This is your chance to participate in practical and technical sessions that prepare you to face business challenges and grab on to new opportunities as soon as you return to the office! You'll get the latest information on forward-thinking solutions for managing your client' financial wellbeing. In addition, you'll obtain a variety of knowledge from leading experts--and your Fee-Only peers.
You'll also connect with exhibitors who have tools, technology solutions and resources that will help you perform your job even better!
Attendees at NAPFA National will experience:
Broad-based education on a variety of planning topics
The latest information in industry and regulatory trends and issues
Greater insight into NAPFA and its advocacy for consumer protection and fiduciary standards
Exposure to the best minds in financial planning, economics, and investments
Interaction opportunities with a peer group committed to putting client’s interests first
An event in a major metropolitan area
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our Rich History began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. It's all a part of the mission of NAPFA.
author and international speaker on the topics of change, leadership and customer experience
Simon T. Bailey is the CEO of Simon T. Bailey International, a transformational education company specializing in creating learning and development content for individuals and organizations. Simon derives great joy from sharing and inspiring men and women with a simple framework and the tools needed to create a purposeful life and a meaningful and profitable business.
Simon delivers tangible takeaways that are easy to implement and produce sustainable results. He connects with any audience – on many levels – with a relevant message that resonates beyond the stage. Simon serves as a guide and catalyst, challenging people to shift and create their future. With his wisdom and expertise, an Orlando-based healthcare system was able to be acquired and a division of a hospitality company was ranked No. 1 for customer service by Expedia.com.
Simon is one of America’s top 10 most-booked corporate and association speakers on Change, Leadership, and Customer Experience. He has worked with over 1,500 organizations and has impacted more than 2 million people through his presentations and seminars in 45 countries worldwide. As a Hall of Fame keynote speaker, executive adviser, and author, he addresses more than 100,000 people each year. Some of his clients include AT&T, IBM, MasterCard, Microsoft, and Toyota.
His popular Building Business Relationships course for LinkedIn (via Lynda.com) has been viewed more than 500,000 time by professionals in 100 countries. His new course, How to Find a Sponsor, is receiving rave reviews. Simon is the top-selling author of nine books and creator of the Shift Your Brilliance System, a personal development program that takes individuals and organizations on a transformational journey to create a brilliant life and business. A percentage of the revenue from system sales benefits the U.S. Dream Academy, a nonprofit organization that positively impacts urban youth.
Prior to founding his company, Simon worked in the hospitality and tourism industry for 20 years and was sales director and new business development director for the world-renowned Disney Institute based at Walt Disney World Resort.®
Simon holds a Master’s degree from Faith Christian University and was inducted as an honorary member of the University of Central Florida Golden Key Honor Society. He is also a former member of the advisory council for Management and Executive Education at Rollins College Crummer Graduate School of Business, one of the top 25 best private graduate business schools in the United States.
He was named Man of the Year by the Leukemia & Lymphoma Society of Central Florida and serves on the Board of Directors for the U.S. Dream Academy and the Orlando Health Foundation. Speaker magazine also selected him as one of the top 25 “hot speakers” shaping the profession.
When Simon is not working, he spends quality time with his two active teenagers, roots for the Buffalo Bills, and is an avid moviegoer.
clinical psychologist, author and expert on optimistic aging
banking and regulatory policy analyst at the Federal Deposit Insurance Corporation (FDIC)