Financial Planning Association (FPA) @fpassociation
The Financial Planning Association® (FPA®) is the leading membership organization for CFP® professionals and those engaged in #financialplanning financialplanningassociation.org Denver, CO Joined April 2009-
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The Deadline for FPA Award Nominations Is May 3! Learn more and nominate with the links below: P. Kemp Fain: hubs.li/Q02tQ3X-0 Power of Financial Planning: hubs.li/Q02tQ2jg0 Heart of Financial Planning: hubs.li/Q02tQ0BP0
How important is your financial technology? Does it really make a difference to your clients? Should you be investing in additional apps and software? Find out in this informative A.U.M.™ episode LIVE TODAY on LinkedIn.
Register today: hubs.li/Q02r0tJ30
🎵🎶 Introducing the FPA Top 10 Hit List for Financial Planners! 🎶🎵 🤣 Tag your fellow financial planners and let's groove to the sound of financial success this April Fools' Day! 💸💼 #AprilFoolsDay #MoneyMusic
Register today: hubs.li/Q02r0P2q0
FPA is now the proud sponsor of Kalli Collective's AUM (Ask Us Marketing) events. Tune in live on our LinkedIn and Facebook pages today!
Read the Q1 2024 CEO Update by FPA CEO, Patrick Mahoney, here: hubs.li/Q02qsJnL0
Share your expert thoughts on investing to help shape the content of the June issue of the Journal of Financial Planning. The results of this research will reveal industry-shaping trends affecting you and your clients. Take the survey today: bit.ly/3wPveTu
Did you miss the FPA Live sessions with FPA Retreat 2024 keynote speakers, Erica Orange, Louie Gravance, and Gurpreet Dhaliwal? Catch them online here: bit.ly/3PafJMh
In an upcoming webinar, Ed Slott will share his top 2024 tax-season conversations, ensuring you are well-equipped to guide your clients through a successful and tax-efficient retirement. Register Now: bit.ly/3waAb9a
New on FPA Connect, network with Elder Planning Specialists! Share your ideas, get inspiration, and lean on your peers who share common experiences for advice and guidance. Join now (requires login): bit.ly/48CABCE
Learn more: hubs.li/Q02mKZ0m0 @MichaelKitces
⏰Only a few slots remain! ⏰ The FPA Online Elder Planning Specialist Program is a first-of-its-kind, 12-week online program designed to prepare serious financial advisers to meet the needs of their older clients. Register Now: hubs.li/Q02mBhN50
We're chatting with FPA Retreat 2024 Keynote Speaker, Gurpreet Dhaliwal, TODAY at 12 PM CST. Catch the live broadcast: hubs.li/Q02mh2g_0 Register for FPA Retreat 2024: hubs.li/Q02mgXdT0
📣DON'T MISS OUT!📣 Register Now: hubs.li/Q02m97lC0
If you know a must-see speaker, a challenging topic, or a highly valued session that would be a show-stopper for FPA Annual Conference 2024, please encourage them to submit a proposal for consideration Let us know: hubs.li/Q02lX9wn0
Registration for FPA Spring Residency 2024 is now open! This highly acclaimed, experiential-learning program is designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Learn More: bit.ly/49ICgrm
Take advantage of the advance rate ending Feb 26: bit.ly/48kp4ry
🌟 FPA NexGen Gathering 2024 🌟: bit.ly/42Hp5VA
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Day 2 at #ExchangeETF is here, and so is your chance to shape the future of #investing! Share your unique #index idea for a shot at winning an iPad and seeing our elite development team bring your idea to life! 🏆 Visit Brian Coco, Peter Dietrich, Joseph Markovitch, and the…
Team #VettaFi is always ready to support a good cause! Our team is proud to embody the spirit of #community and #GivingBack. A big thank you to @SusanGKomen, @bondbloxxetf, and @exchangeETF for the opportunity to be part of this incredible event! 💜 #ExchangeETF
Read the February issue of the Journal of Financial Planning to learn what tomorrow’s planners need to know about serving clients in the age of AI, insights for women planners, and more! bit.ly/3Sw1i6g
What a fantastic event! It was so great catching up with everyone and celebrating 50 years!
FPA lookin' sharp last night in DC. Past & current FPA presidents celebrated the 50th anniversary of the CFP® certification last night. Join us in recognizing this amazing milestone in the history of the financial planning profession. @CFPBoard @leemanagement @DennisJoeMoore
I want to do this panel again! Thank you to @fpassociation! @justinlmack you’re a true professional. And all star marketers @MattMiddleton__ and @dianacabrices 🏆🏆🏆🏆
What. A. Panel. Had a BLAST sharing the stage with these absolute rockstars this AM at the #FPAannual conference. And a huge thank you to the @fpassociation crowd for giving us your passion and energy in return. Ok. Now back to work! @dianacabrices @MattMiddleton__ @ThrivosLLC
What. A. Panel. Had a BLAST sharing the stage with these absolute rockstars this AM at the #FPAannual conference. And a huge thank you to the @fpassociation crowd for giving us your passion and energy in return. Ok. Now back to work! @dianacabrices @MattMiddleton__ @ThrivosLLC
Thank you for having me, @fpassociation! What an incredible program you've put on these past 2 days. This was such a highlight for me! 🤗
Here’s how you unleash your marketing edge! #fpaannual day two starting off with this star studded panel! @dianacabrices @ThrivosLLC @MattMiddleton__ @justinlmack
Lol @StreetCred_PR with the super on-brand beers for #futureproof2023
Milo, closing out the @fpassociation Annual Conference. 😎 #miloatannualconference
Excited to see @SallieKrawcheck close out #fpaannual today!@fpassociation
@SallieKrawcheck #fpaannual @fpassociation “the way we humans forecast the future is to simply extrapolate from the present”.
Getting interviewed by our good friends at Idea Decanter!!!!! #fpaannual #advisorvideo #proudmouth
Leavin Seattle and the sun finally comes out, I see how it is 🤨😂 Great conference @fpassociation #FPAannual we had some great conversations and a bit of fun too!
Nom nom nom #fpaannual #miloatfpaannual
CEO Kevin Keller (@krkindc) and CFP Board chair @kamila_elliott provide the CFP Board update this morning on the final day of the @fpassociation Annual Conference in Seattle. #fpaannual #FinancialPlanning #CFPpro
Next stop: Seattle 🛬 Swing by @AdvisorEngine's booth at @fpassociation’s #fpaannual. Our team is fired up to share all things #CRM, #PortfolioManagement and #swag. See you soon.
The awesome @fpassociation staff enjoying a night together after a wonderful second day at the FPA Annual Conference! #fpaannual #TeamFPA
Some people are just the best! @Kate__Healy is one of the best of the best! #fpaannual #podcasting #podrocket
Advisors: Are you at @fpassociation's annual conference in Seattle? If so, stop by Booth #10 in the #FinTech Showcase area to meet our team and learn more about TIFIN Wealth's personalization-led growth and real-time business intelligence capabilities. #FPAannual
FPA day two!!!! #fpaannual #podcasting #proudmouth
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