FPA NJ - Fall Forum at Seton Hall University
Join FPA New Jersey at beautiful Seton Hall University for Fall Forum 2026—a full day of high-impact continuing education designed to help financial planners stay ahead of industry trends, sharpen technical expertise, and strengthen client relationships.
Earn up to 5 CFP® CE credits (pending approval) and 5 IAR CE credits, plus a complimentary virtual CFP® Ethics session included with registration.
Included with Registration: Virtual CFP® Ethics Session: October 29 | 12:00–2:00 PM
Presenter: Tom Duffy: 2 CFP® Ethics CE Credits
Agenda
OCTOBER 30th - In Person
8:15 AM Registration & Breakfast
9:00 AM Welcome
9:15 AM Opening Keynote: What Actually Compounds: Rethinking Mean Reversion Heading into 2027: Bryce Fegley, MS, CFA, CIPM® | Saturna Capital
10:20 AM Morning Breakout Sessions: Gold Partners
Transamerica, Year-End Strategies: Planning for the New Year: Nick Arndt, MSFP®, CFP®, ChFC®, CLU®, RICP®
Optimizing Returns through International Equity: Simon Kim, CFA, Senior Investment Analyst and Portfolio Manager, Saturna Capital
11:35 AM Keynote: Platinum: The Cost of Waiting: Senior Living Decisions: Kristy Kennedy & Ginger Noce, Silver Bridges Consulting
12:30 PM Lunch
1:45 PM Afternoon Breakout Sessions: From Our Community
Tax-Efficient Retirement Distribution Planning: Andy Panko, CFP®, RICP®, TPCP®, EA
Using Direct Indexing and Tax-Loss Harvesting to Improve Client Outcomes: James Hofmann, CFP®
2:35 PM Sponsor Networking & Bingo Challenge
2:55 PM Keynote: Two Seats at the Table: Building Better Relationships with Client Couples: Heather & Douglas Boneparth
3:55 PM Closing Keynote: Smarter Decisions with Behavioral Finance: Jennifer Itzkowitz, Ph.D. | Seton Hall University
5:00 PM Happy Hour & Prize Raffle
Nick Arndt, MSFP®, CFP®, ChFC®, CLU®, RICP®
Early in Nick’s career, his experience with advanced planning strategies turned into a passion to help others increase their financial literacy and achieve a lifetime of financial security. Nick works to bring timely and relevant guidance on retirement, estate and wealth planning strategies, and regulatory issues that impact financial professionals and their clients. He has traveled the country to present on topics such as IRA planning strategies, estate and trust planning, Social Security, and Medicare guidance.
Nick lives in Denver with his wife and three children. He enjoys everything the Colorado outdoors has to offer, from water activities in the lakes, reservoirs and rivers to year-round sports in the Rocky Mountain high country. He makes maintaining an active lifestyle one of his top priorities.
Douglas Boneparth
Douglas Boneparth is the founder of Bone Fide Wealth, a premier wealth management firm dedicated to millennials and next-generation professionals. A prominent voice in personal finance, Douglas serves on the financial advisory councils for both CNBC and Investopedia, and acts as a CFP Board Ambassador for New York. His financial expertise is highly sought after and has been featured in top-tier publications including The New York Times, The Wall Street Journal, and Barron's. Widely known for his engaging online presence, he shares a unique blend of financial news, insights, and humor with over 300,000 followers on X. Douglas is also the co-author of Money Together: How to find fairness in your relationship and become an unstoppable financial team.
Heather Boneparth
Heather Boneparth serves as the director of business and legal affairs for Bone Fide Wealth. Leveraging her extensive background as a corporate attorney in the commercial insurance industry, Heather has established herself as a leading voice at the intersection of money, relationships, and parenting. She is the driving force behind The Joint Account, a popular weekly newsletter that helps over 14,000 readers improve their financial communication and seamlessly navigate household money matters. Additionally, Heather is the co-author of the acclaimed book Money Together: How to find fairness in your relationship and become an unstoppable financial team. Her insights and collaborative work have been featured across major media networks, including NBC, The New York Times, CNBC, CNN, and Yahoo! Finance. Heather’s unique blend of legal acumen and practical lifestyle advice makes her an invaluable expert on modern family finance.
Bryce Fegley, MS, CFA, CIPM®
Bryce Fegley is the Quantitative Lead and Portfolio Manager at Saturna Capital. With over two decades of experience in the financial industry, he brings deep expertise in quantitative analysis, global market research, and risk management. Since joining Saturna in 2001, Bryce has held several key leadership and analytical roles, notably serving as President of the firm’s Malaysian subsidiary, Saturna Sdn Bhd, where he directed its research and fund management operations. His extensive background spans brokerage, trading, and investment analysis, providing him with a highly comprehensive perspective on market dynamics. Bryce holds a Master of Science in Computational Finance and Risk Management from the University of Washington. He also holds the Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) designations. His rigorous analytical background and global leadership experience make him a leading expert in quantitative investing and strategic portfolio construction
Jennifer Itzkowitz, Ph.D.
Dr. Jennifer Itzkowitz serves as a Professor of Finance at Seton Hall University and an Adjunct Professor at New York University. A distinguished expert in behavioral finance, she actively bridges the gap between academia and industry as a specialized consultant. In this role, she transforms complex academic theories into practical solutions, leveraging data to unpack investor behavior and guide financial professionals. Dr. Itzkowitz’s academic research focuses deeply on behavioral biases in financial decision-making. Her highly regarded work has been featured in prestigious peer-reviewed journals and major media outlets, including The New York Times, The Wall Street Journal, MarketWatch, and NPR. An award-winning educator, she holds a B.S. and M.S. in Mathematics, alongside a Ph.D. in Finance from the University of Florida. Her unique ability to translate psychological insights into actionable financial strategies makes her an invaluable resource for modern financial leaders.
James Hofmann, MBA, CRPC®, CFP®
James Hofmann, MBA, CRPC®, CFP® is a Managing Director – Investments and Senior Financial Advisor with Ridgedale Wealth Management Group of Wells Fargo Advisors. With more than a decade of experience in wealth management, James works with successful individuals, families, and business owners on investment management, retirement planning, and comprehensive wealth strategies.
James has been recognized by Forbes as a Best-in-State Wealth Advisor and by AdvisorHub as an Advisor to Watch. He is a speaker at financial advisor conferences and industry events, including Forbes | SHOOK Top Advisor conferences, where he has participated in practice management topics. James also participates in advisor education, mentoring, and training programs.
James earned his MBA in Finance and holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor® designations. He also participates in the United States Coast Guard Auxiliary and has been active in local business, economic development, and community organizations throughout New Jersey.
Kristy Kennedy
Kristy Kennedy is a co-founder and senior living consultant at Silver Bridges Consulting. Bringing over two decades of industry expertise, Kristy previously spent a decade as a senior leader for one of the nation’s top five senior living organizations. Her executive background includes serving as Vice President at WellAware Systems, where she helped advance remote health-monitoring sensor technology, and VP of Operational Excellence at EmpowerMe Wellness, expanding services across 1,000 communities in 40 states. Kristy blends executive operations, healthcare innovation, and clinical service experience to provide unbiased, expert guidance to families. Her vast background in healthcare operations and technology makes her an invaluable partner in navigating complex senior care decisions.
Ginger Noce
Ginger Noce is a co-founder and senior living consultant at Silver Bridges Consulting, bringing over 25 years of corporate leadership experience. In addition to her business expertise, Ginger offers profound personal insight from her journey as a long-distance caregiver for her mother, who lived with memory impairment. Having firsthand experience navigating the emotional and logistical complexities of finding the ideal care community, she approaches senior placement with deep empathy and clarity. Ginger provides hands-on, unbiased support, forming lasting partnerships with families throughout every step of the transition. Her unique combination of corporate leadership and lived caregiving experience allows her to advocate effectively for seniors and their families.
Andy Panko, CFP®, RICP®, TPCP®, EA
Andy Panko is the owner of a fee-only retirement planning and investment management firm. Working in financial services since 2000, he specializes in comprehensive retirement income strategy and advanced tax planning. Andy holds several top industry credentials, including the Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP®), and Tax Planning Certified Professional (TPCP®) designations. Crucially, he is an Enrolled Agent (EA)—the highest credential awarded by the IRS—granting him unlimited rights to represent taxpayers before the IRS, equivalent to CPAs and attorneys. He holds a B.S. in Finance from the University of Delaware and an MBA from Rutgers Business School. His rare combination of high-level tax representation rights and specialized retirement income expertise makes him a key authority in tax-efficient wealth management
Simon Kim, CFA
Simon is a Senior Investment Analyst and Portfolio Manager, is an experienced investment professional with more than 14 years of experience in equity research. Prior to joining Saturna, he was Director of Research at Rainier Investments as well as Director of International Research and senior portfolio manager at Columbia Wanger Asset Management. At Columbia he oversaw the Acorn International family of funds, comprising of four strategies and nearly $5B AUM. Before joining the industry, Mr. Kim was a consultant at McKinsey & Company’s Seoul and Frankfurt offices.
Mr. Kim received his bachelor’s degree in computer science from Boston College. He also earned his MBA with distinction from the University of Oxford. In his free time, he enjoys spending time with family and coaching youth sports.