Join the Conversation

    Learn and Engage:

      1.  Join a community.
      2.  Adjust how often you receive posts.
      3.  Pose a question to your peers.
      4.  Share a useful document or resource.


  •           GETTING STARTED
    In a couple quick steps.

      1. Go to your profile page.
      2. Upload your picture and add your bio.
      3. Or import your picture and bio from LinkedIn.

    Search for colleagues with shared interests

      1.  Click on Find Others to search by name, company or email. 
      2.  Or go to Advanced Search to search by designation, career stage, geographic location, conferences attended, specialty and more.  
    Confirm Your Privacy Preferences
       1. Go to your privacy settings page.
       2. Ensure your privacy settings meet your needs.

    Want to learn more about how to use this resource?

      Visit the Site Tutorials area where you will find a PDF overview, videos on how to navigate the site, make a post or join a community, plus more resources.

    Free FPA Connect Training

    June 18 from 12pm – 1pm ET

    Go here to take part:


    Does Budgeting Really Work?
    Does Budgeting Really Work?

What's Hot


  1. Bonnie Stanley
    Bonnie Stanley

    FPA of Minnesota
    Columbia Heights, MN

    528 Points

  2. David M. Panko
    David M. Panko

    Panko Wealth Management
    State College, PA

    400 Points

  3. photo not available
    John W. Matune, CFP®

    Matune Basile Advisors
    Hermitage, PA

    314 Points

In The Know


  • Patrice Horner, CFP®, MBA

    Berlin F2F MPT Presentation

    Posted in: International Cro...

    Happy Easter Everyone, Here is the presentation on MPT for next Sunday.

  • Stacy A. Francis, CFP®, CDFA

    Inquiry for a Financial Writer

    Posted in: Financial Literac...

    We are inquiring about an ongoing Financial Writer to help ghost write articles. We are looking for someone with excellent writing skills and a deep understanding of financial planning and investment analysis terminology. If this is something you are...

  • Laura Brook

    Interesting article - Why Women Just Might Save...

    Posted in: Women and Finance

    Interesting article comparing female wage earners with their mothers Why Women Just Might Save the Middle Class excerpt below. American women may still earn less than men, but their role in driving upward mobility among the middle class...

  • Karen Nystrom

    RE:Mtg. Times confirmed/Senator LaRose & Representative...

    Posted in: Ohio Advocacy Gro...

    Excellent! Thanks, Ken. Best, Karen

Our Community



Patrice Horner, CFP®, MBA

Kelly M. Stanley, CFP®, MBA

Laura Brook