Home

Latest Discussions

  • Hi everyone! We are so glad you decided to join your peers in this ongoing conversation about the rapidly ...

    3 people like this.
  • Hi y'all - need some help here. I'm working with a prospect who is based in the US, but has purchased ...

  • The guru on US/Switzerland planning is Jonathan Lachowitz at white-lighthouse.com 508/471-4431 ------------------------------ ...

Announcements

  • 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!

Most Active Members