NAPFA Spring Conference 2018 | National Association of Personal Financial Advisors (NAPFA) | 16 May 2018 | Sheraton Grand, Wild Horse Pass, 5594 W Wild Horse Pass Blvd, Phoenix, AZ 85226, United States

This conference promises to provide cutting-edge keynote speakers, top-notch networking opportunities, and educational programs designed to feed your professional passion and help you shape the future of your practice.

Conference Session Topics:
• Advanced tax and estate planning implications for clients and the profession
• The status and outlook for the U.S. economy
• Legacy and multi-generational planning through generosity
• Entrepreneurial leadership
• Cybersecurity and compliance issues

2018 Speakers

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

Evan Carroll
President / Technology and Customer Experience Expert, Evan Carroll and Associates; Keynote Speaker; Author, Blue Goldfish

Greg Valliere
Chief Global Strategist, Horizon Investments

Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
CEO and Director of Financial Planning, BluePrint Wealth Alliance, LLC.

John Warnick
Founder, Purposeful Planning Institute; Collaborator and Multiplier; Initiator of the Paradigms of Purposeful Planning

LaVaughn Henry, PhD, CBE
Banking and Regulatory Policy Analyst, Federal Deposit Insurance Corporation (FDIC)

Margit Cox Henderson, Ph.D.
Clinical Psychologist, Speaker, Author, Resliency Resources

Simon Bailey
Author

William (Bill) High
Chief Executive Officer, National Christian Foundation Heartland

2018 Sponsors

• BUCKINGHAM
• Dimensional
• dpl
• GRIFFIN CAPITAL SECURIRIES
• Lincoln Financial Group
• LLIS / NAPFA GENESIS SPONSOR
• Longbridge Financial, LLC
• Nareit
• SEI
• TD Ametitrade Institutional
• TIAA INVESTOR'S BUSINESS DAILY

EXHIBITORS:
• 2GREquity
• Advisors Asset Management
• Advyzon
• Alliance of Comprehensive Planners (ACP)
• AssetBook, Inc.
• Asset Dedication
• Charles Schwab Advisor Services
• Covisum, LLC
• Dimensional Fund Advisors
• DPL Financial Partners
• ExchangeRight
• Fee-OnlyNetwork.com
• Charter Financial Publishing
• Fidelity Clearing and Custody Solutions
• FP Transitions
• Griffin Capital Securities
• Inland Real Estate Investment
• LLIS
• Lincoln Financial Group / Lincoln Financial Distributors, Inc.
• Longbridge Financial, LLC
• MAGA LTC.
• Markel Investment Advisors
• MaxMyInterest
• MoneyGuidePro®, Created by PIEtech
• Mortgage Twins / Wintrust Mortgage
• my529
• National Association of Real Estate Investment Trusts (NAREIT)
• Olive and Cocoa
• Oppenheimer Funds
• Osterweis Capital Management
• Private College 529 Plan
• RobustWealth
• Ruby® Receptionists
• Ryan Insurance Strategy Consultants
• SEI Corporation
• SQN Investment Advisors
• T2 Capital Management, LLC
• TD Ameritrade Institutional
• TIAA
• T. Rowe Price
• Vanguard Annuity Advisor Services
• Vontobel Securities
• Wasatch Advisors
• XY Planning Network
• Wilshire Finance Partners, Inc.
• Zeo Capital Advisors