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Next Generation Planner: October 2020

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Finding Happiness...Through Budgeting Spreadsheets with Cathy Curtis, CFP®

The Happiness Spreadsheet Cathy was one of the first planners out there to adapt online marketing techniques for their firm. That’s what The Happiness...

October 7, 2020 Shop Talk Zoom Meeting

Hello Fellow FPA Philly Members! One of my favorite things about FPA events is the networking and 'talking shop' with other planners. Since we can't...

Articles

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ESG Investing: Theory, Evidence, and Fiduciary Principles

Journal of Financial Planning: October 2020 Executive Summary: Trustees and other investment fiduciaries of pensions, charities, and personal trusts...

Max M. Schanzenbach, Ph.D., J.D.; and Robert H. Sitkoff, J.D.

October 2020

Huh! Good to Know…Helpful Tips for Navigating a Purchase

Next Generation Planner: October 2020 Jeanna Fifer, CFP®, CPWA® Financial Planner/Partner, Cordis Financial www.linkedin.com/in/jeanna-fifer-cfp%C2%AE...

Jeanna Fifer, CFP®, CPWA®

October 2020

How to Have an Effective Client Meeting by Fine Tuning Your Work-from-Home Setup

Next Generation Planner: October 2020 Cameo Roberson, AAMS® Atlas Park Consulting & Finance Business Planning Adviser, Coach and Operations Consultant...

Cameo Roberson, AAMS®

October 2020

Events

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Wed, Mar 9, 2022

Virtual

FPASWO Live Ethics Webinar

Online event

CFP Ethics Webinar We are pleased to offer a live ethics course to fulfill the 2-hour continuing education requirement for CFPs. The ethics...

Thu, May 12, 2022

Corner Brewery in Ypsilanti

FPA MI | Women & Finance Knowledge Circle Networking Happy Hour

In-person event

CALLING ALL WOMEN IN FINANCE: Join the FPA of Michigan Women & Finance Knowledge Circle for our first "live" event of 2022. Being together is long...

Thu, Jun 16, 2022

Virtual Event

FPA MI | CFP/Michigan Insurance Ethics

Online event

CFP/Michigan Insurance Ethics This presentation will give attendees the opportunity to obtain the required three Michigan Insurance Ethics CE’s and/or...