The NAPFA Genesis Emerging Advisors Summit 2026

Where the next generation of fee-only fiduciaries come to grow

Program information

The NAPFA Genesis Emerging Advisors Summit is a half-day event designed exclusively for newer and emerging financial advisors who are ready to go deeper technically, strategically, and personally. From advanced tax and investment strategies to the behavioral and relational skills that set great advisors apart, this symposium delivers practical, real-world content tailored to where you are in your career right now.

Whether you're building credibility with clients, exploring your ideal practice model, or leveling up your planning toolkit, you'll leave with actionable insights and connections to a community that gets it. Join us for a focused afternoon of learning, conversation, and community — built by younger advisors, for younger advisors.

This program is free to NAPFA Genesis members courtesy of LLIS, the exclusive sponsor of Genesis; to add this course to your calendar, log in to NAPFA's Learning Center, find this program under “My Courses” and click on the green “Start” button for a calendar invitation. 

Agenda
AGENDA (Central Time Zone):

12:00 - 12:10 pm Welcome and Introductions
12:10 - 1:10 pm Topic 1: Mark Maurer, CEO of LLIS (Case study/technical)
1:10 - 2:10 pm Topic 2: Rose Zealand - Death & Money
2:10 - 2:30 pm Breakout and Recap
2:30 - 2:45 pm BREAK
2:45 - 3:45 pm Topic 3: TBD
3:45 - 4:45 pm Topic 4: TBD
4:45 - 5:00 pm Breakout and Recap
5:00 - 5:05 pm Close
Summary
Availability:
Registration Required
Expires on Feb 26, 2027
Location:
Online Meeting
Date / Time:
Feb 25, 2027 11:00 AM - 4:00 PM CT
Cost:
Member: $59.00
Non-Member: $99.00
Credit Offered:
4.5 NAPFA CE Credits
3 CFP® CE Credits
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