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 2022

Tax Mitigation Strategies Using No-Load Life Insurance

Wednesday, June 01, 2022 3:00 PM ET

Presented by: Albert A Lorenzi III – Principal, The LRM Group

1 NAPFA CE in B – Insurance & Risk Management and 1 CFP® CE

Content Level: Advanced

Member: Free; Non-Member: Free

This is a Partner Solutions webinar sponsored by The LRM Group, LLC.

Register Here

2021 Partner Solutions Archives

Tax Planning as a Year-Round Sport (October 6)

Presented by: Ben Birken, CFP®, VP, Customer Success and Engagement, Holistiplan

Sponsored by: Holistiplan

Helping Clients Plan for Higher Education Expenses (October 6)

Presented by: Jonathan Sparling, Director of Strategic Partnerships; Gail Holt, Dean on Financial Aid at Amherst College

Sponsored by: Private College 529 Plan

The Art of Deepening Relationships

Presented by: Dr. Amy D'Aprix, Founder, Life Transitions by Dr. Amy

Sponsored by: Life Transitions by Dr. Amy, Inc.

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.