NAPFA Fall National Conference - National Association Of Personal Financial Advisors 2017 | NAPFA Advisor | 18 October 2017 | Omni Orlando Resort at ChampionsGate, 1500 Masters Blvd, Championsgate, FL 33896, USA

The world has changed a lot in the past year, with more changes most likely in the offing. The United States, in particular, may be dealing with tax reform, healthcare reform and other regulatory modifications that will affect how you help your clients plan for their financial futures and meet financial goals. Now more than ever, financial planners must keep up with a changing world and a changing profession.

Conference topics are substantive and thought-provoking, and include:
Reverse Mortgage: A Home Equity Loan Designed for Retirement
Thinking Differently about Diversification
Managing Clients with Diminished Capacity
Annuities – The Truths and Myths about Guaranteed Income
New Best Practices for Managing Life Insurance as an Asset
Retirement Plan Distribution
Evaluating and Selecting CCRCs
How to be a More Effective Negotiator
Planning at Cliff of Capacity
Tax Planning for the Self-Employed
Healthcare Reform

Get important updates on risk management, tax and estate planning, practice management, technology, marketing and more!

2017 Speakers:

Carolyn McClanahan
M.D., CFP® Founder of Life Planning Partners, Inc.

Carolyn Rosenblatt
Experience in her combined professions of nursing and legal practice

Doug Lipp
International consultant, eight-time author, and former head of training at the legendary Disney University

Franc D'Ambrosio
Best known as the Phantom in Andrew Lloyd Webber’s Tony Award-winning musical, The Phantom Of The Opera

John Sileo
John Sileo’s identity was stolen by a business insider and used to embezzle $300,000 from his clients

Kathleen Burns Kingsbury
Psychology expert, Founder of KBK Wealth Connection

Mikol Davis
Clinical psychologist and gerontologist, Mental Health Provider

Sarah Newcomb, Ph.D.
Behavioral economist, Morningstar

2017 Sponsors:

Platinum:
•TD Ameritrade Institutional

Gold:
•Dimensional
•Griffin Capital Securities
•LLIS
•Wasatch Funds
•Trust Corp America
•Vanguard
•Lincoln Financial Group
•TIAA
•SEI
•Wildermuth Advisory
•LongBridge
•Raymond James
•Buckingham Strategic Wealth
•Intergrous