KEEPING UP

NAPFA Award Recipients

Congratulations to the recipients of NAPFA’s 2023 awards:

• ­­­Jessica Hovis Smith, CFP^®, CPWA^®, CLU^®, CAP^®, Inspiring Leader
• Daniel M. Yerger, MBA, CFP^®, ChFC^®, AIF^®, CDFA^®, New Professional
• Geoffrey Brown, CAE, Special Achievement
• Oak Wealth Advisors, Excellence in DEI
• CI Budros Ruhlin Roe, Excellence in DEI
• Abacus Wealth Partners, NAPFA Foundation Pro Bono Service

Articles from NAPFA DEI Initiative

“6 Retirement Savings Tips That Women Should Implement Now” was written by Denise Appleby, a popular speaker at NAPFA conferences, on behalf of the NAPFA DEI Initiative in honor of Women’s History Month in March. It may be helpful to NAPFA members when working with female clients on their retirement.

Also available on the NAPFA DEI Initiative webpage:

• Autism awareness article by NAPFA member Michael Walther
• “World Day for Cultural Diversity for Dialogue and Development, 21 May,” an article from the United Nations

The NAPFA DEI Initiative webpage will add new content every month, so check it out regularly!

Share Your Story with the NAPFA Cultural Awareness Committee

NAPFA’s Cultural Awareness Committee is seeking members willing to share with the NAPFA community their brief stories about holidays, celebrations, and awareness dates that are meaningful to them and their families. Contact Mike Walther to learn more.

NAPFA 40th Anniversary Celebration

 

2 NAPFA Members Published Books in April

Peggy Ruhlin published Wealth is Women’s Work: How Women Can Make a Long-Term Impact with a Career in Wealth Management, which will be reviewed in an upcoming issue of the NAPFA Advisor.

Nycole Freer published a children’s book, Haisley’s Birthday Money. 

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.

Mark your calendar to listen to recordings of Marie Swift, founder and CEO of Impact Communications, interviewing NAPFA members and other professionals, including NAPFA members Tara Unverzagt on May 9 and Lydia Sheckels on June 13, as well as financial advisor Glenn Frank on July 11.

NAPFA CE Cycle Deadline Updates

NAPFA-Registered Financial Advisors are required to complete continuing education (CE) hours during every two-year CE cycle. View your NAPFA CE Summary to see if you need to earn more hours by Dec. 31, 2023. Then, check out NAPFA’s many offerings!

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.