2010 Exhibiting Opportunities SAVE THE DATES!
For any questions regarding Exhibiting and for special package pricing, please call Margery Wasserman at (847)-483-5172 or Ric Haines at (732) 920-4236.
 Each NAPFA event is identified as focusing on either a broad range of continuing education areas or a specific area of interest like practice management. NAPFA makes a concerted effort to help advisors select the best event(s) to attend.
 NAPFA National – May 19-21, 2010 - Chicago The largest conference in the series, NAPFA National is the annual event Fee-Only financial planners do not want to miss. Held every spring, the conference features the latest thinking on financial planning and investment strategy while providing insight into what is happening within the industry. NAPFA National helps Fee-Only financial planners build strong bridges with the industry, the organization, and with each other.
Attendees at NAPFA National will experience: · Broad-based education on a variety of planning topics
· The latest information in industry and regulatory trends and issues
· Greater insight into NAPFA and its advocacy for consumer protection
and fiduciary standards · Exposure to the best minds in financial planning, economics, and investments
· Interaction opportunities with a peer group committed to putting client’s
interests first · An event in a major metropolitan area
 NAPFA Core Competency – July 29-30, 2010 - Atlanta - The shortest conference in the series, NAPFA Core Competency is a concentrated day and a half event every summer that is centered on the continuing education in core financial planning areas. A shorter time frame equates to lower cost, allowing Fee-Only financial planners to be exposed to the nuts and bolts content they seek. Attendees at NAPFA Core Competency will experience:
· A concentrated focus on technical financial planning topics
· A low-cost opportunity to receive core Continuing Education credits in a short
period of time · Time for interaction with session presenters and peers
· A focus on convenient locations near hub airports
 NAPFA Larger Firm Exchange – August 11-13, 2010 - Newport, RI - The most intimate conference in the series, the NAPFA Larger Firm Exchange is for financial planners running a firm with six or more employees and/or a sizeable client base, or moving in that direction. Held every winter, this conference is about learning what other Fee-Only planners are doing to manage their companies and share ideas on everything, including human resources, technology, compensation, marketing, and succession planning.Attendees at NAPFA Larger Firm Exchange will enjoy:
· Networking with executives of other larger Fee-Only firms
· Focused sessions on the issues facing larger firm owners
· A conference in a resort location
 NAPFA Practice Management and Investments – September 22-24, 2010 - San Diego - Designed for Fee-Only financial planners who want to better manage their practices and investments; this conference covers a range of topics from identifying the best employee compensation model to building investment policy statements. Held every fall, this two and a half day conference will help attendees become better business owners and investment managers.Attendees at NAPFA Practice Management and Investments will experience:
· Practice management tips and strategies for creating and managing a successful
business · Exposure to a vast knowledge base of investment management related information
· Insights from some of the leading business building and investment experts
· Tools for investment due diligence and business planning
· Networking with other Fee-Only financial planners
 NAPFA Connections – November 3-5, 2010 - Boston - Another large conference in the series, NAPFA Connections, held every fall, provides attendees with broad-based education and opportunities for peer networking. Fee-Only financial planners attending NAPFA Connections will find new ways of connecting planning concepts and strategies with their respective practices while also networking with other likeminded professionals.
Attendees at NAPFA Connections will experience: · Broad-based education on a variety of planning topics
· Opportunities for networking with other Fee-Only financial planners
· An opportunity to learn and grow in a location that may be more convenient
for travel |
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