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  • 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.

  • We need your help!

    FPA is committed to helping financial planners elevate the profession. As such, FPA will be hosting an upcoming focus group and needs your help. Please consider nominating 2-3 FPA members to participate, or even participate yourself! This focus group will provide an opportunity for financial planners, and FPA, to more fully understand what planners need to be successful as they progress throughout their careers. Ultimately, we hope to identify the tools, resources and skills that planners need to effectively grow and develop. The time commitment is approximately 90 minutes total. Plus, participants will be entered into a drawing to win a complimentary year of membership. Please direct your nominees to complete our brief online interest form, on or before Friday, May 28. Selected participants will receive more detailed information and next steps in early June.

    We appreciate your time and all you do for FPA!

Community Blogs

  • 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 ...

  • We are looking to connect with a consultant that is a technology expert – specifically; Orion, Redtail and iRebal. Our firm is in Southern NH, but of course project work can be completed remotely.  Thank you!  Kristina   Kristina George, CPA, ...

  • According to  Google Statistics , there are about four billion unique users who use the Google search engine. Of course, you probably already knew that — we all use Google to find answers to just about any question we can think of, whether it’s work- ...

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