Unfortunately, when it comes to fraud, there is a perfect storm targeting senior citizens. Many of the scammers who target this population are extremely crafty and have compelling stories and displays to make it look as if their operation is legitimate. Steering clear of these situations can be...
1 Comment - http://www.wsj.com/articles/wealth-managers-be-on-lookout-for-scams-targeting-elderly-clients-1476372919
Basecamp is a terrific platform for project management www.basecamphq.com
1 Comment - Here's the link to the basecamp video I mentioned in the meeting: http://screencast.com/t/VR0CEmpkj
I invite members to go to: https://www.onefpa.org/MyFPA/member-discounts/Pages/ryaninsurance.aspx Non-members thinking of joining FPA but wanting to learn more about this plan first can go to: AssociationInsuranceBenefits.com John Ryan, CFP® and his team are the plan administrators of the FPA Group long-term disability and term life programs
1 Comment - To learn more, visit: http://www.associationinsurancebenefits.com/long-term-disability.html
It’s useful to have knowledge of your tax obligation since it allows you to know the exact amount of money that you’ll have after the withdrawal for bargaining with your creditors
http://www.federalreserve.gov/newsevents/speech/bernanke20111110a.htm
Professor Kotiloff has interesting software too ... http://www.esplanner.com/our-products
http://connect.onefpa.org/communities/viewcommunities/groupdetails/?
What we’ll discuss (light prep, rich conversation) - if you decide to join, please be prepared to have your video on and are ready to engage in active conversation: How “wintering” shows up in our work and lives—and how to normalize it for ourselves and our teams Personal rituals and boundaries that sustain us through busy seasons (and how to make them stick) The advisor’s role: holding space for clients in their winters without burning out Practical resets to finish 2025 well and enter 2026 with clarity Format: Group discussion How to prepare: Read Wintering (or listen to the audiobook) Jot one passage that resonated and one practice you’d like to try this winter Purchase options: Amazon: https://www.amazon.com/Wintering-Power-Retreat-Difficult-Times/dp/0593189485 Goodreads: https://www.goodreads.com/book/show/52623750-wintering
11-13-2025 | 12:00 - 13:00 ET
For additional information about the conference visit www.onefpa.org/clc . http://www.onefpa.org/clc
1290 Broadway, Suite 1625Denver, CO 80203
Phone(800) 322-4237
JoinBenefits
About UsCode of Conduct