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    Knowledge Circles

     The 1st three Knowledge Circles are expected to launch this September.  Business Success, International and Retirement Planning will be at FPA BE: Seattle 2014 on Sept. 20 – 22, 2014! Click here to be added to the pre-list.
    Find out what the excitement is about
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    Does Budgeting Really Work?
    Does Budgeting Really Work?

What's Hot

UPCOMING EVENTS

  1. NJ Fall Conference

    Oct 23
    Iselin
  2. NJ Fall Conference

    Oct 23
    Iselin, NJ

MOST ACTIVE MEMBERS

  1. Bonnie Stanley
    Bonnie Stanley

    FPA of Minnesota
    Columbia Heights, MN

    995 Points

  2. Catherine M. Seeber, CFP®
    Catherine M. Seeber, CFP®

    Wescott Financial Advisory Group, LLC
    Philadelphia, PA

    843 Points

  3. Jaie Locke
    Jaie Locke

    The LOCKE Group, LLC
    The Woodlands, TX

    590 Points

In The Know

LATEST DISCUSSIONS

  • Johnny Roland, CFP®

    RE: Basic planning book for adults

    Posted in: Financial Literac...

    Hi Jim, We give a copy of Mike Piper's Social Security Made Simple (102 easy to read pages) to each client six months before they turn 62. Also, we supplement that with two great laminated guides from Horsesmouth that are updated each year: 1....

  • Johnny Roland, CFP®

    RE: Basic planning book for adults

    Posted in: Financial Literac...

    Hi Jim, We give a copy of Mike Piper's Social Security Made Simple (102 easy to read pages) to each client six months before they turn 62. Also, we supplement that with two great laminated guides from Horsesmouth that are updated each year: 1....

  • Laura Brook

    Practice Optimization Community becoming Business...

    Posted in: Business Success1

    Hi all, I wanted to give you a heads up that the Practice Optimization community is evolving! It will soon become the Business Success Knowledge Circle, which will mean lots of new energy and ways to be in conversation with others. This knowledge...

  • Laura Brook

    Retirement Planning & Longevity Community becoming...

    Posted in: Retirement Planning...

    Hi all, I wanted to give you a heads up that the Retirement Planning and Longevity community is evolving! It will soon become the Retirement Planning Knowledge Circle, which will mean lots of new energy and ways to be in conversation with others....

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