Programs and Pages
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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
See all ArticlesESG 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...
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...
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...
Events
See all EventsFPASWO 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...
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...
FPA MI | Women & Finance Knowledge Circle | A Podcast Discussion
Online event
We all have times when we feel like an imposter. Psychologist Kevin Cokley studies the corrosive effects of self-doubt, and how we can turn that...
Chapters
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FPA of Tulsa
Owasso, OK
FPA of Wisconsin
Waunakee, WI
The Financial Planning Association of Wisconsin (FPA-WI) is the local chapter of the FPA that represents the interests of FPA members throughout...
FPA of Central California
Fresno, CA
The mission of the Financial Planning Association of Central California is to serve the needs of its members and the public by advancing the financial...
People
See all PeopleMark A. Halby
President
DLK Investment Management
Ian Kutner
Secretary-Treasurer
San Diego Wealth Management
Mark Friedenthal
Tolerisk