Chart-Topping Strategies: Hitting High Notes for Your Clients

Join the Fee-Only Community | October 30 - November 2

NAPFA is thrilled to host the Fall 2024 National Conference from October 30 – November 2, 2024. The Conference will take place at the Omni Nashville Hotel in Nashville, TN.

Attend to experience unparalleled education and an opportunity to engage with fellow advisors in the Fee-Only community.

We hope to see you October 30 - November 2 in Nashville!

Conference Education

Earn Up To - 36 NAPFA CEs, 27 CFP CEs, and 2 IRS CEs

Pre-Conference Sessions

Preconference Session: Final SECURE Act RMD Regulations Meets the Great IRA Wealth Transfer

Join Denise Appleby for an in-depth presentation designed to equip advisors with the knowledge and tools needed to navigate the recently published regulations on RMDs. Included in the presentation will be changes made by SECURE Act and SECURE Act 2.0.

Member: $199/Non Member: $249

Conference Registration Rates

There will not be a virtual conference option for those unable to attend.

Register Now!

Day Passes

• Thursday or Friday Day Pass: $449
• Saturday Day Pass: $349

*May only purchase one day pass. Conference recordings and evening events are not included in day pass registration.

Guests

• Thursday Cocktail Reception - $45
• Friday Closing Party - $125
• Thursday Cocktail Reception & Friday Closing Party - $150
• All Meals (Includes Cocktail Reception & Closing Party) - $500

Special Offers

Please contact the Education Team to receive a promo code. Promo codes may not be used in conjunction with the first week special pricing.

• First Time Attendee: $100 discount
• Firms Sending Three or more Attendees: $50 discount per person
• Full-Time Undergraduate Student: $199
• Program Director: Free if two or more students are in attendance

*Only one special offer may be used per registrant.

Register Now!

On-Demand Package Details

The on-demand package will include access to all conference sessions (minus Ethics and PreConference Sessions).

Participants can earn both CFP CE and NAPFA CE for the same registration fee.

• 20% discount for in-person attendees
• Regular pricing: $549/$649

Cancellation Policy

Cancellation and refund requests must be made in writing by September 27. A refund of the conference fee, minus a $100 administrative fee, will be given for cancellations received by that date. No refunds will be granted for requests received after September 27. Submit all requests to the NAPFA Education Team. NAPFA regrets that refunds will not be given for no-shows. For more information regarding refund, complaint, and/or cancellation policies please contact our offices at 847-483-5400.

Continuing Education

National Association of Personal Financial Advisors (NAPFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NAPFA is an IRS approved sponsor for Enrolled Agents

*CFP CEs are subject to approval