NAPFA

Have insights that can help your peers deliver better, #ClientCentered #FinancialPlanning? We want to hear from you! Share your expertise at #NAPFASpring2026 and inspire the #FeeOnly community. bit.ly/42TEHX7 Submission deadline: 11/28/2025

New episode of the #NAPFA Nation Podcast @BobVeres discusses how fiduciary advisors can leverage AI, automation, and innovative strategies to enhance client relationships, drive growth, & stay competitive. Listen: bit.ly/4cUvWyJ #FeeOnly #FinancialPlanning #Fiduciary

🚨 Last Chance! 🚨 Today is the FINAL day to book your room at the discounted group rate! The hotel is currently sold out outside of the group rate—secure your spot before it’s too late! bit.ly/3DQLKq4 #FinancialPlanning #NAPFA2025 #NAPFA #FeeOnly

Are you leading a $1B+ AUM firm—or on track to get there? This is YOUR chance to connect with top firm leaders, explore strategies for sustainable growth, and tackle challenges together! bit.ly/3VcqNeK #FeeOnly #FinancialPlanning

🚨 Last chance to inspire the #FeeOnly community! 🚨 Submit your #NAPFA25 topic by TODAY to lead a dynamic session on tax planning, investments, marketing, and more. Don’t miss this opportunity to share your expertise—submit now! 🕛 bit.ly/3YU2THt #FinancialPlanning

Today, we pause to honor the strength, courage, and dedication of our veterans. Your sacrifices safeguard our freedoms, and for that, we are forever grateful. Thank you for your service. #VeteransDay #HonoringOurHeroes #ThankYouVeterans

<1 week until Playbook #3: Your Website—Your Hardest Working Marketing Partner! 🚀 Join us on 9/25 to learn key strategies like #SEO, #LeadGeneration & data capture to boost your firm's success. bit.ly/3MK8qcJ #NAPFA #WebsiteOptimization #FinancialPlanning #FeeOnly

Join us for the #NAPFA Fall 2024 National Conference and connect with your fellow Fee-Only advisors. Register now! bit.ly/3y3cy3S #NAPFA2024 #FeeOnly #FinancialPlanning #Nashville

Free Webinar - Sponsored by the #NAPFA Foundation bit.ly/46HqIEI Pro Bono Power: Delivering Financial Planning Advice with Empathy - Enhance empathy - Incorporate cultural sensitivity - Navigate ethical dilemmas #FeeOnly #FinEdu #CFPCE #FinancialPlanning

In this month’s episode of the @NAPFA Nation Podcast, @amyirvineadvise of @RootedPlanning speaks with podcast host @marieswift about her financial planning journey. Listen here: napfamindsetmastery.libsyn.com/napfanation/li…

#NAPFA 2024 Fall National Conference Flash Sale Extended to August 7! Register to save $600 - bit.ly/3y3cy3S This year's theme is "Chart-Topping Strategies: Hitting High Notes for Your Clients" #financialplanning #FeeOnly #FinEd #CFPCE #Nashville

CFP Board COO @kdanesnowden 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

This X account is no longer being updated regularly. Please follow NAPFA Social on LinkedIn: bit.ly/4af6nrz

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 @AAltfest, 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 @_FPAlpha

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