Welcome to FPA Publications
Latest from the Journal of Financial Planning
Making the Transition from Financial Planning to Longevity Planning
Financial Planning Lessons from My Mother
Health and Aging Planning in a Post-Pandemic World
FPA Next Generation Planner
Latest from the Blog
Planner-to-Planner: Growing a Resilient and Sustainable Financial Planning Practice in This New World
Being adaptable and resilient are key to surviving in this new world.
How to Overcome Succession Planning Barriers During the COVID-19 Crisis
Start taking succession planning as seriously as you take planning for your clients' futures.
Building Relationships with Zoom
In my discussions with advisers about the practice of the future, one trend is clear: people like the convenience and...