NAPFA Fall 2024 National Conference
Chart-Topping Strategies: Hitting High Notes for Your Clients
Join the Fee-Only Community | October 30 - November 2
NAPFA is thrilled to host the Fall 2024 National Conference from October 30 – November 2, 2024. The Conference will take place at the Omni Nashville Hotel in Nashville, TN.
Attend to experience unparalleled education and an opportunity to engage with fellow advisors in the Fee-Only community.
We hope to see you October 30 - November 2 in Nashville!
Conference Education
Earn Up To - 36 NAPFA CEs, 27 CFP CEs, and 2 IRS CEs
Pre-Conference Sessions
Wednesday, October 30 | 1:00 – 4:00 PM
Preconference Workshop: DEI Training and Certificate Program
The NAPFA DEI Training and Certificate program aims to provide NAPFA members and other financial advisors with resources and education around four specific DEI topics—culture, hiring practices, people, and inclusion.
Introduction by Dr. Ryan Warner, facilitated by members of the NAPFA DEI Committee
Member: $299/Non Member: $399
Preconference Session: Final SECURE Act RMD Regulations Meets the Great IRA Wealth Transfer
Join Denise Appleby for an in-depth presentation designed to equip advisors with the knowledge and tools needed to navigate the recently published regulations on RMDs. Included in the presentation will be changes made by SECURE Act and SECURE Act 2.0.
Member: $199/Non Member: $249
Conference Registration Rates
There will not be a virtual conference option for those unable to attend.
Day Passes
- Thursday or Friday Day Pass: $449
- Saturday Day Pass: $349
*May only purchase one day pass. Conference recordings and evening events are not included in day pass registration.
Guests
- Thursday Cocktail Reception - $45
- Friday Closing Party - $125
- Thursday Cocktail Reception & Friday Closing Party - $150
- All Meals (Includes Cocktail Reception & Closing Party) - $500
Special Offers
Please contact the Education Team to receive a promo code. Promo codes may not be used in conjunction with the first week special pricing.
- First Time Attendee: $100 discount
- Firms Sending Three or more Attendees: $50 discount per person
- Full-Time Undergraduate Student: $199
- Program Director: Free if two or more students are in attendance
*Only one special offer may be used per registrant.
On-Demand Package Details
The on-demand package will include access to all conference sessions (minus Ethics and PreConference Sessions).
Participants can earn both CFP CE and NAPFA CE for the same registration fee.
- 20% discount for in-person attendees
- Regular pricing: $549/$649
Cancellation Policy
Cancellation and refund requests must be made in writing by September 27. 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 27. 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.
NAPFA is an IRS approved sponsor for Enrolled Agents
*CFP CEs are subject to approval