Conferences & Meetings

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

Conferences & Meetings

2018 NAPFA Fall Conference Summary

The National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In October, SFG’s Clarissa and Alyssa had the opportunity to attend the conference in Philadelphia, PA. They got to enjoy keynote speakers, networking opportunities, and a wide variety of educational programs. Some key themes and takeaways from the conference are outlined in this post.

Posted By Alyssa Dalbey
December 10, 2018

Conferences & Meetings

New York Managers Trip: May 2018

In May 2018, SFG’s Investment Team traveled to New York City to visit our investment managers, discuss their investment portfolios, and get their global macro views. Here are a few takeaways from the meetings.

Posted By Schultz Financial Group Inc.
May 31, 2018