Welcome to the NAPFA Speakers Bureau!
About the Speakers Bureau:
The National Association of Personal Financial Advisors is an organization of highly trained, ethical professionals who take an oath to serve the best interests of their clients. We are fee-only advisors who do not take commissions or kickbacks for any advice offered. As part of our vow to be champions for the public, NAPFA Registered Financial Advisors volunteer their time to come to your site and present a variety of quality educational presentations to your attendees, free of charge, with absolutely NO sales pitch. Offering sound financial planning presentations can increase financial knowledge for those who may not otherwise know where to seek it out. NAPFA considers this program as part of its public service. We know that people are very cautious about financial presentations in a field crowded with steak dinners followed by sales pitches. If you choose to have a NAPFA advisor come to your site, you can be assured you will receive a high-quality presentation from a professional who has spent years in his or her profession, with no sales pitch afterwards.
The Presentations:Our NAPFA advisors can offer a library of presentations on financial topics that run about 45-60 minutes each. They can be given over the noon-hour, as part of a meeting, or after work. Your NAPFA presenter will arrange a time with you and follow up after the presentation to assure you were satisfied with the content and quality of the presenter and presentation. The topics run the range from basic financial literacy, to sophisticated methods of investment. All presentations are Power Point based and supported with a handout. Here is a sample of the topics available:
- The Financial Planning Process
- Retirement Planning
- Estate Planning
- How to Plan for College Tuition
- Wise Investments
- Stock based Compensation
- Family Business Succession Planning
- What it Means to be a Fiduciary
How to Schedule a Presentation:
Our City Coordinator Page will show you where we have NAPFA advisors available for presentations. This page also has the contact information via email or phone for each City Coordinator. Let the coordinator know what kind of presentation you are interested in, the size of your group, and when you would like the presentation delivered. We will then match you with an advisor in your area.
Contact Karen Nystrom at firstname.lastname@example.org