NAPFA Fall 2023 National Conference

NAPFA will host the Fall 2023 National Conference from October 18-21, 2023. The conference will take place at the Omni Louisville Hotel in Louisville, KY.

Why Attend?

At this conference, you will experience a variety of in-person learning opportunities and the chance to connect with members and key stakeholders of the community and profession.

NAPFA is celebrating its 40th anniversary in 2023. We hope you will join us as we continue the celebration in Louisville!

Registration is Now Open for the NAPFA Fall 2023 National Conference

Join us for our Dynamic Keynote Sessions:

Planning for Disruption: How to Future-Proof Yourself, Fearlessly Innovate, and Succeed Despite Uncertainty, presented by Scott Steinberg
National Economic Update, presented by Laura Ullrich
Preparing for the People-Centered, Technology Enabled, Financial Planning Engagements of the Future, presented by Dr. Ajamu Loving

Attend a Preconference Workshop

Applying the Psychology of Financial Planning: Grief, Trust, and Transparency in Practice, presented by Emily Koochel, Michael Kothakota & Sonya Lutter
Tax Planning Over the Next 5 Years, presented by Steven Siegel

Registration

Day Passes*

Thursday or Friday Day Pass: $399
Saturday Day Pass: $299

*May only purchase one day pass. Conference recordings are not included in day pass registration.

Guests

Friday Cocktail Reception - $35
Saturday Closing Party - $100
Friday Cocktail Reception & Saturday Closing Party - $135
All Meals (Includes Cocktail Reception & Closing Party) - $500

Special Offers

Please contact the Education Team to receive a promo code.

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

*Only one special offer may be used per registrant.

Cancellation Policy

Cancellation and refund requests must be made in writing by September 15. 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 15. Submit all requests to the NAPFA Education Team. 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: Group Live

Level of learning: Overview

Advance preparation: None

Prerequisites: None