• Website View:

Virtual Learning


 

NAPFA Webinar Schedule 

Plan ahead and make the most of your educational opportunities by registering for NAPFA’s webinars. These presentations are a convenient way to get valuable information about how to run your practice and serve your clients. You will receive pre-session information that you can follow on or off line during the presentation and there’s always time for Q&A at the end. Plus, webinars are an easy way to fulfill your continuing education requirements. Most of NAPFA’s webinars are recorded and available after the live session for a minimal fee. 
 
 
February 2017
 
Making Your Numbers Talk
Wednesday, February 15, 2017
Presented by Randall Bolten
$39.00 members / $59.00 non-members (Genesis members are free)
 
Better Than Gold: Non Roth After Tax Contributions Paired with In Plan Roth Conversions
Thursday, February 23, 2017
Presented by: Rick Huff, CPA/PFS, MS Tax
$39.00 members / $59.00 non-members
 
March 2017
 
Navigating the Opportunities & Challenges of Sudden Wealth
Thursday, March 9, 2017
Presented by Lisa Kirchenbauer
$39.00 Members / $59.00 Non-members
 
The New DOL Fiduciary Rule - An Overview for Fee-Only Advisors
Tuesday, March 14, 2017
Presented by Thomas E. Clark, Jr., JD, LLM
Members Free / $59.00 non-members
 
The Leadership Pipeline
Wednesday, March 15, 2017
Presented by Jon Robertson, Abacus Planning Group
Genesis Members Free / NAPFA members $39.00 / non-members $59.00
 
  
To register for all webinars, please visit NAPFA Events
===============================================================
 
NAPFA’s Self Study Program - Are you interested in joining the many NAPFA members who have shared their industry knowledge by presenting a Webinar? Contact Robin Gemeinhardt at 847-483-5400 ext. 105.  

Ethics Training through NAPFA
Ethics training will be offered as a pre-conference session at both the 2016 NAPFA Spring and NAPFA Fall Conferences.  Through December 31st, NAPFA members may also receive a 15% discount to attend Ethics Training Programs offered through Candura Group.  For details on this, please visit the member discount page and look under the “Other” category.
 
Ethics training is approved to meet the CFP Board's "Code of Ethics and Professional Responsibility", and covers the NAPFA minimum requirement of 2 hours of CE credit in Ethics during every two-year cycle. Credit for this session will be uploaded to both the CFP Board and NAPFA Continuing Education reporting systems.

Events