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.
June 2021
The Art of Deepening Relationships
Wednesday, June 30, 2021 3:00 PM (2:00 PM CT, 12:00 PM PT)
Presented by: Dr. Amy D'Aprix, Founder, Life Transitions by Dr. Amy
1 NAPFA CE in J – Communications and 1 CFP® CE Member: Free; Non-Member: Free
This is a Partner Solutions webinar sponsored by Life Transitions by Dr. Amy, Inc.
2021 Partner Solutions Archives
Behavioral Finance: The Power of Behavior to Build Health + Wealth
Presented by: Jennifer Pearce, VP, Business Development, Transamerica
Sponsored by: Transamerica
How to Deliver Double-Digit Returns Through a Secured Real Estate Investment (March 3)
Presented by: Misty Bethany, Chief Compliance Officer, Ignite Funding
Sponsored by: Ignite Funding
Nancy Loves Law, A Look Into A Business Owner’s Retirement Plan Options (February 3)
Presented by: Tom Pohlen, Regional Director, Retirement Plan Consultants (RPC)
Sponsored by: Retirement Plan Consultants
2020 Partner Solutions 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
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
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
Sponsored by Private College 529.