NAPFA Large Firm Forum

The NAPFA Large Firm Forum will return in 2023!

February 7-8, 2023

Conrad Fort Lauderdale Beach

Ft. Lauderdale, FL

Connect with like-minded peers and indulge in sun and sand in beautiful Ft. Lauderdale!

NAPFA’s Large Firm Forum is an exclusive event for shareholders and principals from large financial planning firms with $1 billion + AUM. This event is invitation only.

Attendees participate in a two-day program of thought-provoking presentations from prominent speakers, in-person round table discussions, and brainstorming with other industry leaders who manage distinctive challenges each day as they lead their firms into the future.

Registration will be available in fall 2022!

Large Firm Forum Takeaways

  • Hear from subject matter experts presenting information central to your current and future challenges
  • Share collective knowledge and discover take away solutions in roundtable and Q&A sessions
  • Participate in guided panel discussions with industry thought leaders sharing diverse perspectives
  • Re-connect with colleagues in the waterfront paradise of Ft. Lauderdale, and more

Large Firm Forum Sponsors

Interested in being an exhibiting sponsor? To learn more about how you can align your business with this NAPFA exclusive event, contact Ric Haines at 732.920.4236.