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

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

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

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

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

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

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

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

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

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

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

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

This X account is no longer being updated regularly.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

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

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

CFP Board COO K. Dane Snowden and Board Chair Matthew Boersen, CFP® (Matthew B. Boersen, CFA, CFP®) 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

In this month’s episode of the NAPFA Nation Podcast, Amy Irvine of Rooted Planning Group speaks with podcast host Marie Swift 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

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

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