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Conferences


NAPFA holds several conferences each year. The largest conference is held each spring and the location varies every year.   Typically about 150 exhibitors and 650 practitioners attend.   It usually runs from Tuesday thru Friday and is always a popular event.   In addition to outstanding educational sessions, there is always a well-attended exhibit hall with providers of products and services that you will want to know about.    Last but not least the national office and conference committees work hard to make the entire experience a “fun” event by planning very special entertainment and social functions for your enjoyment.  Each conference has a theme and the national meeting is a comprehensive conference offering sessions on all areas of financial planning.  
 
During the fall we hold between three and four conferences, each located in a different geographic location.  Included in some of the above NAPFA's events are “Basic Training” and NAPFA University.   Basic Training is oriented to helping people who are just getting started in the business.   This is a two day session highlighting areas of practice management, managing money, marketing and concluding with a full day case study analysis.  NAPFA University offers courses in the financial planning areas and is intended to start where the CFP program ends.
 
There is no better place to learn how to fine-tune your practice than at a NAPFA meeting.    You should know too that we plan our meetings in very desirable destinations and many members combine meetings with vacations.  In addition to the prepared educational session, the networking and comaraderie that you will experience is priceless.   You will meet peers from all over the country who are more than willing to share their ideas and experiences with you.
 
For those of you who distribute products and services there is no better marketplace.  You will meet the decision makers who manage many billions of dollars on a collective basis.

 

 

 

Click here to learn about upcoming conferences.

Events

 

 

 

Here's what one NAPFA member said about the 2009 NAPFA National Conference held in Washington, DC on June 4- 6, 2009.

"This conference has revitalized my spirit and renewed my enthusiasm for our profession.  After this past year, my psyche was frazzled and my confidence was shaken.  I needed this conference for so many reasons.  I leave here with a new commitment to be the best planner, the best husband and the best father I can be."

John T. Gugle, CFP, CRPC
NAPFA-Registered Financial Advisor
Alpha Financial Advisors, LLC
13925 Ballantyne Corporate Place, Suite 280
Charlotte, North Carolina 28277-2704