NAPA Non Qualified Plan Advisor Conference 2024 | National Association Of Plan Advisors - NAPA | 15 September 2024 | Loews Chicago O'Hare Hotel, 5300 N River Rd, Rosemont, IL 60018, USA

This event brings together advisors with existing expertise or a burgeoning interest in the expanding realm of nonqualified plans. Through dynamic workshops, participants hone their consultative skills, elevate their value to employers and key employees, and carve out a distinct niche in a competitive landscape to boost revenue.

Designed to complement the event designation program, this conference offers a platform to broaden knowledge, deepen consulting acumen, and explore revenue expansion opportunities. Attendees engage with top industry experts, practitioners, and service providers, gaining insights into traditional and nontraditional compensation plans. Participation promises a tangible return on investment, empowering advisors to address pressing client needs amid intensifying competition for talent and clients.

Session Tracks & Bootcamps:
Whether attending the conference for the first time or as a returning participant, this year’s track-based content and enhanced general sessions will bring something of value to all experience levels.

• Fundamentals Track: Delve into essential topics mirroring the NQPC-1: Plan Fundamentals education program, covering prospecting, sales, plan design, funding, regulatory essentials, and evaluating service providers. Perfect for those new to this space or seeking a comprehensive refresher.

• Advanced Planning Track: Explore advanced concepts akin to the NQPC-2: Advanced Plan Design curriculum, including Long-Term Incentive Plans (LTIPs), Restricted Stock Plans (RSAs-RSUs), Phantom Stock Plans, advanced tax strategies, and deeper insights into advisors’ compensation methodologies.

• Wealth Management Track: Discover how nonqualified planning intersects with financial and estate planning, offering opportunities in business succession discussions, particularly with middle-market, privately held companies.

• Bootcamps: An optional pre-conference Plan Fundamentals Bootcamp is offered on these bootcamps focusing aim to boost your subject matter expertise and confidence for those gearing up for the NQPC™ final exam. Both bootcamps were at capacity last year and received rave reviews from attendees.

2024 Speakers

Josh Owen
Regional Vice President – Nonqualified Plans, Principal®

Jeff Acheson
Certified Private Wealth Advisor, Advanced Strategies Group

David Cox
Vice President, benefitRFP

Erin Hall
Managing Director, Strategic Retirement Partners

Jody Passen
Regional Vice President, Nonqualified Plans, Newport, an Ascensus company

Kendall Vosburg
Client Relationship Manager, The Pangburn Group

Barry Downey
Attorney, CEO, Smith & Downey, P.A.

Marsha Cameron
Principal and Executive Consultant, OneDigital

Sara Decker
Vice President, Non-Qualified Deferred Compensation, Morgan Stanley

Kevin Mitchell
Vice President, Workplace Consulting, Fidelity

Elle Moser
Director, Business Development, Advanced Strategies Group

Kim Coggin
FVP, Executive Benefits, Pacific Life Insurance Company

Blaine Laverick
Regional Vice President – NQDC, Principal

Rhonda Miller
Founder | CEO, RMO Executive Benefits Consulting, LLC

Bob Nienaber
Chief Executive Officer, benefitRFP

Michael Geeraerts
Advanced Markets Attorney, Equitable

Dan Rentmeester
VP Director of Executive Benefits, Nicolet Wealth Management

Christopher Cervantes
Founder & Managing Partner, Valorous Advisors

Christopher Dubie
Executive Director, Financial Advisor, Morgan Stanley

Adam Monson
Vice President Nonqualified Retirement, OneDigital

Brian Graff
NAPA Executive Director & CEO, American Retirement Association

2024 Sponsors

PREMIER SPONSOR:
• Principal

CONFERENCE SPONSORS:
• Benefit RFP
• Broadridge
• Empower
• Equitable
• Fidelity Investments
• MassMutual
• Newport
• New York Life
• NFP
• One Digital
• Pacific Life
• The Pangburn Group
• Voya Financial