Announcements

  • New NAPFA Fall Conference Speakers Announced!

    Kathleen Burns Kingsbury, wealth psychology expert and author of several books including "How to Give Financial Advice to Women" and "How to Give Financial Advice to Couples".  Ms. Kingsbury has made it her mission to teach financial professionals how to communicate with clients in a more effective manner.  "Breaking the Money Silence" is the title of her NAPFA Conference session, which is sure to draw a big crowd. 

    In addition to Ms. Kingsbury and our premier keynote speakers - Sarah Newcomb, John Sileo, Doug Lipp and Franc D'Ambrosio,  -  this year's featured speakers also include:

    Carolyn McClanahan, NAPFA member and founder of Life Planning Partners, Inc.


    Kelli Cruz, Founder of Cruz Consulting Group and regular columnist for Financial Planning on practice-related topics.


    Wade Pfau, founder of Retirement Researcher.com, Professor of Retirement Income at The American College, Director of Retirement Research for McLean Asset Management and inStream.