February 5-6, 2023

Dimensional Fund Advisors

1515 S Tryon St.

Charlotte, NC

(The Ethics program on February 5 will be at the Holiday Inn - see below.)

Parking at Dimensional Fund Advisors
Enter the garage on West Park Avenue. Proceed straight ahead and take a ticket at the gate on your left. Go through the second gate, which will be open. Park anywhere on levels P3, P4, or P5 – use the elevator lobby entrance to reach the office lobby. Please note: levels P1 and P2 do not offer entrance to the building. All parking tickets will be validated with a chaser ticket.

Address for Rideshare:
1514 Camden Road
Charlotte, NC 28203
(This is different from the GPS address if you search Dimensional Fund Advisors Charlotte.)

Live simulcasts will take place in Atlanta, Austin, Charleston, Columbia, Ft. Lauderdale, Houston, Richmond, and Lynchburg. Lunch will be provided at each location.

CE Hours

Earn 6.0 NAPFA CE and 6.0 CFP CE hours for attending the sessions on Monday, February 6. Additionally, earn 2.0 NAPFA CE and 2.0 CFP CE hours for attending the Ethics session Sunday evening.


Early Bird (by Friday, January 13):

  • Member: $175
  • Non-Member: $199

Regular (after Friday, January 13):

  • Member: $199
  • Non-Member: $225

Special Offers - Must request and use promo code from Heidi Tennant to receive the discount

  • Full-time undergraduate student: Free

Simulcast Fees:

  • Early Bird (by Friday, January 13): $99
  • Regular (after Friday, January 13): $125

Hotel information

Holiday Inn Express & Suites South End

1617 S.. Tryon Street

Charlotte, NC 28203

Reservations: (704) 496-9050

NAPFA South Symposium Group rate: $199/night. Make reservations by January 15, 2023.

View the Agenda

View Simulcast Locations

2023 South Region Renaissance Planner Award

Starting in 2023, the NAPFA South Region wants to recognize the achievements of a member or public figure who has made extraordinary contributions to the association, profession, and the practice of financial planning. The deadline for this award has passed.