Improve client service and build business success with NAPFA continuing education that delivers valuable content from industry leaders and fulfills CE requirements.
NEW! Annual Webinar Subscription: Maximum learning at minimum cost
Secure your access to these NAPFA webinars bringing you the best in industry trends from experts you know and trust, helping you stay current in tax planning, investments, practice management and more. Genesis webinars not included.
Subscription Benefits:
- Access to all live webinars for (1) year
- 10% discount on NAPFA events
- On-demand access if you miss the live event (Pending speaker permission. Live only webinars will be noted.
- Access to subject matter experts and industry-leading education including:
Natalie Choate – 2-hour Deep Dive (June)
Tyrone Ross – Cryptocurrencies (May)
Heidi Ridley & Kathryn McDonald – Putting Environmental, Social, and Governance (ESG) Investment Ideas to Work in Advisor Portfolios (April)
Keith Nabb – Managing Medicare Regarding Asset Management (March)
*The Webinar Subscription may not be cancelled once you have attended a webinar.
January 2021
Status and Outlook of the U.S. Economy
Wednesday, January 27, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: LaVaughn Henry, PhD, CBE, Banking and Regulatory Policy Analyst, Federal Deposit Insurance Corporation
1 NAPFA CE in I - Economic and Political Environment and 1 CFP® CE
Member: $39; Non-Member: $59
February 2021
Nancy Loves Law, A Look Into A Business Owner’s Retirement Plan Options
Wednesday, February 3, 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Tom Pohlen, West Regional Director, Retirement Plan Consultants
1 NAPFA CE in E – Retirement Planning and 1 CFP® CE
Member: $0; Non-Member: $0
This is a Partner Solutions webinar sponsored by Retirement Plan Consultants.
Implementing Your 2021 Strategy with Operations at the Wheel
Tuesday, February 9, 1:00 PM ET (12:00 PM CT, 10:00 AM PT)
Presented by: Shaun Kapusinski, Director, Technology & Operations, Sequoia Financial Group, Kaylyn Melia, Chief Operating Officer, Socius Family Office, Edgar Collado, Chief Financial Officer & Chief Operating Officer, Tobias Financial Advisors
1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39
This is part of the 2021 Playbook Series
Annual Compliance Review
Thursday, February 25, 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Darren Kane, Managing Partner
1 NAPFA CE in A – Financial Planning Process and 1 CFP® CE (pending approval)
Member: $39; Non-Member: $59
*Webinar recording not available
Please visit the NAPFA Online Store for recordings and to make additional purchases.
To register for all event webinars, please visit NAPFA Events.
**Webinar titles subject to change.