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RE: March 2020 Women & Finance Knowledge Circle - "Ask ...

By: Barbara Kay, MA,LPC,RCC , an hour ago

Posted in: Women and Finance

I look forward to our discussion together on March 12th! The Quiz sets the framework of 8 topics we'll ...
RE: Tax preparer with special expertise in Puerto Rico ...

By: Steve Branton, CFP® , 17 hours ago

Posted in: International Cross-Border

Yes, thank you. We are still looking for a tax planner with special expertise in Puerto Rico ------------------------------ ...
RE: Tax preparer with special expertise in Puerto Rico ...

By: Keith Kim, ChFC®, CFP® , 17 hours ago

Posted in: International Cross-Border

Steve, Do you still need help with this? I have a strategic partner who specifically deals with Puerto ...

Still Awaiting Reply

You're invited! FPA Coaches Corner Spotlight 2/25

By: Buffy Fletcher , 21 hours ago

Posted in: Business Success

Hi everyone, Don't miss tomorrow's Coaches Corner Spotlight with FPA Technology & Operations Coach, ...
February 2020 Tax & Estate Planning Knowledge Circle ...

By: Nicholas Tuttle , yesterday

Posted in: Income Tax and Estate Planning

Don't forget to register for the February 2020 Tax & Estate Planning Knowledge Circle, which is being ...
February 2020 Investment Planning Knowledge Circle ...

By: Nicholas Tuttle , yesterday

Posted in: Investment Planning

Don't forget to register for the February 2020 Investment Planning Knowledge Circle, which is taking ...

Job Board

Financial Advisor/ Planner/ Analyst | Kelman-Lazarov, Inc.

22 hours ago

Memphis, Tennessee, Qualifications: College graduate (4-year degree or equivalent). Preferably in Finance, Accounting, or Economics. Experience in a client service role in the investment management or financial adv
Financial Advisor | Citizens Equity First Credit Union (CEFCU)

3 days ago

Washington, Illinois, Required Qualifications: High school diploma or equivalent. Maintains Illinois Life/Health Insurance license and FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 or Series 7, 63,
Chief Financial Officer | Non-Profit

4 days ago

Newport, Oregon, Graduation from a four-year college with a degree in accounting, finance or a closely related field is required. Non profit accounting experience is required. CPA certification is desirable. Minimum
Manager, Financial Planning | Sullivan, Bruyette, Speros & Blayney, LLC

4 days ago

McLean, Virginia, Key Manager of Financial Planning Requirements: Bachelors Degree required; major in Accounting, Finance, Economics or Mathematics preferred CFP®, CPA, CFA, or MBA required Four or more years r
Financial Counselor-in-Training | Paragon Capital Management, LTD

5 days ago

Denver, Colorado, The Firm Paragon Capital Management is a fee-only financial planning and investment management firm located in downtown Denver. Paragon has served senior corporate executives and wealthy families s

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Announcements

FPA 2019 Q4 Snapshot

By: Nicholas Tuttle , 24 days ago

The FPA 2019 Q4 snapshot is now available.
You can access the snapshot at www.OneFPA.org/Reports

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Recent Blogs

Reverse Mortgage Purchase Strategy

By: Kent Kopen, CRMP, CLA, MBA 8 months ago

Posted in: Retirement Planning

The Reverse Purchase Strategy may allow financial planners ...
Selling a Timeshare/Vacation Membership

By: James Ronn, CFP® 9 months ago

I have a client who is looking to sell their Vacation ...

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