Blog Archives

FPA Coaches Corner Spotlight: Three Most Common Cyber Threats and How to Deal with Them

Fraud incidents have increased by more than 130 percent during the past year, according to a recent report by PwC. Join Brian Edelman, CEO of FCI, and Ben Lewis, Director of Public Relations at FPA, to learn the most common cyber threats

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Pro Bono Financial Planners Needed to Help Families Living with Cancer

Every day, families that are battling cancer make dangerous decisions like skipping a chemotherapy appointment so they can afford to feed their families.

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Join the San Diego FPA Chapter LinkedIn Group

Are you missing out on the LinkedIn group posts? Join up!

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Member-Get-A-Member Program – Double Rewards in August!

The FPA Member Get-a-Member Referral Program helps FPA move the profession forward by adding new members to our community, and both you and those you refer save on your dues. No limit on savings!

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Advocacy Week!

The week of September 17th kicks off our annual Advocacy Week! We invite you to join your fellow chapter members and members of FPA of California in visiting your respective California state legislators in their home district offices.

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Would you like to comment for a new Newsletter?

Are you interested? TheStreet's Retirement Daily is seeking financial professionals in the retirement planning and retirement income space, specifically in ?investments, ?retirement?, tax, insurance, estate planning for commentary.

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FPA August Mixer 8/2

August 2, 5:30-7:30 Mixer! Join us at the FPA of San Diego’s summer social mixer. Please note that the original date is unavailable and we have moved up the date of the mixer to Thursday, August 2nd from 5:30 to 7 pm.

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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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