Alie Nicola

Napfa Large Firm Forum 2025. Napfa’s large firm forum is an exclusive event for shareholders and principals from large financial planning firms with $1 billion + aum. Deliver targeted value to thought leaders of large wealth management firms.

Napfa’s large firm forum is an exclusive event for shareholders and principals from large financial planning firms with $1 billion aum and up. Please find more information, including the agenda here.