2019 Spring Conference

Join us in the state capital of Austin, Texas, May 13-16, for the NAPFA Spring Conference, an event that promises to deliver innovative and educational programs presented by industry leaders. Attend technical sessions that will stir your creative juices and help you look at financial planning from an inventive and imaginative direction. Connect with old acquaintances and make new friends while preparing for business challenges you’ll face during the coming year. Get energized to tackle even the most difficult financial planning situations once you’re back in the office. Get the latest information on simple solutions to the complex problems that threaten your clients' financial well-being.

This year’s keynote speakers – Dr. Suzanne Peterson, Dr. Mark Milstein, Susannah Fox and Curt Steinhorst – kick off 2 ½ days of stimulating professional development you won’t find at any other professional conference.

You'll also get important updates on:

  • How to use a candidate's track record to predict success
  • Financial advisor as a social network
  • Divorce financial planning
  • Addressing the healthcare system with your clients
  • Changes in the area of college funding advice
  • Special needs planning
  • Thriving in the age of distraction
  • Behavioral finance
  • How to boost memory and slow aging by maximizing sleep

Featured Speakers include:

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

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


This year's Conference is partially co-located with the Financial Therapy Association “FTA” Conference, Saturday, May 11 – Monday, May 13. FTA Conference single-day passes are offered to NAPFA members for $149. Visit https://www.financialtherapyassociation.org/conference-2019 for more information and to register.

Make plans to join us on Monday, May 13 for the pre-conferences sessions:

1:00 PM – 4:00 PM workshop presented by Natalie Choate

$149 members, $179 non-members

  • 201 Best and Worst Planning Ideas for Your Client’s Retirement Benefits
  • Roth Immersion Workshop
  • Charitable Giving with Retirement Benefits

4:15 PM – 6:15 PM A Pragmatic Walk Through the Ethical Looking Glass

Member: $50.00, Non-Members $75.00

Connect with providers who have tools, technology solutions and resources to help you deliver a more streamlined experience to your clients! Interested in exhibiting? To learn more about how you can align your business with NAPFA financial advisors, contact Ric Haines at 732.920.4236

Tuesday Night at The Broken Spoke

While in Austin, make sure that you experience the spirit of the city. Register to attend this optional Tuesday night networking event at The Broken Spoke starting at 7:30 pm. Enjoy dancing, live music and a locally-prepared BBQ dinner while strengthening your bond with the valuable NAPFA planner network. If you have plans to dine with an exhibitor this evening, we encourage you to bring them along.

Dates to Remember

  • April 5 - Advanced Registration Deadline
  • April 25 - Hotel Group Rate Deadline

Conference Fees

By April 5: NAPFA Member = $945 / Non-NAPFA Member = $1,195

After April 5: NAPFA Member = $1,195 / Non-NAPFA Member = $1,395

NAPFA Conference Registration Deals and Promotions!

NAPFA members can save!

  • Attending your first NAPFA conference? Save $100 on your already-reduced member registration rate.
  • Referring a non-member? Save $100 by referring a non-member who registers for the event.
  • Sending multiple attendees? Send three or more employees, and attendees #3 and up each receive a $100 discount.

Non-members can save!

  • Attending your first NAPFA conference? Save $100 on the registration fee.

Please contact Claire Brown or Robin Gemeinhardt to find out about eligibility and to obtain promotional codes.

Cancellation Policy:

Cancellation and refund requests must be made in writing by April 19, 2019. A refund of the conference fee, minus a $100 administrative fee, will be given for cancellations received by that date. No refunds will be granted for requests received after April 19, 2019. Submit all requests to Robin Gemeinhardt. NAPFA regrets that refunds will not be given for no-shows.

CFP approval pending for those sessions listed in the program agenda.

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