Simulcasts

Experience the NAPFA 2025 South Region Symposium from a Simulcast Location Near You!

Can’t make it to Atlanta? Connect with other Fee-Only professionals in a dynamic, remote setting at one of our simulcast locations. These venues offer the perfect opportunity to gain valuable insights, earn CEs, and network with peers—all while enjoying the convenience of a location closer to you.

Each simulcast includes:

  • A live stream of the full symposium program
  • Networking opportunities with local professionals
  • Complimentary breakfast and lunch

The simulcast option is available for a discounted registration fee of just $99.

Register Today

Don’t miss this chance to experience the South Region Symposium from a location that works for you!

Birmingham, AL

Approach Retirement Advisors

3928 Cypress Drive, Suite 150

Birmingham, AL 35243

Parking: In front and on the sides of the building.

Note: the building does not have signage and is a shared space with KeySys Consulting.

Capacity: 20

Contact: Eric McClain

Charleston, SC

Charleston Financial Advisors

4 North Atlantic Wharf, Suite 200

Charleston, SC 29401

Parking: Adjacent to the office at City Garage at 25 Prioleau Street, Charleston, SC 29401.

Capacity: 8 (3 will be used by hosting advisors)

Contact: Myles Brandt

Charlotte, NC

Modera Wealth Management

6101 Carnegie Blvd, Suite 220

Charlotte, NC 28209

Parking: Available in the garage or lot at no charge.

Capacity: 10

Contact: Jonie Parks or Hilary Daniel

Columbia, SC

Abacus Planning Group

2500 Devine Street

Columbia, SC 29205

Parking: Onsite

Capacity: 15

Contact: Carolyn Stewart

Houston, TX

Goodman Financial Corporation

5177 Richmond Ave. Suite 700

Houston, TX 77056

Parking: The office is located just south of Galleria within the Chase Bank building. Park in the visitor parking spaces on the garage's second floor, accessed via Richmond or Sage. Once you enter the building on the ground floor, take the elevator to the 7th floor. The office (suite 700) is on the elevators left.

Capacity: 24

Contact: Ryan Firth or Lauren Lindsay

Keller, TX (DFW)

Keener Financial Planning

1692 Keller Parkway

Keller, TX 76248

Parking: Free in front of and next to the building.

Contact: Jean Keener, 817-993-0401

Plantation, FL

Tobias Financial Advisors

900 S. Pine Island Road, Training Room

Plantation, FL 33324

Parking: Free in the garage located in front of Building 900.

Capacity: 30-35

Contact: Lily Sanchez or Edzai Chimedza

Raleigh, NC

Financial Symmetry

5438 Wade Park Blvd, Wade V Conference Room

Raleigh, NC 27607

Parking: Available in the garage or lot at no charge

Capacity: 16

Contact: Christian Polanco or Christopher Reid

Richmond, VA

EVOadvisers

2917 West Leigh St

Richmond, VA 23230

Parking: Street only

Capacity: 14

Contact: Lauren Zangardi Haynes

Host a Simulcast

Interested in bringing the Symposium closer to your community? Host a simulcast at your location! As a simulcast host, you’ll coordinate a live broadcast of the Symposium, provide a venue with a screen or TV and speakers, and arrange refreshments and lunch (NAPFA will reimburse up to $20 per person). You’ll also manage a sign-in sheet for reporting purposes.

To get started, please reach out to Jacob Burleson, CFP® with the following details:

  • Location Name:
  • Address:
  • Parking Information:
  • Maximum Capacity:
  • Point of Contact (name and email):

Hosting a simulcast is a great way to connect with peers and bring the Symposium experience to your area!

Register Today