• The 2019-20 Nomination Period is Now Open

    To be considered for a NAPFA Board position, complete the NAPFA Board of Directors Candidate Application no later than January 20, 2020.

    Your skills and expertise will have can have far-reaching benefits for the organization and for you.

    In appreciation for your Board service you receive:

    • Special Board development and volunteer training sessions
    • Exclusive networking opportunities with key leaders in NAPFA and profession
    • Complimentary registration to NAPFA national conferences during their term

    Want to know more? Visit the NAPFA Board FAQ page or contact the Leadership Development Committee directly at

  • Invest in Others Charitable Champions List

    Since 2015, Invest in Others has acknowledged the importance of encouraging philanthropy at a firm-wide level through our Corporate Philanthropy Award, which was presented annually at the Invest in Others Awards Gala. Inspired by a growing interest in this award category from advisory firms, they have decided to develop a more robust corporate recognition program to enable IiO to spotlight more of these firms than ever before.

    Invest in Others’ Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Submissions will be evaluated blindly based on criteria including incentives, contribution, impact, and inspiration.

    Not only is this a chance to share your good works, but if recognized by IiO, this is an incredible opportunity to bring credibility to your philanthropic programs through peer recognition, help improve employee morale, and also serve as a talking point with clients and prospective new hires.

    Applications are due Nov. 1 and the list will be distributed through InvestmentNews and Barron’s in December at the height of the “giving season.”

  • 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!