Truly Comprehensive, Strictly Fee-Only
Search 
 

NAPFA Events



 
Each NAPFA event is identified as focusing on either a broad range of continuing education areas or a specific area of interest like practice management. NAPFA makes a concerted effort to help advisors select the best event(s) to attend. 
  

 
NAPFA Practice Management and Investments – September 22-24, 2010 - San Diego  Designed for Fee-Only financial planners who want to better manage their practices and investments; this conference covers a range of topics from identifying the best employee compensation model to building investment policy statements. Held every fall, this two and a half day conference will help attendees become better business owners and investment managers.
 
Attendees at NAPFA Practice Management and Investments will experience:
·         Practice management tips and strategies for creating and managing a successful 
      business
·         Exposure to a vast knowledge base of investment management related information
·         Insights from some of the leading business building and investment experts
·         Tools for investment due diligence and business planning
·         Networking with other Fee-Only financial planners
 
 
NAPFA Connections – November 3-5, 2010 - Boston  Another large conference in the series, NAPFA Connections, held every fall, provides attendees with broad-based education and opportunities for peer networking. Fee-Only financial planners attending NAPFA Connections will find new ways of connecting planning concepts and strategies with their respective practices while also networking with other likeminded professionals.
 
Attendees at NAPFA Connections will experience:
·         Broad-based education on a variety of planning topics
·         Opportunities for networking with other Fee-Only financial planners
·         An opportunity to learn and grow in a location that may be more convenient 
      for travel