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  • William M. Harris, CFP®

    Build the FPA Community

    OneFPA Task Force - Membership Increase

    Membership Director Spotlight Meet J. Christopher... more

  • Lubomir C. Christoff, ChFC

    The Int'l/Cross-border Knowledge Circle is Coming

    Lauren Schadle CAE Executive Director/CEO... more

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  • Larry L. Mathis, CFP®

    Muni Bond Funds

    Can anyone give me a reason to have muni-bond funds... more

  • Neel Shah, Esq., Wills,Trusts&Estates

    Will You Be Impacted by the New Jersey Death Transfer Tax?

    All Member Open Forum

    Will You Be Impacted by the New Jersey Death... more

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    Financial Planning Software

    Ken, I use "Money Guide Pro". I have found this... more


Florida's Financial Planning Week is now!

In Florida, this week is Financial Planning Week, which makes it a perfect time to make sure your family is on the right path to financial security and your financial goals. In the Six Steps of Financial Planning, the sixth step is "Monitoring Your Progress."
The theme for Financial Planning Week this year is "Planning Pays Off: Test Your Plan Every Quarter," emphasizing the protection that properly implementing a written financial plan can provide Floridians. Financial Planners in Florida employ expertise, experience and education to help you use strategies like risk reduction, retirement readiness and spending plans to keep you safe and your family protected from financial hardship for a lifetime.

Governor Scott, CFO Jeff Atwater and the Cabinet have each signed the Resolution naming Florida's Financial Planning Week as October 6 - 12, 2014 because they understand the importance of financial planning to the citizens of Florida. Get your Check-up every quarter.

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