FPA NJ - Fall Forum at Seton Hall University
Join FPA New Jersey on the picturesque campus of Seton Hall University for Fall Forum! A full day of Continuing Education sessions designed to inform, inspire, & connect financial planning professionals. Featuring presentations by, Silver Bridges Founders Kristy Kennedy & Ginger Noce, Heather & Douglas Boneparth, Nick Arndt of Transamerica. Happy Hour to Follow!
5 CFP CEs pending approval & 5 IAR CEs.
Need CFP Board Ethics? We’ve Got You Covered! Free Virtual Ethics Session included in ticket price. Featuring Tom Duffy on 10/29/25 from 12-2PM. 2 CFP Ethics CEs.
OCTOBER 29th - VIRTUAL ETHICS WITH TOM DUFFY 12:00-2:00 (included in your ticket, please respond yes to attending)
OCTOBER 30th - MAIN DAY
8:15-9:00 - Registration/Breakfast
9:00-9:10 - Welcome
9:15-10:05 - Keyote: Bryce Fegley with Saturna
10:05-10:15 - Break
10:20-11:10 -Breakout Sessions
TRANSAMERICA - Year-End Strategies: Planning for the New Year
11:15-11:30 - Break
11:35-12:25 - Keynote: Ginger Noce & Kristy Kennedy with Silver Bridges Consulting: The Hidden Costs of Waiting Too Long to Move
12:30-1:30 - Lunch
1:35-1:45 - FPA Announcements
1:45-2:35 - Breakout Sessions
FPA MEMBER SLOT: TBA
2:35-2:55 - Network with partners - get your bingo card stamped!
2:55-3:45 - Keynote: Heather & Doug Boneparth -Two Seats at the Table: Building Better Relationships with Client Couples
3:45-3:55 - Break
3:55-4:45 -Keynote: Jennifer Itzkowitz, Ph.D,: Smarter Decisions with Behavioral Finance
4:45-5:55- Wrap-up
6:00-6:30 - Raffle and Happy Hour
Douglas Boneparth is the founder of Bone Fide Wealth, a wealth management firm catering to millennials and next-gen professionals. He sits on the CNBC and Investopedia financial advisory councils and has been featured in The New York Times, The Wall Street Journal, Barron's, and more. He is also a CFP Board Ambassador for New York and a perpetually online person. He shares a mix of money, news, and humor with his 300K followers on X.
Heather Boneparth is the director of business and legal affairs for Bone Fide Wealth. Following her tenure as a corporate attorney in the commercial insurance industry, she’s become a voice at the intersection of money, couples, and parenting. She spearheads their weekly newsletter, The Joint Account, which helps more than 14,000 readers communicate better about money.
Together, they are the co-authors of Money Together: How to find fairness in your relationship and become an unstoppable financial team, which has been featured on NBC, as well as in The New York Times’ Your Money newsletter, CNBC, CNN, Yahoo! Finance, and more.
Bryce Fegley, MS, CFA, CIPM®
Quantitative Lead and Portfolio Manager
Bryce Fegley, MS, CFA, CIPM, Quantitative Lead and Portfolio Manager, joined Saturna Capital in 2001 and worked in brokerage/trading and later as an investment analyst. Beginning in 2010, he spent two years as President of our Malaysian subsidiary, Saturna Sdn Bhd, directing its research and fund management operations. In 2012 he returned to Saturna Capital headquarters. Prior to joining Saturna, Mr. Fegley worked in brokerage operations in Seattle from 1997-2000. Originally from upstate New York, he studied at the University of Colorado at Boulder earning his BA in English Literature. Mr. Fegley earned an MS in Computational Finance and Risk Management from the University of Washington in December 2017. His volunteer activities include a board role with the Whatcom Family YMCA. His hobbies include reading and playing piano, traveling with his family, bicycling, and cooking.
Jennifer Itzkowitz is a Professor of Finance at Seton Hall University, an Adjunct Professor at New York University, and a behavioral finance consultant. As a consultant, she focuses on transforming academic theories into usable solutions, analyzing data to understand investor behavior, and presenting behavioral finance theories to industry professionals. She is an award-winning teacher who specializes in Introduction to Finance and Behavioral Finance courses. Her academic research focuses on behavioral biases in financial decision-making. Her work has been published in prestigious peer-reviewed academic journals as well as numerous media outlets including the New York Times, Wall Street Journal, MarketWatch, and NPR. She has a B.S. and M.S. in Mathematics and a Ph.D. in Finance from the University of Florida.
Founders Kristy Kennedy and Ginger Noce are the senior living consultants behind the Silver Bridges Consulting name.
Kristy brings a heart for service and over 20 years of expertise in the senior living industry. She spent a decade as a senior leader for one of the nation’s top five senior living organizations. Kristy also served as Vice President at WellAware Systems, where she helped advance remote sensor technology to detect pre-emerging health conditions in senior living residents. Additionally, as VP of Operational Excellence at EmpowerMe Wellness, she played a pivotal role in delivering ancillary services to over 1,000 communities across 40 states, enhancing continuity of care for those in senior living.
Ginger brings more than 25 years of corporate leadership experience, coupled with personal insight as a long-distance caregiver for her mother, with memory impairment. Her firsthand experience navigating the complexities of finding the right senior living community for a loved one gives her a unique perspective and deep empathy for families facing similar challenges.
Kristy and Ginger’s professional expertise, combined with their personal journeys enables them to provide invaluable guidance and support to families making these important decisions. Their approach is hands-on, profoundly personal, and free from any bias. They prioritize forming lasting relationships with you and your loved ones and are your partner, through every step of the process.
Andy Panko, CFP®, RICP®, TPCP®, EA
I've worked in the financial services industry since 2000 and have obtained the Enrolled Agent ("EA") designation, which is the highest credential awarded by the IRS. Like CPAs and attorneys, Enrolled Agents have unlimited rights to represent taxpayers before the IRS. I've also earned the CERTIFIED FINANCIAL PLANNER™ ("CFP®"), Retirement Income Certified Professional® ("RICP®") and Tax Planning Certified Professional® designations. Additionally, I'm the owner of a fee-only retirement planning and investment management firm.
My formal education includes a Bachelor of Science degree in Finance from the University of Delaware (2000) and a Master of Business Administration degree from Rutgers Business School (2004).
I live in Edison, NJ with my wife and two daughters. Outside of my professional life, I'm an avid woodworker and cyclist as well as the proud "prop dad" for my daughters' dance school.