Scott Kahan, CFP®, has won the Financial Planning Association’s P. Kemp Fain Jr. Award for “individuals who have had a significant impact on the financial planning profession.” FPA President Dennis Moore, CFP®, says, “For many years, Scott has been a passionate advocate for financial planning and took important action to lead efforts to strengthen FPA and the profession.”
The experience of Dan Moisand, CFP®, at influential financial planning organizations, including NAPFA, “will prove crucial as the CFP Board takes further steps to bulk up its sanction process, collaborates as a key stakeholder in advocacy efforts among organizations like those on Moisand’s past resume and boosts representation of women and minorities among planners through its Center for Financial Planning,” says “23 people who will leave a mark on wealth management in 2023” in Financial Planning magazine. Moisand is the incoming chair of the Certified Financial Planner Board of Standards.
Komal Motwani, CFP®, was named a member of the 2022 InvestmentNews Women to Watch Awards’ Portfolio Power Performers. Her approach to investing emphasizes, “Time in the market is more important than timing the market.”
Each of NAPFA’s four regional boards has vacancies for 2023–2025. Serving as a board member presents opportunities to build local relationships and make a positive impact on the future of NAPFA. Learn more and apply by Feb. 17.
Each year, NAPFA recognizes the achievements of members and public figures who have made extraordinary contributions to the association, profession, and practice of financial planning.
NAPFA awards include:
Visit the NAPFA Awards page for additional information. Nomination deadline: Feb. 28.
Do you have a passion for leading your firm? Are you interested in connecting with like-minded leaders in the profession? Join fellow leaders at the NAPFA 2023 Large Firm Forum taking place Feb. 7–8 at the Conrad Fort Lauderdale Beach in Fort Lauderdale, FL.
This two-day program is full of thought-provoking presentations and allows you the opportunity to collaborate with other firm leaders from across the country.
Learn more and register online.
NAPFA’s 2023 regional symposiums will kick off with the West Region Symposium on Feb. 3 at BlackRock in San Francisco.
The South Region Symposium will be held Feb. 6 at Dimensional Fund Advisors in Charlotte, NC, preceded by an optional ethics course on the evening of Sunday, Feb. 5.
The Midwest Region Symposium will take place Feb. 26–27 at the Ritz Carlton in St. Louis.
The Northeast/Mid-Atlantic Region Symposium will be held March 26–27 at the Boston University Photonics Center.
Benefits to you of writing for the Advisor:
Do you have experiences or expertise in insurance, investing, technology, or other topics that your NAPFA colleagues could benefit from? Consider writing for your magazine, the NAPFA Advisor. Advisor-written articles are one of the magazine’s greatest strengths because you know the NAPFA members’ needs and interests better than anyone else.
Articles:
You can read our editorial contribution guidelines online. Guidelines include a calendar of topics and deadlines.
Contact Editor Susan Weiner at editor@napfa.org.
Applications for scholarships to the NAPFA Spring Conference in San Diego will open on Feb. 7. There are NAPFA Genesis; Northeast/Mid-Atlantic Region; West Region; NAPFA Diversity, Equity, and Inclusion; and Diahann W. Lassus scholarships that cover conference registration and more. All scholarship applications are open through March 17, and all scholarships will be awarded by March 27.