NAPFA春季2024年全国会议议程
2024年5月8日星期三
12:00 PM – 6:00 PM
Registration Opens
Location:
沃斯堡舞厅大厅1:00 PM – 4:00 PM
会前:基本的个人退休账户技巧，以节省税收和避免罚款
会员:$199/非会员:$249
Speakers:
Denise ApplebyLocation:
Stockyards 1Educational Credits
3
3
3
专业知识
4:30 PM – 5:30 PM
6:00 PM – 7:00 PM
7:30 PM – 9:30 PM
2024年5月9日，星期四
7:00 AM – 8:00 AM
网络的早餐
Location:
沃斯堡舞厅大厅8:30 AM – 9:30 AM
The Connection Code
主题演讲，赞助商:Flourish
Speakers:
Jonathan SprinklesLocation:
Fort Worth 4/5Educational Credits
1
1
Communications & Marketing
9:45 AM – 10:45 AM
2024年的经济现实:通货膨胀 & 利率与软着陆的“幻觉”
赞助商:派珀，桑德勒 & Company
Speakers:
Dimitri DelisLocation:
Stockyards 1Educational Credits
1
1
1
专业知识
如何为您的公司寻找、雇用、培训和留住顶尖人才
Speakers:
Caleb BrownLocation:
Fort Worth 6-8Educational Credits
1
1
Personnel & Human Resources
史无前例的保险危机:利率上升 & Non-Renewals
Speakers:
Ryan CoonLocation:
Fort Worth 1-3Educational Credits
1
1
1
专业知识
11:00 AM – 12:15 PM
社会保障和医疗保险:帮助客户最大化利益和避免错误
Speakers:
Elaine FloydLocation:
Fort Worth 4/5Educational Credits
1.5
1.5
1.5
专业知识
12:15 PM – 1:15 PM
与参展商共进午餐
Location:
Texas Ballroom1:30 PM – 2:30 PM
未来洞察:在人寿保险承保中架起人寿保险和人工智能的桥梁
Sponsored by: LLIS
Speakers:
Jennifer StilesLocation:
Stockyards 1Educational Credits
1
1
1
专业知识
1:30 PM – 3:30 PM
2:45 PM – 3:45 PM
3:45 PM – 4:30 PM
与参展商决裂
Location:
Texas Ballroom3:45 PM – 4:45 PM
DEI对话和连接
Location:
Sundance 35:00 PM – 6:00 PM
6:00 PM – 7:00 PM
参展商酒会
Location:
Texas Ballroom7:30 PM – 9:30 PM
Friday May 10, 2024
7:00 AM – 7:45 AM
7:00 AM – 8:00 AM
网络的早餐
Location:
沃斯堡舞厅大厅8:05 AM – 9:05 AM
Long-Run & 美国经济近期展望
Keynote
Speakers:
Jim DolmasLocation:
Fort Worth 4/5Educational Credits
1
1
1
Economics
9:20 AM – 10:20 AM
10:20 AM – 11:00 AM
与参展商决裂
Location:
Texas Ballroom10:25 AM – 10:40 AM
10:45 AM – 11:00 AM
11:15 AM – 12:15 PM
Fixed Income Markets & 投资组合构建
Speakers:
Mauricio Cortes ResendizLocation:
Fort Worth 6-8Educational Credits
1
1
1
专业知识
通过反向抵押贷款实现税收高效的退休计划
由美国金融协会主办
Speakers:
Stephen ReschLocation:
Stockyards 1Educational Credits
1
1
1
专业知识
包容性的咨询团队:通过有意识的沟通建立更牢固的客户关系
Speakers:
Jordan DysonLocation:
Fort Worth 1-3Educational Credits
1
1
1
Communications & Marketing
12:15 PM – 1:15 PM
与参展商共进午餐
Location:
Texas Ballroom1:00 PM – 1:15 PM
1:30 PM – 2:30 PM
顾问如何使用安全的人工智能来记录会议记录，组织任务，更新CRM，编写重述电子邮件等等
Sponsored By Jump
Speakers:
Parker EnceLocation:
Stockyards 1Educational Credits
1
1
专业知识
1:30 PM – 3:30 PM
2:45 PM – 3:45 PM
利用捐助者建议基金(daf)推进慈善战略
赞助单位:小母牛基金会
Speakers:
Debbie McCulloughLocation:
Stockyards 1Educational Credits
1
1
1
专业知识
3:50 PM – 4:05 PM
技术展示- Advyzon
Location:
Texas Ballroom3:50 PM – 4:50 PM
与参展商决裂
Location:
Texas Ballroom5:00 PM – 6:00 PM
认识和管理生理压力
主题演讲，赞助商:Yrefy
Speakers:
Sonya LutterLocation:
Fort Worth 4/5Educational Credits
1
1
1
Communications & Marketing
6:30 PM – 7:30 PM
中西部地区网络接待
Location:
Fort Worth 8NEMA区域网络接收
Location:
Fort Worth 6南区网络接收
Location:
Stockyards 1西区网络接待
Location:
Fort Worth 77:30 PM – 9:30 PM
Closing Party
Location:
Fort Worth 4/52024年5月11日星期六
7:00 AM – 8:00 AM
网络的早餐
Location:
沃斯堡舞厅大厅8:30 AM – 9:30 AM
通过设计实现包容和公平:如何将DEIB嵌入您的金融服务组织的DNA
Location:
Fort Worth 6-8Educational Credits
1
1
1
Behavioral Ethics
让我们谈谈性:性取向、性别认同和LGBTQ+规划问题概述
Location:
Fort Worth 1-3Educational Credits
1
1
1
Personnel & Human Resources
9:45 AM – 10:45 AM
9:45 AM – 11:45 AM
CE: CFP委员会修订的准则和标准
Speakers:
Linda LeitzLocation:
Fort Worth 4/5Educational Credits
2
2
2
Behavioral Ethics
11:00 AM – 12:00 PM
永远留住客户:通过多代规划对话加速你的成功
Speakers:
Cindy ArledgeLocation:
Fort Worth 1-3Educational Credits
1
1
1
Communications & Marketing
帮助财务压力大的公益客户
赞助单位:NAPFA基金会
Speakers:
Cynthia MeyerLocation:
Fort Worth 6-8Educational Credits
1
1
1
专业知识
2024年5月21日星期二
12:00 PM – 3:15 PM
CFP®CE附加组件用于会议后会话录制
会员:99美元/非会员:149美元
