KEEPING UP

National Volunteer Month

April is National Volunteer Month. The NAPFA Board of Directors and staff would like to recognize the hard work and dedication of our volunteers.

Whether you are a national or regional board member, participate at the committee level, or lead a local group, we appreciate all that you do. Your contributions have greatly affected the organization, the membership, and the profession. Thank you!

 

Join Us in Sunny San Diego!

Join us in sunny San Diego for learning, connecting, and celebrating NAPFA’s 40th anniversary! Don’t miss this opportunity to connect with fellow advisors in person. Hear from esteemed experts, including Jeff Levine, Christopher Dale, LaVaughn Henry, and many more.

Register now for the NAPFA Spring Conference, May 10–13, at the Marriott Marquis San Diego Marina.

NAPFA DEI Recognized

NAPFA has been named “Black History Month Organization Of The Year” by Wealth Solutions Report. The publication also interviewed NAPFA Senior Director of Member Services & Experience Nikki Palluzzi about NAPFA’s DEI efforts.

NAPFA Board Member Becomes Endowed Professor

NAPFA board member Kristy Archuleta was named the first Betsy Barnard Sages Endowed Professor in Financial Therapy and Financial Planning at the University of Georgia.

NAPFA 40th Anniversary Celebration

 

NAPFA Nation Podcast 

Check out NAPFA Nation! It’s a monthly podcast bringing you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession.

Join Marie Swift, founder and CEO of Impact Communications, as she interviews NAPFA members and other professionals. Speakers earlier this year included NAPFA member Luis Rosa on diversity; Wendy Hartman, NAPFA’s chair-elect, on being a curious learner; consultant Elizabeth Jetton on encore performance; and NAPFA members Bridget Grimes and Katie Burke on next-generation mentorship and recruiting.

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

This year, NAPFA is celebrating 40 memorable years. Look back at the history of NAPFA with this downloadable timeline infographic.

Are you a long-time member? See if you can spot yourself in our video montage of photos from the past 40 years!

As part of our celebration, you are invited to submit a testimonial about your experience as a NAPFA member. We look forward to hearing from you.