NAPFA Fall 2023 Virtual Experience
October 31 - November 2, 2023

If you were unable to join us in Louisville, 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 Louisville, 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.


*All times are listed in Eastern time zone.

Tuesday, October 31, 2023

12:00 - 1:30 pm

Estate Planning for the Next Generation

Brian Balduzzi

1:30 - 1:45 pm


1:45 - 3:15 pm

Current Deal Structure Landscape - Equity Ownership Options for the Next Generation
Marcus Hagood

Wednesday, November 1, 2023

12:00 - 1:30 pm

The Future of Financial Aid - What Every Advisor Needs to Know

Joe Messinger

1:30 - 1:45 pm


1:45 - 3:15 pm

Legacy Planning & Coaching

Jean-Luc Bourdon

Thursday, November 2, 2023

12:00 - 1:30 pm

Implications of Secure Act 2.0 on Business Retirement Plans 

Karen Roberts

1:30 - 1:45 pm


1:45 - 3:15 pm

Optimizing Withdrawal Strategies Under the SECURE Act(s)

John Schuman


Late Pricing
October 13 through October 31
Member: $599

Non-Member: $699 

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

*Sessions and speakers are subject to change. Individuals must attend the session and Q&A to receive CFP® CE.


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

Cancellation Policy

Cancellation and refund requests must be made in writing by October 13. 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 13. No refunds will be granted for user end connectivity issues. Submit all requests to NAPFA regrets that refunds will not be given for no-shows. For more information regarding refund, complaint, and/or cancellation policies please contact NAPFA at 847-483-5400.


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