2016 – The-year-in-review: We added several new member benefit programs this year, here’s how they breakdown: NEW MRO (Maintenance, Repair and Operations) Programs MSC Industrial – Members Save 25% on their first purchase (min. 10% after that) Lowe’s – Members…
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Join FPA for an All-Member Virtual Update on February 1st!
Do you want to learn about all the great benefits and programs FPA rolled out in 2016 to help members grow and prosper? What is planned for the 2017 FPA Retreat and why is it an event you won’t want…
FPA and Betterment for Advisors Forge New Strategic Partnership
With an eye on helping FPA members better understand how to better integrate technology into their financial planning services, FPA and Betterment for Advisors are embarking on a new strategic partnership. The goal of the relationship is to integrate Betterment…
FPA Members Can Access Great Content from Kiplinger’s Personal Finance
FPA has partnered with Kiplinger to offer FPA members an extremely cost-effective subscription article program that provides members with content to better engage and support their clients, along with a private FPA-Kiplinger content store that provides members access to new…
Make Your Plans to Attend 2017 FPA Retreat!
If you’re trying to figure out what’s next in your career or want to determine how to take your practice to the next level, 2017 FPA Retreat is THE conference to attend. It’s more than a conference, it’s a multi-generational…
Get the FAQs on FPA
Hello fellow FPA members. Have you ever had questions about membership and didn’t know who to ask? Did these questions seem easy enough but you didn’t want to bother someone? Well here is a solution. There is a FAQs page…
Are You Ready? Take the State of Owner Readiness Survey
Submitted by Earl Cohen – Programs Committee Member One of the associations I participate in – The Exit Planning Institute Twin Cities Area Chapter – has combined their resources in an effort to gather information regarding the state of readiness…
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…
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