Join the Conversation

  •    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.

  • NETWORK
    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.  
     
  • CUSTOMIZE YOUR EXPERIENCE:
    Confirm Your Privacy Preferences
      
       1. Go to your privacy settings page.
       2. Ensure your privacy settings meet your needs.


     
  •  QUESTIONS?
    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.
     
  •  
    Missed the Call? Listen Now


    International/Cross-Border Knowledge Circle 

    Jonathan Lachowitz, CFP

    Practice Mgmt of Mid-size Cross-Border RIA Firm 

    http://fpa.adobeconnect.com/p56i4e9i7dn/





    Does Budgeting Really Work?
    Does Budgeting Really Work?

What's Hot

MOST ACTIVE MEMBERS

  1. Victor Ricciardi
    Victor Ricciardi

    Goucher College
    Baltimore, MD

    10241 Points

  2. photo not available
    James McBrayer, II, CFP®

    J.P. Morgan Securities, LLC
    Boynton Beach, FL

    285 Points

  3. photo not available
    Louis Palhegyi

    LP an Associates

    280 Points

In The Know

LATEST DISCUSSIONS

  • Douglas M. Rotman, CFP®

    RE: CRM - SalesForce

    Posted in: The Technology Ed...

    Johnny, I am curious how your transition went and how you like using XLR8. I am debating a switch to a Salesforce overlay and would love to hear your experience. Thanks!

  • Giorgio Canella

    RE: Thanks , Merry Christmas & Happy year 2015

    Posted in: International Cro...

    I want to say , again, THANKS A LOT, LAURA: for the service and passion dedicated to the FPA community and mainly to this Group and to other FPA Groups ( the European group, in the past, for example ) during a very long time frame ...I remember...

  • Christine J. Walsh

    Recording of Social Security Call with Mary Beth...

    Posted in: Retirement Planni...

    This message has been cross posted to the following Discussions: All Member Open Forum and Retirement Planning .

  • Keith E. Schnelle, CFP®

    RE: US Client moving to Nepal

    Posted in: International Cro...

    Hi, Kathleen, Here are some thoughts (not necessarily specific recommendations): Re: medicare. If your clients plan on having medical coverage, Medicare will not provide payments for services outside of US borders. They will have to be in...

Our Community

RECENT BLOGS

RECENT SHARED FILES

Ryanne Enyeart

Christine J. Walsh

Christine J. Walsh