TIPS BEFORE YOU CLICK

We're excited to launch the first livestreamed Annual Conference session on Monday, October 9! To ensure a seamless experiences, we encourage you to read through these tips before you join the first session.

Please contact [email protected] if you need assistance before or during the event.

LOG IN TO ACCESS SESSIONS

First, please log in to the event platform prior to the first session. 

The platform is where you will access Zoom connection links for all livestreamed sessions. Recordings of the breakout sessions will be posted to the platform a few weeks after the event.

Event platform login information:

Please click below to log in to the event platform using your NAGDCA credentials.

• Username: Please use the email address you registered with.
• Password: If you have forgotten your password, please click here to reset it.

To access sessions:

1. Click on the day from the platform home page.
2. Click on the title of the session to open the session details.
3. Click on "JOIN THE SESSION" found under "Session Resources."
4. Click to launch the Zoom webinar.

Please note, you must be logged in to event platform to access Zoom links.

REVIEW THE VIRTUAL AGENDA - All times are Pacific Time.

Sessions marked with an (*) are eligible for CE credit. Click here to view CE details and learning objectives.

Monday, October 9

• 9:00 - 10:30 AM PT | Opening and Keynote Speaker - Robyn Benincasa
• 3:00 - 4:00 PM PT | Economic Outlook*
• 4:15-5:00 PM PT | NAGDCA Awards Presentation

Tuesday, October 10

• 9:00-10:00 AM PT | Building a Plan for Those Who Need It Most*
• 3:15-4:15 PM PT | The Generational Divide in Public Retirement Plans - Savings, Spending, and Retirement Income*

Wednesday, October 11

• 9:00 - 10:00 AM | Solutions to Fiduciary Challenges*
• 11:30 AM - 12:30 PM PT | Washington Update

Additional educational sessions will be recorded and posted to the event platform a few weeks after the event.

DOWNLOAD THE CONFERENCE APP

Please note, the app is needed to complete continuing education surveys. All other event details and links to livestreamed sessions are in the event platform.

Follow the steps below to download the app -

1. Search for "NAGDCA Events" in the App or Google Play store.
2. Download and open the app.
3. Click on the profile icon in the top right of the app home page to log in.
4. Follow the prompts on screen to obtain an access code - make sure to use the email address you registered with.
5. Enter the access code sent to your email.
6. You should now have access to the event!

REVIEW CONTINUING EDUCATION REQUIREMENTS

Please note, virtual attendees are only eligible to receive credit for livestreamed sessions.

- You must attend the live session to qualify for continuing education credits. 



- Sessions qualifying for credit have a unique code given at the end of each session. You will need this code to complete the CE survey.

- You must complete a continuing education survey found attached each session in the mobile app to receive credit.

• Surveys are due Friday, October 20.

- Continuing education certificate(s) will be emailed to you following the conference.

Important: If you are seeking CFP credit, please email your CFP Board ID number to [email protected].