Skip to main content
Buckingham


Icon Legend
This session has not been added to your schedule.
Added to 'My Schedule'. Click again to remove it.
Additional Registration Required
NAPFA Continuing Education Credits
CFP Continuing Education Credits
NASBA Continuing Education Credits
EA Continuing Education Credits
Session is Being Recorded
Space is Limited

Full Schedule

Full Schedule

  • On Demand
  • 5 Keys to a Profitable High-Growth Practice
  • Amy Mullen - Add Title
  • Build your Business for the Future
  • CFP® Board Update
  • Cultural Competencies for Planners who Serve Diverse Clients/Communities
  • Devin Ekberg - Add Title
  • Emotions Are Information
  • First Time Attendee Session
  • How to Leverage Your Financial Skills in Pro Bono
  • How to Make the Most of your NAPFA Membership
  • Jeff Johnson - Add Title
  • LinkedIn for Huge Sales and Referrals Success!
  • Matt Hougan - Add Title
  • Meditation
  • Overwhelmed and Burned Out: Thriving Even When You Don't Feel Like it
  • Private Equity: A Differentiated Approach in Uncertain Times
  • Significant new FAFSA changes
  • Soundbath - Add Title
  • Steve Crawford - Add Title
  • Succession and Continuity Planning: Beyond the Math
  • The Evolution of Financial Advice
  • Wednesday, May 5, 2021
  • 10:00 AM – 11:00 AM ET
    Beyond Monte Carlo – The Income Planning Clients Really Want
  • 10:00 AM – 1:00 PM ET
    IRA Planning for Baby Boomers
  • 12:30 PM – 1:00 PM ET
    Bodyweight Workout
  • 1:10 PM – 4:00 PM ET
    Heather Schreiber - Add Title
  • 1:30 PM – 2:30 PM ET
    Insights into Advisor Wellness
  • Thursday, May 6, 2021
  • 9:00 AM – 9:30 AM ET
    Yoga - Add Title
  • 11:30 AM – 12:30 PM ET
    The Biden Tax Plan: Proposed Changes and Planning Opportunities
  • 11:30 AM – 12:30 PM ET
    Working with the Media
  • 12:30 PM – 1:00 PM ET
    HIIT Workout
  • 1:30 PM – 2:30 PM ET
    Compliance: Setting your firm up for success
  • 1:30 PM – 2:30 PM ET
    Estate Planning for the Merely Affluent
  • 2:45 PM – 3:45 PM ET
    Denise Appleby - Add Title
  • Friday, May 7, 2021
  • 9:00 AM – 9:30 AM ET
    Yoga - Add Title
  • 10:00 AM – 11:00 AM ET
    Is The Window Closing?
  • 11:15 AM – 12:15 PM ET
    Heather Brilliant - Add Title
  • 11:15 AM – 12:15 PM ET
    Jeff & Andy - Add Title
  • 11:15 AM – 12:15 PM ET
    When Life Gives You Lemons, Insurance Has You Covered
  • 12:15 PM – 12:45 PM ET
    Triple Threat Workout
  • 2:30 PM – 3:30 PM ET
    Tax Saving Strategies - Increasing & Retaining Cash Flow for Your Clients
  • 2:30 PM – 3:30 PM ET
    Thomas Giachetti
  • 3:45 PM – 4:45 PM ET
    Compliance Challenges in A Remote-Work World
  • 3:45 PM – 4:45 PM ET
    Inflation Solutions in Fixed Income
  • 3:45 PM – 4:45 PM ET
    Steve Craffen - Add Title