It is only this past November that I took and passed the CFP exam. Already I have forgotten many details, percentages, rules, laws, amounts, etc., or they have changed with a new calendar year and may change each year. NOBODY can remember all that stuff! As a practitioner, frequently I need...
3 Comments - no search term matches found in comments.
Is now up and online!
FPA DFW Financial Planning Symposium May 14, 2014 Westin Galleria Dallas 13340 Dallas Parkway Dallas, TX 75240 Online details and registration coming soon
05-14-2014 Dallas TX
Social media and blogs dominate Americans’ time online According to Nielsen, blogs and social networks account for almost ¼ of the time Americans spend online - almost twice as much time spent on the second category, online games. This tells us that if you want to reach people who are online, the best place to start is with a blog and with social media. This also tells us that what people want when they go online is fresh content
The Chronicle of Philanthropy (@Philanthropy) has published a new online interactive tool that takes data from 2008 IRS tax returns and displays philanthropic giving by state, city, and even zip code
2 Comments - no search term matches found in comments.
The May 2024 Tax & Estate Planning Knowledge Circle will be held on Tuesday, May 21st at 2 pm ET. Knowledge Circle host Claire Thornton will be presenting, "Reviewing the Tax Nuances of Stock Incentive Plans." During this Knowledge Circle where Claire will be covering core tax concepts...
05-21-2024 | 14:00 - 15:00 ET
The May 2024 Financial Counseling call with AFCPE and FPA will be held on Thursday, May 16th at 12 pm ET. Guest speaker Vanessa Alanis and Kedisha Ebanks will be presenting, "Education Planning: Student Loans and Beyond." In an increasingly competitive economic environment, pursuing post high...
05-16-2024 | 12:00 - 13:00 ET
The May 2024 International & Cross-Border Planning Knowledge Circle will be held on Wednesday, May 15th at 10 am ET. Guest speaker Brian Wruk will be presenting, "Planning for the American-Canadian Client." In this Knowledge Circle Brian will discuss vital considerations regarding...
05-15-2024 | 10:00 - 11:00 ET
The May 2024 Women & Finance Knowledge Circle will be held on Thursday, May 9th at 2 pm ET. Guest speaker Bode Hennegan will be presenting, "Crucial Conversations with Clients: Aging in Place or Relocating." Are you helping your clients determine if it's best to remain in their current...
05-09-2024 | 14:00 - 15:00 ET
The May 2024 Special Needs Planning Community call will be held on Wednesday, May 8th at 12:30 PM ET. Guest speaker Caleb Harty, with Harty Financial will be presenting, "Exploring The Special Needs Map Tool." In this Knowledge Circle, Caleb will provide a demonstration of this innovative...
05-08-2024 | 12:30 - 13:30 ET
1290 Broadway, Suite 1625Denver, CO 80203
Phone(800) 322-4237
JoinBenefits
About UsCode of Conduct