- On Demand
5 Keys to a Profitable High-Growth Practice
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5 Keys to a Profitable High-Growth PracticeNAPFA Subject Area: K - Marketing and Practice ManagementSponsored Session
On-Demand
CE Hours: NAPFA - 1, CFP - 1
Reese Harper, CFP, CLU, ChFC, Masters of Finance – Elements ### 1300490###Speaker###Founder/CEO###Elements###Speaker: – Elements
Amy Mullen - Add Title
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Financial Life Planning in a Time of Uncertainty: Recognizing the Silver LiningNAPFA Subject Area: J - CommunicationsSpeaker: – Money Quotient, Inc.
On-Demand
CE Hours: NAPFA - 1, CFP - 1
Amy Mullen, CFP® – Money Quotient, Inc. ### 1219613###Speaker###President###Money Quotient, Inc.###Speaker: – Money Quotient, Inc.
Build your Business for the Future
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Build your Business for the FutureNAPFA Subject Area: K - Marketing and Practice ManagementSponsored Session
On-Demand
Jim Renitsky, CIMA® ### 1322199###Speaker###Senior Partner######Speaker:
CFP® Board Update
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CFP Board UpdateNAPFA Subject Area: K - Marketing and Practice ManagementSpeaker: – CFP Board of Standards
Speaker: – Oakwood Capital Advisors
On-Demand
Kevin Keller, CAE – CFP Board of Standards ### 1083357###Speaker###Chief Executive Officer###CFP Board of Standards###Speaker: – CFP Board of Standards
@@@ Douglas King, CFP® – Oakwood Capital Advisors ### 1316578###Speaker###President and CEO###Oakwood Capital Advisors###Speaker: – Oakwood Capital Advisors
Cultural Competencies for Planners who Serve Diverse Clients/Communities
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Cultural Competencies for Planners who Serve Diverse Clients/CommunitiesNAPFA Subject Area: J - CommunicationsSpeaker: – Texas Tech University
Sponsored by DEI
On-Demand
CE Hours: NAPFA - 1, CFP - 1
Miranda Reiter, PhD, CFP® – Texas Tech University ### 1220433###Speaker###Assistant Professor###Texas Tech University###Speaker: – Texas Tech University
Devin Ekberg - Add Title
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Engaging HNW Clients Through Technical ExpertiseNAPFA Subject Area: L - Strategic ThinkingSpeaker: – Investments & Wealth Institute
On-Demand
CE Hours: NAPFA - 1, CFP - 1
Devin Ekberg, CFA, CIMA, CPWA – Investments & Wealth Institute ### 1219609###Speaker###Chief Learning Officer | Managing Director of Professional Development###Investments & Wealth Institute###Speaker: – Investments & Wealth Institute
Emotions Are Information
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Emotions Are InformationNAPFA Subject Area: J - CommunicationsOn-Demand
CE Hours: NAPFA - 1, CFP - 1
Sarah Newcomb, PhD – Morningstar ### 1219601###Speaker###Director of Behavioral Science###Morningstar###Speaker: – Morningstar
First Time Attendee Session
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First Time Attendee SessionSpeaker:
Speaker: – Unique Financial Advisors
Speaker: – NAPFA
On-Demand
Elijah Essa ### 1095260###Speaker#########Speaker:
@@@ Vid Ponnapalli, MS CFP® EA – Unique Financial Advisors ### 1095257###Speaker###Founder###Unique Financial Advisors###Speaker: – Unique Financial Advisors
@@@ Nikki Palluzzi, CAE – NAPFA ### 1095256###Speaker###Director, Member Services & Experience###NAPFA###Speaker: – NAPFA
How to Leverage Your Financial Skills in Pro Bono
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How to Leverage Your Financial Skills in Pro Bono SessionsNAPFA Subject Area: A - Financial Planning ProcessSpeaker: – On Track to Retire LLC
NAPFA Consumer Education Foundation
On-Demand
CE Hours: NAPFA - 1, CFP - 1
Alan Caldwell, CFP®, AFC, MBA – On Track to Retire LLC ### 1220791###Speaker###Financial Planner/Financial Coach###On Track to Retire LLC###Speaker: – On Track to Retire LLC
How to Make the Most of your NAPFA Membership
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How to Make the Most of your NAPFA MembershipSpeaker: – Williams Financial, LLC
Speaker: – NAPFA
On-Demand
JJ Williams, CFP, MBA – Williams Financial, LLC ### 1095255###Speaker###CEO / Wealth Advisor###Williams Financial, LLC###Speaker: – Williams Financial, LLC
@@@ Nikki Palluzzi, CAE – NAPFA ### 1095256###Speaker###Director, Member Services & Experience###NAPFA###Speaker: – NAPFA
Jeff Johnson - Add Title
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Serving Through Transitions and ContinuityNAPFA Subject Area: K - Marketing and Practice ManagementSpeaker: – Buckingham Strategic Wealth
On-Demand
Jeff C. Johnson, CFP® – Buckingham Strategic Wealth ### 1219599###Speaker###Wealth Advisor###Buckingham Strategic Wealth###Speaker: – Buckingham Strategic Wealth
LinkedIn for Huge Sales and Referrals Success!
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LinkedIn for Huge Sales and Referrals Success!NAPFA Subject Area: K - Marketing and Practice ManagementOn-Demand
Kevin Knebl, CMEC ### 1219596###Speaker#########Speaker:
Matt Hougan - Add Title
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A Complete Guide to Cryptocurrencies, Bitcoin and Blockchain: Answering the Hard Questions in Plain EnglishNAPFA Subject Area: C - InvestmentsSpeaker: – Bitwise Asset Management
On-Demand
CE Hours: NAPFA - 1, CFP - 1
Matt Hougan – Bitwise Asset Management ### 1219600###Speaker###Chief Investment Officer###Bitwise Asset Management###Speaker: – Bitwise Asset Management
Meditation
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MeditationWellness Session/Activity
On-Demand
Erin Doppelt ### 1083353###Instructor#########Instructor:
Overwhelmed and Burned Out: Thriving Even When You Don't Feel Like it
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Overwhelmed and Burned Out: Thriving Even When You Don't Feel Like itNAPFA Subject Area: K - Marketing and Practice ManagementSpeaker: – University of Georgia
Wellness Session/Activity
On-Demand
Kristy Archuleta, PhD, LMFT, CFT-I – University of Georgia ### 1294425###Speaker###Professor###University of Georgia###Speaker: – University of Georgia
Private Equity: A Differentiated Approach in Uncertain Times
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Private Equity: A Differentiated Approach in Uncertain TimesNAPFA Subject Area: C - InvestmentsSpeaker: – Pomona Capital, Voya Investment Management
Sponsored Session
On-Demand
CE Hours: NAPFA - 1, CFP - 1
Robert Alderman, MBA – Pomona Capital, Voya Investment Management ### 1318512###Speaker###Head of Private Equity Business Development###Pomona Capital, Voya Investment Management###Speaker: – Pomona Capital, Voya Investment Management
Significant new FAFSA changes
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FAFSA Changes That WILL Impact Your ClientsNAPFA Subject Area: A - Financial Planning ProcessSpeaker: – College Inside Track
On-Demand
CE Hours: NAPFA - 1, CFP - 1
Cozy Wittman – College Inside Track ### 1220461###Speaker###Education & Partnerships Manager###College Inside Track###Speaker: – College Inside Track
Soundbath - Add Title
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Soundbath - Internal ImmersionInstructor: – Fold & Flow with Anna Billman
Wellness Session/Activity
On-Demand
Anna Billman, RYT – Fold & Flow with Anna Billman ### 1220482###Instructor###Registered Yoga Teacher###Fold & Flow with Anna Billman###Instructor: – Fold & Flow with Anna Billman
Steve Crawford - Add Title
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Personal Budgeting and Cash Flow, Is it Right for My Clients?NAPFA Subject Area: H - Accounting, Cash Flow Mgmt. & BudgetingSpeaker: – Experience Wealth and Your Spending Coach
On-Demand
Steve Crawford, FchFP, ADFP – Experience Wealth and Your Spending Coach ### 1219597###Speaker###Money Coach###Experience Wealth and Your Spending Coach###Speaker: – Experience Wealth and Your Spending Coach
Succession and Continuity Planning: Beyond the Math
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Succession and Continuity Planning: Beyond the MathNAPFA Subject Area: L - Strategic ThinkingSpeaker: – Buckingham Strategic Wealth
Speaker: – Buckingham Wealth Partners
On-Demand
Wendy Hartman, CFP® – Buckingham Strategic Wealth ### 1219598###Speaker###President###Buckingham Strategic Wealth###Speaker: – Buckingham Strategic Wealth
@@@ Justin Ferri – Buckingham Wealth Partners ### 1238434###Speaker###Chief Operating Officer###Buckingham Wealth Partners###Speaker: – Buckingham Wealth Partners
The Evolution of Financial Advice
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The Evolution of Financial AdviceNAPFA Subject Area: M - TechnologySpeaker: – Altfest Personal Wealth Management
On-Demand
Andrew Altfest, MBA, CFP® – Altfest Personal Wealth Management ### 1095269###Speaker###President###Altfest Personal Wealth Management###Speaker: – Altfest Personal Wealth Management
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