Browsing Tag
National Association of Plan Advisors (NAPA)
41 posts
Corporate Roundup: FINRA Appoints Public Governor, Lincoln Financial Taps CTO
The latest news from FINRA, Lincoln Financial, NAPA, Hightower, and more
NAPA Takes Vegas in Annual 401(k) Summit
401(k) Specialist will be making it's way to Las Vegas next week for NAPA's 401(k) Summit
Don’t Gamble on Waiting to Register for 2025 NAPA 401(k) Summit
Retirement industry’s biggest event headed for spectacular new Fontainebleau Las Vegas April 28-30
NAPA 401(k) Summit: Leveraging Data to Build Inclusion
A panel at the NAPA 401(k) Summit reviewed why advisors should be digging deeper in plan data
NAPA 401(k) Summit: Wealth Management, Retirement Convergence Leads Conversations
The confluence of wealth and retirement advice was a trending topic among panels at the NAPA 401(k) Summit
NAPA 401(k) Summit: Finalist Presentations Do’s and Don’ts
Day two of the NAPA 401(k) Summit featured recommendations on winning your next finalist presentation with prospective clients
2024 NAPA 401(k) Summit: Driving Insights and Outcomes with AI
Financial professionals will need to embrace artificial intelligence technology in order to deliver comprehensive retirement strategies, say panelists at the NAPA 401(k) Summit
NAPA 401(k) Summit Touches Down in Nashville
401(k) Specialist will be en route to the Music City this weekend
Retirement Income Certificate for Advisors Introduced by NAPA
Free course for NAPA members to earn RI(k) certificate launched in response to growing interest in retirement income options
NAPA 401(k) Summit Takes Over San Diego
401(k) Specialist is heading to Southern California this weekend for NAPA's annual summit