EmailMeForm
NAPFA Webinar Proposal
Speaker Name
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First
Last
Speaker Email
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Speaker Phone
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Are you a NAPFA member?
*
Yes
No
Name Pronunciation
For example: David Baranowski (David Ba-ra-now-ski)
If selected, we will use this for introductions at the conference.
Speaker Pronouns
If selected, we will use this for introductions at the conference.
Presentation Title
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Presentation Description
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Clear, 3- to 4-sentence overview of the session, including the topics to be covered.
3 Learning Objectives
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Three specific, measurable, simple statements of what participants will learn in the program.
Session Content Level
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Foundational
Intermediate
Advanced
Session Subject Area
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A - Financial Planning Process
B - Insurance & Risk Management
C - Investments
D - Income Tax Planning
E - Retirement Planning
F - Estate Planning
G - Ethics
H - Accounting, Cash Flow Mgmt. & Budgeting
I - Economic and Political Environment
J - Communications
K - Marketing and Practice Management
L - Strategic Thinking
M - Technology
Speaker Bio
*
Speaker Credentials
*
What qualifies you to speak on this topic?
*
Speaker Headshot
jpeg or png format
Additional information you would like to share:
What is the speakers Twitter handle or company's Twitter handle?
If selected, we would like to tag our speakers throughout the conference.
What is the speakers LinkedIn profile URL?
