Announcements

  • NEW NAPFA Group Health Plans Are Here!

    NAPFA and Ryan Insurance Strategy Consultants are offering Group Health Plans for NAPFA firms with 2+ employees. 

    For more information visit the NAPFA group insurance benefits website here.

    Click on health plans for product information, FAQs and To Get a Quote. 

    Questions? Contact the health plan administrator, Broker Source at 913-777-7734 with any questions or assistance getting a quote. Be sure to indicate you are a member of NAPFA

  • NAPFA Fall 2020 National Conference Open!

    Register Now for The NAPFA Fall 2020 National Conference!

     

    October 12 Access on-demand sessions for convenient on-the-go learning

    October 21-23 Join live sessions to connect with experts and peers online

     

    • Discover new ways to help existing and future clients in challenging times
    • Trade aha moments with at lunch-time breakout sessions and discussions
    • Enhance business growth with actionable takeaways on how to differentiate your business

     

    Register Here

  • NAPFA Conversation Circles

    Make plans to join your peers in the upcoming Conversation Circles. These peer-facilitated discussions are focused on relevant and timely financial planning and practice management topics.  


    Thursday, August 20 @12:00pm CT
    , Genesis Conversation Circle
    Register Here

  • Do you know an advisor who has made a remarkable difference through service to a nonprofit?

    Submit a nomination for the 2020 Invest in Others Awards to give them — and their favorite charity — the recognition they deserve. Winners will receive a charitable donation of up to $50,000. Nominations are accepted at investinothers.org/nominate until April 3.

  • Spring 2020 National Conference Scholarships

    NAPFA is happy to offer scholarships to support those who wish to attend this not to miss event. Impact Tomorrow with 2020 Vision!

     

    • Connect with financial planners from around the country
    • Participate in unparalleled professional education from subject matter experts
    • Mix big city excitement with outdoor adventure in the Mile High City

     

    Find out more

  • NAPFA Award Nominations are Now Open

    Do you have a colleague you want to recognize for their impact on the financial planning profession over the past year? Acknowledge their commitment and service by nominating them for a 2020 NAPFA Award by March 6, 2020.

    If someone you know merits special recognition, submit your nomination by March 6.

    Please visit the NAPFA website for more information on the specific criteria for each award and a list of past recipients. If you have any questions, please contact Mardi Lee.

  • Spring 2020 National Conference Scholarships

    NAPFA is happy to offer scholarships to support those who wish to attend this not to miss event. Impact Tomorrow with 2020 Vision!

     

    • Connect with financial planners from around the country
    • Participate in unparalleled professional education from subject matter experts
    • Mix big city excitement with outdoor adventure in the Mile High City

     

    Find out more