NAPFA Fall 2022 National Conference

Join us in Denver!

NAPFA is thrilled to host the Fall 2022 National Conference from October 20-22, 2022. Taking place at the Hyatt Regency Denver at Colorado Convention Center in Denver, CO, you can enjoy in-person learning and the opportunity to connect with the NAPFA community.

The conference will offer several networking opportunities with experienced colleagues, education sessions from esteemed financial planning professionals, and a chance to gain new and interesting insights to incorporate seamlessly into your professional goals.

View the conference schedule

Why Attend?

  • Obtain the knowledge needed to elevate your growth in the profession
  • Learn how to adapt to an environment that is constantly changing and how to respond to change with continuous improvement to yourself and your business.
  • Engage through networking with your fellow colleagues and friends; connection with others is invaluable!

Keynote Speakers

Conference Fees

Preconference Workshop: Social Security and Medicare: Claiming Categories, Calculations, Connections, and Client Cases

Presented by: Marcia Mantell, RMA®, NSSA®, Mantell Retirement Consulting Inc.

Member: $225

Non-member: $255

Lunch will be provided

Special Offers

First-time attendee: $100 discount

Firms sending three or more attendees: $50 discount per person

Full-time undergraduate student: $199 total

Program Director: Free if two or more students are in attendance

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

*Only one special offer may be used per registrant.

Exhibitors

At the conference, take the unique opportunity to meet with providers who offer tools and solutions for your business. These invaluable resources can help set you apart by delivering a superior experience to your clients! Is your company 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 23. 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 23. No refunds will be granted for the optional activity. 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 NAPFA 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.

**NAPFA will continue to monitor the impact of COVID-19 on city rules and regulations and will make adjustments accordingly.

NAPFA Fall 2022 National Conference Committee

Thank you to the following committee members for their work on the upcoming conference!

  • Linda Leitz, PhD, CFP®, EA, Chair
  • Aysha Ballis, M.S., CFP®
  • Sue Chesney, CFP®
  • Clarissa Hobson, CFP®
  • Jay Karamourtopoulos, CFP®
  • Vid Ponnapalli, MS, CFP®, EA