The National Association of Personal Financial Advisors
351629277
1983
Chicago, IL 60631 United States
napfa.org
NAPFA
NAPFAFeeOnly
190578
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Novinky
📅 Happening Tomorrow! Charitable giving is evolving. Are you ready to guide your clients through the changes? Join us for a Partner Solutions webinar exploring how donor-advised funds (DAFs) can help maximize tax benefits while aligning with clients’ long-term philanthropic goals. We’ll cover new regulations like the OBBBA, innovative giving strategies, and practical ways to enhance impact amid today’s shifting charitable landscape. 🎓Earn 1 NAPFA CE and 1 CFP® CE Register now: https://bit.ly/4709BhZ #NAPFA #CharitableGiving #FinancialAdvisors #Philanthropy #TaxPlanning #FeeOnly (fb)
Your firm’s growth deserves a setting that inspires. 🌺 The 2026 Large Firm Forum will take place at The Royal Sonesta San Juan, blending executive-level networking with Puerto Rico’s warm breezes and beachfront beauty. Enjoy discounted room rates, spa perks, and a truly unforgettable environment designed for focus and connection. Reserve your room today and start picturing yourself in paradise. https://bit.ly/47iLCf3 #FeeOnly #NAPFA #FinancialAdvisor (fb)
Poslední komentáře
🌟 Loving the mission of NAPFA! It's refreshing to see financial advisors who truly prioritize their clients' best interests. Keep up the great work in promoting ethical and competent financial planning! 💪💰detail |
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🙌 Just found a Fee-Only fiduciary planner through NAPFA, and I couldn't be more excited! It's so important to have someone who genuinely has your back when it comes to financial goals. Highly recommend checking them out! 🌍✨detail |
Poslední diskuze
1. How can NAPFA members better promote the importance of Fee-Only fiduciary financial advice to the general public?Odpovědí: 3, Naposledy před 1 den detail |
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2. What strategies can NAPFA-affiliated financial planners use to enhance their ongoing education and competency in a rapidly changing financial landscape?Odpovědí: 3, Naposledy před 1 den detail |
V okolí
9
4.5
Chicago
O společnosti
- P99 -
Find a FeeOnly Fiduciary Financial Planner Now. Use My Current Location Why NAPFA. For 40 years NAPFA has been the standard bearer for FeeOnly fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict FeeOnly fiduciary capacity NAPFAaffiliated financial planners are committed to maintaining the highest level of competency with a clientcentered focus that means aligning solely with their clients interests.
Služby pro lidi - Víceúčelové a ostatní N.E.C.