Blog Archives

Pro Bono Financial Planners Needed to Help Families Living with Cancer

Every day, families that are battling cancer make dangerous decisions like skipping a chemotherapy appointment so they can afford to feed their families. They often suffer financial distress that adversely impacts their ability to complete treatment and decreases their chance of survival. As a CFP® professional, you can empower these families, lending your skills and

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FPA Group LTD and Term Life Plans

FPA is sharing a video highlighting the enormous benefit of FPA’s Voluntary Group Long Term Disability and Term Life plans that you can share with your members. Offered since 2009, the FPA plans feature a number of world-class benefits, preferred FPA pricing, and Guaranteed Issue coverage during open enrollment periods. AS A REMINDER: All new

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Special Thanks to FPANC Members for Your Contributions to the Foundation!

Click here for the full list of donors

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Why Join FPA?

Why Join FPA? I wanted to post this email from FPA National as I thought it would be helpful in crafting a message for why people should join FPA. I would like you to consider taking a powerful step in your personal and professional development by joining me as a member of the Financial Planning

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FPANC Announces Nominees for 2018 Board of Directors

Officers President Matthew Page, CRPS®, CFP® Lucas Group Financial Planners President-Elect Karen Miller, CFP® Gasber Financial Advisors, Inc. Past President Jenny Hood, CFP® Cynthia Meyers, CFP® Treasurer David Ghiorso,CPA, CRPC® Secretary OPEN ________________________ Directors at Large Career Development Chase Armer, CFP®, CFA, EA® Planned Solutions, Inc. Marketing Communications Ethan Green, CFP® Lake Tahoe Wealth Management

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What is the FPA Member Advocacy Council (MAC)?

The FPA Member Advocacy Council (MAC) is the official mechanism within FPA that is gathering feedback from members on the activities and programs of regulatory and certifying agencies. The goal of the MAC is to ensure all FPA members have their voices heard on those activities, processes and procedures that govern financial professionals and impact

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Connect with your peers on FPA Connect!

Have questions about a planning issue? Need guidance from your peers on a critical business challenge? Well, look no further than the All-Member Open Forum on FPA Connect. This online community is bringing together thousands of our financial planning peers who are eager to share their thoughts and best practices on a wide variety of

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Apply for a Diversity Scholarship to attend the 2017 FPA Annual Conference

Applications are due August 4 for FPA Diversity Scholarships to attend the 2017 FPA Annual Conference in Nashville Oct. 2-4. The scholarship recognizes professionals who are working to encourage diversity in the financial planning profession and the population served. The merit-based scholarship recipients earn one-year FPA membership and complimentary registration and travel expenses to the

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Save the Date – Financial Planning Day – October 21, 2017

Additional details to follow soon

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New to the Profession? FPA Can Help!

If you are new to the financial planning profession and are looking for help, FPA is there to support you on your career path. By providing diverse education, relationship building, information sharing, and volunteer opportunities that create positive social change, FPA is the definitive resource for new professionals to gain knowledge and establish relationships. Explore

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