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

What a week at CFP Board’s Where Are the Women? Summit!The program was excellent, the format kept great conversations go...
10/24/2026

What a week at CFP Board’s Where Are the Women? Summit!

The program was excellent, the format kept great conversations going, and the setting was lovely. It was a real highlight to see many members in the room, adding their voices to an important conversation about the future of .

Most of all, it was energizing to spend time with such cooperative, intentional people who are committed to supporting . Events like this are a reminder of how much good happens when people come together around a shared goal.

Thank you to CFP Board for bringing this community together, and to our members who were part of it.

There's a lot of talk about artificial intelligence right now. On Monday, we're making time for the other kind: authenti...
10/23/2026

There's a lot of talk about artificial intelligence right now. On Monday, we're making time for the other kind: authentic intelligence.

When clients go through big life changes, the numbers are only part of the picture. They need help staying steady, too. In this one-hour session with Susan Bradley, CFP®, CeFT®, founder of the Sudden Money® Institute, you'll learn three practical tools to help clients:

- Feel more confident when things are uncertain
- Think more clearly when stress is getting in the way
- Bring their stress level down during big life changes

Learn more and register: https://education.napfa.org/URL/AIMeetsAI

“You only get so many worry minutes... and then you die.”Dr. Carolyn McClanahan’s keynote challenged advisors to stop ch...
10/16/2026

“You only get so many worry minutes... and then you die.”

Dr. Carolyn McClanahan’s keynote challenged advisors to stop chasing certainty about the future and focus on what matters now: helping clients build a great life.

Her approach goes beyond the numbers, focusing on experiences that fill the soul, healthy relationships, and gratitude.

“How would it feel if every organization you encountered was trustworthy and humane in all they did? How would your life...
10/16/2026

“How would it feel if every organization you encountered was trustworthy and humane in all they did? How would your life change?”

This morning, George Kinder challenges us to imagine and build a fiduciary world. A powerful reminder of why our work matters. Thank you, George!

What a way to kick off the day at !This morning’s General Session opened with an incredible keynote from Tim Maurer, wh...
10/15/2026

What a way to kick off the day at !

This morning’s General Session opened with an incredible keynote from Tim Maurer, who challenged us to rethink what really motivates our clients. We spend so much time telling clients what they should do with their money, but Tim made a compelling case that we may be approaching motivation all wrong.

Drawing on decades of behavioral science and economics, he turned complex ideas into practical takeaways advisors can bring right into their next client conversation, especially when it comes to understanding the “why” behind the financial choices people make.

Thank you, Tim, for setting the tone for a great day of learning and connection!

is in full swing, and we couldn’t make it happen without the incredible support of our Premier Exhibitors and Sponsors...
10/15/2026

is in full swing, and we couldn’t make it happen without the incredible support of our Premier Exhibitors and Sponsors!

Thank you to Advyzon, Altruist, Betterment Advisor Solutions, eMoney, Josda Estate Solutions, LLIS, The Kimbrough Team at The Pinnacle Group, Gallagher Affinity, Savant Wealth Management, SEI, and StarNurse Concierge.

Your partnership is helping us bring fee-only fiduciary advisors together this week to learn, connect, and raise the bar for our profession. If you’re here with us, be sure to stop by the Solutions Exchange and say hello to these amazing partners!

It’s here! kicks off today in Atlanta, and we’re ready to welcome everyone!Our team is getting everything ready at the...
10/14/2026

It’s here! kicks off today in Atlanta, and we’re ready to welcome everyone!

Our team is getting everything ready at the Hyatt Regency Atlanta, and we can’t wait to see familiar faces, meet new ones, and kick off four days of learning, connection, and community.

If you’re joining us, stop by registration and say hello! We’re excited to see you.

Let’s make it a great conference!

🌟 NAPFA Women to Know 2026 Spotlight 🌟Megan enjoys utilizing her love for numbers and analytical skills to build financi...
10/13/2026

🌟 NAPFA Women to Know 2026 Spotlight 🌟

Megan enjoys utilizing her love for numbers and analytical skills to build financial plans that are tailored to the unique needs and situations of each client. Very detail-oriented and efficient, Megan likes working with like-minded individuals. She began her career in 2015, earning her CFP®️ designation the following year, growing from analyst to advisor and quickly taking on independent client relationships. Megan graduated summa cm laude from Lees-McRae College with a B.S. in Business Administration, with concentrations in Finance and Marketing, and a minor in Psychology, and now also helps train and mentor service advisory team members at EP Wealth. Outside of work, she enjoys painting, tennis, baking in search of the perfect chocolate chip cookie recipe, and spending time with her border collie, Maverick, while following her husband Ryan’s adventures in Southeast Alaska.

Discover more NAPFA Women to Know 2026 here: https://bit.ly/4d817d7

is this week, and the sessions are only part of it. advisors from across the country are heading to Atlanta, and the...
10/12/2026

is this week, and the sessions are only part of it. advisors from across the country are heading to Atlanta, and there’s still time to join them!

See what’s happening: https://www.napfa.org/conferences/napfa-fall-2026-national-conference/highlights

Between sessions:
- Welcome Reception on Wednesday
- NAPFA Pride at Skol Brewing Company
- Regional Breakfasts with advisors from your area
- NAPFA Experience at the College Football Hall of Fame (wear your team colors)
- Cocktail reception with our exhibitors on Thursday
- Closing Celebration on Friday night

Already registered? Tell us which one you’re most looking forward to!

Short on time? You can still join us at next week. One-day passes start at $399, so you can choose the day that works ...
10/08/2026

Short on time? You can still join us at next week. One-day passes start at $399, so you can choose the day that works best for you: https://www.napfa.org/conferences/napfa-fall-2026-national-conference

Come Thursday for a full lineup of sessions, including a keynote with Tim Maurer and 3 tax planning sessions from Ben Henry-Moreland. Friday brings keynotes from George Kinder and Dr. Carolyn McClanahan, and Saturday’s half-day wraps up with CFP Board-approved Ethics CE with Linda Leitz.

Address

Chicago, IL

Telephone

+18474835400

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