• Make plans now for NAPFA Spring Conference '18

    ​Register now for the 2018 NAPFA Spring Conference taking place in Phoenix, May 16-19.  Plan for three days of networking and keynote presentations by Margit Cox-Henderson, Simon Bailey, LaVaughn Henry and Greg Valliere.  Featured sessions will include “How to Use Negotiation to Create a Win-Win with your Clients”, “25 Errors Advisors make with IRAs”, “Succession Planning – Beyond the Math”, “Traction:  Get a Grip on your Business”, and many more.  Register today and join us in Phoenix.  For more information, visit the Spring Conference page.

  • Meet the Midwest Region in St. Louis!

    ​The Midwest Symposium is taking place in St. Louis on March 6 & 7.  Join Larry Swedroe, acclaimed author and Director of Research for Buckingham Strategic Wealth.  Registration closes March 3rd, so don't wait.  For more information, visit the Midwest Symposium page at
  • The NEMA Symposium Goes to Philly

    Do it now!  Don't wait!  Register for the NEMA Symposium, March 19, in Philadelphia.  Join us at Le Meridien Hotel where we'll be talking about Feedback Marketing with Dan Allison, the DFA Investor Survey, and the Tax Cuts and Jobs Act.  Spend the evening of March 18 getting your required ethics course with Brett Danko, and networking with your peers.  Two simulcasts have also been scheduled.  For more information, visit the NEMA Symposium page at

  • Join the South Region and learn how to differentiate your practice

    ​As a Fee-Only advisor, what steps do you take to differentiate yourself in a world that is becoming all-fiduciary, all-the-time?  Join the South Region on February 12th for “Making Yourself Stand out in an all Fiduciary World”.  That’s the topic for the South Region Symposium taking place at the Georgia Tech Hotel and Conference Center in Atlanta.  A pre-conference and simulcasts are already scheduled.  For more information, visit the South Symposium Event page

  • Upcoming Regional Events

    Plan now for two upcoming NAPFA events:  The South Region Symposium, February 12, 2018 at the Georgia Tech Hotel and Conference Center in Atlanta, and the Northeast/Mid-Atlantic Region Symposium, March 19, 2018 at Le Meridien Hotel in Philadelphia.  More information will be available shortly, so stay tuned!​
  • Virtual Member Briefing coming up Nov. 15

    The NAPFA Virtual Member Briefing will be held on Wednesday, November 15, 1:00-2:00, ET.  This is a town hall style meeting that allows the NAPFA Board of Directors to share valuable information with members.  Submit questions you'd like addressed to Mardi Lee at by November 10th.  
  • Still time to register!

    There’s still time to register for the NAPFA Fall Conference, October 18-21, in Orlando.  Make new acquaintances, renew existing friendships, connect with Conference first-timers and hear keynote speakers Sarah Newcomb, John Sileo, Doug Lipp and Franc D’Ambrosio.  Choose from sessions on planners and psychology, life insurance as an asset, reverse mortgages, marketing for financial planners, building deeper client relationships – and a host of others.  For more info, visit the NAPFA Conference page.

    ​September 8 is the final day to register for the NAPFA Fall Conference, taking place in Orlando, FL, October 18-21.  Featured speakers include Sarah Newcomb, Kathleen Burns Kingsbury, Doug Lipp, Terry Savage, John Sileo and more!  For more information, to view an agenda or begin registration visit the NAPFA Fall Conference page.
  • Registration is Open for the West Region Symposium!

    ​Registration is open for the West Region Symposium, taking place on September 23 in a new home - San Francisco!  Come visit the "City by the Bay" to network and share lunch with your West Region colleagues, while hearing from:
    Henry Sobanet, Director of Planning, Budgeting and Finance for the State of Colorado; Dr. Margit Cox Henderson, clinical psychologist; Rachel Kotubey, Dimensional Fund Advisors; David Roasa, Vanguard and Tom Dickson, RMF.

    Visit the NAPFA Events page for more information.​
  • 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, Professor of Retirement Income at The American College, Director of Retirement Research for McLean Asset Management and inStream.

  • NAPFA Fall Conference registration is now open!

    ​Join us, October 18-21, at the beautiful Omni Orlando Resort at ChampionsGate in sunny Florida for this year’s Fall Conference, where you’ll make new acquaintances, renew existing friendships, connect with Conference first-timers and hear keynote speakers who will inspire and motivate you.  Registration is now open – don’t wait to register and make your hotel reservation!

  • Register NOW for the Midwest Symposium!

    ​Registration is now open for the Annual Midwest Region Symposium taking place on Thursday, August 17th in Chicago. A Professional Approach:  Earning Referrals and Improving Client Communication will be the focus of the event, and will feature presentations and workshops by Dan Allison of Feedback Marketing, and Emily Ulrich of S&P Dow Jones.  Further details can be found below.
  • Coming Soon: Midwest Symposium

    Save the date for the 2017 Midwest Symposium, taking place in Chicago on Thursday, August 17.  Dan Allison, a NAPFA Conference favorite, will bring his Feedback Marketing presentation, and will show you just how the ‘feedback’ philosophy has worked for him. 

    A Professional Approach to Earning Referrals – another tried-and-true Conference standby – will be presented as a workshop during the Symposium.

    We’re finalizing the details now, so mark the date and plan for a trip to the Windy City this August!  More to come soon.