Announcements

  • Save the Date for the Fall 2022 National Conference

    The NAPFA Fall 2022 National Conference will take place October 20-22, 2022 at the Hyatt Regency Denver at Colorado Convention Center in Denver, CO.
  • Register for the Spring 2022 Member Briefing

    Register now for the Spring 2022 Virtual Member Briefing on Wednesday, April 20 at 1:00 pm ET. Engage with members of the Board, receive important programmatic updates and announcements, and connect with the volunteer leadership and your fellow members!
  • NAPFA Award Nominations Open

    Each year, NAPFA recognizes the achievements of those who have made extraordinary contributions to NAPFA, the profession, and the practice of financial planning. 
    If you know someone who merits recognition, nominate them for a NAPFA award! Receiving an award is an outstanding accomplishment and a great honor.
  • Volunteering for a Region Board

    Each of the four NAPFA regional boards have vacancies for 2022-2024. Serving as a board member presents opportunities to build local relationships and make a positive impact on the future of NAPFA.

    Responsibilities include:

    • Engaging with members
    • Helping to plan regional symposiums
    • Awarding national conference scholarships

    Being a NAPFA Region Board member will allow you to network and build relationships with other NAPFA volunteers in your area, as well as serve as an ambassador to new and existing members on behalf of the association.

    Complete this application by Feb. 18 to be considered for a two-year service commitment that begins on Sept. 1, 2022.

    Contact Nikki Palluzzi, director of member services & experience, with questions.

  • Can't Make it to Boston in October?

    Register Now for the NAPFA Fall 2021 National Conference Virtual Experience
    October 26 – 28, 2021

    Join Us for a Unique Experience that Includes These Curated Conference Sessions

    Connect with Speakers in Live Q&As

    Collaborate With Colleagues in Topic-Related Conversation Circles

    Access All Fall 2021 Conference Recordings to Acquire Both NAPFA and CFP® CEs

    Register for the virtual option by October 12 to gain access to this session.

    Save Your Seat Now

     Learn more here.

  • It’s Not Too Late to Register!

    Re-connect with colleagues in Boston to-

    • Earn needed CE credits in one conference
    • Collaborate with resource providers on the latest business technologies
    • Learn from experts and trusted professionals sharing solution strategies for your 2022 business challenges

    Learn more...  

    Register Now

  • Early Bird Registration Ends September 13!

    Early Bird Registration Ends September 13!

    Join your professional peers at this in-person NAPFA experience!

    • Re-connect and collaborate with your financial planning colleagues and friends
    • Learn from experts and trusted professionals sharing solution strategies for your 2022 business challenges

    Learn more...  

    Register Now and Save

  • Register for the Preconference

    Start your in-person NAPFA conference experience with the preconference, Financial Planner's Income Tax Playbook on October 13. This deep dive workshop into specialized learning on federal income tax laws and pitfalls will help you minimize your clients’ federal income tax liability.

    Learn more here.

  • Registration is Now Open!

    Welcome back to in-person NAPFA conferences.  Re-connect with professional peers, hear dynamic content from top thought leaders that broaden your expertise and help your business grow!

    Learn more here.