NAPFA’s Large Firm Forum is an exclusive event for shareholders and principals from large financial planning firms with $1 billion + AUM. Attendees participate in a two-day program of thought-provoking presentations and face-to-face discussions with industry leaders.
1. Education & Training
National Association of Personal Financial Advisors is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers.