NAPFA Conversation Circles

NAPFA Conversation Circles are facilitated by a NAPFA member or expert in the topic area and are designed to be an interactive and lively discussion with peers.

Intended Audiences: Each Conversation Circle has an intended audience, as outlined below. These are meant as guidelines, and any member or non-member is welcome to join any conversation that they’re interested in.

Solo Firms- 1-2 employees, under 1M in revenue (~ less than 100M AUM)

Mid-Size Firms- 3-10 employees, and between 1-5M of revenue. (~100M-1B AUM)

Large Firms: 11+ employees, and over 5M of revenue. (~ over 1B AUM)

Genesis: Financial advisors aged 33 and under

Upcoming Conversation Circle

August 2022

Planning Software Series- Roth Conversions

Thursday, August 11 at 1pm ET

Moderator - TBD

Audience - ALL

Join NAPFA members using Right Capital, eMoney, and MoneyGuidePro for Roth Conversions to discuss best practices. For this conversation circle, you’ll be able to choose the breakout room with your applicable software for an interactive roundtable.

Register Here

Planning Software Series: Equity Compensation/Stock Options

Thurday, August 25 at 1pm ET

Moderator - TBD

Audience - ALL

Join NAPFA members using Right Capital, eMoney, and MoneyGuidePro for Equity Compensation/Stock Options to discuss best practices. For this conversation circle, you’ll be able to choose the breakout room with your applicable software for an interactive roundtable.

Register Here

If you have a topic suggestion, please email it to palluzzin@napfa.org.