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!
Tuesday, June 16 @ 11:00am CT: A Conversation with Solo Advisors focused on marketing your firm, facilitated by Sunit Bhalla of OakTree Financial Planning and Rich Feight of IAM Financial, LLC
Thursday, June 18 @ 12:00pm CT, Women’s Initiative Conversation Circle, facilitated by Danika Waddell
Thursday, July 9 @ 12:00pm CT Bonus Structure for small to mid-sized Firms, facilitated by Jeff Jones
Thursday, August 20 @ 12:00pm CT Genesis Conversation Circle
Be sure to submit your discussion questions when you register.