2010 Tentative Editorial Calendar
Materials General Editorial
Month Space Close Bonus Distribution
TD Ameritrade Annual &
January Close: 12-29-2009 Due: 1-4-2010 Tax & Estate Planning
IMCA Asset Allocation Conferences
February Close: 1-28-2010 Due: 2-1-2010 Investments
March Close: 2-26-2010 Due: 3-1-2010 Retirement Planning
NAPFA Nat’l & IMCA Annual Conferences
April Close: 3-30-2010 Due: 4-1-2010 Marketing
May Close: 4-30-2010 Due: 5-3-2010 Software and Outsourcing Morningstar Annual Conf.
June Close: 5-28-2010 Due: 6-1-2010 Practice Management IMCA Best of Wharton
July Close: 6-29-2010 Due: 7-1-2010 Compliance NAPFA Large Firm Initiative
August Close: 7-29-2010 Due: 8-2-2010 Retirement Planning NAPFA West Regional Conference
September Close: 8-30-2010 Due: 9-1-2010 Investments
NAPFA Northeast Regional & IMCA Wealth
October Close: 9-29-2010 Due10-1-2010 Marketing
IMCA Practice Management
November Close:10-28-2010 Due11-1-2010 Software and Outsourcing
AICPA / PFP Conference
December Close:11-29-2010 Due12-1-2010 Year ahead, trend analysis
*Subtopics that will be covered as part of general topic coverage
Trend Analysis: Advisory profession trends, macroeconomics trends, demographic, politics.
Tax planning: Tax strategies (selling appreciated stocks, charitable giving, trusts, tax-free exchanges, etc) new federal tax
laws, and tax software.
Estate planning: Retirement distribution strategies, trusts, charitable giving, new federal laws, and software.
Investments: Separately managed accounts, ETFs, indexing vs. active management, collars, annuities, retirement products,
fixed-income, hedge funds, commodities and other alternative investments.
Marketing: Marketing to high-net-worth clients, middle-market clients, niche marketing to professions (dentists, teachers,
etc), Web-based marketing, public relations tips, and media outreach.
Software: New planning software, advanced communications tools, ensuring electronic privacy.
Outsourcing: Case studies of how advisors are outsourcing, new outsourcing products and services, how to select
Practice Management: Transition planning, crisis planning, partnerships, managing a rapidly growing business, hiring and
retention strategies, internships, compensation (assets under management, vs. hourly, vs. retainer), ensuring profitability.
Compliance: New laws and regulations, surviving an audit, mock audits, do-it-yourself compliance vs. third-party support.
Retirement Planning: Required minimum distribution strategies, demographics, ultra-secure investments, generation-
skipping giving strategies, family meetings.
For advertising/marketing opportunities, contact Ric Haines at 732.920.4236 or email@example.com
For more information about editorial opportunities, contact Kevin Adler at 301.270.2839 or firstname.lastname@example.org
(see reverse side)
The NAPFA Advisor is published monthly. Its editorial calendar reflects the general interests of Fee-Only
financial advisors in North America, as well as specific interests of NAPFA’s more than 2,300 members.
NAPFA welcomes submitted articles from experts in any of the topics listed on the reverse side. Articles
should be limited to 1,500 words and they should be directed at a sophisticated audience of Fee-Only,
comprehensive financial advisors. Tables, graphs, chart, or lists of sites, “for further information” are
valuable supplements to articles.
Please note that each issue of the Advisor magazine is not limited to the focus topics shown on the reverse
side. Do not wait to submit an article for the issue in which your topic is featured; articles will be
considered at the time they are submitted and might be used at any time.
For more on - Conference Exhibitor Packages & Sponsorship
Ric Haines at 732.920.4236 or email@example.com
Margery Wasserman at 800.366.2732 x102 or firstname.lastname@example.org