NAPFA: The National Association of Personal Financial Advisors

2013 Fall Conference

Agenda will be continually updated - please check back for more details.
Click here to view a printable version of the agenda.
For any questions or concerns regarding Exhibiting, please contact Ric Haines at or call (732) 920-4236.
For questions regarding the conference program, please contact Robin Gemeinhardt at or call (800) 366-2732, option 2, X105.

“My network of colleagues, that I met at NAPFA Conferences, are not only incredibly intelligent but are always willing to share experiences and offer valuable advice to help my clients and my business.”

- Jorie Johnson, Financial Futures, LLC,  Manasquan, NJ

“NAPFA conferences have simply been my primary source for the continuing education that is the most important thing we have in this business. They are also where we associate with like-minded colleagues, which reinforces my resolve to do all this wonderful work to the best of my ability.”

- David Lewis, Resource Advisory Services, Inc., Knoxville, TN

“NAPFA conferences confirm for me that I'm in the right community of professionals. The high standards communicated to us as members is a reminder that we can never rest on our laurels. We must continue to grow and change never forgetting that the client is our focus.”
- Nancy Bryant, Bryant Financial Advisory, Inc., Baltimore, MD

“I credit a large part of my professional success to attending NAPFA conferences. At every stage of my career NAPFA has been with me and the conferences have helped me grow and continue to do so. Thank you NAPFA, I am forever grateful.”
- Paul LaViola, RTD Financial Advisors, Inc., Philadelphia, PA

National Association of Personal Financial Advisors (NAPFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Sponsor #: 104015
Number of sessions qualifying for CPE credit: 34
Method of presentation:  Lecture, panel and open discussion
Level of learning:  Overview
Advance preparation:  None
Prerequisite knowledge and experience:  None

TD Ameritrade


Low Load




TCA TrustCorp

Pacific West

Capital Management Group