Upcoming Webcasts

Note: NAPA webcasts are a complimentary benefit of being a NAPA member. Join NAPA today!

Continuing Education (CE): CE credit is available for NAPA members only. 

Code of Conduct: All participants are expected to abide by our Events Code of Conduct.

Questions? Contact our Customer Care team [email protected]

Beyond Your Practice: Building Retirement & Wealth Advisory Business Resiliency and Maximizing Enterprise Value

Tuesday, June 27, 2023 | 2:00 - 3:00 p.m. ET

Speakers:

• Dick Darian, Founding Partner at Wise Rhino Group
• Peter Campagna, Managing Partner at Wise Rhino Group,

Description: Focusing on the “Business” of your Retirement & Wealth Advisory Firm is critical for impactful alignment of owners, staff, and clients. As consolidation continues, scaled players begin applying pressure to smaller Firms, plan sponsor and participant service models evolve, and fees compress – it will be more important than ever for owners to build resilient businesses while maximizing Firm value. With over five years of experience analyzing 300+ Retirement & Wealth Advisory Firms undertaking valuation or sale, Wise Rhino Group is equipped with experience, data, and insights to help Firm leaders make adjustments needed to survive and thrive going forward.

Continuing Education (CE) Credit: 1 NAPA Relevant Topics

Sponsored By: Wise Rhino Group

The Fundamentals of a NQDC Plan: Plan Design Best Practices & Considerations

Tuesday, July 18, 2023 | 2:00 - 3:00 p.m. ET

Speaker: Kim Coggin, KEAP FVP, Central, Pacific Life Insurance Company

Description: In a competitive world, your compensation and benefits strategy should support your efforts to recruit, reward, and retain your top-performing employees - as well has help them save for retirement and other financial goals. A well-designed, highly-customized nonqualified deferred compensation (NQDC) plan may be the missing piece of your complete compensation and benefits strategy.

Continuing Education (CE) Credit: 1 NAPA Relevant Topics

Sponsored By: Pacific Life Insurance Company