NAPFA Conversation Circles

NAPFA's Conversation Circle series served hundreds of members in 2020 as a way to connect with other peers, discuss topics of importance, and foster community and collaboration. We're hoping the 2021 series is even more successful. Each session is one hour in length, facilitated by a NAPFA member or expert in the topic area, and is designed to be an interaction and lively discussion. See below for information on upcoming sessions and we hope to see you on a Thursday afternoon soon.

January 2021

Large Firm - Variable Compensation / Jeff Johnson, Buckingham Strategic Wealth & Patrick Rohe, Rockbridge Investment Management, LLC

Thursday, January 21 @ 12:00 pm CT


Losing a talented team member is one of the most expensive and distracting things that can happen to a growing advisory firm. Putting an emphasis on culture and compensation become increasingly important. Beyond base compensation, let's discuss other ways to incentivise and compensate our employees.

Register Here

Diversity & Inclusion

Thursday, January 28 @ 12:00 pm CT

Register Here

February 2021

Technology Stack / Andrew Altfest, Altfest Personal Wealth Management

Thursday, February 4 @ 12:00 pm CT

Join Andrew Altfest to discuss technology platforms that work for you and hear from other advisors on what's successful and what's not in automating tasks and making managing firms an easier task through technology.

Register Here

Women's Initiative / Janelle Fumerola, CooksonPeirce Wealth Management

Thursday, February 11 @ 12:00 pm CT

With all the progress being made toward pay equity in the workplace, this year’s pandemic and corresponding economic decline caused pay equity to decrease for the first time in many years. Unfortunately, the financial industry also continues to struggle with the issue of equal pay, in no small part due to the ratio of female advisors to their male counterparts. Spend some time with us as we discuss issues of pay equity for women in the financial industry, not just within firms but also in what clients may be willing to pay for equal work based on gender.

Register Here

Tax Planning / Vid Ponnapalli, Unique Financial Advisors

Thursday, February 18 @ 12:00 pm CT

Tax Planning is a year-round activity. Please join Vid Ponnapalli and other NAPFA members to discuss:

  • Specific tax strategies to review with clients at this time of the year
  • How changes in tax policy ( due to new Administration) may impact clients
  • Software to consider for future tax projections and planning

Register Here

Debt in a low-interest rate environment / Patrick Rohe, Rockbridge Investment Management, LLC

Thursday, February 25 @ 12:00 pm CT

How are you and your advisors handling client conversations around personal debt in this low interest rate environment? client refinancing, accelerated payments, using part of bond allocation to mitigate debt? Looking forward to a collaborative conversation!

Register Here


Be sure to submit your discussion questions when you register.

Looking Forward...

March 4 Planning for Small Business Owners / JJ Williams, Williams Financial, LLC

March 11 Genesis / Eijah Essa, Coats Financial Planning, Inc.

March 18 Small Firm / Feraud Calixte, Vantage Pointe Planning, LLC

March 25 Large Firm / Wendy Hartman, Buckingham Strategic Wealth

April 1 Diversity & Inclusion / Cameo Roberson, Atlas Park Consulting & Finance

April 8 Women's Initiative / Danika Waddell, Xena Financial Planning

April 15 Internships / Patrick Rohe, Rockbridge Investment Management, LLC

April 22 Making your first hire

May 13 Using Traction® to Execute Strategy/ Ron Levene, Patrick Rohe, Rockbridge Investment Management, LLC, JJ Williams, Williams Financial LLC

May 20 Investments/ Mario Nardone, CFA, East Bay Financial Services, LLC