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Robert J. Underwood Distinguished Service Award

Potential Recipients: NAPFA members and staff.

Criterion: A significant contribution to the advancement of the practice of Fee-Only financial planning and advising. This contribution may be a single act or a cumulative performance. Due to the difficulty of observing and measuring a practitioner's impact on his/her individual clients, it will not be a planner-of-the-year-type of award. Significance will be measured by a positive impact on practitioners, consumers, or the profession as a whole. The effort exerted by the candidate will also be considered.

Nomination process: Nominations will be solicited from the membership through the NAPFA Advisor. An announcement should be placed in the September issue. This will allow ample time to check any disciplinary records that may be available. The nomination should identify the specific act or performance for which the award is recommended, as well as a brief description of its impact.

Selection process: A committee of three individuals (the outgoing Chair and two other Directors as appointed by the Chair) will select from nominees submitted by the membership and the Board.

The Distinguished Service Award is made in conjunction with the National Conference. It does not have to be granted every year.