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

October 2020

Helping Clients Plan for Higher Education Expenses

Thursday, October 15 at 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Joanne Dashiell, Chief Marketing Officer, Private College 529 Plan and

Gail Holt, Dean of Financial Aid, Amherst College
1 CFP® CE and 1 NAPFA CE in A – Financial Planning Process
Member: Free; Non-Member: Free

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

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