KEEPING UP
Levin Wins FPA Award
The Financial Planning Association (FPA) has named NAPFA member Ross Levin, CFP®, as the winner of its 2023 P. Kemp Fain Jr. Award. FPA President James Lee, CFP®, CRPC®, AIF®, says, “From his many books to his Wealth Management Index™, Ross has made countless contributions that have helped financial planners sharpen their skill sets and elevate their competencies. I look forward to celebrating Ross and his many professional achievements when we gather for FPA Annual Conference in Phoenix this September.”
Brock Makes Wealthies Finalist List
NAPFA member Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, made the list of Wealthies award finalists. Winners will be announced in September.
Members on Investopedia List
Multiple members are named on the 2023 Investopedia 100 Top Financial Advisors List. NAPFA member Mary Beth Storjohann, CFP®, was among the top 10. Advisors are ranked based on their reach, commitment to financial literacy, and community support.
National Board of Directors Changes
NAPFA thanks outgoing national board of directors members Wendy Hartman, CFP®, Amy Irvine, CFP®, and Karla McAvoy, CFP®, for their service to the organization.
NAPFA welcomes new board members Ann Garcia, CFP®, Michael Gibney, CFP®, and James “JJ” Williams, CFP®.
NAPFA DEI Training and Certificate Program
Registration has opened for the NAPFA DEI Training and Certificate program. Program participants will review four video modules before the live virtual workshops on Sept. 12 and Sept. 13. Contact NAPFA’s Senior Director of Member Services & Experience Nikki Palluzzi at palluzzin@napfa.org to learn more about the program.
New NAPFA Playbook Series Starts in September
The NAPFA Playbook Series #3, which will take place on Sept. 28, Oct. 26, and Nov. 30, will focus on “Conversational Selling Skills and the Art of Influence.” In Session #1, consultant Bob Veres will discuss “Getting to Yes—The Art of Conversation and Client Conversion.”
NAPFA Fall 2023 Conference Oct. 18–21 in Louisville, KY
The NAPFA Fall Conference will be held Oct. 18–21, at the Omni Louisville Hotel. Take advantage of advanced sale prices through Aug. 18!
The two optional preconference workshops are “Preconference Workshop: Applying the Psychology of Financial Planning: Grief, Trust and Transparency” and “Tax Planning Over the Next 5 Years.”
Keynote topics will include “Planning for Disruption: How to Future-Proof Yourself, Fearlessly Innovate, and Succeed Despite Uncertainty,” “Preparing for the People-Centered, Technology Enabled, Financial Planning Engagements of the Future,” and “National Economic Update.”
Share Your Story with the NAPFA Cultural Awareness Sub-Committee
NAPFA’s Cultural Awareness Sub-Committee is seeking members willing to share brief stories about holidays, celebrations, and awareness dates that are meaningful to them and their families. Once collected—by phone, Zoom, or a member article—and edited, the stories will be shared with the NAPFA community to help spread awareness and understanding. Contact Mike Walther, CPA/PFS, CFP®, CFA, at mike@oakwealth.com to learn more.
Interested in writing “Practical Observations” column(s) for the NAPFA Advisor?
The NAPFA Advisor is looking for additional members to submit one or two articles annually to its “Practical Observations” column for 2024 (see “My love letter to voicemail” for an example). It’s a great opportunity if you feel strongly about issues that can help your colleagues to run their practices more efficiently and effectively. Don’t worry if you’re not an expert writer, the magazine’s editorial staff will provide helpful feedback. Articles typically run 1,000 to 1,200 words.
Contact editor Susan Weiner at editor@napfa.org with the topic or topics you’d like to tackle, and a writing sample (if available).
If this opportunity isn’t right for you but would be a great fit for someone else you know, please urge them to apply.
NAPFA Nation
Check out NAPFA Nation, a monthly podcast of inspiring conversations and key insights from leaders in the Fee-Only financial planning profession! Learn about “Retirement Redefined: How to Balance Time, Money and Joy” with Glenn Frank, author of Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy.
NAPFA 40th Anniversary Celebration
NAPFA CE Cycle Deadline Updates
NAPFA-Registered Financial Advisors must 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. Review the CE Guidelines or email napfa-ces@napfa.org with questions.