Keyword: CPFA

Pay it Forward

Greetings, NAPA members and Firm Partners! As this is my last official column as NAPA President, I want to express my sincere gratitude and thanks to many.   Read More


The second day of the 2018 NAPA 401(k) SUMMIT is just as good as the first. We’ve got workshops on social media, profitably working with small plans, keeping your pipeline full, the evolution of TDFs, and ethics – and that’s just the beginning. Check it out.   Read More


We’re counting down the days to the 2018 NAPA 401(k) SUMMIT. If you’re one of the nearly 1,100 retirement advisors who have already registered, check it out. Haven’t yet made up your mind? Look what you’re missing!   Read More

FOMO is Real!

Ever ask yourself what your personal and professional life would have looked like if you had missed certain seminal introductions, relationships, exposures or meetings?   Read More