林肯金融公司
Speakers:
Michael FinkeLocation:
Commonwealth 1Educational Credits
1
1
1
Specialized Knowledge
下一代的遗产规划
Speakers:
Brian BalduzziLocation:
Commonwealth 2/3Educational Credits
1
1
1
Specialized Knowledge
利用人工智能和聊天技术探索未知机遇及其在个人理财领域的应用
Speakers:
Andrew AltfestLocation:
Commonwealth 8Educational Credits
1
1
1
Information Technology
根据《安全法案》优化撤资策略
Speakers:
John SchumanLocation:
Commonwealth 6/7Educational Credits
1
1
1
Specialized Knowledge
9:45 AM – 10:45 AM
为客户提供慈善建议，以更好地服务客户并使您的业务与众不同
Speakers:
David Flores WilsonLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
理财规划师的内容营销:讲述你的故事与客户365bet线上盘口app官网的四个想法
Speakers:
Zoe MeggertLocation:
Commonwealth 2/3Educational Credits
1
增加多样性和公平性的策略 & 个人和精品公司的包容性倡议
赞助单位:NAPFA DEI倡议
Speakers:
Danika WaddellLocation:
Commonwealth 1Educational Credits
1
1
Personnel & Human Resources
9:45 AM – 11:45 AM
CE: CFP委员会修订的准则和标准
Speakers:
David MannaioniLocation:
Commonwealth 6/7Educational Credits
2
2
2
Regulatory Ethics
11:00 AM – 12:00 PM
Legacy Planning & Coaching
Speakers:
Jean-Luc BourdonLocation:
Commonwealth 8Educational Credits
1
1
1
Specialized Knowledge
Tuesday October 31, 2023
12:00 PM – 3:00 PM
CFP®CE附加组件用于会议后会话录制
Member: $99/Non-member: $149
