AARP

NAPFA Fall 2022 Virtual Experience
November 1 - 3, 2022


Unable to join us in Denver, but still want access to all the high-quality content? Join us for three days of virtual learning! This experience will include streamed session recordings from Denver, plus, each speaker will be available for a live Q&A. 

 

Not only will you have access to three days of sessions, but you will also have access to all session recordings where you can earn additional NAPFA and CFP® continuing education hours.

Schedule

*All times listed in Eastern time zone.

Tuesday, November 1, 2022

12:00 - 1:30 pm

 

 

 

 

The SECURE Act’s New RMD Requirements & Other Recent Developments Impacting IRAs

+ Q&A with Denise
Denise Appleby

1.5 NAPFA & 1.5 CFP® CE

1:30 - 1:45 pm

Break

1:45 - 3:15 pm

The New Retirement Reality

+ Q&A with Michael

Michael Finke

1.5 NAPFA & 1.5 CFP® CE

Wednesday, November 2, 2022

12:00 - 1:30 pm

The Future of Financial Aid - What Every Advisor Needs to Know
+ Q&A with Joe

Joe Messinger

1.5 NAPFA & 1.5 CFP® CE

1:30 - 1:45 pm

Break

1:45 - 3:15 pm

Develop an Effective Client Service Model
+ Q&A with Charesse

Charesse Spiller

1.5 NAPFA CE

Thursday, November 3, 2022

12:00 - 1:30 pm

 

 

Elder Mistreatment, Neglect, and Exploitation: A Primer for Professional Financial Planners
+ Q&A with Sheri

Sheri Gibson

1.5 NAPFA & 1.5 CFP® CE

1:30 - 1:45 pm

Break

1:45 - 3:15 pm

20 Estate Planning Mistakes to Avoid
+ Q&A with Bob

Bob Morrison

1.5 NAPFA & 1.5 CFP® CE

Pricing

Advanced Pricing
July 12 - September 18 Member: $399
Non-Member: $499 

Regular Pricing
September 19 - October 16 Member: $499
Non-Member: $599 

Late Pricing
October 17 - 31
Member: $599
Non-Member: $699 

In-Person Conference Attendee Add-On Pricing
Member: $99
Non-Member: $149 

More than 45 NAPFA CEs & 35 CFP® CEs are offered.
*Sessions and speakers are subject to change.

 

Interested in attending the in-person conference? Learn more here.

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