
Improve client service and build business success with NAPFA continuing education that delivers valuable content from industry leaders and fulfills CE requirements.
Annual Learning Pass: Maximum learning at minimum cost
Secure your access to NAPFA webinars and in-person events 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.
Learning Pass 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.
*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
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)
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.
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
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
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)
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.
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
2022 Marketing Playbook Trilogy
Visit the archived Master Class sessions here.
View and register for upcoming Master Class sessions here.
Helpful Information
- Please visit the NAPFA Online Store for recordings and to make additional purchases
- To register for all event webinars, please visit NAPFA Events
- Learn more about NAPFA Subject Areas and Content Levels
- **Webinar titles are subject to change