NAPFA Fall 2021 National Conference

Meet us in Boston for a warm welcome back to in-person conferences!

Engage, Educate, Elevate

Over our time apart we have learned valuable lessons about resiliency as individuals and as a community. We’re looking forward to being together again for knowledge sharing, collaboration on solving the common challenges ahead and experiencing the power of the NAPFA community.

The NAPFA Fall 2021 National Conference will offer new and interesting insights as we continue our work together toward a prosperous, inclusive and sustainable future.

Combining outstanding educational content with networking opportunities delivering fresh perspectives and proven ideas is the reason why financial planning professionals say NAPFA conferences are so valuable.

Here are just a few reasons why this is a must-attend conference

  • Re-connect and collaborate with your financial planning colleagues and friends
  • Discover new tools and services in our Solutions Exchange
  • Compelling education sessions from experts and trusted professionals sharing strategies for your business challenges
  • Gather innovative ideas that can sharpen your firm’s competitive advantage

We’re excited to connect with old friends- See you in Boston!

NAPFA Fall Schedule of Events

Conference Fees

Register by September 13 – Members: $995/Non-members: $1,095

Register after September 13 – Members: $1,195/Non-members: $1,395

Deep Dive Workshop: The Financial Planner's Income Tax Playbook

Presented by: Samuel Donaldson, J.D., LL.M., Georgia State University

Members: $169/Non-members: $199

Special Offers

First Time Attendees – Save an additional $100

Firms Sending Three or More Attendees – Save an additional $50 per person

Full Time Undergraduate Students – Attend for $199

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

*Only one special offer may be used per registrant.

Exhibitors

Connect with providers who have tools, solutions, and resources to help you address your business challenges and deliver a superior experience to your clients!

Interested in exhibiting? 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 September 17. 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 September 17. 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.