2020 NAPFA Fall Conference

October 12 Access on-demand sessions for convenient on-the-go learning

October 21-23 The Main Event - Join live sessions to connect with experts and peers online

Moving Forward Together

Join your professional peers and partners to exchange new ideas, resources, solutions and more…

On-demand and live sessions offer learning and development opportunities with not-to-miss discussion panels, live chats with experts, solution providers, and networking activities with colleagues.

From sharpening communication skills that build client trust to embracing new technology that better connects to client needs, position yourself for the future and now.

Remember NAPFA Connect?

"I really enjoyed the virtual conference. I thought the speaker lineup was fantastic and I am thankful to everyone who made it a success!"

Nathan J. Ricks, CFP®, MS Financial Advisor

Financial Freedom for Dentists LLC

… that’s just a taste of what’s coming in October!


  • Find new ways to serve existing and future clients in challenging times
  • Get answers in real time from leading experts on relevant and timely topics
  • Ask questions and interact with speakers and peers in live chats


  • Translate new knowledge and ideas into achievable goals and business success
  • Forge new perspectives at unique Conversation Circles and “roundtable” sessions
  • Improve your calmness and clarity with fellow attendees at special wellness activities


  • Harness new business solutions from industry partners in the virtual solutions exchange
  • Manage ongoing change to help your clients thrive and sharpen your firm’s professional advantage
  • Enhance business growth with actionable takeaways that help you solve your toughest challenges

Deep Dive Workshops

Wednesday, October 21

Student Loans

10:00AM – 1:00PM

Presented by: Heather Jarvis, expert in public interest law and student debt relief

Members: $149/Non-members: $199

Qualifies for 3 hours of NAPFA and CFP credit - A

CFP® Board Approved Ethics Training

2:00PM – 4:00PM

Presented by: David Mannaioni, CFP®, MPAS, College for Financial Planning

FREE to registered attendees

Qualifies for Ethics Training - G

*all sessions listed in Eastern Time

Conference Fees

Register by September 14 – Members: $399/Non-members: $499

Register after September 14 – Members: $449/Non-members: $549

Special Offers

Full Time Students – Attend for FREE

First time NAPFA Conference Attendees - $100 discount

Firms Sending 3 or More - $50 discount for the 3rd attendee and each attendee after the 3rd

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

*Only one special offer may be used per registrant

Solutions Exchange

Connect with companies who have tools, technology solutions and resources to help you stay ahead of the curve and align your business with your client's needs in the Solutions Exchange!

Interested in exhibiting in the Solutions Exchange? To learn more about how you can engage with NAPFA financial planning professionals, contact Ric Haines at 732.920.4236.

Refund and Cancellation Policy

For more information regarding administrative policies, such as complaints and refunds, please contact Claire Brown. Cancellation and refund requests must be made in writing by October 1. 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 October 1. NAPFA regrets that refunds will not be given for no-shows..

Continuing Education

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.

Method of presentation: Group Live

Program Level: Basic

Advance preparation: None

Prerequisite knowledge and experience: None

NAPFA is an IRS approved sponsor for Enrolled Agents