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  • Interested in Serving on FPA’s Board of Directors?

    FPA is now accepting applications to serve on the national Board of Directors for a three-year term beginning in 2023. This is a governing board that participates in developing strategic priorities for the organization. Financial planners or those who are part of this community are encouraged to apply (one year of continuous prior FPA membership is required).

    Applications are due June 15, 2022.

    To learn more visit: https://www.financialplanningassociation.org/advocacy/leadership/board-service or contact us with questions.

  • FPA Fall Learning Series

    The FPA Fall Learning Series wraps-up this week with a focus on helping you sharpen your knowledge on a variety of issues you need to know as a financial planner! Don’t let your members miss out on these outstanding on-demand webinars at no cost through December 31, including:

     

    The Psychology of Risk

    In this exceptional, not-to-be-missed presentation by Dr. Daniel Crosby, you'll learn about the three facets of risk taking behavior, how to accurately measure them, and how this deeper understanding of risk can positively impact outcomes for both you and clients.

     

    Adding Home Equity to Retirement Income Plans

    This session explores how home equity can be used strategically with mass affluent clients in a financial plan. Review costs and misconceptions of the program, high-level concepts including funding Roth Conversions, managing asset distribution rates, implementing life insurance strategies, and much more all with income tax-free proceeds from a Reverse Mortgage.

     

    Are You Prepared for the Next Wave of Wealth?

    The top 10% of earners under age 50 represent one of the largest high-potential groups of prospects. This webinar provides seven ideas derived from qualitative and quantitative research to help you connect and grow your practice with the Next Wave of Wealth.

     

    A New Strategy to Generate Lifetime Income

    Despite more than a half century of research detailing the potential value of guaranteed lifetime income products for retirees, sales of annuities remain low. Learn about a new annuity gaining traction in the marketplace, where the lifetime income evolves based on account performance where the account value is accessible.

Community Blogs

  • It’s not intuitive, but spending less time in what you consider “work” mode, and more time in some kind of “rest,” actually increases the efficiency and value of your work productivity over time. We’ll explain the nerdy connection and challenge you with ...

  • Lifelong client relationships are the lifeblood of the financial advisory industry. As advisors, you often emphasize expertise in a specific demographic of client, and important words like differentiation, segmentation, and personalization are continually ...

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