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 | How many conferences does NAPFA have a year? |
 | NAPFA holds eight meetings a year. The national meeting is in the spring and in the fall of the year there are four region events. In addition, The Advanced Planners' conference is held in the Winter and The Technology Conference is held during the Fall months. |
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| Are non-member permitted to attend NAPFA conferences? |
| Absolutely, (unless otherwise specified) but there is a $200 differential in cost. The incentive for non-members is that if they join within a few months after the conference the difference in the fee will be rebated to them. |
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| What are the highlights of the NAPFA conferences? |
| Typically all conferences have choices between General Sessions and breakout sessions. Many also have roundtable discussions. There is one session held for a NAPFA business meeting. In addition there is lots of time spent in the exhibit hall where you get to network with people who have the cutting edge investment products, software and other services to share with you. Most would agree, however, that the best part of our conferences is the networking with like-minded professionals. In addition to the all the education, there are usually one or two festive social events that everyone enjoys. |
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| How many continuing education credits are typically offered? |
| Most conferences offer approximately 25 credits, but you can usually buy cds and get NAPFA credit for the breakouts you missed. |
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| Does NAPFA help me network with people at the conferences? |
| NAPFA offers you two ways to make connections. One is with our Buddy Program which will assign you to a veteran member who will answer your questions and point you in the right direction. The other program we offer is "Office Hours" where you have the opportunity to speak with a mentor on a particular subject of your choice. |
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| How much time is spent in the exhibit hall at NAPFA meetings? |
| To make sure you have enough time to visit and chat with our many exhibitors we usually serve breakfast, lunch and breaks in the hall. That way you can interact with during meal times. We also offer a Cocktail Reception in the exhibit hall at most conferences. |
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| Where are NAPFA conferences held? |
| We alternate amongst different parts of the country to be fair to all attendees. Even within regions different cities are chosen with easy access always a consideration. For some of our more niche conferences like the Advanced Planners, we try to go to more exclusive locations. |
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| How is Basic Training incorporated into your conferences? |
| Basic Training is generally a two day event. One of the days is spent in hourly sessions, and the other day is devoted to analyzing a case study. You have the option of going to any of the hourly sessions at Basic Training or at the regular conference. If you decide you want to go to the Case Study we ask that you remain there all day for the sake of consistency. |
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| What is the dress code? |
| Business casual - unless otherwise stated? |
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| How do I obtain the written material I need for the conference? |
| We no longer distribute binders. All conference handouts are available on the NAPFA website in advance of the conference and at the conference you will receive a CD of all the session material. |
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| Can I go to a conference outside of my region? |
| Absolutely, and we hope that you do. This is a great way to meet new people and to enjoy another part of the country. |
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