The 2025 National Association of Financial Planners Conference

We were excited to attend the NAPFA Conference in Washington, D.C. earlier this month! Connecting with fellow fee-only professionals who share our values was both energizing and inspiring. The sessions on professional ethics, practice management, client experience, retirement planning, and legacy planning offered a wealth of ideas that we're eager to bring back and apply in our work.

More than just technical takeaways, the conference provided a valuable opportunity to step away from our day-to-day routines and invest in our growth as professionals. It reminded us of the importance of continually evolving—so we can create deeper, more meaningful impact for our clients and our community.

Attending on behalf of The Kelly Group were Jacob Adkins, Tom Cusick, Jordan Heaps, Chad Arrington, Bryan Kelly, Candace Clipper and Emily Smith.