Partner Solutions Webinar Series

Today’s financial planning professional faces an ever increasing and diverse range of business challenges. From anticipating marketplace shifts to managing client expectations --- finding solutions to your toughest questions isn’t always easy.

Introducing the NAPFA Partner Solutions. Sponsored by NAPFA partner organizations, this webinar series presents unique perspectives and business solutions to the diverse challenges facing fee-only financial planning professionals.

Partner Solutions Benefits:

  • Earn valuable CE Credits
  • Identify and evaluate new products and services
  • Develop your short list of solution providers
  • Free to both members and non-members

Interested in sponsoring a Partner Solutions Webinar? Contact Ric Haines at 732.920.4236 to learn more.

2020 Partner Solutions Series Archives

The Benefits and Uses of Commission-Free Annuities in a Fiduciary Practice (September 1)
Presented by: David Lau, CEO and Founder, DPL Financial Partners
1 NAPFA CE in B - Insurance & Risk Management
Member: $0; Non-Member: $0

Sponsored by DPL Financial Partners.

How to Build Stronger Client Relationships with ESG Investing (September 17)
Presented by: Carin Stimolo, Director of Customer Experience, ESG Pro
1 CFP® CE and 1 NAPFA CE in J - Communications
Member: $0; Non-Member: $0

Sponsored by Fidelity Labs - ESG Pro.

Helping Clients Plan for Higher Education Expenses (October 15)
Presented by: Joanne Dashiell, Chief Marketing Officer, Private College 529 Plan and

Gail Holt, Dean of Financial Aid, Amherst College
1 NAPFA CE in A – Financial Planning Process

This is a Partner Solutions webinar sponsored by Private College 529.