NAPFA: The National Association of Personal Financial Advisors

2014 Fall Conference


Date:   October 21-24, 2014
Location:   Westin Charlotte, Charlotte, NC
Join us in Charlotte!  You'll have the opportunity to participate in practical and technical sessions that will prepare you to face challenges as soon as you return to the office--into 2015 and beyond!  You'll get the latest on forward thinking solutions for managing your clients' financial wellbeing in 2015 and beyond.  In addition, you'll obtain plenty of face-to-face learnings from experts--and your Fee-Only peers.
Interesting and relevant keynotes: Dan Heath, senior Duke fellow and expert in decision making, political and economic researcher, Greg Valliere, Senator Kay Bailey Hutchison on the future political environment, Hardeep Walia, Motif co-founder with intuitive ways to invest in the real world, Amy Florian will discuss helping clients transition through loss and grief and Bob Doll of Nuveen on the economic and investment outlook.
During the 2 1/2 full conference days you'll learn about the latest on topics that include:
  • Michael Kitces' take on cutting edge tax planning developments
  • The "Look Ahead" panel with expert discussion of the future
  • Social Security optimization
  • Update on Medicare to help you protect your client's retirement
  • Latest risk management, tax and retirement planning, practice management, technology, marketing and more!
  • Need more reasons?  Here are 11 reasons why you should attend.  
    You'll also connect with exhibitors who have tools, technology and resources that will help you perform your job even better!  Interested in Exhibiting?  Learn more about how you can connect your business with the NAPFA financial advisors.
    Conference Fees


    By Sept. 12

    After Sept 12

    NAPFA Member

    $ 795

    $ 1,095

    Non-NAPFA Member


    $ 1,395

    NAPFA Members!
      Save $100 by referring a friend who registers for the event. 
    Not a Member?  By attending a NAPFA conference you're eligible for discounted NAPFA membership fees if your membership application is accepted by December 5, 2014.
    We'd like to thank several organizations for their additional support of the NAPFA Fall National Conference in Charlotte, NC.  For a list of these supporters, click here.
    Important Dates

    September 12

    Early registration deadline

    September 29 Deadline for hotel group discount
    Cancellation Policy
    Cancellation and refund requests must be made in writing by September 23rd, 2014. A refund of the conference fee, minus a $100 administrative fee, will be given for cancellations received by that date. No refunds will be granted for requests received after September 22, 2014. Submit all requests to Robin Gemeinhardt at NAPFA at  NAPFA regrets that refunds will not be given for no-shows.

       CFP approval pending for those listed in program agenda.
      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: 47
      Method of presentation:  Lecture, panel and open discussion
      Level of learning:  Overview
      Advance preparation:  None
      Prerequisite knowledge and experience:  None

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