2026 South Region Symposium
Join the NAPFA South Region for a full day of dynamic, Fee-Only focused educational programming and networking. This essential event is designed to provide you with the latest industry insights and the opportunity to earn valuable continuing education credits alongside your professional peers.
The experience kicks off with our dedicated Ethics Program on Sunday, February 22, 2026 (Location TBC), followed by the full-day Symposium & Simulcasts CE Program on Monday, February 23, 2026.
In-Person Location: Charlotte, NC
Dimensional Fund Advisors Charlotte
1515 S Tryon St, Charlotte, NC 28203
Simulcast Locations:
- Plantation, Florida
- Atlanta, Georgia
- Triangle North Carolina
- Columbia, South Carolina
- Houston, Texas
- Richmond, VA
Register
Registration & Pricing
- Member: $199 Early Bird/$299 after January 19
- Non-Member: $249 Early Bird/$349 after January 19
- Simulcast: $99 Early Bird/$125 after January 19 (Monday, February 23 program only)
Registration for the 2026 NAPFA South Region Symposium is open!
Register
Agenda
Sunday, February 22, 2026
|
|
Olde Mecklenburg Brewery |
| 4:00 PM |
6:00 PM |
Philip Gibson, Ph.D., CFP® Preconference Ethics
*Optional |
| 6:00 PM |
8:00 PM |
Networking Reception
*Optional |
Monday, February 23, 2026
| 8:30 AM |
9:00 AM |
Registration |
| 9:00 AM |
9:15 AM |
Opening Remarks, Sponsor Spotlight |
| 9:15 AM |
10:15 AM |
Bethany Greene - Federal Reserve
National and Regional Economic Update
Economics (Intermediate) |
| 10:15 AM |
10:30 AM |
Break |
| 10:30 AM |
11:30 AM |
Ben Henry-Moreland
Tax Planning Opportunities Under The New "One Big Beautiful Bill” Act
Income Tax Planning (Intermediate) |
| 11:30 AM |
12:30 PM |
Justin Fitzpatrick - Income Topic
Rethinking Retirement Spending Advice
Retirement Planning (Advanced) |
| 12:30 PM |
1:30 PM |
Lunch |
| 1:30 PM |
2:30 PM |
Sam Dinamarca
Indexing is a Series of Active Decisions
C - Investments (Intermediate) |
| 2:45 PM |
3:45 PM |
Panel Discussion
Resource Allocation and Hiring Considerations for Firm Owners
Practice Management (Intermediate) |
| 3:45 PM |
4:00 PM |
Closing Remarks |
Thank You to Our Sponsors!
Sunday, February 22 Ethics Program Sponsor:
Vanguard
Monday, February 23 Symposium Sponsors:
Dimensional Fund Advisors - Location Sponsor
Heifer Foundation - Platinum Sponsor
Dividend Assets Capital - Silver Sponsor
Waterloo Associates - Silver Sponsor
International Succession Planning Association - Silver Sponsor