The National Association of Personal Financial Advisors Northeast/Mid-Atlantic Region Conference ...

Since 1983, NAPFA has been the voice of the Fee-Only advisor channel and today it has more than 1,900 members nationwide. NAPFA Conferences have earned the reputation for important and useful content and are considered to be among the best and most visible means to reach the Fee-Only advisor community. NAPFA members provide comprehensive financial planning services and are therefore, interested in learning about and recommending the following types of products and services Technology products and services Individual equities Mutual Funds Bonds and other fixed-income vehicles Separately Managed Accounts ETFs Hedge Fund products Alternative investments Retirement Services Qualified Plans Administrative and consulting services Family Office services Referrals to other professionals CPAs, Estate Planners & Attorneys, Health Advocates, etc. Reverse Mortgages LPs Long Term Care and other specialized insurances NAPFA members and conference attendees are Business Owners themselves and are therefore, interested in the following types of products and services for their own practices Information Services & Technology Equipment General Business Software Retirement & Financial Planning Software Portfolio Analysis Software Office & Communication Equipment Marketing Support Services Coaching and Professional Development Services Printing Legal and Accounting Services