KEEPING UP

Register for the NAPFA Fall Conference!

Register now for the NAPFA Fall Conference, Oct. 20–22, at the Hyatt Regency Denver at Colorado Convention Center.  Registration rates increase September 19. Register today and save!

The conference will kick off with Dr. James Pogue’s keynote on multi-generational intelligence, “the capacity to be aware of, empathize with, and communicate across generations and handle the interpersonal relationships judiciously and empathetically.”

Other featured speakers include retirement expert Denise Appleby; economist Dr. LaVaughn M. Henry; CNET Personal Finance Editor Farnoosh Toorabi; Harvard Business School Professor Marco DiMaggio; attorney Thomas Giachetti; Michael Finke, Ph.D., CFP^®; NAPFA member Lazetta Braxton, MBA, CFP^®; and “abundance activist” Ellen Rogin, CPA, CFP^®.

An interactive, hands-on pre-conference workshop led by Marcia Mantell, RMA^®, NSSA^®, will tackle “Social Security & Medicare: Claiming Categories, Calculations, Connections, and Client Cases.”

Interested in writing for the NAPFA Advisor?

The NAPFA Advisor is looking for additional members to submit one or two articles annually to its “Practical Observations” column for 2023 (see “My love letter to voicemail” for an example). It’s a great opportunity if you feel strongly about issues that can help your colleagues to run their practices more efficiently and effectively. Don’t worry if you’re not an expert writer, the magazine’s editorial staff will provide helpful feedback.

Contact editor Susan Weiner at editor@napfa.org with the topic or topics you’d like to tackle, and a writing sample (if available).

If this opportunity isn’t right for you but would be a great fit for someone else you know, please urge them to apply.

Catch up with NAPFA’s third Marketing Playbook Trilogy class

“Using Custom Content as an Inbound Marketing ‘Pull Strategy,’” the third three-session master class in NAPFA’s 2022 Marketing Playbook Trilogy, continues on Sept. 28 with a session on “The HOW,” which will cover “how to create audio, video, blogs, news releases, and other engaging ungated content to attract attention and feed email and social media campaigns.” The final session will occur on Nov. 2. Classes will be presented live and recorded. Register now. Classes are free for NAPFA members.

Upcoming NAPFA webinars

View a list of upcoming NAPFA live webinars in the NAPFA Learning Center. Topics will include “Brand Building and Conversation Starters for Successors” (Sept. 21), “Helping Clients Plan for Higher Education Expenses” (Oct. 6), “Old Insurance Policies: Should They Stay, or Should They Go?” (Oct. 12), and “Authentic and Effective Leadership Perspectives” (Oct. 13). Plus, many other webinars are available on demand.

NAPFA CEO Geof Brown on his pending departure

“The organization is in great hands from a volunteer perspective. Everyone should feel good about the direction that we’re headed. … I have full faith in the board that they’ll be good stewards of the process,” said NAPFA CEO Geof Brown in Financial Planning about his leaving NAPFA on Nov. 15. On WealthManagement.com, Brown said, “I just feel really good about where the organization is, We've grown in membership. The board just adopted a new three-year strategic framework that’ll get underway on Sept. 1. We've got a great team and all the conditions are right.”

Check out your local group!

Looking for more opportunities to network and learn? Check out one of NAPFA’s more than 50 local groups. Find the group closest to you or email membership@napfa.org.

NAPFA Genesis, NAPFA’s group for planners 33 and under, has several geographic areas with study groups aimed at its members. Learn more.

NAPFA’s new strategic framework

NAPFA has adopted a new strategic framework for 2022-2025 to guide the organization’s decisions and outcomes. The framework focuses on three important strategic drivers which are embedded into NAPFA’s operational priorities: Advocacy; Diversity, Equity & Inclusion; and Professional Excellence.