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Phoenix - NAPFA Spring 2025 National Conference
Discover the best of Phoenix during the NAPFA Spring 2025 National Conference! Explore outdoor adventures, vibrant dining, and must-see attractions in this sunny, culturally rich city. Plan your trip with our interactive map and enjoy all Phoenix has to offer before, during, and after the conference.
Preconference: DEI Training & Certificate Program
Enhance your understanding and impact on diversity, equity, and inclusion in financial planning. Designed by advisors for advisors, this preconference session covers essential DEI topics—culture, hiring practices, people, and inclusion—offering valuable resources to help you create a more inclusive firm and better serve diverse clients.
NAPFA Fall 2022 National Conference Scholarships
Apply for a scholarship to attend the NAPFA Fall 2022 National Conference in Denver, CO.
2021 Consumer Survey
A survey released by NAPFA found that over one-third (34%) of Millennials and Generation Z Americans say that a lack of financial guidance is inhibiting to their ability to prepare for retirement. Millennials reported feeling the most unprepared when it comes to their futures (38%), with about 30% of Gen Z respondents feeling unprepared.
Retired Membership
Learn more about retired membership with the National Association of Personal Financial Advisors. Visit our website today to apply online.
2021 Playbook Series
NAPFA's Playbook Series shares webinars and podcasts from financial subject matter experts. Visit NAPFA today to learn more and join the 2021 Playbook Series.
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