Latest Discussions

  • Posted in: Education Planning

    College Aid Pro™ (CAP) is an award-winning college financial planning platform that is changing the way ...

    1 person likes this.
  • Posted in: Education Planning

    The FPA is proud to partner with College Aid Pro™ (CAP) to bring you this late stage college planning ...

    1 person likes this.
  • Hi Dave,  Hope all is well.  Our firm highly recommends Ken Freshman and his team at KLR CPAs, they ...


  • Interested in Serving on FPA’s Board of Directors?

    FPA is now accepting applications to serve on the national Board of Directors for a three-year term beginning in 2023. This is a governing board that participates in developing strategic priorities for the organization. Financial planners or those who are part of this community are encouraged to apply (one year of continuous prior FPA membership is required).

    Applications are due June 15, 2022.

    To learn more visit: https://www.financialplanningassociation.org/advocacy/leadership/board-service or contact us with questions.

Most Active Members