NAPFA Large Firm Forum 2020 | National Association of Personal Financial Advisors (NAPFA) | 11 February 2020 | Mountain Shadows Resort, 5445 E Lincoln Dr, Paradise Valley, AZ 85253, USA
Venue
Mountain Shadows Resort
Mountain Shadows Resort, 5445 E Lincoln Dr, Paradise Valley, AZ 85253, USA
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| Event Date |
Tue Feb 11 MST - Thu Feb 13 MST (almost 5 years ago)
In your timezone (EST): Tue Feb 11 7:00pm - Thu Feb 13 7:00pm |
| Location |
Mountain Shadows Resort
5445 E Lincoln Dr, Paradise Valley, AZ 85253, USA |
| Region | Americas |
Details
NAPFA’s Large Firm Forum is an exclusive event for shareholders and principals from large financial planning firms with $950 million AUM and up. Attendance is by invitation only.
Attendees participate in programs on building credible leadership through consistent behavior, creating strategic relationships and achieving disciplined growth, as well as other leadership and firm management issues that enterprise-level financial planning leaders wrestle with regularly. Sessions are enhanced by opportunities for networking with your peers, invited guests, and industry thought leaders.
Speakers
2019 Past Speakers
John Choate
SA-720TM and former Navy SEAL
Gregory Cleary
Certified EOS Implementer
Stephen M.R. Covey
CoveyLink and the FranklinCovey Speed of Trust Practice
Michelle Donovan
Author and referral coach
Michelle Thetford
Schwab Advisor Services
Mark Tibergien
Pershing Advisor Solutions