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  • FPA examines Medicare and retirement healthcare planning

    By: Nicholas Tuttle Nicholas Tuttle , one month ago

    FPA has launched a survey to learn more about FPA member’s experiences with client’s Medicare and retirement healthcare challenges. We know it can be messy and ever-changing. Change starts one step at a time, and your voice can be the catalyst. Please tell us how the profession can better support your Medicare and healthcare planning conversations with clients.

    Take our brief survey

    Offered in partnership with FPA and United Healthcare

    If you choose to provide your contact information at the end of the survey, you will be entered to win one (1) of four (4) $250 Amazon gift cards.

    Thank you for your support in helping us Change TomorrowsTM for you and your clients.


  • Diversity Scholarship Now Available!

    By: Christine Richardson Christine Richardson , 2 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!

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Community Blogs

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    Ghostwriter

    By: Gwyn-Anne Bissonette, CFP® one month ago

    Does anyone use a ghostwriter for their blogs?  I am just starting to research this.

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    Can a business entity be the custodian of an UTMA account ?

    By: Dennis Gregor 7 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 ...