National Association of Personal Financial Advisors (NAPFA)

The agenda is LIVE for ! https://bit.ly/4co6qUG

From behavioral finance and client motivation to the future of fiduciary planning, leadership, business growth, and more, this year’s conference is packed with practical ideas for today’s .

And to celebrate the agenda launch, we’re extending Early Bird pricing through September 8!

Explore the agenda, find the sessions that speak to you, and make your plans to join us October 14-17 in Atlanta.

Please join us in welcoming two new members to NAPFA's National Board of Directors, and congratulating Evan Loomis, CFP®, on his election as Secretary/Treasurer!

Danika B Waddell, MS, CFP®, RLP®, founder of Xena Financial Planning, LLC, and Rob Schulz, CFP®, founder of Schulz Wealth, have joined the National Board of Directors. Evan Loomis, CFP®, MSFP, has been elected Secretary/Treasurer and will serve in the role through Dec. 31, 2027.

Read more about their backgrounds and volunteer leadership: https://bit.ly/4gGLR75

Some of the best conference conversations happen outside the session room.

Stay at the Hyatt Regency Atlanta and you'll be right where the NAPFA community is gathering throughout the week, from morning coffee and meals to evening events and everything in between.

Reserve your room through the NAPFA room block: https://bit.ly/45QUU0c

Who's taking the stage in Atlanta this October?

Three keynote conversations at will tackle some big questions for advisors:

🔹 What actually motivates clients to act
🔹 Where fiduciary financial planning is headed
🔹 How to stay grounded when the world feels uncertain

Meet the speakers and explore the topics: https://www.napfa.org/conferences/napfa-fall-2026-national-conference/keynote

Looking for a fiduciary who shares your firm's beliefs? The Career Center connects you with already committed to the same principles your firm is built on.

Your next planner, paraplanner, or associate advisor is already looking for a firm like yours. Post your opening: https://bit.ly/4ptoceu

Ready to lead your team the way you already lead your clients?

The Three Domains Workshop with George Kinder and Kathy Lubar addresses a gap RIA owners know well: the difference between a team that's satisfied and a team that's genuinely inspired to grow the firm with you.

This full-day preconference workshop introduces Fiduciary In All Things (FIAT), a framework for bringing the fiduciary standard into how you lead, not just how you advise. Learn more: https://bit.ly/4zrI2LO

When you stay at the Hyatt Regency Atlanta, you're already where you need to be for the . Start the morning with your fellow attendees, head to sessions, grab a quick break upstairs, and keep connecting after the day's programming wraps up.

Book your room now: https://bit.ly/45QUU0c

Join NAPFA's West Region Board for a happy hour in San Diego. It's a laid-back chance to connect with fellow members, hear directly from board leaders, and learn more about volunteer opportunities within NAPFA.

Drinks and apps are on us!

Aug. 19, 2026
7 – 9 pm PDT
Stone Brewing – Liberty Station

RSVP today: https://bit.ly/4g12r2M

Final reminder: Presentation proposals are due Friday, August 14!

Have an idea, strategy, or insight that could help fellow ? Now’s your chance to share it with the NAPFA community and help shape the education at .

Don’t miss your chance to bring your expertise to the NAPFA community: https://bit.ly/4cpr6LV

Early bird pricing for ends August 28. Register now and pay $999 as a member or $1,299 as a non-member.

Four days of , networking, and community. October 14-17 at the Hyatt Regency Atlanta.

Take advantage of discounted pricing now: https://bit.ly/4w8chFo