KEEPING UP

NAPFA DEI program receives award

NAPFA was awarded the Industry Association Initiative of the Year Award for its DEI Training & Certificate Program at the 2022 WM Industry Awards, hosted by WealthManagement.com in September.

Save the date for NAPFA member briefing

The next NAPFA member briefing will be held on Nov. 16 at 1 p.m. Eastern. Stay tuned for details.

NAPFA partnership with FP Transitions

You can take advantage of FP Transitions’ custom NAPFA Equity Management Solutions^® program. This program includes:

• Annual comprehensive valuation report
• Annual continuity plan with regular updates
• Priority access to practices for sale, coupled with unlimited inquiries
• Immediate access to a first-ever community-based continuity matching program exclusively designed for NAPFA members

Register for the NAPFA Fall Conference!

You can still register for the NAPFA Fall Conference, Oct. 20–22, at the Hyatt Regency Denver at Colorado Convention Center.

Unable to join NAPFA in Denver, but still want access to the same high-quality content? Sign up for the NAPFA Fall 2022 Virtual Experience, Nov. 1–3, 2022, for three days of live Q&A in addition to all session recordings from Denver.

Learn about Medicare

Learn how to help clients better navigate the Medicare system by registering for NAPFA Medicare Interactive Pro On-line training.

Palluzzi honored

Nikki Palluzzi, NAPFA’s director, member services and experience, has been named a member of the Association Forum’s “Forty Under 40.” Members are recognized for “their accomplishments, commitment to the industry, leadership skills and continued potential.”

Palluzzi was also named a 2022 digitalNow Rising Leader.

BLX Internship podcast debuts with NAPFA CEO as second guest

NAPFA members Emlen Miles-Mattingly and Luis Rosa co-host the BLX Internship’s new “Diversity in Action Podcast,” which debuted in September. The podcasters say, “In this podcast, you’ll see us raise awareness on diversity by putting the spotlight on Latinx and Black trailblazing financial planners.” NAPFA CEO Geof Brown was the podcast’s second guest.

NAPFA chair sourced on Bloomberg.com

NAPFA Chair Jeff Jones, CFP^®,  was interviewed for “Millennials Are Finally Building Wealth and Hiring Financial Advisers” on Bloomberg.com. He noted that financial planning fees can differ greatly by planner and with the nature of the financial planning engagement.