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January 2022

Master Class #1: Using Gated Lead Magnets as a "Pull Strategy"
Session #1 (of 3): The WHAT
Wednesday, Jan. 26, 2022, 4:00 PM (3:00 PM CT, 1:00 PM PT)
Presented by: Marie Swift, President and CEO of Impact Communications; Jonny Swift, Director of Social/Digital Strategy at Impact Communications; and Claire Akin, President and CEO of Indigo Marketing Agency

3.5 NAPFA CE in K - Marketing & Practice Management when you complete all three sessions in this Master Class.
Member: Free; Non-Member: $100 includes three sessions

Register Here

February 2022

How to Prevent Client Issues in an SEC Audit

Thursday, February 03, 2022 3:00 PM (2:00 PM CT, 12:00 PM PT)

Presented by: Stephen Galletto, Esq., and Trina L. Glass, Esq., shareholders at Stark & Stark’s Investment Management & Securities Group

1 NAPFA CE in K – Marketing & Practice Management and 1 CFP® CE

Content Level: Intermediate

Member: Free; Non-Member: $39

Register Here

Student Loan Repayment and Forgiveness Update

Wednesday, February 09, 2022 3:00 PM (2:00 PM CT, 12:00 PM PT)

Presented by: Fred Amrein, Founder/CEO, PayForED

1 NAPFA CE in A – Financial Planning Process, 1 CFP® CE, and 1 NASBA CE (field of study: Specialized Knowledge)

Content Level: Advanced

Member: $39; Non-Member: $59

Register Here

Finding Your Best Fit Among Pro-Bono Financial Advising Opportunities

Tuesday, February 15, 2022 3:00 PM (2:00 PM CT, 12:00 PM PT)

Hosted by the NAPFA Consumer Education Foundation (NCEF)

Support NCEF by volunteering or donating at www.napfafoundation.org

“Changing Lives Through Pro-bono Advice”

Presented by: David Weingrad, Building Homes for Heroes; Rachel Roth, Foundation for Financial Planning; Judy Herbst, Savvy Ladies

1 NAPFA CE in A – Financial Planning Process

Content Level: Foundational

Member & Non-Member: Free

Register Here

Career Path Planning

Wednesday, February 16, 2022 3:00 PM (2:00 PM CT, 12:00 PM PT)

Presented by: Patrick E. Rohe, CFP®, CEO of Rockbridge Investment Management, LLC

1 NAPFA CE in L – Strategic Planning

Content Level: Foundational

Member: $39; Non-Member: $59

Free to NAPFA Genesis members, courtesy of LLIS. To register for free, use the promo code emailed to you, or find it in the Announcement of the NAPFA Genesis community here.

Register Here

Master Class #1: Using Gated Lead Magnets as a "Pull Strategy"
Session #2 (of 3): The HOW
Wednesday, Feb. 23, 2022, 4:00 PM (3:00 PM CT, 1:00 PM PT)
Presented by: Marie Swift, President and CEO of Impact Communications; Jonny Swift, Director of Social/Digital Strategy at Impact Communications; and Claire Akin, President and CEO of Indigo Marketing Agency

3.5 NAPFA CE in K - Marketing & Practice Management when you complete all three sessions in this Master Class.
Member: Free; Non-Member: $100 includes three sessions

Register Here

March 2022

How to Win High Net Worth Clients

Wednesday, March 02, 2022 3:00 PM (2:00 PM CT, 12:00 PM PT)

Presented by: Jared McDaniel, CFA, CPA, CFP®, CMT, CPWA®, AIF, Director, Senior Investment Consultant, City National Rochdale; Celine Pastore, CRPC®, MRFC®, Founder and Principal, SimplePath Wealth Management, LLC

1 NAPFA CE in C – Investments

Content Level: Intermediate

Member & Non-Member: Free

This is a Partner Solutions webinar sponsored by City National Rochdale.

Register Here

Analyzing the “American Families Plan” Tax Proposal

Tuesday, March 8, 2022 3:00 PM - 4:00 PM (2:00 PM CT, 12:00 PM PT

Presented by: Jeffrey Levine, CPA/PFS, CFP®, CWS®, AIF®, MSA - Lead Financial Planning Nerd for Kitces.com, Chief Planning Officer at Buckingham Wealth Partners, Lead Creator and Content Expert for Savvy IRA Planning®

1 NAPFA CE in D – Income Tax Planning, 1 CFP® CE, 1 EA CE, and 1 NASBA CE (field of study: Taxes)

Content Level: Intermediate

Member: $39; Non-Member: $59

Register Here

May 2022

Education Planning for the Next Decade: Practical Strategies for Success

Thursday, May 12, 2022 3:00 PM (2:00 PM CT, 12:00 PM PT)

Presented by: Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax

1 NAPFA CE in A – Financial Planning Process, 1 CFP® CE, and 1 NASBA CE (field of study: Specialized Knowledge)

Content Level: Intermediate

Member: $39; Non-Member: $59

Register Here

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**Webinar titles subject to change.