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NAPFA Continuing Education Credits
CFP Continuing Education Credits
NASBA Continuing Education Credits
EA Continuing Education Credits
Session is Being Recorded

Full Schedule

Full Schedule

  • Wednesday, May 5, 2021
  • 10:00 AM – 11:00 AM ET
    Conversation Circle - DEI
  • 10:00 AM – 11:00 AM ET
    Conversation Circle - Technology Stack
  • 10:00 AM – 11:00 AM ET
    Live Chat with Cozy Whittman
  • 10:00 AM – 1:00 PM ET
    IRA Planning for Baby Boomers
  • 11:30 AM – 12:30 PM ET
    Choices and Challenges in Planning for Your Own Retirement - Conversation Circle with the Phoenix Gang
  • 11:45 AM – 12:45 PM ET
    Large Firm Community Meeting
  • 11:45 AM – 12:45 PM ET
    Solo Firm Community Meeting
  • 1:00 PM – 4:00 PM ET
    Heather Schreiber - Add Title
  • 1:45 PM – 2:45 PM ET
    Conversation Circle - Marketing
  • 1:45 PM – 2:45 PM ET
    Conversation Circle - Women's Initiative
  • 3:00 PM – 4:00 PM ET
    Genesis Firm Community Meeting
  • 3:00 PM – 4:00 PM ET
    Growth Firm Community Meeting
  • 3:00 PM – 4:00 PM ET
    Live Chat with Matt Hougan
  • 4:15 PM – 6:15 PM ET
    Ethics