Special Events

Enhance your conference experience with a variety of special events designed to educate, connect, and inspire. From deep-dive preconference sessions to regional outings, networking opportunities, and social gatherings, there's something for everyone. Don’t miss these chances to learn, engage, and make lasting connections!

If you would like to bring a guest, please email conference@86899805.com for ticketing assistance.

Wednesday, May 7, 2025

1:00 PM

Preconference Sessions

4:15 - 5:15 PM

Transitions Community Meeting

Connect with peers to discuss firm transitions, including buying, selling, and succession planning. Share best practices, gain expert insights, and explore strategies for long-term business continuity.

Women’s Initiative Community Meeting

Engage with NAPFA’s Women’s Initiative on mentorship, leadership development, and advocacy for female advisors. Network with peers, share insights and support the growth of women in the profession.

DEI Community Meeting

Join a conversation on enhancing diversity, equity, and inclusion while upholding the fiduciary standard. Hear updates from NAPFA’s DEI Committee and explore ways to foster a more inclusive profession.

Genesis Community Meeting

Designed for advisors under 33, this session offers career resources, mentorship, and peer connections. Discuss challenges, share insights, and shape the future of Fee-Only financial planning.

4:45-10:45 PM

West Region Experience: Sunset Jeep Tour

Join fellow West Region members for a Sunset Jeep Tour through the Sonoran Desert, the most bio-diverse desert in North America. Transportation will leave from the Sheraton Hotel at 4:45 PM and include an opportunity for CE while on your way to the desert. Water bottles will be provided to ensure everyone stays cool and hydrated. Please be advised that all guests must be under 275 lbs and wear closed-toed shoes. After the tour, the group will go out for a casual dinner. Sponsored by Dimensional Fund Advisors.

Tickets: $200.

5:00 - 8:00 PM

Welcome Reception

Kick off the conference by reconnecting with colleagues and meeting new peers in a relaxed setting. Enjoy beverages and light refreshments as you mingle and get ready for an exciting event ahead!

Thursday, May 8, 2025

12:00 - 1:00 PM

Womens Initiative luncheon

Join the NAPFA Women’s Initiative for a luncheon dedicated to fostering community, mentorship, and leadership among women in the fee-only financial advisory profession. With extensive experience in strategic planning and relationship building, Debbie McCullough, Vice President of Planned Giving with Heifer Foundation, will be our featured speaker. While this luncheon is open to all NAPFA members, women and non-binary folks are especially encouraged to attend. Capacity is limited to the first 100 registrants, so reserve your spot early! Sponsored by Heifer Foundation

Tickets: complimentary with conference registration.

5:15 - 6:15 PM

Cocktail Reception

Wrap up the day with drinks, light bites, and great conversations. Connect with exhibitors, explore innovative solutions, and network with fellow advisors in a lively, relaxed setting.

8:40 PM

Midwest Region Experience: Arizona Diamondbacks Game

Decompress after the first full day of top-notch education by enjoying a baseball game with your fellow NAPFA members! Cost includes your ticket to the Los Angeles Dodgers at Arizona Diamondbacks game at Chase Field, as well as All-You-Can-Eat ballpark fare (i.e., hotdogs, popcorn, peanuts, chips, water, and Pepsi products). The game starts at 8:40 PM. Additional details regarding ticket redemption will follow.

Tickets: $65.

Friday, May 9, 2025

5:45 - 6:45

Regions Networking Receptions

7:00 - 9:00 PM

Closing Party

End the conference on a high note with an evening of dinner, music, and great company. Enjoy a festive atmosphere, connect with fellow attendees, and celebrate a successful event!