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:

 

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

 

Upcoming 2021 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.

Monday, March 8 - Investment Planning
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Monday, May 10 - Elevating the Client Experience
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Monday, July 12 - Annual CFP Ethics Certification
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Monday, September 13 - Estate Planning
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Monday, November 8 - Tax Planning
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Past Events

January 11, 2021

Topic: RETIREMENT LIVING & LONG TERM CARE | Meeting Location: Virtual | Speakers: Kris Hansen, Western Home Communities; Greg Saul & Casey Hoffert from PIPAC

November 9, 2020

Topic: Retirement Planning Strategies | Meeting location: Virtual

September 14, 2020

Topic: Required Annual CFP Ethics and Insurance Certification | Meeting Location: Virtual

July 13, 2020

Topic: Succession & Valuation Practices | Meeting location: Virtual

May 11, 2020

Topic: Risk Management | Meeting location: Virtual

March 9, 2020

Topic: Charitable Planning Strategies | Meeting location: Cedar Falls, IA

January 13, 2020

Topic: Income Tax Planning Panel | Meeting location: Hiawatha, IA

Chapter Leadership

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: