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Announcing the Ask NAPFA Community!

By: Mardi Lee , 3 months ago

Be a part of this shared space to exchange ideas and offer feedback to NAPFA volunteer leadership and staff. Member feedback is important to the Board and contributes to the NAPFA governance decisions and planning. Help nurture the NAPFA community ... More

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Upcoming Events

NAPFA Webinar - Managing Risk Within Your Practice

May 13, 3:00 PM - 4:00 PM (ET)
Partner Solutions - Behavioral Finance: The Power of Behavior to Build Health + Wealth

Jun 1, 3:00 PM - 4:00 PM (ET)
NAPFA Webinar - Becoming Referable: The Strategies That Are Working Right Now

Jun 9, 3:00 PM - 4:00 PM (ET)
NAPFA Genesis Webinar - 12 Steps to Creating an Estate Plan for Your Younger Clients (and Yourself)

Jun 16, 3:00 PM - 4:00 PM (ET)
NAPFA Webinar - 200+ Best (and Worst) Planning Ideas for Your Client’s Retirement Benefits

Jun 24, 3:00 PM - 5:00 PM (ET)

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Recent Shared Files Add

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Austin Study Group on Tuesday 6/15 via Zoom

12 days ago

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Most Active Members

Jared Hoole
Lakeside Financial Planning, LLC

6673 Points
Brian Pon
Financial Connections Group, Inc.

1417 Points
Holly Donaldson
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Lane Mullinax
NPV Advisory

587 Points

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