NAPFA Spring 2024 National Conference

May 8-11, 2024

Fort Worth, TX

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

Registration will open in early February. Stay tuned for more details coming soon!

Preconference Workshop

Key Strategies to Minimize Taxes & Avoid Penalties on Retirement Accounts

Denise Appleby

Join NAPFA in Fort Worth!

• Take advantage of Fort Worth's "Show Your Badge" program. Visit participating businesses around Fort Worth to receive discounts.
• View upcoming events in Fort Worth.
• Discover local dining options throughout the Fort Worth area.

Cancellation Policy
Cancellation and refund requests must be made in writing by Friday, April 12. 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 Friday, April 12. Submit all requests to the NAPFA Education Department. 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.

Sponsor # 104015

Number of sessions qualifying for CPE credit: TBD

Delivery Method: Group Live

Level of learning: Overview

Advance preparation: None

Prerequisites: None

NAPFA is an IRS approved sponsor for Enrolled Agents

*CFP CEs are subject to approval