2026 South Region Symposium
Join the NAPFA South Region in Charlotte, NC, for a full day of dynamic, Fee-Only focused educational programming and networking. This essential event is designed to provide you with the latest industry insights and the opportunity to earn valuable continuing education credits alongside your professional peers.
The experience kicks off with our dedicated Ethics Program on Sunday, February 22, 2026 at Olde Mecklenburg Brewery, followed by the full-day in-person Symposium hosted by Dimensional Fund Advisors & Simulcasts CE Program on Monday, February 23, 2026.
CE Credits
Those attending the in-person Ethics program on Sunday, February 22 can expect to receive 2 NAPFA CE credits with 2 CFP ® credits pending approval.
Monday, February 23 participants, both in-person and via simulcast can expect to receive 5 NAPFA CE credits with 4 CFP ® credits pending approval.
Registration & Pricing
Registration for the 2026 NAPFA South Region Symposium is open now!
Time and Location
The Sunday Ethics Program will take place at Olde Mecklenburg Brewery located at 4150 Yancey Road, Charlotte, NC 28217, from 4 p.m. to 8 p.m. ET and includes dinner.
Parking at Olde Mecklenburg Brewery
Free, onsite parking is available in the adjacent lot. Street parking is also available.
The Monday Symposium will run from 9 a.m. to 4 p.m. ET at Dimensional Fund Advisors Charlotte, located at 1515 S Tryon St, Charlotte, NC 28203.
Parking at Dimensional Fund Advisors
The parking garage entrance is located at 102 West Park Ave. Proceed into the deck and park on levels P3-P5. Take the elevator down to the lobby *1. No validation is needed and the gates will be in the upward position upon exit.
Address for Rideshare:
1514 Camden Road
Charlotte, NC 28203
(This is different from the GPS address if you search Dimensional Fund Advisors Charlotte.)
If you prefer to participate from a nearby host site, you can join one of our in-person simulcasts.
Thank You to Our Sponsors
We appreciate the generous support of our sponsors, whose commitment helps make the 2026 South Region Symposium possible. Their partnership strengthens this experience for all attendees and supports the continued growth of the Fee-Only community.
Sunday's Ethics Program Sponsor
Monday's Symposium Sponsors
- Location Sponsor: Dimensional Fund Advisors
- Platinum Sponsors: Heifer Foundation
- Silver Sponsors: Dividend Assets Capital, International Succession Planning Association, The Kimbrough Team at the Pinnacle Group, and Waterloo Associates
Sponsors
