Announcements

  • Marketing Playbook Webinars

    Don't Miss the Next Session in the Marketing Playbook Series

    You are invited to participate in NAPFA’s FREE Webinar series featuring tips to wow your clients, out-run your competition and win the client acquisition game. The next program in the series is June 25 at 3:00 pm ET: Improving Your Online Presence with Allan Slider, FeeOnlyNetwork.com.

    Register once and get access to all of the Webinars in this series:
    • June 25 – Improving Your Online Presence
    • July 11 – Mastering the Digital Prospecting Formula
    • Aug. 13 – Social Media Savvy
    • Sept. 25 – Using Content to Attract Ideal Clients
  • Midwest Symposium trying out a new location this year!

    Registration is open for the Midwest Symposium taking place March 6 in a new location - Columbus, OH.  Speakers will include Bonnie Kirchner, Jared Hoffman, John Schuman and John Sestina.  For all the information, including agenda and speaker bios, visit the Midwest Symposium Page.
  • South Symposium Registration is Open

    The NAPFA South Region Symposium is returning to the Georgia Tech Hotel and Conference Center in Atlanta this year - March 3 & 4.  This year's speakers will include:
    Jeff Levine speaking on tax planning;
    Kali Roberge on marketing; and
    John Ceparano on small business retirement planning.  Make your plans to join us today!
  • Peer-to-Peer Panels: Share your experiences with your colleagues

    ​NAPFA’s Webinar Committee is in the process of planning four peer-to-peer panels for 2019.  These panels will allow NAPFA members to share the best practices and worst blunders on particular topics.  

    The Committee is looking for 2-3 member volunteers for two of the topics being planned.  Please read the panel descriptions below and connect with the appropriate committee member if you are interested in participating.

    Peer-to-peer panel on Business Development Highs and Lows
    What is the best thing you have done that wowed prospects or clients? What idea did you have that completely bombed or was proven to be ineffective?  We want to know the good, the bad and the ugly.

    Your peers want to hear the best and the worst in the area of business development.  Small undertakings and big events both qualify.  Tell your colleagues what worked and what didn’t.  Sharing with each other to help us all get better at what we do is the goal. We want to learn from your successes and mistakes.

    Interested in participating? Contact Marie DeCaprio at mariedecaprio3@gmail.com   

    Peer-to-peer panel on Best Practices for Delivering Financial Plans to Clients
    As you all know, one of the biggest – and best – benefits of being a NAPFA member is learning from each other.  And we can all learn something from each other about client interaction, engagement and retention.  That’s why we’re currently organizing a webinar on best practices for delivering financial plans to clients.  The purpose of this webinar is to give NAPFA members an opportunity to hear from fellow members on the various ways they deliver financial plans to clients, and what they have found that enhances client engagement, understanding and/or efficiency for the advisor.

    Interested in participating? Contact Angela Dorsey at angela@dorseywealth.com

  • Fall Conference Livestreaming Available

    ​We're doing it again this year!  We will livestream a select number of sessions from the NAPFA Conference, Tuesday, October 16 – Thursday, October 18.  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. 

    Registration is a flat $450 for NAPFA members and $500 for non-members.  Advance registration discount does not apply.  Registration ends Friday, October 12th, 6:00 pm ET (please understand that no extensions can be given).  CE credit can be granted only if you are online for 50 minutes of each session.

    For detailed information about the program including session descriptions and speaker biographies, visit the Conference website.

    For a list of sessions available, and to register, click the link below.
  • The third installment of our NAPFA Twitter Chat Series happens today!

    What is the one vital life skill necessary to reach your goals? 

    ​Find out today at 2:00 pm, ET when Karla Chin hosts the next scheduled NAPFA Twitter Chat. To participate, log on to your Twitter account and use #NAPFA18 to ask Karla anything about the science of happiness.  

  • Are your clients paying "sticker price" for college?

    Financial advisors need to think beyond the 529 Plan when helping their clients plan for college.  If you're hungry for some new college funding strategies, join Joe Messinger of Capstone Wealth Partners during our next NAPFA Twitter Chat.  He'll be answering your questions this Thursday, Sept. 13 at 2pm, ET.  Log on to your Twitter account and use #NAPFA18 for the "ask me anything"​ session.
  • NAPFA Twitter Chat with George Kinder begins in 1 hour

    The NAPFA Twitter Chat with George Kinder, "Father of Life Planning", begins in just under an hour, 2-3 pm, ET.  This will be an "ask me anything" style session, so log in to your Twitter account, search for #NAPFA18 and ask George anything about Life Planning.​
  • NAPFA Twitter chat series launches on Sept. 6th!

    What is a "Map of Mindfulness" and what part can it play in the lives of financial planners and their clients?  Learn the meaning behind - and uses for - the Map during an "ask me anything" NAPFA Twitter Chat featuring George Kinder on September 6 at 2:00 pm, ET.  Just log in to your Twitter account, search for #NAPFA18 and ask George about the MAP and all things Life Planning.​  There is no need to pre-register.
  • Public forums scheduled by CFP Board

    Questions about the CFP Board’s recently released Code of Ethics and Standards of Conduct?  Get them answered at one of a series of public forums recently announced by the CFP Board.  Designed to provide guidance to CFP® professionals and educate the public on the new Standards, the forums will be held in cities around the country between late September, 2018 and December, 2019.  Public forums are free and open to the public.  Specific dates, times and locations can be found on the CFP Forum registration page.