KEEPING UP

New members join NAPFA Board of Directors

On Sept. 1, four members will join the NAPFA Board of Directors for three-year terms: Feraud Calixte, Cheryl Holland, Ben Jacobs, and Natalie Pine. We look forward to their contributions to guiding NAPFA’s continued growth and success.

9 NAPFA members on “40 Under 40” list

The NAPFA members on the 2022 InvestmentNews “40 Under 40” list are Corey Beal, Feraud Calixte, Dominic Corabi, Steve Drost, Miguel Gomez, Jack McCloskey, Dan Reiter,  Janine Sam, and Hannah Szarszewski.

23 members complete NAPFA’s DEI Training and Certificate program

The following 23 members completed the first NAPFA DEI Training and Certificate program: Michael D. Gibney, Susan M. Green, John Eing, Bill Hampton, Mindy Neira, Alexa N. Kirby, Stephen E. Maggard, Kathy Guo, Steve Doster, Ben Jacobs, Lisa M. Neira, Amber Miller, Eileen M. Stevens, Bradley S. Hilton, Jennifer Li, Danika Waddell, Yvonne Beaudreau, Kyle Evans, Tyler Kraus-Sanders, Al S. Davis, Linda Y. Leitz, Ken J. Weingarten, and Lucas Veldhuis. Stay tuned for information about the next program!

Volunteer opportunities with NAPFA

NAPFA’s annual call for volunteers began June 13 and will run through July 15. If you are interested in volunteering with NAPFA, now is the time! NAPFA is looking for members of all experience levels, time commitments, and skill sets to become leaders who can help NAPFA execute its strategic plan and improve the overall member experience. For more information, contact Nikki Palluzzi or view the open positions here.

Upcoming NAPFA webinars

Two NAPFA webinars are coming soon. On June 28, “Addressing the Risk with Increasing Income” will be presented by Kelly LaVigne of Allianz Life Insurance. This webinar will discuss how inflation, if not addressed, can chip away at a client’s retirement savings. On July 14, “Money Scripts 2.0” will be presented by NAPFA member Rick Kahler, a pioneer in integrating financial planning and psychology. This presentation will provide new findings about how trauma impacts the emotional system and forms money scripts. Both webinars are free to NAPFA members and $39 for nonmembers.

Catch up with NAPFA Marketing Playbook Trilogy

The first two classes in NAPFA’s series of three three-webinar master classes on marketing have wrapped up by the time you see this, but you can catch up by watching the recordings. The first class was “Using Gated Lead Magnets as a ‘Pull Strategy,’” and the second was “Using Email Marketing and Social Media as ‘Push Strategies.’”

Classes are presented live and recorded, and there is no fee for members to enroll.

Want to earn more CE?

Catch up with your continuing education! Take advantage of the many recorded webinars available in the webinar section of the NAPFA Store.

NAPFA Fall Conference Oct. 20–23 in Denver

The NAPFA Fall Conference will be held Oct. 20–23 at the Hyatt Regency Denver at Colorado Convention Center. Save the dates!

Thank you, NAPFA Spring Conference organizers!

NAPFA thanks the organizers of the NAPFA Spring Conference: Natalie Pine, Jacob Burleson, Maria Hernandez Huerta, Ben Jacobs, and Rodney James.

Become a NAPFA corporate member

Your multi-advisor firm can enjoy the benefits of corporate membership in NAPFA. It’s a great way to involve your entire team in NAPFA.

Members from the applying firm must meet the requirements of their specific membership category. The firm must also maintain a ratio of one NAPFA-Registered Financial Advisor out of every five employees included in the membership. Annual dues are pegged to the number of professionals in the firm. Contact membership@napfa.org to learn more.

NAPFA in the news

“Retirement Planning: Baby Boomers Only Slightly Ahead of Millennials” in the Los Angeles Business Journal quotes NAPFA CEO Geof Brown saying, “More than one-third of millennials and Gen Xers don’t think they’ll ever be able to retire. While these results are troubling, you can gain a greater sense of control and certainty over your financial future by having a financial plan that’s tailored to your life stage.” The article also shares retirement tips from NAPFA advisors.

“Are Millennials Rejecting Financial Advisors?” in U.S. News & World Report cites NAPFA survey data. “5 ways to identify quality financial information online” in the Warwick Beacon cites NAPFA’s 2021 Consumer Survey. NAPFA is mentioned as a resource for finding an advisor in articles in the Black Hills Pioneer and Investopedia.