Conference Blog
August 24, 2017

VIDEO: Meet FPA Annual Conference 2017 Keynote Speaker Jean Chatzky

Hear from FPA Annual Conference Speaker Jean Chatzky on what she’ll be sharing with attendees at this year’s event, and…
Read More
Conference Blog
August 24, 2017

Take on Financial Planning’s Biggest Questions at the FPA 2017 Knowledge Circle Summit (Pre-Con)

In case you’re not already aware that FPA is holding the annual Knowledge Circle Summit on October 1 in Nashville,…
Read More
Conference Blog
August 8, 2017

What Type of Conference Attendee Are You?

People attend professional events for all manner of different reasons. For some, it’s about satisfying general annual professional development needs…
Read More
International Planning
August 7, 2017

The Growing Opportunity in Cross Border Financial Planning

Andrew Fisher, CFA, CPA and President of Worldview Wealth Advisors, will be presenting at the FPA Annual Conference in October.…
Read More
Wealth Planning
August 1, 2017

Thinking Differently About Diversification

Larry Swedroe, Director of Research for Buckingham Strategic Wealth and The BAM ALLIANCE, will be presenting at the FPA Annual…
Read More
Marketing
August 1, 2017

Interest, Curiosity and the Client Education Conundrum

This post was originally published on the FPA Practice Management Blog. I had the opportunity to attend a day-long session…
Read More
Wealth Planning
July 21, 2017

An In-Depth Look at Optimal Re-balancing Strategies

Michael Kitces, Partner and the Director of Wealth Management for Pinnacle Advisory Group, co-founder of the XY Planning Network and…
Read More
Marketing
July 12, 2017

5 Tips to Help you Take Charge of Your Social Media Strategy

What’s the biggest challenge you face as a financial planner in 2017? If you answered “finding and bringing in new…
Read More