Partner Solutions Webinar Series

Today’s financial planning professional faces an ever increasing and diverse range of business challenges. From anticipating marketplace shifts to managing client expectations --- finding solutions to your toughest questions isn’t always easy.

Introducing the NAPFA Partner Solutions. Sponsored by NAPFA partner organizations, this webinar series presents unique perspectives and business solutions to the diverse challenges facing fee-only financial planning professionals.

Partner Solutions Benefits:

  • Earn valuable CE Credits
  • Identify and evaluate new products and services
  • Develop your short list of solution providers
  • Free to both members and non-members

Interested in sponsoring a Partner Solutions Webinar? Contact Ric Haines at 732.920.4236 to learn more.

Partner Solutions Archives

Tax Planning as a Year-Round Sport (January 6, 2022)

Presented by: Ben Birken, CFP®, VP, Customer Success and Engagement, Holistiplan

Sponsored by: Holistiplan

Helping Clients Plan for Higher Education Expenses (October 6, 2021)

Presented by: Jonathan Sparling, Director of Strategic Partnerships; Gail Holt, Dean on Financial Aid at Amherst College

Sponsored by: Private College 529 Plan

The Art of Deepening Relationships (June 30, 2021)

Presented by: Dr. Amy D'Aprix, Founder, Life Transitions by Dr. Amy

Sponsored by: Life Transitions by Dr. Amy, Inc.

How to Deliver Double-Digit Returns Through a Secured Real Estate Investment (March 3, 2021)

Presented by: Misty Bethany, Chief Compliance Officer, Ignite Funding

Sponsored by: Ignite Funding

Nancy Loves Law, A Look Into A Business Owner’s Retirement Plan Options (February 3, 2021)

Presented by: Tom Pohlen, Regional Director, Retirement Plan Consultants (RPC)

Sponsored by: Retirement Plan Consultants

The Benefits and Uses of Commission-Free Annuities in a Fiduciary Practice (September 1, 2020)

Presented by: David Lau, CEO and Founder, DPL Financial Partners
Sponsored by DPL Financial Partners

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