NAPFA Conversation Circles

Beginning in April 2020 NAPFA volunteers started facilitating discussions on specific topics of member-interest. Each conversation will be open to limited participants and topics of overwhelming interest will be scheduled for an additional session. See below for information on upcoming sessions!

Thursday, September 24 @ 12:00pm CT Diversity & Inclusion Conversation Circle, focused on allyship, and facilitated by Anjali Jariwala, FIT Advisors

Register Here

Wednesday, October 21 (as part of the NAPFA Fall Conference schedule)

10:00 ET: Technology Stack

10:00 ET: D&I Toolkit

1:45 ET: Women’s Initiative

1:45 ET: Marketing

Register Here

Thursday, November 5 @ 12:00pm CT Q&A Conversation Circle for students about becoming a fee-only financial planner with Deva Panambur, Sarsi, LLC, and Allison Berger, Financial Symmetry Inc.

Register Here

Thursday, November 12 @ 12:00pm CT Genesis Community Conversation Circle with Ben Jacobs, Elwood & Goetz Wealth Advisory Group and Drew Feutz, Market Street Wealth Management Advisors

Register Here

Be sure to submit your discussion questions when you register.