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Join your professional peers for new webinars and podcasts each month featuring subject matter experts and the who’s who of financial planning professionals sharing actionable takeaways on:

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February 2021 Playbook Series

Implementing Your 2021 Strategy with Operations at the Wheel

1:00 PM ET (12:00 PM CT, 10:00 AM PT)
Presented by: Shaun Kapusinski, Director, Technology & Operations, Sequoia Financial Group, Kaylyn Melia, Chief Operating Officer, Socius Family Office, Edgar Collado, Chief Financial Officer & Chief Operating Officer, Tobias Financial Advisors
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39

Register Here

2021 Archives

Make 2021 Your Breakout Year (January)

Presented by: Joe Lukacs, Magellan Mastermind & Network

(Recording coming soon to Online Store)

Remember to listen to the NAPFA Playbook Mindset Mastery Podcasts.