2019 Spring Conference

More than 500+ attendees gathered in Austin, Texas, May 13-16, for the NAPFA Spring Conference. Save the date for the Fall Conference in Chicago, Oct 1-4. Registration opens July 8, 2019.

Featured Speakers included:

  • Bob Veres
  • Michael Kitces
  • Carolyn McClanahan
  • Dr. Sara Asabedo
  • Angie Herbers
  • Susan Bradley
  • Jay Mooreland

Other celebrated speakers from conferences past were on hand – Peter Van Buskirk, Joe Messinger and Cheryl Sherrard who’ve received kudos from members on their past appearances.

Audio Files Available

A link to the audio files from the Spring Conference is now available on the mobile app. You will find the URL on the home page and schedule pages. Members may self-report these for NAPFA CE credit.

CFP approval pending for those sessions listed in the program agenda. If you were unable to attend the conference and would like to purchase the audio files, please visit the online store.

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

Method of presentation: Lecture, panel and open discussion

Level of learning: Overview

Advance preparation: None

Prerequisite knowledge and experience: None

NAPFA is an IRS approved sponsor for Enrolled Agents