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Wed, May 5
Thu, May 6
Fri, May 7

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On Demand

Amy Mullen - Add Title

Financial Life Planning in a Time of Uncertainty: Recognizing the Silver Lining
NAPFA Subject Area: J - Communications

Speaker: Amy Mullen, CFP® – Money Quotient, Inc.

On-Demand

CE Hours: NAPFA - 1, CFP - 1

Favorite

Amy Mullen, CFP® – Money Quotient, Inc. ### 1219613###Speaker###President###Money Quotient, Inc.###
Speaker: Amy Mullen, CFP® – Money Quotient, Inc.

Andrew Altfest - Add Title

The Evolution of Financial Advice
NAPFA Subject Area: M - Technology

Speaker: Andrew Altfest, MBA, CFP® – Altfest Personal Wealth Management

On-Demand

CE Hours: NAPFA - 1

Favorite

Andrew Altfest, MBA, CFP® – Altfest Personal Wealth Management ### 1095269###Speaker###President###Altfest Personal Wealth Management###
Speaker: Andrew Altfest, MBA, CFP® – Altfest Personal Wealth Management

CFP® Board Update

CFP Board Update
NAPFA Subject Area: K - Marketing and Practice Management

Speaker: Kevin Keller, CAE – CFP Board of Standards

On-Demand

CE Hours: NAPFA - 1

Favorite

Kevin Keller, CAE – CFP Board of Standards ### 1083357###Speaker###Chief Executive Officer###CFP Board of Standards###
Speaker: Kevin Keller, CAE – CFP Board of Standards

Cultural Competencies for Planners who Serve Diverse Clients/Communities

Cultural Competencies for Planners who Serve Diverse Clients/Communities
NAPFA Subject Area: J - Communications

Speaker: Miranda Reiter, CFP, PhD – Texas Tech University

Sponsored by DEI

On-Demand

CE Hours: NAPFA - 1, CFP - pending

Favorite

Miranda Reiter, CFP, PhD – Texas Tech University ### 1220433###Speaker###Assistant Professor###Texas Tech University###
Speaker: Miranda Reiter, CFP, PhD – Texas Tech University

Devin Ekberg - Add Title

Engaging HNW Clients Through Technical Expertise
NAPFA Subject Area: K - Marketing and Practice Management

Speaker: Devin Ekberg, CFA, CIMA, CPWA – Investments & Wealth Institute

On-Demand

CE Hours: NAPFA - 1, CFP - pending

Favorite

Devin Ekberg, CFA, CIMA, CPWA – Investments & Wealth Institute ### 1219609###Speaker###Chief Learning Officer | Managing Director of Professional Development###Investments & Wealth Institute###
Speaker: Devin Ekberg, CFA, CIMA, CPWA – Investments & Wealth Institute

Emotions Are Information

Emotions Are Information
NAPFA Subject Area: J - Communications

Speaker: Sarah Newcomb, PhD – Morninggstar

On-Demand

CE Hours: NAPFA - 1, CFP - 1

Favorite

Sarah Newcomb, PhD – Morninggstar ### 1219601###Speaker###Director of Behavioral Science###Morninggstar###
Speaker: Sarah Newcomb, PhD – Morninggstar

First Time Attendee Session

First Time Attendee Session

Staff Contact: Nikki Palluzzi, CAE – NAPFA

On-Demand

Favorite

Nikki Palluzzi, CAE – NAPFA ### 1095256###Staff Contact###Director, Member Services & Experience###NAPFA###
Staff Contact: Nikki Palluzzi, CAE – NAPFA

How to Leverage Your Financial Skills in Pro Bono

How to Leverage Your Financial Skills in Pro Bono Sessions
NAPFA Subject Area: A - Financial Planning Process

Speaker: Alan Caldwell, CFP®, AFC, MBA – On Track to Retire LLC

NAPFA Consumer Education Foundation

On-Demand

CE Hours: NAPFA - 1, CFP - 1

Favorite

Alan Caldwell, CFP®, AFC, MBA – On Track to Retire LLC ### 1220791###Speaker###Financial Planner/Financial Coach###On Track to Retire LLC###
Speaker: Alan Caldwell, CFP®, AFC, MBA – On Track to Retire LLC

How to Make the Most of your NAPFA Membership

How to Make the Most of your NAPFA Membership

Speaker: JJ Williams, CFP, MBA – Williams Financial, LLC

Speaker: Nikki Palluzzi, CAE – NAPFA

On-Demand

Favorite

JJ Williams, CFP, MBA – Williams Financial, LLC ### 1095255###Speaker###CEO / Wealth Advisor###Williams Financial, LLC###
Speaker: JJ Williams, CFP, MBA – Williams Financial, LLC
@@@ Nikki Palluzzi, CAE – NAPFA ### 1095256###Speaker###Director, Member Services & Experience###NAPFA###
Speaker: Nikki Palluzzi, CAE – NAPFA

Jeff Johnson - Add Title

Serving Through Transitions and Continuity
NAPFA Subject Area: K - Marketing and Practice Management

Speaker: Jeff C. Johnson, CFP® – Buckingham Strategic Wealth

On-Demand

CE Hours: NAPFA - 1

Favorite

Jeff C. Johnson, CFP® – Buckingham Strategic Wealth ### 1219599###Speaker###Wealth Advisor###Buckingham Strategic Wealth###
Speaker: Jeff C. Johnson, CFP® – Buckingham Strategic Wealth

LinkedIn for Huge Sales and Referrals Success!

LinkedIn for Huge Sales and Referrals Success!
NAPFA Subject Area: K - Marketing and Practice Management

Speaker: Kevin Knebl, CMEC

On-Demand

CE Hours: NAPFA - 1

Favorite

Kevin Knebl, CMEC ### 1219596###Speaker#########
Speaker: Kevin Knebl, CMEC

Matt Hougan - Add Title

A Complete Guide to Cryptocurrencies, Bitcoin and Blockchain: Answering the Hard Questions in Plain English
NAPFA Subject Area: C - Investments

Speaker: Matt Hougan – Bitwise Asset Management

On-Demand

CE Hours: NAPFA - 1, CFP - pending

Favorite

Matt Hougan – Bitwise Asset Management ### 1219600###Speaker###Chief Investment Officer###Bitwise Asset Management###
Speaker: Matt Hougan – Bitwise Asset Management

Meditation

Meditation

Instructor: Erin Doppelt

Wellness Session/Activity

On-Demand

Favorite

Erin Doppelt ### 1083353###Instructor#########
Instructor: Erin Doppelt

Significant new FAFSA changes

FAFSA Changes That WILL Impact Your Clients
NAPFA Subject Area: A - Financial Planning Process

Speaker: Cozy Wittman – College Inside Track

On-Demand

CE Hours: NAPFA - 1, CFP - 1

Favorite

Cozy Wittman – College Inside Track ### 1220461###Speaker###Education & Partnerships Manager###College Inside Track###
Speaker: Cozy Wittman – College Inside Track

Soundbath - Add Title

Soundbath - Internal Immersion

Instructor: Anna Billman, RYT – Fold & Flow with Anna Billman

Wellness Session/Activity

On-Demand

Favorite

Anna Billman, RYT – Fold & Flow with Anna Billman ### 1220482###Instructor###Registered Yoga Teacher###Fold & Flow with Anna Billman###
Instructor: Anna Billman, RYT – Fold & Flow with Anna Billman

Steve Crawford - Add Title

Personal Budgeting and Cash Flow, Is it Right for My Clients?
NAPFA Subject Area: H - Accounting, Cash Flow Mgmt. & Budgeting

Speaker: Steve Crawford, FchFP, ADFP – Experience Wealth and Your Spending Coach

On-Demand

CE Hours: NAPFA - 1

Favorite

Steve Crawford, FchFP, ADFP – Experience Wealth and Your Spending Coach ### 1219597###Speaker###Money Coach###Experience Wealth and Your Spending Coach###
Speaker: Steve Crawford, FchFP, ADFP – Experience Wealth and Your Spending Coach