Announcements

  • 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.
     
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  • 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.

  • National Board Nominations

    Calling all NAPFA members who have a volunteer's heart! The Board of Directors is accepting applications to fill the three board vacancies for the 2017-2020 term. If you would like to be considered, please complete the Board of Directors Candidate Application. If you would like to nominate another member, e-mail ldc@napfa.org and provide the name and contact information of the nominee with a brief explanation of why he or she would make a valuable addition to the NAPFA volunteer leadership team.

    For more information about the time commitment, selection process and appointment deadlines, download these FAQs. You can also e-mail ldc@napfa.org with questions.

  • Financial Coaching for Planners- a 3-part Series

    Learn how to take your practice to the next level, integrating your financial expertise with coaching skills, and impacting behavior change. Professionals will learn the distinctions between financial planning, financial counseling, and financial coaching, and learn coaching techniques to more effectively communicate with clients. Additionally, the three-part series will build competency around facilitating behavior change with clients, deepening client relationships and retention. This series will help professionals differentiate their practice and position with clients and within the financial industry.
    Session 1 of 3 -- Tuesday, November 1
    What's in a Word? Financial Planning, Counseling & Coaching
    Session 2 of 3 -- Tuesday, November 29
    Who's in Charge? Coaching Techniques for Financial Planners
    Session 3 of 3 -- Tuesday, December 13, 2016
    Deepen Client Relationships & Differentiate Your Practice

  • DOL Webinar- Free Recording for Members

    This course will be an in depth but high level overview of the new DOL fiduciary rule. Topics discussed will include replacement of the 1975 rule, the expansion of the fiduciary definition and the introduction of the concept of recommendations, available exceptions to the rule, exemptions available for fee only advisors, and practical guidance on what a fee only advisor should be doing right now to prepare for the rule’s effective date of April 10, 2017. This is the first of a two-part presentation.

  • New- Conference Live Streaming

    For the first time in NAPFA Conference history, we will live stream a select number of Conference sessions from Thursday, October 13 - Saturday, October 15. Now you'll be able to watch portions of the Conference from the comfort of your office, home or wherever you choose. All you need is your computer and internet access. You'll still hear the keynote speakers, as well as sessions selected by your peers on the conference program committee for broadcast. Best of all, you'll still earn valuable CE credit for your participation - exactly 14 of them if you "attend" the entire broadcast.

    The cost is a flat $450 for NAPFA members and $500 for non-members. Advance registration discount does not apply. Registration ends October 10th, 6:00 pm ET (please understand that no extensions can be given). CE credit can be granted only if you are online for the full 50 minutes of each session.

  • NAPFA Conference Room Rate Ending Soon

    Make sure you’ve reserved your room for the Conference. The NAPFA hotel rate ends on 9/19.

  • Early Bird ends today!

    The Early Bird rate is about to end! Register by the end of Friday, September 9th to get the $895 member rate to attend the Fall Conference in Washington D.C. October 12-15.

  • DOL Webinar Free to NAPFA members

    Confused about how the new DOL Fiduciary Rule will affect your business? Register now for our September 29th webinar with Tom Clark of The Wagner Law Group. Join Tom as he delivers an overview of the new rule. Tom will review available exceptions, exemptions available to Fee-only advisors, and practical guidance on what you should be doing right now to prepare yourself and your clients.

    This is the first of a two-part presentation. At NAPFA's Fall conference in October, Tom will provide a deeper dive into the DOL rule and conduct a Q&A discussion.

  • Succession Planning Simulcast Coming to Minneapolis

    Just outside Minneapolis sits Apple Valley, MN – the latest location for the Midwest Symposium simulcast. Join us at the offices of Mindful Asset Planning on Thursday, August 11th for “Planning Ahead – Succession Planning for Your Clients and Your Practice”. Registration is just $39 and includes lunch. For more information, check out the NAPFA Events page.

  • Two new simulcast locations added for Midwest Symposium!

    If you aren't able to attend the Midwest Symposium in Chicago on August 11, consider attending a simulcast! Two new simulcast locations have just been added in the Hoosier State: Fort Wayne and Indianapolis! Registration fees are the same as other locations - $49 - and lunch is included. Visit the Events page on the NAPFA website for more information

  • August 11 is the date for the Midwest Symposium!

    “Succession Planning for Your Clients and Your Practice”

    Attention is often focused on estate planning needs before death, but have you considered:
    • How you can help after a client passes away?
    • What can be done to help your firm retain assets with the next generation?
    • What happens if you or a key member of your firm passes away?

    This symposium will address key issues you need to think through in preparation for a client’s (or advisor’s) passing. We’ll discuss how you and your firm can be a vital component in succession planning. Simulcasts will be held in Columbus, OH and West Des Moines, IA. Click the link for more information and to register.

  • West Region Symposium Coming up Next Month

    The 2016 Denver Symposium is less than a month away! If you haven't already done so, now is the time to register.

    Earn CE credits and help your business grow by assisting clients as they approach new life transitions. Learn valuable lessons from four highly-qualified and experienced speakers.
    Barry LaValley - Positioning Your Practice for an Aging Clientele
    Deborah Fox - Late Stage College Planning Strategies
    Erica Johnson - End of Life Planning
    John Sileo - Avoiding Identity Theft

    Check out the website for more information and to register for the event or contact Michelle Sieck at Michelle@guidepostfinancialplanning.com for more information.