NAPFA - National Association of Personal Financial Advisors

Final #SECUREact #RMD Regulations Meets the Great IRA #WealthTransfer - Attend this must-hear preconference session at #NAPFA24 for an in-depth presentation designed to equip advisors with the knowledge and tools needed to navigate the recently published regulations on RMDs. Included in the presentation will be changes made by SECURE Act and SECURE Act 2.0. Denise Appleby MJ(Emp. Benefits Law), APA,AKS,CISP,CRC,CRPS,CRSP will get you up to speed on critical changes that will impact your clients' #retirement and #EstatePlanning. https://bit.ly/3XhOIec

Congratulations to Nikki Palluzzi, CAE for winning our 2024 Special Achievement Award! Nikki is a seasoned association executive professional with over 17 years of experience. She spent the first ten years of her career at Smithbucklin, working primarily with #leadership and #volunteer programs in #technology user groups. In 2015, she joined us, focusing primarily on #MembershipEngagement and #recruitment, #DEI efforts, and #volunteer management. During her time at NAPFA, membership grew over 75%, but she's most proud of the programming she created for diverse groups within the association. As of December of 2023, Nikki is the Director of Membership & Customer Engagement at the Institute of Food Technologists (IFT) where she’s focused on creating a connected and positive member experience for the #FoodScience community. Nikki's passion is for creating inclusive, collaborative communities, and to that end, she has been an active Association Forum volunteer for several years. She currently serves as their Chair for the Member Engagement Committee. She lives in Chicago with her family, and spends her spare time running, reading, and cooking for her friends and family. Join us in celebrating Nikki’s remarkable contributions and watch the video to learn more about her inspiring journey! https://bit.ly/3YSroVF #FeeOnly #AssociationProfessionals #NAPFA

Join us for the final installment of our Playbook series, Outshine Your Competition! Discover how to communicate and promote your services and value-add offerings to set yourself apart. Presenters Zoe Meggert, Matt Halloran, Lara Galloway and moderator Marianela Collado will share expert insights to help you attract new clients, strengthen relationships, and gain a competitive edge. https://bit.ly/4fTNzkj #FeeOnly #FinancialPlanning #ClientGrowth #NAPFA #LeadGeneration #Marketing

🎉 Congratulations to Ballast Point Financial Planning, LLC! 🎉 We're proud to present them with the Excellence in #DEI Award – Mid-Sized Firm for their effective initiatives in fostering an inclusive environment that values diversity at every level of their organization. Their dedication to creating a workplace where everyone feels respected and valued truly sets them apart. We’re honored to recognize their leadership in advancing #diversity, #equity and #inclusion within the financial planning community. 👏 #NAPFA #FinancialPlanning #FeeOnly #DEIFinance

🌟 Register now for the 2024 Playbook Series #2: Adding Value to Outshine Your Competition - https://bit.ly/3KbxVST Join a host of experts for the third Playbook Series of 2024, “Adding Value to Outshine Your Competition.” Discovering true value amidst a plethora of options, our panelists will guide advisors through navigating value-add products and services, helping you discern what your clients truly seek, decide on beneficial additions to your offerings, and craft irresistible marketing strategies. ✅ Session #1: What Kinds of Service Add-Ons or Resources Could You Be Offering to Clients? | On Demand ✅ Session #2: How to Know What Your Clients Want from Your Firm | On Demand ✅ Session #3: Communicating Your Value for Lead Generation and More Clients | August 28 Members: $49 for the three-session series, or $39 per individual session. Non-members: $99 for the three-session series, or $59 per individual session. Register today: https://bit.ly/3KbxVST

🚨 Last Chance! 🚨 The advanced registration discount for the #NAPFA Fall 2024 National Conference ends TODAY! Don’t miss out on saving $200 before prices go up tomorrow. Secure your spot now and join us in #Nashville for inspiring sessions, #networking and more! Register now: https://bit.ly/3y3cy3S #NAPFA2024 #FeeOnly #FinancialPlanning

🎙️ New Episode Alert! 🎙️ Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning with Christine Simone, Founder and CEO of Caribou. Christine joins host Marie Swift to explore the critical connection between #Healthcare and #FinancialPlanning. Learn how decisions around #Medicare and health plans shape financial strategies, especially during pivotal life moments like #retirement. Discover why advisors need to start these conversations early and how a software solution is bridging the gap in financial planning. Plus, get an exclusive preview of the upcoming Survival Guide for #OpenEnrollment. 🏥 🎧 Don’t miss out—listen to #NAPFANation now! https://bit.ly/4cUvWyJ #NAPFAMembership #ClientRelationships #ComprehensiveFinancialPlanning #NAPFA #FeeOnly #Podcast

🚀 Listen for expert insights on leveraging AI for financial advisors! 🚀 2024 Playbook Series #1: AI and Advisors 3-Course On-Demand Bundle - Understand AI fundamentals and applications. - Learn practical strategies for AI integration. - Navigate legal and cybersecurity implications. Don't miss this opportunity to stay ahead of current trends! 📅 Start Learning Today: https://bit.ly/4bgAQoz #NAPFA #AIandAdvisors #FinancialAdvisory #ProfessionalDevelopment #CECredits #AIinFinance #2024Playbook #AdvisorEducation #FeeOnly

🌟 NAPFA Women to Know 2024 Spotlight https://bit.ly/4cuFVLK Bridget Venus Grimes, CFP®, is President of WealthChoice LLC, a wealth management firm for women executives, and Co-founder of the SEC registered investment advisor Equita Financial Network, a community of women-led financial planning firms. She is also a proud CFP ® Board Ambassador. Bridget believes in empowering women to take confident steps toward a better life. She authored the best-selling book Corner Office Choices: The Executive Woman’s Guide to Financial Freedom and has written countless articles for major US media channels. Her commitment to women’s financial education extends not only to women professionals but also to fellow financial planners. 💼 Why would Bridget recommend this profession to other women? This is a terrific profession for women. Having your own practice allows you to serve who you want, get paid what you are worth, have the flexibility to have a work/life balance and be present for your family, and build the business you want. I'm a strong proponent of women planners having their own practice so they have the ability to have these choices. Read Bridget's full comments and see more NAPFA Women to Know here - https://bit.ly/4cuFVLK #NAPFA #FeeOnly #FinancialPlanning