2022 Spring Conference

NAPFA national conferences are the go-to events for fee-only financial planners. This spring, join us in Atlanta for two days of idea sharing and relationship building that is guaranteed to help you meet your personal and professional goals.

Registration opens February 8, 2022

What to Expect

  • Foundational, Intermediate & Advanced Content: Choose from 20+ sessions based on your unique needs
  • Variety of Subject Areas: Core areas include Insurance, Investments, Tax Planning, Retirement, Estate Planning, Ethics & Communications
  • Community & Collaboration: Enjoy face-to-face conversations with fee-only financial planners from across the U.S.
  • Business Resources: Find solutions that address your business challenges
  • Inspiration: Leave with ideas to offer a superior experience to your clients

Keynote Presenters

  • Louie Gravance, Former Disney Institute Professor, Creating WOW Service Moment
  • Kelly Decker, Decker Communications, Inc., Communicating is a Contact Sport
  • Chris McIntyre, Arbinger Institute, The Outward Mindset: Seeing Beyond Ourselves

Conference Fees

  • Register by April 11: Members: $995/Non-members: $1,095
  • Register after April 11: Members: $1,295/Non-members: $1,395

Special Offers

First-time Attendee: Save an additional $100
Three or More Attendees from Same Firm: Save an additional $50 per person
Full-time Students: $199 if accompanied by program director or faculty member

Contact Claire Brown to find out about eligibility and to obtain promotional codes. Only one special offer may be used per registrant.

Exhibitors

To learn more about how you can engage with the NAPFA community, contact Ric Haines at 732.920.4236.

Cancellation Policy

Cancellation and refund requests must be made in writing by April 8. 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 8. Submit all requests to Claire Brown. NAPFA regrets that refunds will not be given for no-shows. For more information regarding refund, complaint, and/or cancellation policies please contact our offices at 847-483-5400.

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.

Sponsor # 104015

Number of sessions qualifying for CPE credit: TBD

Delivery Method: Lecture, panel and open discussion

Level of learning: Overview

Advance preparation: None

Prerequisites: None

NAPFA is an IRS approved sponsor for Enrolled Agents

*CFP CEs are subject to approval

**We continue to monitor the impact of COVID on city rules and regulations and will make adjustments accordingly.

Registration for this Conference

Coming Soon.......