AROUND NAPFA

NAPFA Spring 2024 National Conference Roundup

That’s a wrap on the conference in Fort Worth! We’re thankful for everyone’s participation in making it a great success. Are you thinking about attending our future events? From expert insights and valuable connections to the latest industry trends, hear what our recent attendees had to say about their experiences.

“I've always found NAPFA conferences well worth the cost. I always bring a 'nugget' of insight back to the office with me from meeting and networking in the hallways with new people, to making new friends to learning ways to do things.”
David Barnett, Barnett Financial Planning

“I most enjoyed the great discussion from the DEI Connection event. DEI is not just a set of terms; it is creating a culture of inclusiveness.”
Jay Zigmont, Childfree Wealth

“You never know who you are going to meet in life, so talk to everyone!”
Luke Andrus, BYU–Idaho

“I usually only do one conference per year, and the NAPFA conferences offer the most CE and the company of the kindest people. The best thing I brought home from the conference was new connections to colleagues, advisors, and exhibitors.”
Wes Shannon, Brazos Wealth Advisors

“The conference offered a terrific education on a blend of current subjects taught by experts. As a financial advisor and planner with no AUMs, the conference was excellent for my 55- to 80-year-old demographic most of whom have less than $1 million investable and are retiring.”
Janet Wygle, Financial Advisor

“The future of financial planning will be driven by advisor intelligence and supported by artificial intelligence, not the other way around. Thanks for having me as a speaker!”
Eric T. Ludwig, The American College of Financial Services

“I walked away believing I have a genuine chance of achieving success within the industry. My initial goal was to become a financial planner and establish connections with fellow professionals in my local community. However, I never envisioned the possibility of becoming a prominent figure in the industry and nurturing relationships beyond my region. The NAPFA Spring conference sparked a newfound aspiration within me, and I am incredibly thankful for the opportunity it has presented. Thank you all so much!”
Linda Garrison, Franklin University

“The best thing I brought home from the conference was meeting so many other kind, encouraging, and supportive advisors! Since the conference, I have had multiple conversations with advisors who have walked in similar shoes—and when we help each other, we all grow.”
Laura Corbiani, Astraea Wealth Management

“I enjoyed new and renewed connections with friends and peers.”
Michael Garry, Yardley Wealth Management, LLC

“I felt pride in the NAPFA community's interest and commitment to DEI efforts. The level of engagement at the DEI Conversation and Connection was so inspiring. Attendees shared how important it was to them that NAPFA remained committed to fostering a diverse, equitable, and inclusive culture in our profession, as well as the desire to further include DEI practices within all areas of the association.”
Mindy Neira, Modera Wealth

”I developed a stronger relationship with my colleague and teammate. We've known each other for a long time, but having the time to travel together, introduce her to others, and share ideas was priceless! I love learning from other experts! The content was so amazing that I will need to schedule time to watch some of the recordings for the sessions I missed!
Amy Irvine, Rooted Planning Group

“I gained great ideas about how to compensate my first planner hire.”
Cynthia Meyer, Real Life Planning

“The conference was amazing! I had so many great conversations with people there, both attendees and exhibitors. Every talk I had sparked a new idea or connection. The conference opened my eyes to all these new possibilities in the field. It was not just informative; it was exciting! Now, I'm really motivated to keep in touch with the people I met and see what happens next. This feels like more than just an opportunity; it is a chance to really make a positive impact.”
Sam Taiwo

“The best thing I brought home from the conference was a validation that a strong NAPFA community continues to bolster the future of fee-only financial planning. The conference was an opportunity to serve, learn, connect, and have fun!”
Deva Panambur, Sarsi, LLC

”Tax, tax, tax! The sessions on common tax planning pitfalls and preparing for the sunset of the TCJA were invaluable. Tax planning is such an important component of our profession.”
Angella Welcome, Pioneer Wealth Management Group

“Jonathan Sprinkles’ exercise of having us look into a partner's eyes without speaking was a powerful one. Downshifting is a gift, and attending the NAPFA conference was a reminder to me that I need to take time off and eliminate the distractions that can come with being in my typical work environment to explore new ideas while connecting with like-minded professionals. Growth spurts can happen at any time, but you have to be proactive.”
Jason Lacey, PJS Investment Management

“The best thing I brought home from the conference was confidence that NAPFA is moving forward with talented new leadership. It was so refreshing to meet the new team members and see so many young advisors attending this conference! The future is bright!”
Ann Reilley, Alpha Financial Advisors

“I appreciated the kindness of our community and the commitment to serve. I am inspired by the dedication of NAPFA members and the ethos they have created around sharing and committing to the best path forward for the public, advisors, and the profession. The conference highlights the importance of having researchers, educators, academics, and practitioners gathering together in support of the profession. It was great to have the space to connect with others out in the trenches!”
Sara Sroka, Bienvenue Wealth

“Talking to the wealth of knowledge in our group gives us a wonderful advantage.”
Audrey W. Jones, Financial Life Designs

“The best thing I brought home from the conference was meeting so many young people who are CFP^® students and have the passion to be in the incredible financial planning profession. NAPFA members are among the most intelligent and thoughtful people you will ever meet.”
Lawrence Pon, Pon & Associates

 
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