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    Questions About FPA Retreat 2015?

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    Does Budgeting Really Work?
    Does Budgeting Really Work?

What's Hot


  1. Bernice Rolle
    Bernice Rolle

    516 Points

  2. Maria T. Eckert
    Maria T. Eckert

    FPA of New Jersey & New York
    Upper Montclair, NJ

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  3. Omega Hartman, CFP®
    Omega Hartman, CFP®

    Omega Financial Management
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In The Know


  • A. Raymond Benton, CFP®, CRPC®, EA

    Investment Knowledge Circle Discussion Blog

    Posted in: Investment Planni... A. Raymond Benton, CFP (r), CRPC (r) ,EA* Benton & Company Lincoln Financial Advisors Member Private Wealth Management *not practicing accountancy...

  • Christine J. Walsh

    RE: LIVE Q & A - The Value of FPA Retreat - Marty...

    Posted in: Retreat conferenc...

    Thanks Ed, but you can give all of the credit to Marty Kurtz and Elizabeth Jetton. They are so enthusiastic about FPA Retreat 2015, that it is already a great experience for everyone involved. Best, Christine

  • Lori L. Ackerman, CFP®

    RE: The Low Interest Rate Environment is Here to...

    Posted in: Investment Planni...

    I would love to hear how advisors are handling this environment. What are you doing with regard to low interest rates? Have you changed your allocations over the last 5 years? How are you providing income for your retirees?

  • Nancy L. Jones, CFP®, MS

    RE: November 2014 CBT Test Takers

    Posted in: New to Profession

    Wow! This is a powerful forum! Thanks for the many responses I received. In a single day, I have plenty of material. Stay tuned! I may need help in other areas.

Our Community



John R. Power, CFP®

A. Raymond Benton, CFP®, CRPC®, EA

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