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  • 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.

*The webinar subscription may not be cancelled once you have attended a webinar.

May 2022

Advancing DEI in Your Firm & the Profession

Tuesday, May 24, 2022

3:00 PM ET

Presented by: John Eing, CFP®, CPA, MBA, co-chair of NAPFA’s Diversity, Equity, & Inclusion Committee

Earn 1 NAPFA CE in G – Ethics

Content Level: Intermediate

Member: $39; Non-Member: $59

Register Here

Marketing Trilogy Master Class #2: Using Email Marketing and Social Media as "Push Strategies"

Session #2: The HOW

Wednesday, May 25, 2022

4:00 PM ET

Presented by: Marie Swift, President and CEO of Impact Communications, Jonny Swift, Director of Social/Digital Strategy at Impact Communications, and Alex Cavalieri, Co-Founder and CEO of Seven Group

Earn 3.5 NAPFA CEs for each Master Class you complete.

Content Level: Intermediate

Member: Free; Non-Member: $100 for each Master Class (series of three sessions)

Register Here

June 2022

Tax Mitigation Strategies Using No-Load Life Insurance

Wednesday, June 01, 2022 3:00 PM ET

Presented by: Albert A Lorenzi III – Principal, The LRM Group

1 NAPFA CE in B – Insurance & Risk Management and 1 CFP® CE

Content Level: Advanced

Member: Free; Non-Member: Free

This is a Partner Solutions webinar sponsored by The LRM Group, LLC.

Register Here

A Proactive Approach to Long-Term Care Planning

Thursday, June 02, 2022 3:00 PM ET

Presented by: Brian Gordon, CLTC, President of Murray A. Gordon & Associates (MAGA Ltd.) Long Term Care Planning

1 NAPFA CE in B – Insurance & Risk Management and 1 CFP® CE

Content Level: Foundational

Member: Free; Non-Member: $39

Register Here

What Compliance Means for You and Your Firm

Thursday, June 16, 2022 3:00 PM ET

Presented by: Lori Neidel, Law Office of Lori J. Neidel/Adviser Compliance Services

1.5 NAPFA CEs in K – Marketing & Practice Management, 1.5 CFP® CEs, and 1.5 NASBA CPEs (field of study: Specialized Knowledge)

Content Level: Intermediate

Member: $39; Non-Member: $59

Register Here

Marketing Trilogy Master Class #2: Using Email Marketing and Social Media as "Push Strategies"

Session #3: Live FEEDBACK

Wednesday, June 22, 2022

4:00 PM ET

Presented by: Marie Swift, President and CEO of Impact Communications, Jonny Swift, Director of Social/Digital Strategy at Impact Communications, and Alex Cavalieri, Co-Founder and CEO of Seven Group

Earn 3.5 NAPFA CEs for each Master Class you complete.

Content Level: Intermediate

Member: Free; Non-Member: $100 for each Master Class (series of three sessions)

Register Here

Addressing the Risk with Increasing Income

Tuesday, June 28, 2022 3:00 PM ET

Presented by: Kelly LaVigne Vice President, Advanced Markets Solutions, Allianz Life Insurance Company of North America

1 NAPFA CE in E – Retirement Planning and 1 CFP® CE

Content Level: Intermediate

Member: Free; Non-Member: $39

This webinar is sponsored by Allianz Life Insurance Company of North America.

Register Here

July 2022

Money Scripts 2.0

Thursday, July 14, 2022 3:00 PM

Presented by: Rick Kahler, Kahler Financial Group

1 NAPFA CE in J – Communications, 1 CFP® CE, and 1 NASBA CPE (field of study: Specialized Knowledge)

Content Level: Intermediate

Member: $39; Non-Member: $59

Register Here

2022 Marketing Playbook Trilogy

Visit the archived Master Class sessions here.

View and register for upcoming Master Class sessions here.

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