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. https://t.co/mCbJz4bH7f Submission deadline: 11/28/2025
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: https://t.co/uZvVwJj94Q
#FeeOnly#FinancialPlanning#Fiduciary
🚨 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! https://t.co/sTAlzhtWo3 #FinancialPlanning#NAPFA2025#NAPFA#FeeOnly
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! https://t.co/nRLVOJKRv1 #FeeOnly#FinancialPlanning
🚨 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! 🕛 https://t.co/fb7Ki2CRnC #FinancialPlanning
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
Free Webinar - Sponsored by the #NAPFA Foundation
https://t.co/WT9JhOunrP
Pro Bono Power: Delivering Financial Planning Advice with Empathy
- Enhance empathy
- Incorporate cultural sensitivity
- Navigate ethical dilemmas
#FeeOnly#FinEdu#CFPCE#FinancialPlanning
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:
https://t.co/P6HtoPM3j4
#NAPFA 2024 Fall National Conference Flash Sale Extended to August 7!
Register to save $600 - https://t.co/Rh0LPr5QBC
This year's theme is "Chart-Topping Strategies: Hitting High Notes for Your Clients"
#financialplanning#FeeOnly#FinEd#CFPCE#Nashville
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: https://t.co/UDAo0gtwDr #NAPFA24
Today is the last day to receive the regular registration pricing for the NAPFA Spring 2024 National Conference!
Save $200 and register today: https://t.co/x7FcVK6Y9X
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 https://t.co/x7FcVK6Y9X
The 2024 NAPFA Awards Program is officially open! The program recognizes leaders and achievers for their noted accomplishments within financial planning. Learn more: https://t.co/55XZ1u13Q4
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. https://t.co/oh9Myh3EAD #RothConversion#FeeOnly@_FPAlpha