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
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4 Steps to Managing Anxiety During Uncertain Times
Some financial advisers find themselves running their business in a constant state of anxiety by constantly putting out client fires, rushing off to...
7 Writing Tips for Financial Advisers
As financial advisers, it’s your mission to guide individuals, couples and families through complicated and intense economic landscapes. Written...
How to Leverage Existing Processes Before Hiring
Many financial planners and business owners assume that when they hit capacity in their firm, they need to start hiring. Whether you’re looking to...
Chapters
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FPA of Tulsa
Tulsa, 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 PeopleJeremiah Erickson
Secretary & Past President
Integrity Wealth Group
Craig E. Carnick, CFP
Programming Director
Carnick & Kubik
Michelle Dockter, CFP
Treasurer
Ameriprise Financial Services, Inc.