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July 2017

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By Alliance of Comprehensive Planners
Fee-Only Financial Planners Offer Peace of Mind with ACP Fee Calculator
By SunRay Advisors
Richardson of SunRay Advisors accepted for membership in the National Association of Personal Financial Advisors (NAPFA)
NAPFA and Advisorology, LLC partner to launch
Dr. Ron Rhoades, JD, CFP® to bring top experience and knowledge to key leadership role in leading Fee-Only professional association
By Leff & Associates
Panel at National Association of Personal Financial Advisors Feb. 27 Event to Cover Best Practices
NAPFA and Forbes Media partnering on virtual education program in 2012
By Paragon Wealth Strategies, LLC
Jonathan N. Castle of Paragon Wealth Strategies, Inc. in Jacksonville, FL has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA).
Pursuit of a Financial Advisor Field Guide provides much needed direction on preparing, evaluating, and engaging a financial advisor
By ACap Asset Management
Jump-Start Your Retirement Planning Days is a chance for consumers to get FREE financial advice from some of the nation’s top financial advisors, including Ara Oghoorian, CFA. 9 a.m.- 6 p.m. EST on Friday, January 21st and Tuesday, January 25th.
NAPFA to Securities and Exchange Commission: “The fiduciary standard of conduct’s importance to individual Americans, and to America itself, should not be understated.” NAPFA calls on the SEC to get to work to protect American investors
By Ben Lewis
NAPFA Member Martin Shenkman’s RV4TheCure program to be supported by NAPFA and benefitting the National Multiple Sclerosis Society, The Michael J. Fox Foundation for Parkinson’s Research, and the Association of Hole in the Wall Camps
By LifeSpan Financial Planning, LLC
Scott M. Spann, CFP®, EA is working with financial planners across the country to urge Congress to enact a strict fiduciary standard for anyone providing investment advice
By Foothills Financial Planning, Inc.
Thousands of consumers expected to receive free guidance from NAPFA and Kiplinger’s Personal Finance magazine January 22nd and 26th 2010
By LifeSpan Financial Planning, LLC
Fee-Only financial planning firm located in Mount Pleasant, South Carolina joins NAPFA

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