Programs and Pages
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Next Generation Planner: October 2020
ACCESS THE DIGITAL EDITION NOW
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 EventsFPA of Metro New York First Annual Career Day
Online event
LEVEL UP YOUR SKILLS ON THE FINANCIAL PLANNING JOB MARKET IN AN AFTERNOON Want to land a fulfilling financial planning job? Join us for a half-day...
FPA of San Diego 2021 Symposium
Hybrid event
5 hours of CFP CE. You have the option to attend in-person or virtually. (Same price for either one.) If attending in-person, please arrive before 8...
FPA of Iowa 2021 Symposium
In-person event
We are excited to announce that this year's Annual Symposium will take place on Tuesday, October 12th at the Blank Park Zoo in Des Moines! The Holmes...
Chapters
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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...
FPA of Connecticut
Rocky Hill, CT
The Financial Planning Association of Connecticut champions the value of the financial planning process and advances the financial planning profession...
People
See all PeopleJonathan D. Grant
2021 President, Financial Planning Association
Financial Advisor, Vice President - Investments, Tiemens Private Wealth Management Group of Wells Fargo Advisors
Jeremiah Erickson
Secretary & Past President
Integrity Wealth Group
Craig E. Carnick, CFP
Programming Director
Carnick & Kubik