Join your fellow NAPFA NEMA members for a dynamic day of learning and connection at this year’s Symposium. This year’s program focuses on helping advisors navigate increasingly complex financial lives - where varying sources of wealth, business ownership, and behavioral factors all intersect. Sessions will cover coordinating equity compensation, advising clients with global wealth, advising business owners on ESOPs, and understanding the psychology that drives investor behavior.
In addition, don’t miss a timely panel discussion on current trends shaping the RIA marketplace, along with a valuable economic update to help inform your client conversations.
We also invite you to arrive early to take part in Thursday’s Ethics session and an engaging networking event—more details coming soon!
In-Person Location: Philadelphia, PA
8700 W Bryn Mawr AveSuite 700NChicago, IL60631info@napfa.org888-FEE-ONLY (888-333-6659)
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