KEEPING UP

Register for the Large Firm Forum!

Register now for the Large Firm Forum, Feb. 19–21, at the JW Marriott Scottsdale Camelback Inn Resort & Spa in Arizona. You’ll enjoy this two-day program of thought-provoking presentations from prominent speakers, in-person roundtable discussions, and brainstorming with other financial leaders who manage distinctive challenges daily as they lead their firms into the future.

Speakers will include consultant Angie Herbers on “Organic Growth Pain Points: How to Overcome Growing Pains as your Firm Gets Larger,” consultant Jonathan Sprinkles on “The Power of Connection,” and ECHELON Partners CEO Dan Seivert on “The Interplay Between Valuation Drivers and the Health of Your Firm.”

This event is exclusively for principals and shareholders from large financial planning firms and next-generation leaders attending with a firm principal or shareholder.

Learn more!

NAPFA Regional Symposiums Open for Registration

Registration has opened for the 2024 NAPFA Regional Symposiums.

• The South Region Symposium’s Early Bird pricing is available through Jan. 26 for the event to be held Feb. 25–26 in Charlotte, NC.
• The Midwest Region Symposium’s Early Bird pricing is available through Feb. 2 for the event to be held March 5–6 in Chicago.
• The West Region Symposium’s Early Bird pricing is available through Feb. 23 for the event to be held March 22 in Portland, OR.
• The Northeast Mid-Atlantic Region Symposium’s Early Bird pricing is available through Feb. 23 for the event to be held March 24–25 in Boston.

Undergraduate students, take note! You may register and attend a regional symposium for free. Please request and use the promo code from the NAPFA Education Team to receive the discount.

 

Save the Dates for the NAPFA Spring Conference!

The NAPFA Spring Conference will be held May 8–11 at the Omni Fort Worth Hotel in Texas. Registration will open in early 2024. Stay tuned for more information!