NAPFA Conversation Circles

NAPFA Conversation Circles are facilitated by a NAPFA member or expert in the topic area and are designed to be an interactive and lively discussion with peers.

Intended Audiences: Each Conversation Circle has an intended audience, as outlined below. These are meant as guidelines, and any member or non-member is welcome to join any conversation that they’re interested in.

Solo Firms - 1-2 employees, under 1M in revenue (~ less than 100M AUM)

Mid-Size Firms - 3-10 employees, and between 1-5M of revenue. (~100M-1B AUM)

Large Firms - 11+ employees, and over 5M of revenue. (~ over 1B AUM)

Genesis - Financial advisors aged 33 and under

As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Conversation Circles are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.

Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.

If you have a topic suggestion, please email it to membership@terrazasanmartin.com.

Upcoming Conversation Circles

Prideful planning for LGBTQ+ Clients

Thursday, July 18 at 1:00 PM ET

Moderator: Steve Doster

This conversation circle is an open forum to discuss experiences and/or issues you have encountered while working with clients that are part of the LGBTQ+ community. Possible topics are tax planning around marriage or not, long term care, estate planning issues and passing of assets at death, family planning for same-sex couples, transitioning and planning, coming out at work, or relationship ending without marriage or estate planning.

Register

Taking Stock in Elections: Unveiling the Stock Market's Political Dance

Date and Time: TBD

Moderators: Brie Black and Apollo Lupescu

Join this discussion with DFA’s Apollo Lupescu on critical investment and planning considerations surrounding the upcoming election, facilitated by Brie Black of NAPFA Genesis. Topics include:

  1.  How can we explain how much power politicians have over the economy? What does history tell us about contested elections? How did the market respond during the 2020 and 2000 elections?
  2. How can clients prepare their portfolios for the election or a specific political outcome? How have past administrations addressed inflation? Are there any market advantages to political turbulence?
  3. How can we respond to client concerns that this is an unprecedented election? And to clients’ feelings that a particular candidate will be “bad for the country” and could have lasting effects on policy after their four years are over? 
  4. How can advisors combat record high distrust in established institutions, and the effects of “fake news”? 

Register