Meet us in Boston for a warm welcome back to in-person conferences!
Engage, Educate, Elevate
Over our time apart we have learned valuable lessons about resiliency as individuals and as a community. We’re looking forward to being together again for knowledge sharing, collaboration on solving the common challenges ahead and experiencing the power of the NAPFA community.
The NAPFA Fall 2021 National Conference will offer new and interesting insights as we continue our work together toward a prosperous, inclusive and sustainable future.
Combining outstanding educational content with networking opportunities delivering fresh perspectives and proven ideas is the reason why financial planning professionals say NAPFA conferences are so valuable.
Here are just a few reasons why this is a must-attend conference
- Re-connect and collaborate with your financial planning colleagues and friends
- Discover new tools and services in our Solutions Exchange
- Compelling education sessions from experts and trusted professionals sharing strategies for your business challenges
- Gather innovative ideas that can sharpen your firm’s competitive advantage
We’re excited to connect with old friends- See you in Boston!
Register by September 13 – Members: $995/Non-members: $1,095
Register after September 13 – Members: $1,195/Non-members: $1,395
Deep Dive Workshop: The Financial Planner's Income Tax Playbook
Presented by: Samuel Donaldson, J.D., LL.M., Georgia State University
Members: $169/Non-members: $199
First Time Attendees – Save an additional $100
Firms Sending Three or More Attendees – Save an additional $50 per person
Full Time Students – Attend for $199, if accompanied by program director or other faculty member
Please contact Claire Brown to find out about eligibility and to obtain promotional codes.
*Only one special offer may be used per registrant.
Connect with providers who have tools, solutions, and resources to help you address your business challenges and deliver a superior experience to your clients!
Interested in exhibiting? To learn more about how you can engage with the NAPFA community, contact Ric Haines at 732.920.4236.
Cancellation and refund requests must be made in writing by September 10. A refund of the conference fee, minus a $100 administrative fee, will be given for cancellations received by that date. No refunds will be granted for requests received after September 10. Submit all requests to Claire Brown. NAPFA regrets that refunds will not be given for no-shows. For more information regarding refund, complaint, and/or cancellation policies please contact our offices at 847-483-5400.
National Association of Personal Financial Advisors (NAPFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Sponsor # 104015
Number of sessions qualifying for CPE credit: TBD
Delivery Method: Lecture, panel and open discussion
Level of learning: Overview
Advance preparation: None
NAPFA is an IRS approved sponsor for Enrolled Agents
*CFP CEs are subject to approval
**We continue to monitor the impact of COVID on city rules and regulations and will make adjustments accordingly.