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    Missed the Call? Listen Now

    International/Cross-Border Knowledge Circle 

    Jonathan Lachowitz, CFP

    Practice Mgmt of Mid-size Cross-Border RIA Firm

    Does Budgeting Really Work?
    Does Budgeting Really Work?

What's Hot


  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


  • 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...

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Christine J. Walsh

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