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Conferences & Meetings

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Conferences & Meetings

Spring Conferences Recap

At Schultz Financial Group, we look forward to springtime for several reasons: warmer temperatures, budding trees and flowers, and financial planning conferences. In May, we were fortunate to partake in two conferences in San Diego with a variety of educational sessions, keynote speakers, and networking opportunities. Alyssa and Kaleigh attended the Institute of Wealth &

Posted By Kaleigh Stoddard
June 16, 2023
Conferences & Meetings

Heckerling Institute on Estate Planning 2021

The Heckerling Institute on Estate Planning has long been recognized as the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities to estate planning professionals. In May 2021, Alyssa virtually attended the 55th Institute.  Alyssa enjoyed learning about proposed and existing legislation as it relates to estate planning from some

Posted By Alyssa Dalbey
July 15, 2021
Conferences & Meetings

NAPFA Connect Spring 2020

Schultz Financial Group and our advisors have been long-standing members of The National Association of Personal Financial Advisors (NAPFA) and attendees of NAPFA Connect. NAPFA is the country’s leading professional association of fee-only financial advisors. NAPFA hosts several conferences and events to provide continuing education to its members. However, this year the in-person conference was

Posted By Alyssa Dalbey
August 21, 2020
Conferences & Meetings

2019 NAPFA Spring Conference Summary

The National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In May, Alyssa and Clarissa had the opportunity to attend the conference in Austin, TX. They enjoyed keynote speakers, networking opportunities, and a wide variety of educational programs. Some key takeaways from the conference are outlined in this post.

Posted By Alyssa Dalbey
July 19, 2019
Conferences & Meetings

Investments and Wealth Institute’s Annual Conference Experience 2019 (ACE) Recap

The Investments and Wealth Institute’s flagship event is their Annual Conference Experience (ACE). This conference offers four days of exposure to “the sharpest thinkers and practitioners: blending Ivy League quality education with practical application.” Alyssa had the opportunity to attend ACE this May in Las Vegas.

Posted By Alyssa Dalbey
June 14, 2019