NAPFA is the leading association of Fee-Only financial advisors. Be sure to visit us at NAPFA.org more insights on Fee-Only planning!
Joined March 2009
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Have insights that can help your peers deliver better, #ClientCentered #FinancialPlanning? We want to hear from you! Share your expertise at #NAPFASpring2026 and inspire the #FeeOnly community. bit.ly/42TEHX7 Submission deadline: 11/28/2025
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New episode of the #NAPFA Nation Podcast
@BobVeres discusses how fiduciary advisors can leverage AI, automation, and innovative strategies to enhance client relationships, drive growth, & stay competitive.
Listen: bit.ly/4cUvWyJ
#FeeOnly #FinancialPlanning #Fiduciary
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🚨 Last Chance! 🚨 Today is the FINAL day to book your room at the discounted group rate! The hotel is currently sold out outside of the group rate—secure your spot before it’s too late! bit.ly/3DQLKq4 #FinancialPlanning #NAPFA2025 #NAPFA #FeeOnly
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Are you leading a $1B AUM firm—or on track to get there? This is YOUR chance to connect with top firm leaders, explore strategies for sustainable growth, and tackle challenges together! bit.ly/3VcqNeK #FeeOnly #FinancialPlanning
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🚨 Last chance to inspire the #FeeOnly community! 🚨
Submit your #NAPFA25 topic by TODAY to lead a dynamic session on tax planning, investments, marketing, and more.
Don’t miss this opportunity to share your expertise—submit now! 🕛 bit.ly/3YU2THt #FinancialPlanning
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Today, we pause to honor the strength, courage, and dedication of our veterans. Your sacrifices safeguard our freedoms, and for that, we are forever grateful. Thank you for your service. #VeteransDay #HonoringOurHeroes #ThankYouVeterans
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<1 week until Playbook #3: Your Website—Your Hardest Working Marketing Partner! 🚀 Join us on 9/25 to learn key strategies like #SEO, #LeadGeneration & data capture to boost your firm's success. bit.ly/3MK8qcJ #NAPFA #WebsiteOptimization #FinancialPlanning #FeeOnly
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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
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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
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NAPFA retweeted
9 Jul 2024
In this month’s episode of the @NAPFA Nation Podcast, @amyirvineadvise of @RootedPlanning speaks with podcast host @marieswift about her financial planning journey.
Listen here:
napfamindsetmastery.libsyn.c…
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#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
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CFP Board COO @kdanesnowden and Board Chair Matthew Boersen, CFP® (@mboersen) 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/napfa-… #NAPFA24
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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
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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
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This X account is no longer being updated regularly.
Please follow NAPFA Social on LinkedIn:
bit.ly/4af6nrz
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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
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Join NAPFA for the 2024 Large Firm Forum. Advanced pricing is available through December 22! Register today: bit.ly/40MoCQQ
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Free webinar for NAPFA members! This webinar, moderated by @AAltfest, 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 @_FPAlpha
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Registration is now open for the NAPFA 2024 Midwest, NEMA, and South Region Symposiums! Learn more: bit.ly/49VyWdD
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