Financial Industry Leaders Coming Together for New Initiative

Oct. 27, 2011 - PRLog -- Arlington Heights, IL (October 27, 2011) – Two of the most trusted brands in the financial industry are coming together to develop educational programming for financial professionals in 2012. The program, to be known as the 2012 NAPFA-Forbes iConference: Core Elements of Financial Planning, will be hosted by the National Association of Personal Financial Advisors (NAPFA) and Forbes Media.

NAPFA, the leading professional association of Fee-Only financial planning professionals, and Forbes Media, the premier name in financial media, will come together for this special industry-wide event to educate professionals on investment and financial planning topics in a virtual environment. The event, which will be open to all NAPFA members and any other financial professional, will allow attendees to collect valuable Continuing Education credits.

“For a number of years Forbes has been committed to creating compelling, intelligent content for financial advisors and our partnership with NAPFA, including regular online columns from some of its members, is an important because we hold NAPFA’s principles in high regard,” says Matt Schifrin, vice president and investing editor for Forbes.

The NAPFA-Forbes iConference is tentatively scheduled for early August 2012 and will include a day and a half of keynote presentations and breakout sessions on investment and financial planning topics. Sessions will also be made available to advisors looking to understand the Fee-Only planning compensation model and how to effectively make the transition. More details on the event will be made available on www.NAPFA.org and on www.Forbes.com in the coming months.

“We are thrilled to have this opportunity to work with one of the most trusted brands in the financial industry,” said Ellen Turf, CEO of NAPFA. “Forbes is a pioneer in the financial media and has done tremendous work in educating the public on investment and personal finance-related issues, but their work in developing content that is designed to make financial advisors better prepared and more effective is what really sets them apart. We are delighted they are embracing this opportunity to work closely with NAPFA.”

Members of the media who would like to learn more about the planned NAPFA-Forbes iConference can contact:

For NAPFA:
Ben Lewis
ben@bdlpr.com
301-963-7555

For Forbes:
Debbie Weathers
dweathers@forbes.com
212-366-8848

ABOUT NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA)

Since 1983, The National Association of Personal Financial Advisors (NAPFA) has provided Fee- Only financial planners across the country with some of the strictest guidelines possible for professional competency, comprehensive financial planning, and Fee-Only compensation. With more than 2,400 members across the country, NAPFA has become the leading professional association in the United States dedicated to the advancement of Fee-Only financial planning. For more information on NAPFA, please visit www.napfa.org.

ABOUT FORBES MEDIA

Forbes Media encompasses Forbes and Forbes.com (www.forbes.com), the leading business site on the Web that reaches on average more than 21 million people monthly. The company publishes Forbes and Forbes Asia, which together reach a worldwide audience of more than 6 million readers. It also publishes ForbesLife magazine, in addition to licensee editions in Africa, Argentina, Bulgaria, China, Croatia, Czech Republic, India, Indonesia, Israel, Kazakhstan, Korea, Latvia, Middle East, Poland, Romania, Russia, Slovakia, Turkey, and Ukraine.

Other Forbes Media Web sites are ForbesWoman.com; RealClearPolitics.com; RealClearMarkets.com; RealClearSports.com and RealClearWorld.com. Together with Forbes.com, these sites reach on average nearly 28 million business decision makers each month.

Steve Forbes serves as Chairman and Editor in Chief. Mike Perlis is President and Chief Executive Officer.  Lewis D’Vorkin is Chief Product Officer.  Kevin Gentzel is Chief Revenue Officer.