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NAPFA Spring Conference

May 13th - 16th, 2014 • Salt Lake City, UT

Past Event:

Created exclusively for Fee-Only planners, this event offers a premier networking and continuing education experience for the top financial planners in the profession. Hundreds of advisors will convene over 2 ½ days to explore behaviors and biases that influence clients, markets and themselves; exchange ideas and best practices with their peers; and engage with the profession’s top leaders and visionaries. It’s an event that no Fee-Only planner – NAPFA member or not – can afford to miss. 
 
The NAPFA Spring National Conference will cover the most pressing topics of our profession, including:
  • How Behavior and Biases Affect Financial Decisions
  • Advanced Retirement Planning for Lifelong Income
  • The Changing Landscape of Irrevocable Trust Planning
  • Higher Tax Rates and the New Net Investment Income Tax
  • Asset Allocation and Building a Diversified Portfolio
  • Providing Excellent Client Service
  • Practice Management, Marketing and Technology
  • And much more!

Location Details

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The Grand American Hotel

Salt Lake City, Utah
United States

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