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Registration for the NAPFA Fall conference has opened

Take advantage of discounted rates for the NAPFA Fall Conference, Oct. 20–22, at the Hyatt Regency Denver at Colorado Convention Center.

Speakers include diversity consultant Dr. James Pogue, CNET Personal Finance Editor Farnoosh Toorabi, Harvard Business School Professor Marco DiMaggio, and “abundance activist” Ellen Rogin, CPA, CFP®.

A pre-conference workshop will tackle “Social Security & Medicare: Claiming Categories, Calculations, Connections, and Client Cases” with Marcia Mantell (get a preview in the August NAPFA Advisor). This interactive, hands-on workshop covers the four Social Security claiming categories and the calculations behind the benefits. You’ll also learn the implications of the strong connections between Social Security and Medicare for unsuspecting clients. Bring your own Social Security statement, a calculator, and an eraser (!) to get the most from the case studies that are the highlight of this workshop.

New regional board members

NAPFA’s regional boards will soon welcome new members. New members for NAPFA Genesis are Jadah Riley of RTD and Aysha Ballis of Elwood & Goetz Wealth Advisory Group; for Northeast/Mid-Atlantic, Eileen Stevens of RegentAtlantic and John Middleton of Brighton Financial Planning; for Midwest, AJ Kohout of Galecki Financial Management and Hannah Fitzpatrick of Summit Financial Strategies; for South, Trent Arnone of Homrich Berg, Brett Coffman of Resilience Wealth Advisors, and Grant Maddox of Hampton Park Financial Planning; and for West, Shalmali Kulkarni of Rowling & Associates, Daniel Yerger of MY Wealth Planners, and Courtney Ranstrom of Trailhead Planners.

NAPFA DEI update

NAPFA’s Diversity, Equity, and Inclusion (DEI) Initiative is gaining recognition. NAPFA’s DEI Training & Certificate program has made NAPFA a finalist in the association category of’s Wealthies awards.

InvestmentNews noted NAPFA’s DEI program, saying, “A diversity, equity and inclusion certification program designed specifically for the profession by NAPFA graduated its first class,” in “New diversity tools arriving just in time to win the war for talent.”

NAPFA’s DEI Initiative has started a new Facebook group that’s open to anyone in the profession who’s interested in DEI. Join now to learn and support DEI!

NAPFA’s third Marketing Playbook Trilogy class starts in August

“Using Custom Content as an Inbound Marketing ‘Pull Strategy,’” the third master class in NAPFA’s 2022 Marketing Playbook Trilogy, starts on Aug. 24 with a session on “The WHAT: Why authenticity and content marketing works to engage people and position the advisor as a subject matter expert/trusted professional, examples of how other advisors are using custom content.” Subsequent sessions are on Sept. 28 and Nov. 2. Classes will be presented live and recorded. Register now. Classes are free for NAPFA members.

Virtual learning opportunities

An “ask me anything” webinar with Michael Kitces will be held on July 21 at 3 p.m. ET at a cost of $39 for members and $59 for nonmembers. A conversation circle will tackle “Delivering Financial Plans” on July 28, at 1 p.m. ET. Participation in conversation circles is free, but preregistration is required. Two upcoming NAPFA Partner webinars include “Areas to Diversify – Other than a Portfolio” on July 26 at 3 p.m. ET, free to members and $39 for nonmembers; and “Student Loan State of the Union” on July 28 at 3 p.m. ET, free to all.

Take advantage of the many recorded webinars available in the webinar section of the NAPFA Learning Center. Recordings from the NAPFA Spring Conference are also available.

NAPFA in the news

NAPFA is quoted or mentioned in articles including “What is a fiduciary?” in Bankrate, “How to Find a Financial Advisor or Planner at Any Age” and “How to Find a BIPOC Financial Advisor or Planner” in Investopedia, “Ask the Fool: Fannie and Freddie” in The Motley Fool, “Payment giant PayPal stock price attractive” in The Spokesman-Review, “How to Find a Financial Advisor if You’re Not Rich” in WTOP News, and “How to find a financial planner near you” in MSN Money.

NAPFA study groups renamed

The NAPFA groups originally known as “study groups” have been renamed “local groups” in response to input from NAPFA members. These are great places to meet other fee-only advisors, attend valuable CE-eligible educational programming, and connect with your peers. Learn more about local groups and find one near you.

Know someone who’d enjoy the NAPFA Advisor?

Your colleagues can subscribe at no cost to the NAPFA Advisor. Simply register online.