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

Behavioral Finance: The Power of Behavior to Build Health + Wealth

Tuesday, June 1, 2021 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Jennifer Pearce, VP, Business Development, Transamerica

1 NAPFA CE in J – Communications and 1 CFP® CE
Member: Free; Non-Member: Free

Now, more than ever, emotional investing is causing a financial crisis. This special presentation explores new solutions and insights stemming from the field of behavioral finance that can help investors weather these challenging times. Learn how understanding investor behavior can help you improve your clients’ financial well-being.

Learning Objectives:
• Discover how investor behavior impacts long-term financial security
• Learn why behavioral finance insights are more important now than ever
• Understand how to save investors from the fallouts of emotional investing
• Hear about effective tools and strategies to help clients weather the storm

This is a Partner Solutions webinar sponsored by Transamerica.

Register Here

2021 Partner Solutions Archives

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.