Blog

An easy way to pay for your annual FPA membership through FPA sponsor discounts

As a member benefit, you have access to great pricing on products and services that are tailor-made for your planning practice. One member saves enough on just two offers to pay for their annual membership! (Liability Insurance and MoneyGuidePro)

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Discounted Conference Recordings

Receive 20 percent off on five FPA Annual Conference 2018 recorded sessions or receive 15 percent off on three recorded sessions, featuring the most highly rated industry speakers. Learn now and earn up to five CFP® CE credits.

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Knowledge is Power: Elevate Your Practice with FPA Research

The FPA Research and Practice Institute™ (RPI) can help you grow and improve your financial planning practice in an ever-changing landscape.

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FPA Retreat 2019: Register Now to Save

Join us at FPA Retreat to engage with financial planning’s top thinkers, trailblazers and change makers to build the future of the profession.

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Whittier Trust Summer Intern Program

From Whittier Trust: Attention College Students: We are seeking individuals in Los Angeles, Newport Beach, Reno, San Francisco and Seattle to apply for a Summer Intern position during Summer 2019.

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FPA Coaches Corner Spotlight: Compliance considerations in joining or leaving an RIA

Join John T. Carr, principal at Carr Butterfield Attorneys at Law, and Todd Sakoda at the Consortium/Lift Burden for an interactive, 60-minute virtual session on July 31 at 4 p.m. ET

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Lend your voice to new research on best practices in client understanding

FPA, Capital Preferences and T. Rowe Price have initiated new research that seeks to map the frontier of client understanding practices and answer key questions that are central to serving the needs of 21st-century investors.

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PridePlanners and FPA integrate to support LGBTQ individuals and families

PridePlanners is integrating with FPA to enhance support to financial planners who serve the financial planning needs of LGBTQ Americans. A new FPA Knowledge Circle will be created to facilitate connections

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CE Webinars: July 12 and 24

We are extremely excited to announce another valuable benefit of being a member of the SD FPA!  Our Chapter has formed a strategic partnership with Retirement Experts Network (REN)!  REN will be providing us with a monthly webinar series

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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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