NAPFA New Member Webinar-Slide handout - 2023-10-04 New Member Webinar

Slide handout - 2023-10-04 New Member Webinar
Pdf Summary
On October 4, 2023, NAPFA hosted a webinar led by Nikki Palluzzi, CAE, detailing various aspects of the organization, which focuses on fee-only financial planners. Key presenters included Kelsey Brennan, Aysha Ballis, Nikki Palluzzi, and Heidi Tennant.<br /><br />**Housekeeping Rules:**<br />- Participants were muted<br />- Questions were addressed via the Q&A feature<br /><br />**Webinar Topics:**<br />1. Introduction to NAPFA<br />2. Continuing Education (CE) requirements<br />3. Skill development and staying current<br />4. Networking opportunities<br />5. Q&A session<br /><br />**Introduction to NAPFA:**<br />- Founded in 1983, NAPFA represents 4,600 fee-only financial planners.<br />- Mission: To support members through education, professional connections, business development resources, and advocacy.<br /><br />**Organizational Structure:**<br />- National and regional boards<br />- Various committees, task forces, and professional staff<br /><br />**CE Requirements:**<br />- Reporting cycle: January 1, 2022, to December 31, 2023<br />- Full cycle: 60 CEs, prorated for newcomers<br />- Includes a 2-CE course on the Ethics of Financial Planning<br />- Accepts CFP CEs from live or recorded programs<br /><br />**CE Acquisition:**<br />- Attend local or virtual NAPFA group meetings, webinars, symposia, and conferences<br />- Utilize the NAPFA Learning Center for self-study<br />- Engage in approved programs from other organizations or through professional activities like presenting, publishing, and pro bono work<br /><br />**Marketing and Networking:**<br />- Enhance profiles with additional information<br />- Ensure online profiles and websites are updated<br />- Use NAPFA logos in marketing materials<br />- Basic complimentary profiles on feeonlynetwork.com, with upgrade options available<br /><br />**Virtual Learning:**<br />- Monthly free webinars for members, with additional webinars for a fee<br />- Recorded webinars are accessible in the NAPFA Learning Center<br />- The "NAPFA Nation" podcast offers additional learning resources<br /><br />**Upcoming Events:**<br />- Fall 2023 National Conference (October in Louisville, KY)<br />- Spring 2024 National Conference (May in Fort Worth, TX)<br /><br />**Networking and Community Building:**<br />- Year-round communities like the Open Forum, NAPFA Genesis, Diversity and Inclusion Initiative, and Women’s Initiative<br />- MIX Groups, Local Groups, and Conversation Circles for focused discussions and CE credits<br /><br />**Volunteering Opportunities:**<br />- Mid-June to mid-July volunteer recruitment for committee work and local group leaders<br />- Various roles for members, including local group leaders, conversation facilitators, and board members<br /><br />Overall, the webinar aimed to provide NAPFA members with comprehensive information on continuing education, skill enhancement, networking, and opportunities for community engagement and volunteering.
Keywords
NAPFA
fee-only financial planners
continuing education
networking
webinar
Nikki Palluzzi
professional development
marketing
volunteering
community engagement