CFP Board COO K. Dane Snowden and Board Chair Matthew Boersen, CFP® (@mboersen) will present a CFP Board Update at NAPFA’s Spring 2024 National Conference in Fort Worth in May! Last chance to save $200 — register today: napfa.org/conferences/na… #NAPFA24

Today is the last day to receive the regular registration pricing for the NAPFA Spring 2024 National Conference!

Save $200 and register today: bit.ly/49DuizW

Have you secured your spot for the #NAPFA Spring 2024 National Conference yet?

Don't miss out on this opportunity to connect, learn, and grow with industry leaders and peers.

Register now to elevate your expertise and network in #Dallas - #FortWorth bit.ly/49DuizW

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The 2024 NAPFA Awards Program is officially open! The program recognizes leaders and achievers for their noted accomplishments within financial planning. Learn more: bit.ly/4a9dvpe

Join NAPFA for the 2024 Large Firm Forum. Advanced pricing is available through December 22! Register today: bit.ly/40MoCQQ

Free webinar for NAPFA members! This webinar, moderated by Andrew Altfest, will focus on critical estate planning issues affected by the 2017 Tax Cuts and Jobs Act (TCJA) that is set to sunset at the close of 2025. bit.ly/41fJ2C8 #RothConversion #FeeOnly FP Alpha

Registration is now open for the NAPFA 2024 Midwest, NEMA, and South Region Symposiums! Learn more: bit.ly/49VyWdD

Wishing a joyful holiday season to to all our valued NAPFA members! #NAPFA #FeeOnly

Today is International Day of Persons with Disabilities Day. Please take a moment to read the following article which was written by Michael Walther, Founder and President of Oak Wealth Advisors, on behalf of the NAPFA DEI Initiative. bit.ly/3T7kSYn

Get ready to discover practical tips to foster inclusivity in your workplace! Sign up now: bit.ly/47xPDdf

NAPFA is excited to announce that the NAPFA Spring 2024 National Conference will take place May 8-11 in Fort Worth, TX! Registration will open February 6. Learn more: bit.ly/3GiNshU

Should you attend the NAPFA 2024 Large Firm Forum in Scottsdale? Find out here: bit.ly/40OLYFi

Today is #GivingTuesday . By supporting the NAPFA Foundation, you are not only investing in the future of the financial planning profession but also making a difference in the lives of the people we serve. Make a contribution: bit.ly/3QVXQ5f

Join this Conversation Circle to share your marketing wins and losses. The group will have an informal discussion about marketing plans, content development, using external resources, measurables, and other marketing and branding topics. Register: bit.ly/3QPEaig

Wishing a joyful and grateful Thanksgiving to all our valued NAPFA members!

Enjoy an exclusive opportunity to connect with like-minded leaders at the 2024 NAPFA Large Firm Forum! Register today: bit.ly/40MoCQQ

Mark your calendars! As the holiday season approaches and we reflect on the values and causes that matter most to us, we invite you to join us in celebrating Giving Tuesday by making a meaningful contribution to the NAPFA Foundation. Donate: bit.ly/3QVXQ5f

'It has been a refreshing experience on the DEI committee to work with talented individuals and gain valuable experience.'

Congratulations to the NAPFA November Volunteer of the Month, Maha Gannavaram.

The latest issue of the NAPFA Advisor is here! Read full articles here: bit.ly/47dfc3a