NAPFA Spring National 2021 | National Association of Personal Financial Advisors (NAPFA) | 5 May 2021 | Virtual Event

NAPFA Conferences have been a cornerstone of my education as a financial planner. Even though we can’t get together in person right now, I’m really looking forward to the Spring Conference. I can participate in all the great education sessions, both on demand and live, but I’m also excited to have opportunities to meet with peers in live-chats and NAPFA community meetings.

Join your professional peers and partners to exchange new ideas, resources, solutions and more…

DISCOVER
• Learn new ways to help clients claim their financial security and control
• Understand and address the evolving financial planning needs exposed by the pandemic

TRANSFORM
• Hear from top-tier experts to harness business success strategies in times of disruption
• Discover new ways to improve your virtual meetings that nurture connections with colleagues and clients

LEAD
• Prepare for marketplace changes and opportunities to help you guide clients as they evaluate how to obtain their financial goals
• Identify and cultivate new ways to help make your business more diverse and profitable in 2021 and beyond

2021 Sponsors

FEATURED SPEAKERS:

Denise Appleby
CEO of Appleby Retirement Consulting Inc

Ed Slott
CPA

Heather Schreiber
Founder, HLS Retirement Consulting, LLC

Jeff Levine
Lead Financial Planning Nerd for Kitces.com

Kevin Knebl
International Speaker, Author, Trainer and Executive Coach whose clients inc

Maria Contreras-Sweet
Founding chairwoman of ProAmérica Bank

Mark Tibergien
Moss Adams LLP

SPEAKERS:

Todd Petit, BA
Assistant Vice President, Advanced and Specialty Markets, Allianz Life Insurance Company of North America

Cozy Wittman
Education & Partnerships Manager, College Inside Track

Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS, MSA
Lead Financial Planning Nerd, Kitces.com

Heather L. Schreiber, RICP®
Founder and President, HLS Retirement Consulting, LLC, Georgia, USA

Laura Gregg
Senior Vice President, Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds/Northern Trust Asset Management

Kevin Keller, CAE
Chief Executive Officer, CFP Board of Standards

Douglas King, CFP®
President and CEO, Oakwood Capital Advisors

Matt Hougan
Chief Investment Officer, Bitwise Asset Management

Dan Ciavarella, CIMA®, CAIA®
Head of Sales, Refinitiv

Shraddha Sawardekar

Melissa Kemp, CFP®, AEP®, CAP®, CNAP®
Executive Director, Financial Planning Association of Greater Phoenix

Stacy Francis, CFP®, CDFA®, CES™
President and CEO, Francis Financial, Inc

Jim Pavia
Money Editor, CNBC

Veronica Dagher
Women and money personal finance reporter, The Wall Street Journal

Kevin Knebl, CMEC
International Speaker, Author, Trainer and Executive Coach

Mary Anne Ehlert, CFP®
President & Founder of Protected Tomorrows and Ehlert Financial Group

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA.
Owner/CEO, Appleby Retirement Consulting Inc.

Wendy Hartman, CFP®
President, Buckingham Strategic Wealth

Jeff C. Johnson, CFP®
Wealth Advisor, Buckingham Strategic Wealth

Justin Ferri
Chief Operating Officer, Buckingham Wealth Partners

2021 Sponsors

DIAMOND SPONSOR:
• Lincoln Financial Group
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SNACK BOX SPONSOR:
• Buckingham Wealth Partners

PLATINUM SPONSOR:
• Elements

GOLD SPONSORS:
• Dimensional Fund Advisors
• Econiq
• Hubly
• Private College 529 Plan
• Refinitiv

SILVER SPONSORS:
• Charles Schwab
• Murray A. Gordon & Associates (MAGA Ltd.)
• National Regulatory Services (NRS)
• SurePrep