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Diversity Scholarship Now Available!

By: Christine Richardson , 5 months ago

The Diversity and Inclusion Scholarship to attend FPA's Virtual Annual meeting is now available.

Apply at: https://www.surveymonkey.com/r/FPAAnnualConference2020

Submissions are due September 4, and require 2 letters of recommendation, so act fast!
August 2020 Business Success Knowledge Circle

By: Nicholas Tuttle , 6 months ago

The August 2020 Business Success Knowledge Circle will be held on Wednesday, August 12th at 3 pm ET.

Guest speaker Mike Byrnes of Byrnes Consulting will be presenting, "Strategies to Grow Your Business."

Register Now!

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Upcoming Events

2021--Navigating the Economic and Financial Waters in Today's Uncertain Environment

Jan 26, 3:00 PM - 4:00 PM (ET)
A Conversation With Former FPA President Frank Paré

Feb 4, 2:00 PM - 3:00 PM (ET)
Making Philanthropy a Part of Your Financial Planning Practice

Feb 9, 3:00 PM - 4:00 PM (ET)

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Community Blogs

Ghostwriter

By: Gwyn-Anne Bissonette, CFP® 4 months ago

Does anyone use a ghostwriter for their blogs? I am just starting to research this.
Can a business entity be the custodian of an UTMA account ?

By: Dennis Gregor 10 months ago

Recently 4 minor children were beneficiaries of a Trust Funds for their education. The trust specifically appoints a Legal Fiduciary by name to be the custodian and not the mother. The legal Fiduciary wants the business entity,which is a LLC , to be ...

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