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.
March 2022
How to Win High Net Worth Clients
Wednesday, March 02, 2022 3:00 PM (2:00 PM CT, 12:00 PM PT)
Presented by: Jared McDaniel, CFA, CPA, CFP®, CMT, CPWA®, AIF, Director, Senior Investment Consultant, City National Rochdale; Celine Pastore, CRPC®, MRFC®, Founder and Principal, SimplePath Wealth Management, LLC
1 NAPFA CE in C – Investments
Content Level: Intermediate
Member & Non-Member: Free
This is a Partner Solutions webinar sponsored by City National Rochdale.
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.