NAPFA: The National Association of Personal Financial Advisors

2014 Spring Conference

Shaping Behavior: Clients, Advisors and Markets

Created exclusively for Fee-Only planners, this event offers a premier networking and continuing education experience for the top financial planners in the profession. Hundreds of advisors will convene over 2 ½ days to explore behaviors and biases that influence clients, markets and themselves; exchange ideas and best practices with their peers; and engage with the profession’s top leaders and visionaries. It’s an event that no Fee-Only planner – NAPFA member or not – can afford to miss. 
The NAPFA Spring National Conference will cover the most pressing topics of our profession, including:
  • How Behavior and Biases Affect Financial Decisions
  • Advanced Retirement Planning for Lifelong Income
  • The Changing Landscape of Irrevocable Trust Planning
  • Higher Tax Rates and the New Net Investment Income Tax
  • Asset Allocation and Building a Diversified Portfolio
  • Providing Excellent Client Service
  • Practice Management, Marketing and Technology
  • And much more!

*Please check back for updates, as more sessions are added daily.

 Keynote and Featured Speakers
William Bengen 
Retired Financial Advisor
Featured Speaker
David Laibson
Harvard University
Professor of Economics 


Nick Murray
Professional Speaker
and Author of
Behavioral Investment Counseling


Michael Rogers
Best-Selling Author,
New York Times,


Meir Statman
Santa Clara University
Glenn Klimek Professor of Finance
Bob Veres
Editor and Publisher, The Cutting Edge in Financial Services & Contributing Editor & Columnist for Financial Planning magazine
Featured Speaker

The Grand America Hotel, 555 South Main Street, Salt Lake City, Utah: The hotel is located in the heart of Salt Lake City and has stunning views of the Wasatch Mountains, plus on-site restaurants and a full-service spa.
Registration is $1,095 for NAPFA members and $1,395 for non-members, with a $300 discount for registrations made by March 31, 2014.
An additional $100 discount will be given to non-members who are attending a NAPFA conference for the first time, as well as NAPFA members who recruit a non-member, first-time attendee.
Also, if you are not a member and submit your membership application and are accepted by July 31st, 2014, the difference between the member and non-member rate will be refunded.
What other Fee-Only planners are saying about NAPFA Conferences
“The Fall NAPFA conference in Philadelphia was by far the best conference I have ever attended and that includes a previous life with Merrill Lynch and Morgan Stanley. Your slate of speakers was extraordinary.” – Joe Taylor, NAPFA-Registered Financial Advisor
“If you've never been to a NAPFA conference, you are really missing out. I'm constantly amazed by the willingness of other NAPFA members to share their ideas and best practices.” – Ron Rhoades, NAPFA-Registered Financial Advisor
“NAPFA conferences give me a chance to reflect on my practice and see how others are practicing that may work for me.” – Lauren Lindsay, NAPFA-Registered Financial Advisor
“NAPFA has done a very good job of screening speakers and presenters and has chosen the ‘cream of the crop’ and attracted some of the most respected names in their field to present at our conferences.” – David Morganstern, NAPFA-Registered Financial Advisor

 CFP approval pending for those listed in 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:
Sponsor #: 104015
Number of sessions qualifying for CPE credit: 41
Method of presentation:  Lecture, panel and open discussion
Level of learning:  Overview
Advance preparation:  None
Prerequisite knowledge and experience:  None

TD Ameritrade


Franklin Squre Capital Partners


Sierra Mutual Funds

CNL Securities

Wasatch Funds

Twenty Over One


Hard Rock Exploration

TCA Trust