KEEPING UP
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NAPFA Members on 40 Under 40 List
Eight NAPFA members are on the 2023 InvestmentNews “40 Under 40” list: Mike Salmon, Chelsea Ransom-Cooper, Melissa Walsh, Brett Miller, Christopher Fundora, Matthew Benson, Natalie Slagle, and Yi Liu.
NAPFA CE Cycle Deadline Updates
NAPFA-Registered Financial Advisors must complete continuing education (CE) hours during every two-year CE cycle. View your NAPFA CE Summary to see if you need to earn more hours by Dec. 31, 2023. Review the CE Guidelines or email napfa-ces@napfa.org with questions.
NAPFA Fall 2023 Conference Oct. 18–21 in Louisville, KY
The NAPFA Fall Conference will be held Oct. 18–21 at the Omni Louisville Hotel. Registration has opened. Take advantage of advanced sale prices through Aug. 18!
Keynote topics will include “Planning for Disruption: How to Future-Proof Yourself, Fearlessly Innovate, and Succeed Despite Uncertainty,” “Preparing for the People-Centered, Technology Enabled, Financial Planning Engagements of the Future,” and “National Economic Update.”
Contact NAPFA’s Senior Director of Member Services & Experience Nikki Palluzzi at palluzzin@napfa.org to learn more about the program.
Become a NAPFA Corporate Member
Your multi-advisor firm can enjoy the benefits of corporate membership in NAPFA. It’s a great way to involve your entire team in NAPFA.
Members from the applying firm must meet the requirements of their specific membership category. The firm must also maintain a ratio of one NAPFA-Registered Financial Advisor out of every five employees included in the membership. Contact membership@napfa.org to learn more.
NAPFA Nation
Check out NAPFA Nation, a monthly podcast of inspiring conversations and key insights from leaders in the Fee-Only financial planning profession! Listen to past NAPFA Chair Lydia Sheckels speak about highlights of her career on the June podcast.
NAPFA 40th Anniversary Celebration
Articles from NAPFA DEI Initiative
The NAPFA Diversity, Equity, and Inclusion Initiative webpage adds new content every month, so check it out regularly!
