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The largest conferences are held each spring and fall throughout the U.S. Typically about 75 exhibitors and 500 practitioners attend. In addition to outstanding educational sessions, there is always a well-attended exhibit hall with providers of products and services that you will want to know about. Last but not least the NAPFA staff and conference committees work hard to make the entire experience a “fun” event by planning very special entertainment and social functions for your enjoyment. Each conference has a programmatic theme and the meetings are comprehensive conferences offering sessions on all areas of financial planning.
There is no better place to learn how to fine-tune your practice than at a NAPFA meeting. You should know too that we plan our meetings in very desirable destinations and many members combine meetings with vacations. In addition to the prepared educational session, the networking and camaraderie that you will experience is priceless. You will meet peers from all over the country who are more than willing to share their ideas and experiences with you.
For those of you who distribute products and services there is no better marketplace. You will meet the decision makers who manage many billions of dollars on a collective basis.
Attendees at NAPFA National Conferences experience:
Broad-based education on a variety of planning topics
The latest information in industry and regulatory trends and issues
Greater insight into NAPFA and its advocacy for consumer protection and fiduciary standards
Exposure to the best minds in financial planning, economics, and investments
Interaction opportunities with a peer group committed to putting client’s interests first
An event in a major metropolitan area
About NAPFA:
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our Rich History began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. It's all a part of the mission of NAPFA.
Source: Event Website
Source : Event Website
| Event Name | City | State | Atendance | Exhibitors | Date |
|---|---|---|---|---|---|
| ASPPA & NAPA's Women In Retirement Conference 2025 | Austin | Texas |  estimated |
estimated |
Jan 08, 2025 |
| Western Fairs Association Convention & Tradeshow - 2025 - (formerly Western Fairs Association Convention - 2024) | Reno | Nevada | estimated |
 verified |
Jan 19, 2025 |
| Battlefin Discovery Day - 2025 | Miami Beach | Florida | estimated |
verified |
Jan 22, 2025 |
| Financial Services Institute 2025 Onevoice Conference | Grapevine | Texas | estimated |
verified |
Jan 27, 2025 |
| MBA Independent Mortgage Bankers Conference 2025 | Austin | Texas | estimated |
verified |
Jan 27, 2025 |
