KEEPING UP

Register for NAPFA Spring Conference

Registration has opened for the NAPFA Spring Conference, May 10–13, at the Marriott Marquis San Diego Marina. Save $200 with advanced registration until March 10. Scholarships are available.

Keynote speakers will include technology strategist and certified futurist Crystal Washington, human values expert and Valuegraphics project founder David Allison, and the always-compelling economist LaVaughn Henry.

Join fellow NAPFA members in sunny San Diego for education, connecting with others, and celebrating NAPFA’s 40th anniversary!

 

Participate in Advisers Give Back

A new partnership between the NAPFA Consumer Education Foundation, NAPFA, and Advisers Give Back offers you an opportunity to remotely conduct pro bono financial planning. You simply set your availability, and Advisers Give Back will match you with qualified clients. Sign up for this pro bono opportunity.

Feb. 28 Deadline for NAPFA Award Nominations

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. The 2023 nomination deadline is Feb. 28.

NAPFA awards include:

Visit the NAPFA Awards page for additional information.

Register for Midwest or NEMA NAPFA Regional Symposiums

You can still register for some of NAPFA’s 2023 regional symposiums.

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.

Submit a Testimonial to Help Us Celebrate NAPFA’s 40th Anniversary!

This year, NAPFA is celebrating 40 years of serving the public and the profession. Help us look back at the significant milestones of NAPFA over the years. Submit a testimonial about your experience as a NAPFA member.