Menu
×
×

Sign Up

Your Profile will be reviewed by Admin
TODAY :
EVENT DATE
May 2014
MoTuWeThFrSaSu
   1234
567891011
12131415161718
19202122232425
262728293031 

Venue

Hilton Chicago 720 S Michigan Ave Chicago , Illinois 60605
Tel: (312) 922-4400
Google Map

NAPFA National Conference 2014 - National Association of Personal Financial Advisors

500 0

Overview

Since 1983, NAPFA has been the voice of the Fee-Only advisor channel and today it has more than 1,900 members nationwide. NAPFA Conferences have earned the reputation for important and useful content and are considered to be among the best and most visible means to reach the Fee-Only advisor community.

NAPFA members provide comprehensive financial planning services and are therefore, interested in learning about and recommending the following types of products and services:

Technology products and services

Individual equities

Mutual Funds

Bonds and other fixed-income vehicles

Separately Managed Accounts

ETFs

Hedge Fund products

Alternative investments

Retirement Services

Qualified Plans

Administrative and consulting services

Family Office services

Referrals to other professionals: CPAs, Estate Planners & Attorneys, Health Advocates, etc.

Reverse Mortgages

LPs

Long Term Care and other specialized insurances

NAPFA members and conference attendees are "Business Owners" themselves and are therefore, interested in the following types of products and services for their own practices:

Information Services & Technology Equipment

General Business Software

Retirement & Financial Planning Software

Portfolio Analysis Software

Office & Communication Equipment

Marketing Support Services

Coaching and Professional Development Services

Printing

Legal and Accounting Services

 

Additional Exhibiting Contact:

Ric Haines

(732) 920-4236

RELATED EVENTS +

MORE events +

Display Makers +