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, August 20 @ 12:00pm CT Genesis Conversation Circle

Register Here

Thursday, August 27 @ 12:00pm CT Women’s Initiative Conversation Circle, focused on men as allies, and facilitated by Janelle Fumerola, Cookson Peirce

Sponsored by TD Ameritrade Institutional the 2020 Womens Initiative Partner


Register Here

Thursday, September 10 @ 12:00pm CT Large Firm Advisors Conversation Circle, facilitated by Patrick Rohe of Rockbridge Investment Management and Jeff Johnson of Buckingham Strategic Wealth

Register Here

Thursday, September 17 @ 12:00pm CT Year-Round Tax Planning Conveesation Circle, facilitated by Kevin Lozer of Holistiplan

Register Here

Be sure to submit your discussion questions when you register.