- Wednesday, May 5, 2021
10:00 AM – 11:00 AM ET
Conversation Circle - DEI
10:00 AM – 11:00 AM ET
Nikki Palluzzi, CAE – NAPFA ### 1095256###Staff Contact###Director, Member Services & Experience###NAPFA###Staff Contact: – NAPFA
10:00 AM – 11:00 AM ET
Conversation Circle - Technology Stack
10:00 AM – 11:00 AM ET
Michael Lecours, CFP® ### 1292817###Facilitator#########Facilitator:
10:00 AM – 11:00 AM ET
Live Chat with Cozy Whittman
10:00 AM – 11:00 AM ET
Live Chat with Cozy WittmanNAPFA Subject Area: A - Financial Planning ProcessSpeaker: – College Inside Track
Live Chat
CE Hours: NAPFA - 1, CFP - 1
Cozy Wittman – College Inside Track ### 1220461###Speaker###Education & Partnerships Manager###College Inside Track###Speaker: – College Inside Track
10:00 AM – 1:00 PM ET
IRA Planning for Baby Boomers
10:00 AM – 1:00 PM ET
Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS, MSA – Kitces.com ### 1219603###Speaker###Lead Financial Planning Nerd###Kitces.com###Speaker: – Kitces.com
11:30 AM – 12:30 PM ET
Choices and Challenges in Planning for Your Own Retirement - Conversation Circle with the Phoenix Gang
11:30 AM – 12:30 PM ET
Margery Schiller ### 1286440###Facilitator#########Facilitator:
@@@ Mary Malgoire ### 1286460###Facilitator#########Facilitator:
11:45 AM – 12:45 PM ET
Large Firm Community Meeting
11:30 AM – 12:30 PM ET
Nikki Palluzzi, CAE – NAPFA ### 1095256###Staff Contact###Director, Member Services & Experience###NAPFA###Staff Contact: – NAPFA
11:45 AM – 12:45 PM ET
Solo Firm Community Meeting
11:30 AM – 12:30 PM ET
Nikki Palluzzi, CAE – NAPFA ### 1095256###Staff Contact###Director, Member Services & Experience###NAPFA###Staff Contact: – NAPFA
1:00 PM – 4:00 PM ET
Heather Schreiber - Add Title
1:00 PM – 4:00 PM ET
Heather L. Schreiber, RICP® – HLS Retirement Consulting, LLC ### 1221967###Speaker###Founder and President###HLS Retirement Consulting, LLC###Speaker: – HLS Retirement Consulting, LLC
1:45 PM – 2:45 PM ET
Conversation Circle - Marketing
1:30 PM – 2:30 PM ET
Nikki Palluzzi, CAE – NAPFA ### 1095256###Staff Contact###Director, Member Services & Experience###NAPFA###Staff Contact: – NAPFA
1:45 PM – 2:45 PM ET
Conversation Circle - Women's Initiative
1:30 PM – 2:30 PM ET
Nikki Palluzzi, CAE – NAPFA ### 1095256###Staff Contact###Director, Member Services & Experience###NAPFA###Staff Contact: – NAPFA
3:00 PM – 4:00 PM ET
Genesis Firm Community Meeting
3:00 PM – 4:00 PM ET
Nikki Palluzzi, CAE – NAPFA ### 1095256###Staff Contact###Director, Member Services & Experience###NAPFA###Staff Contact: – NAPFA
3:00 PM – 4:00 PM ET
Growth Firm Community Meeting
3:00 PM – 4:00 PM ET
Nikki Palluzzi, CAE – NAPFA ### 1095256###Staff Contact###Director, Member Services & Experience###NAPFA###Staff Contact: – NAPFA
3:00 PM – 4:00 PM ET
Live Chat with Matt Hougan
3:00 PM – 4:00 PM ET
Live Chat with Matt HouganNAPFA Subject Area: C - InvestmentsSpeaker: – Bitwise Asset Management
Live Chat
CE Hours: NAPFA - 1, CFP - pending
Matt Hougan – Bitwise Asset Management ### 1219600###Speaker###Chief Investment Officer###Bitwise Asset Management###Speaker: – Bitwise Asset Management
4:15 PM – 6:15 PM ET
Ethics
4:15 PM – 6:15 PM ET
Melissa Kemp, CFP®, AEP®, CAP®, CNAP® – Financial Planning Association of Greater Phoenix ### 1219617###Speaker###Executive Director###Financial Planning Association of Greater Phoenix###Speaker: – Financial Planning Association of Greater Phoenix