• 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.

  • The NEMA Symposium is coming to a town near you!

    Dates for the Annual NEMA Symposiums have been announced:

    • May 23 in McLean VA

    • May 24 in Philly

    • June 7 in Waltham, MA

    • June 8 in NYC

    Simulcast locations will be revealed in the near future.  Featured speakers include Julie Littlechild of Absolute Engagement; Joe Bradley of Wescott Financial; Mike McGinley of Bentley University; and Jeff Pierce of the AMA Management Center.  Make sure to save the date and watch for more information soon.