Only in San Francisco

With the sight of the Golden Gate Bridge in the background, the sounds of the famed cable cars nearby and the aromas from Fisherman's Wharf in the air, our 2008 annual conference in San Francisco will give us an opportunity to discover the diverse cultures that give the city its unique character.

We will also discover, with an all-star lineup of presenters and networking opportunities, how we can better reach our diverse memberships and continue to provide meaningful guidance throughout their working careers and retirement.

 

Get ready to join us in San Francisco...........Conference & Hotel Registration Online in July!

2008 NPEA Conference

The NPEA Annual Conference is your opportunity to network with other retirement planning educators and communication specialists, hear industry experts and preview the latest in technology and educational tools.

October 25-29, 2008
Hyatt at Fisherman's Wharf
San Francisco, California

Conference fees:
Member - $695
Conference Hotel Room Rate - $199
Member Guest Fee - $299
Vendor - $1,500
Additional Vendor Attendee - $695

Conference Preview and this year's Feature Presenters:

Meagan Johnson- "Zap the Gap: How to Train, Manage and Maintain Your Sanity When Dealing with Multiple Generations." Meagan, also known as the Generational Humorist, will give us tools we can use immediately to improve the way we think and communicate with all generations.

Marc Freedman- "In Search of a Purpose”. Marc is the author of “Encore: Finding Work That Matters in the Second Half of Life” and the founder CEO of Civic Ventures. Marc will discuss how society and boomers can benefit from their need to continue to work and develop productive relationships in retirement.

Teena Kennedy- "The Write Way to Reach Our Members." Teena is a consultant with Write Words: American Writing Services. She’ll take us through detailed guidelines using plain talk to more effectively communicate to our members the information they need to make the right decisions about retirement.

Robert Klausner, Esq. - Legislation, Litigation and Liability. Bob is NPEA's legal analyst and returns each year to bring us up to date on the major legal issues facing public pension funds at the local, state and national levels.

Special Presentation by John Nelson, “What Color Is Your Parachute? FOR RETIREMENT”. John Nelson is creator of the Retirement Well-Being Model, which integrates emerging concepts from economics, medicine, psychology and other fields. It's been selected to provide a structure for the retirement education program for the federal workforce, the employees of AARP, and other organizations. He is a Lecturer at the University of Wisconsin, where he is earning a PhD focusing on retirement planning education. He is a Fellow of the California Institute of Finance, and a Certified Retirement Counselor. John is coauthor of What Color Is Your Parachute? FOR RETIREMENT.

Beth Almeida, Executive Director of the National Institute on Retirement Security, will update us on the coalition's efforts to conduct research and educational programs on the national level to foster a better understanding of traditional pension systems in the United States.

InFRE Course on Ethics – Level II - Knowing the ethical thing to do and actually doing it can be very difficult. This advanced ethics course will provide practical examples that can help bridge the gap between knowing the InFRE Code of Ethics and doing the right thing when faced with an ethical dilemma. A brief review of the Code of Ethics will be followed by examples, case studies and discussion to explore the practical side of ethical decision making. This course fulfills the continuing education requirement for renewing the Certified Retirement Counselor and Certified Retirement Administrators certifications.

....Roundtables, Breakout Sessions, and more!