CHANGE YOUR TOMORROW, AND THE TOMORROWS OF YOUR CLIENTS

The Financial Planning Association® (FPA®) is the membership organization and professional home for committed practitioners who want to master the practice of financial planning and help shape the future of the profession.

Welcome to FPA of Eastern Iowa!

Our chapter membership includes the Iowa cities of Waterloo, Cedar Falls, Cedar Rapids, Iowa City, Dubuque, Davenport and surrounding communities.

Our Mission: To grow and maintain membership in our FPA® chapter, promoting the comprehensive financial planning process and ethical standards to CFP® professionals and those aspiring to enter the financial planning career. We strive to deliver quality member events providing relevant and timely topics to educate and aid in our member's professional growth and success.

We would love to welcome you to our chapter! Please feel free to reach out to us if you have any questions on how to become a member.

Upcoming 2022 Chapter Events

We hope you can join us at our upcoming events! We look forward to meeting again in person, but in the meantime, we are offering some great virtual events over the next months that we hope you will plan to attend.
Our events all begin at 1:00 pm Central Time
Details for joining virtually and/or in person will be provided prior to each event.
 

Monday, Janurary 10 - Retirement Planning 

Monday, March 21 - Investments 

Monday, May 9 - Insurance

Monday, July 11 - Annual CFP Ethics Certification

Monday, September 12 - Estate Planning

Monday, November 14 - Tax Planning
 

Thank You to Our 2021 Partners

Please support our Partners whenever you can. They provide invaluable support to our FPA chapter and they offer great products and services to you and your business. They are:
Bryan P. Halverson , CFP® 612-747-3126
Cory Bringle, Vice President 630-930-9760
Gregory A. Saul, President 319-268-7118
Jeff Olson, Vice President 515-418-7563
T. Rowe Price Investment Services, Inc. Jacob Ziegler, CIMA® 443-545-4871