From the July 2008 issue of Investment Advisor • Subscribe!

NAPFA Asks Its Members to Get On the Bus

Much like the Presidential candidates, NAPFA is bringing its message to the people. Beginning after Labor Day, the National Association of Personal Financial Advisors plans to begin a bus tour throughout the country to spread its message of prudent savings and financial literacy to consumers in 150 to 200 cities. Starting with one bus in Washington, DC, bolstered by significant financial backing from TD Ameritrade, and having secured longtime collaborator Kiplinger's as its media partner, the bus tour is the brainchild of Todd Macke of the NAPFA Foundation, who in his trademark enthusiastic manner called the project "our way of taking to the streets for financial literacy." At each stop along the way, including a planned multiday visit to downtown New York around September 11, NAPFA members will provide free financial advice to consumers. The plan is to hold associated workshops at each site afterward to keep pushing the financial literacy message. The tour's Web site is www.yourmoneybus.com.

The tour was announced at NAPFA's mid-May national conference in Long Beach, California, during which the fee-only group celebrated its 25th birthday with what conference chair John Ritter said was its largest-ever national gathering, with 541 advisor attendees. During the meeting, NAPFA's leadership reviewed its priorities for the year, including a renewal of its Focus on Fiduciary marketing campaign.

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