Adam Glassberg and Don Duncan will be attending the NAPFA national conference. They will participate in practical and technical sessions that prepare them to face business challenges and take advantage of new opportunities. They will receiving the latest information on forward-thinking solutions for managing clients’ financial wellbeing. In addition, they will obtain a variety of knowledge from leading experts.
Keynote speakers include David Marquet, Kathy Cleveland-Bull, Martin Regalia, and Elizabeth Dunn.
During the informative 2 1/2 conference days, they will learn the latest information from industry experts including:
➢ Susan Zimmerman – Hard Part of Soft Skills in Financial Planning
➢ Erik Daniels – Using Time and Money: Two Most Important Gifts to Impact People
➢ Carolyn McClanahan – Planning for Healthcare
➢ Roy Diliberto – Retirement Planning from the Inside Out
They will also get important updates on risk management, tax and retirement planning, practice management, technology and marketing.