KEEPING UP
Register Now for the Large Firm Forum!
Registration has opened for the Large Firm Forum, Feb. 19–21, at the JW Marriott Scottsdale Camelback Inn Resort & Spa in Arizona. You’ll enjoy this two-day program of thought-provoking presentations from prominent speakers, in-person roundtable discussions, and brainstorming with other financial leaders who manage distinctive challenges daily as they lead their firms into the future.
This event is exclusively for principals and shareholders from large financial planning firms and next-generation leaders attending with a firm principal or shareholder.
Registration Now Open for the NAPFA Regional Symposiums
The 2024 NAPFA Regional Symposiums are open for registration. Learn about dates and locations, and rergister, here.
Save the Dates for the NAPFA Spring Conference!
The NAPFA Spring Conference will be held May 8–11 at the Omni Fort Worth Hotel in Texas. Registration will open in early 2024. Stay tuned for more information!
Dec. 31 Deadline for BLX Internships
Dec. 31 is the deadline for firms and interns to apply to participate in the BLX Internship Program during the summer of 2024. Learn more!
International Day of Persons with Disabilities
The International Day of Persons with Disabilities was celebrated on Dec. 3, but it’s relevant 365 days a year.
In this article by the DEI Initiative’s Mike Walther, he suggests that financial planning firms do the following to improve the environment for people with disabilities:
- Host a formal training session either in person or virtually.
- Recognize the neurodiversity—autism is the most commonly encountered type of neurodiversity—in the population and evaluate how it could benefit your firm.
- Improve accessibility in your office.
- Promote inclusion within firm teams and at firm events.
- Make a pledge to implement some improvement over the next 12 months.
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.