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Latest Shared Files

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Community Blogs

  • Charles Ryan, CFP®

    Bypass trust funding question

    All Member Open Forum

    This question pertains to funding a bypass trust... more

  • Jill Ciccarelli Rapps, CFP®

    CPA high net worth client in Tampa or West Palm Beach FL

    I am looking for a few referrals for CPA's working... more

  • 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

    1 person likes this.
  • Larry L. Mathis, CFP®

    Muni Bond Funds

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

Announcements

Chapter Toolkit for FPA Retreat 2015 Now Available

The FPA Retreat 2015 toolkit was launched at last week's Chapter Leaders Conference in Broomfield, Colorado. The toolkit is available for download in the Chapter Leadership Community on FPA Connect.

Use the FPA Retreat Marketing Toolkit to help you promote the conference to your members offering a discount on registration and earn a rebate for your chapter when members use promo code CHRET15. The toolkit materials include:
o Promotional Materials - use web banners, print ads, PowerPoint slide and email template in your communications.
o Promotion Overview - learn how the incentive works and when to use the different components to the campaign.
o Incentive - provide members with a $25 discount and earn $25 when members use promo code CHRET14.

Download Materials to Start Generating Revenue for Your Chapter!

MyChapter

At the Chapter Leadership Conference, we shared FPA's new MyChapter webpage. Some are having issues accessing the Tools & Resources for Chapter Leaders section on that page. Below is a direct link to the Tools & Resources page.

Upcoming Events

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