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Take the Home Equity Quiz by Prof. Hopkins of the American College

Take the Reverse Mortgage Quiz written by the well-known thought leader in retirement income planning, Jamie Hopkins Esq., CFP, RICP, Professor of Retirement Income Planning at the American College.

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FP Transitions: The Three Pillars of a Successful Advisory Business

FP Transitions President & Founder, David Grau Sr., JD, dives into the three pillars of a strong advisory business and explores how each one is integral to the ongoing growth and sustainability of the enterprise.

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FPA SD President's Message - Q2 2018

2018 has been a busy year for the FPA of San Diego. We kicked off 2018...

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Take 5: Five important ideas from FPA National June 2018 Edition

Take 5: Five important ideas from FPA National June 2018 Edition

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