Financial Planning Topic Roundtable for NexGen Advisors What is the NexGen Nerd Circle? An organized community of young advisors within the FPA NexGen network who meet to learn and discuss topics relevant to the field of financial planning. How to…
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Return to Château Élan for FPA Retreat
FPA Retreat 2017 will return to Château Élan in Atlanta, April 24-27, 2017. Engage with the best and brightest financial planners in the profession in peer-to-peer conversations to learn how to have a more meaningful impact on your clients and…
From the FPA Member Advantage Program: Errors & Omissions Insurance Exclusively for FPA Members
NAPA Premier is a leading provider of E&O insurance for RIAs, IARs, and financial advisers. FPA members enjoy expanded coverage options and plan premiums starting as low as $777 per year! Members can pay in full or choose a monthly…
This Thanksgiving, Let’s Support Service Members and Their Families
Zeiders Enterprises, Inc. has openings for financial professionals with experience and knowledge of life in the military. The military has aspects that are uniquely related to personal finance. You may be able to help Service members and their families to…
FPA and Vanguard Partner to Build Base of Professional Knowledge
Vanguard has officially become FPA’s first Cornerstone Partner with the goal of delivering deeper professional insight, awareness and resources for the benefit of the financial planning community and all FPA members. By becoming a Cornerstone Partner, Vanguard and FPA will…
Is Your Team Prepared for a Cybersecurity Breach? Get the New Whitepaper Today!
Have you taken the necessary steps to train your staff on firm cybersecurity policies and procedures? Do you have a plan in place to ensure they are up-to-speed on how to protect client and business data? Cybersecurity: Is Your Team…
New to the Profession? FPA Can Help!
If you are new to the financial planning profession and are looking for help, FPA is there to support you on your career path. By providing diverse education, relationship building, information sharing, and volunteer opportunities that create positive social change,…
Looking Back; Looking Forward
Submitted by Keith Loveland – Professional Issues Committee Election Day has come and gone. As of the writing of this article, Hillary Clinton received 63,541,056 votes; Donald Trump received 61,864,015 votes – 1,647,041 fewer votes. Donald Trump is expected to…
2017 Brings Joint Meeting, Format Changes to Programs
Submitted by Aaron Hasler – Programs Committee Director Thank you to all who have participated in a monthly chapter meeting in 2016. Your attendance helps build a wonderful professional community that is the best in our business. I encourage and…
President’s Message – December 2016
As we enter December we find ourselves coming from the time of year we are reminded to reflect on all that we have to be thankful for and look ahead at a short time before the end of the calendar…
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