Event Calendar Search

Calendar of Events

June 2021

NAPFA Webinar - 200+ Best (and Worst) Planning Ideas for Your Client’s Retirement Benefits
NAPFA Webinar - 200+ Best (and Worst) Planning Ideas for Your Client’s Retirement Benefits

Thursday, June 24, 2021 3:00 PM - Thursday, June 24, 2021 5:00 PM Eastern Standard Time

Online Webinar

June 2021

Partner Solutions - The Art of Deepening Relationships
Partner Solutions - The Art of Deepening Relationships

Wednesday, June 30, 2021 3:00 PM - Wednesday, June 30, 2021 4:00 PM Central Standard Time

Online Webinar

July 2021

NAPFA Webinar - Retirement Drawdown: Efficient Use and Distribution of Your Clients’ Assets
NAPFA Webinar - Retirement Drawdown: Efficient Use and Distribution of Your Clients’ Assets

Wednesday, July 07, 2021 7:00 PM - Thursday, July 08, 2021 8:00 PM

Online Webinar

July 2021

NAPFA Webinar - Conversations That Matter: Educating Clients about Non-binding Letters of Wishes
NAPFA Webinar - Conversations That Matter: Educating Clients about Non-binding Letters of Wishes

Thursday, July 15, 2021 4:00 PM - Thursday, July 15, 2021 5:00 PM Central Standard Time

Online Webinar

July 2021

NAPFA Genesis Webinar - Fourth Almost-Annual “Ask Me Anything” with Michael Kitces
NAPFA Genesis Webinar - Fourth Almost-Annual “Ask Me Anything” with Michael Kitces

Wednesday, July 21, 2021 3:00 PM - Wednesday, July 21, 2021 4:00 PM Central Standard Time

Online Webinar

July 2021

NAPFA Webinar - Enhancing Her Client Experience: Strategies for the Women's Wealth Evolution
NAPFA Webinar - Enhancing Her Client Experience: Strategies for the Women's Wealth Evolution

Wednesday, July 28, 2021 3:00 PM - Wednesday, July 28, 2021 4:00 PM Central Standard Time

Online Webinar

August 2021

Discussion with Morgan Housel, author of The Psychology of Money - Hosted by the NEMA Region Board
Discussion with Morgan Housel, author of The Psychology of Money - Hosted by the NEMA Region Board

Wednesday, August 04, 2021 1:00 PM - Wednesday, August 04, 2021 2:00 PM Central Standard Time

Online

August 2021

NAPFA Webinar - Online Presence and SEO Best Practices for RIAs
NAPFA Webinar - Online Presence and SEO Best Practices for RIAs

Thursday, August 12, 2021 3:00 PM - Thursday, August 12, 2021 4:00 PM

Online Webinar

September 2021

Congressional Advocacy Day
Congressional Advocacy Day

Wednesday, September 29, 2021 9:00 AM - Wednesday, September 29, 2021 5:00 PM Central Standard Time

Online

October 2021

NAPFA Fall 2021 National Conference
NAPFA Fall 2021 National Conference

Wednesday, October 13, 2021 9:00 AM - Saturday, October 16, 2021 4:00 PM Central Standard Time

The Westin Boston Seaport District
Boston, MA