April Print

Welcome New Members

We are glad to share we have several new members in May:

Eric Broda
David Cole
Jonathan K. Duong, CFA, CFP®
Chrisanna Elser, CFP®
Zack Gutches
Christopher Jackson
Nathanael Koch
Kimberly Kosmenko
Angie Osili
Jim Stover

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FPA Offerings

Career Paths and Building a Stronger Profession: Featured Podcast

Are you a new planner? Learn insights about the skills you need to build your career path from Cheryl Holland, CFP®, founder of Abacus Planning Group. Featured on the “You’re a Financial Planner, Now What?” podcast series, Cheryl offers advice for new planners and what
they can do to excel in their careers. Listen to her episode, “Career Paths and Building a Strong Profession,” today!

Learn and Grow: Become Your Best You While Earning CE
Satisfy your CE requirements with dynamic and engaging content that will help you become a better financial planner. FPA members can earn all 30 hours of required CE for CFP® professionals by taking advantage of FPA resources including signature events, Journal of Financial Planning, Professional Development Center, and much more. Enhance your practice, serve your clients and grow as a financial planner with FPA resources that make a difference. Learn more!

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Upcoming Events

We have more than 50 meetings and events each year. Check-out the lastest events here on our meetings page:


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