NAPFA Fall 2022 National Conference

Thank you!

Thank you for joining us in Denver for the NAPFA Fall 2022 National Conference!

Conference recordings are available under 'My Courses' in the NAPFA Learning Center.

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:

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