Home

Latest Discussions

  • Profile Picture

    May 2020 Business Success KC #2 Recording - "Meeting ...

    By: Nicholas Tuttle , yesterday
    Posted in: Business Success

    Thank you to everyone that was able to join yesterday for the 2nd Business Success KC of May.  The recording ...

  • Profile Picture

    RE: You're invited! FPA Coaches Corner Spotlight 6 ...

    By: Ben Lewis, CFP® , yesterday
    Posted in: Business Success

    Hi Everyone! I just wanted to clarify one minor detail on Barbara's 'Spotlight'. It will be held at 4 ...

  • Profile Picture

    RE: Canadian RRSPs

    By: Brian Wruk, CFP®(US,CDA),TEP,CIM , 2 days ago
    Posted in: International Cross-Border

    Thank you for the original referral David, it is appreciated. I am not going to go tit for tat with Jan ...

Upcoming Events

Announcements

  • Planner-to-Planner: Reflecting on the Covid-19 Disruption

    By: Nicholas Tuttle Nicholas Tuttle , 11 days ago
    The next Planner-to-Planner conversation will be on Thursday, June 4th at 4 pm ET.

    We will have an open peer to peer conversation about what this disruption has offered us: positives, challenges, and what it means for the future in our lives, practices, clients, profession and communities.


    REGISTER NOW!

Most Active Members