National Association of Personal Financial Advisors (NAPFA)

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National Association of Personal Financial Advisors (NAPFA)

NAPFA is the country's leading professional association of Fee-Only, fiduciary financial advisors.

Find a NAPFA member in your area at http://findanadvisor.napfa.org/Home.aspx

09/05/2026

There’s a lot to look forward to at .

The Fall National Conference agenda is now live, with sessions covering the ideas, challenges, and opportunities shaping the future of financial planning. Come ready to learn, connect with fellow Fee-Only advisors, and take new ideas back to your practice. https://bit.ly/4co6qUG

One more reason to make your plans now: Early Bird pricing has been extended through Tuesday.

Take a look at the agenda and start building your conference experience. We’ll see you October 14–17 in Atlanta!

09/04/2026

Looking for your next opportunity in financial planning? New opportunities are being added to the Career Center, making it a great time to explore your future.

From internships to executive leadership positions, you'll find roles with firms committed to the model and values that put clients first.

Explore open positions, upload your resume, and take the next step in your career. https://careers.napfa.org/

09/02/2026

The agenda is LIVE for ! https://bit.ly/4co6qUG

From behavioral finance and client motivation to the future of fiduciary planning, leadership, business growth, and more, this year’s conference is packed with practical ideas for today’s .

And to celebrate the agenda launch, we’re extending Early Bird pricing through September 8!

Explore the agenda, find the sessions that speak to you, and make your plans to join us October 14-17 in Atlanta.

09/01/2026

Please join us in welcoming two new members to NAPFA's National Board of Directors, and congratulating Evan Loomis, CFP®, on his election as Secretary/Treasurer!

Danika B Waddell, MS, CFP®, RLP®, founder of Xena Financial Planning, LLC, and Rob Schulz, CFP®, founder of Schulz Wealth, have joined the National Board of Directors. Evan Loomis, CFP®, MSFP, has been elected Secretary/Treasurer and will serve in the role through Dec. 31, 2027.

Read more about their backgrounds and volunteer leadership: https://bit.ly/4gGLR75

08/29/2026

Some of the best conference conversations happen outside the session room.

Stay at the Hyatt Regency Atlanta and you'll be right where the NAPFA community is gathering throughout the week, from morning coffee and meals to evening events and everything in between.

Reserve your room through the NAPFA room block: https://bit.ly/45QUU0c

08/27/2026

Who's taking the stage in Atlanta this October?

Three keynote conversations at will tackle some big questions for advisors:

🔹 What actually motivates clients to act
🔹 Where fiduciary financial planning is headed
🔹 How to stay grounded when the world feels uncertain

Meet the speakers and explore the topics: https://www.napfa.org/conferences/napfa-fall-2026-national-conference/keynote

08/21/2026

Looking for a fiduciary who shares your firm's beliefs? The Career Center connects you with already committed to the same principles your firm is built on.

Your next planner, paraplanner, or associate advisor is already looking for a firm like yours. Post your opening: https://bit.ly/4ptoceu

08/19/2026

Ready to lead your team the way you already lead your clients?

The Three Domains Workshop with George Kinder and Kathy Lubar addresses a gap RIA owners know well: the difference between a team that's satisfied and a team that's genuinely inspired to grow the firm with you.

This full-day preconference workshop introduces Fiduciary In All Things (FIAT), a framework for bringing the fiduciary standard into how you lead, not just how you advise. Learn more: https://bit.ly/4zrI2LO

08/17/2026

When you stay at the Hyatt Regency Atlanta, you're already where you need to be for the . Start the morning with your fellow attendees, head to sessions, grab a quick break upstairs, and keep connecting after the day's programming wraps up.

Book your room now: https://bit.ly/45QUU0c

08/14/2026

Join NAPFA's West Region Board for a happy hour in San Diego. It's a laid-back chance to connect with fellow members, hear directly from board leaders, and learn more about volunteer opportunities within NAPFA.

Drinks and apps are on us!

Aug. 19, 2026
7 – 9 pm PDT
Stone Brewing – Liberty Station

RSVP today: https://bit.ly/4g12r2M

Address

Chicago, IL

Telephone

+18474835400

Website

http://www.NAPFA.org/

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