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NAPFA Spring 2021 National Conference!

By: Mardi Lee , 2 months ago

Attend on-demand sessions beginning April 26 for value-added content preparing you for live sessions beginning May 5-7. Re-connect with peers and stay informed with 3 days of professional development and 32+ thought provoking speakers. Share business-building ... More

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Upcoming Events

Partner Solutions - Back to Basics: Create Raving Fans by Focusing on the Fundamentals

Apr 15, 3:00 PM - 4:00 PM (ET)
NAPFA Webinar - The American Rescue Plan Act of 2021: What Advisors Need to Know

Apr 21, 3:00 PM - 4:00 PM (ET)
NAPFA Spring 2021 National Conference

Apr 26, 9:00 AM - 4:45 PM (ET)
NAPFA Webinar - Putting ESG Investment Ideas to Work in Advisor Portfolios

Apr 26, 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)

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Recent Shared Files Add

RE: CFP Board Removing Fee Disclosure

16 hours ago

Posted in: Open Forum
RE: An Update from the NAPFA Board

16 hours ago

Posted in: Open Forum
2021 04 23 Meeting (Virtual)

yesterday

Posted in: NORCAL Study Group
Greater Indiana FPA Event May 7th

2 days ago

Posted in: Central Indiana Study Group

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Most Active Members

Jared Hoole
Lakeside Financial Planning, LLC

4005 Points
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Marshall Financial Group

1423 Points
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Erlandson Wealth Management LLC

1133 Points
Nicole Renaux
Pioneer Wealth Management Group

873 Points

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