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MIX Groups
Learn more about the benefits of a Membership Information Exchange group by visiting the National Association of Personal Financial Advisors website.
Exhibitors - 2019 Fall Conference for Financial Planners
Learn more about the 2019 Fall Conference for financial planning professionals, hosted by The National Association of Personal Financial Advisors.
Highlights - NAPFA Spring 2025 National Conference
Join us in Phoenix for the NAPFA Spring 2025 National Conference, May 7-10! Connect with Fee-Only financial planners, gain expert insights, and explore top-tier educational sessions. Register today!
NAPFA Foundation Pro Bono Opportunities
Learn how you can volunteer to be a pro-bono educator for fellow NAPFA members and those in the Fee-Only financial planning industry.
What is Fee-Only Financial Advising
Learn more about how fee-only planners and fiduciary advisors work in a client's best interest. Visit the NAPFA site today for more information.
Preconference: Final SECURE Act RMD Regulations Meets the Great IRA Wealth Transfer
Learn the latest IRS rules on RMDs, the impact of SECURE Act 2.0, and essential strategies for advisors managing the Great IRA Wealth Transfer. Examine new distribution options, mitigate taxes, and optimize planning for beneficiaries.
Virtual Experience - 2022 NAPFA Spring Conference
This virtual experience offers three days of sessions and all session recordings to earn NAPFA and CFP CE hours.
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