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.

Cancellation Policy

Cancellation and refund requests must be made in writing by October 21. A refund of the event fee, minus a $100 administrative fee, will be given for cancellations received by that date. No refunds will be granted for requests received after October 21. No refunds will be granted for user end connectivity issues.  Submit all requests to Claire Brown. NAPFA regrets that refunds will not be given for no-shows. For more information regarding refund, complaint, and/or cancellation policies please contact our offices at 847-483-5400.

 

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