The Diversity and Inclusion Scholarship to attend FPA's Virtual Annual meeting is now available
Every week we are recognizing the top five users of FPA Connect by providing them access to a free Virtual Learning Center webinar
We invite you to join FPA’s Women and Finance Knowledge Circle as we host Bode Hennegan – Founder & President of Life Managers, for a virtual event on "Should I Stay or Should I Go?
05-09-2024 | 14:00 - 15:00 ET
Be a leader in your profession – consider serving on the 2020 FPA Board of Directors Would you like to make a difference in your profession? Put your skills and passion to work—be a leader—submit your name as a candidate for the FPA Board of Directors. The board is the driving force behind FPA’s vision to be the professional membership association for the financial planning community and CFP® professionals. Contact Board@OneFPA.org to receive a board nomination package
Although it’s not always easy to plan for these situations, it’s at minimum a valuable exercise to determine where there is room for better asset protection planning
Do you have questions that you would like to share with FPA's Board of Directors? Or an idea that you think would benefit FPA?
Working with an estate planning attorney is a good first step, but even if you follow all the planning by the book, you leave a lot of room for error if you don’t have the conversation with family members about your intentions and about where the relevant documents are located
Visualize standing in an executive boardroom consisting in front of 12 board members. You’re about to present your idea to them...What would you like the board members’ response to be as a result of your presentation?
In November, the FPA Board also recognized the continued leadership and vision of Executive Director and CEO Marv Tuttle by voting unanimously to extend his contract to June 2014
3 Comments - It's what I've been asking for for... a while, to honestly assess where the organization is functioning on a high level, providing strong member benefits, and where there is room for improvement
During our recent Strategic Planning Meeting with all of the FPA chapters with Florida represented, we agreed we needed a place for discussions and collaboration between the FPA of FL board members (14), the 9 FPA Chapters' leadership (48), and the members associated with the chapters within Florida (1200+)
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