About Our Chapter

Core Values:

At FPA, our core values represent who we are. They describe our intended state of being. They are so integral to our being that we would not abandon them even if we were penalized for holding them. We want to attract as members those who share our values.

 

Objectives:

Our Business Objectives describe actions we will take to achieve our Primary Aim. We seek to accomplish this through strong and active leadership in partnership with FPA’s community of chapters.

  • Unify the voice, focus and resources of the financial planning community, bringing together those who champion the financial planning process.
  • Facilitate the success of our members and grow the organization.
  • Cultivate the body of knowledge of personal financial planning.
  • Advance awareness of the characteristics of professional financial planners and support the standards of the CFP® certification in order to serve the public.
  • Define and effectively communicate a common understanding of the discipline of personal financial planning and the benefits of its use.

Chapter Events

Thursday, June 4, 2020 | Time: 7:15 a.m. – 9:30 a.m.

Topic: HAS Presentation | Presented by: Lord Abbott | Where: Zoom Meeting- Register and receive link to the meeting.

Thursday, September 3, 2020 | Time: 3:15 p.m. – 5:30 p.m. -- Zoom meeting - register and receive link to the meeting

Topic: Estate Planning for Retirement Benefits after SECURE: The new planning landscape and what to do with existing plans | Presented by: Natalie Choate |

Thursday, October 1, 2020 | 3:15 p.m. – 5:30 p.m. -- Zoom Meeting - Register and receive link to the meeting

Topic: Keep Calm and Carry On | Presented by: First Trust |

Thursday, November 5, 2020 | 7:30 a.m. – 9:30 a.m. -- Zoom meeting - Register and receive link to the meeting

Topic: Year End Tax Planning | Presented by: Chad Gall, Anders CPAs+Advisors |

Thursday, December 3, 2020 | 3:30 p.m. – 5:30 p.m.

Topic: FPA Ethics In A Box | Presented by: Jason Sandfort, CFP® | Where: Zoom

For more information or questions, please contact Jim Susman at (314) 997-3390 or susgroup@gmail.com

Register and Pay for Monthly Meetings at

http://chapters.onefpa.org/greaterstlouis/registration/

2020 Chapter Partners

Platinum Partners
BUI
First Trust
Global Atlantic Financial

2020 Chapter Partners

Gold Partners
ADK Wealth Advisors Group
Amundi Pioneer
Blue Rock Capital Markets
Charles Schwab
LoCorr Funds
MidAmerica National Bank
Putnam Investments
John Hancock