Printer-friendly version

What's Hot

ANNOUNCEMENTS

FPA Connect Live Webinar Training

Plan to gather with colleagues on Feb 28 at 3pm ET to learn about how best to use FPA Connect.

Life Planning template documents

Some documents shared by Roy Diliberto on how they communicate with clients after the initial discovery meeting and at the annual review meeting.

LATEST DISCUSSIONS

Please login to see this information

In The Know

RECENT SHARED FILES

Please login to see this information

RECENT BLOGS

Senator Eyes Inherited "stretch" IRAs

Chapter Leaders Conference Task Force

On Feb 7, 2012, Sen. Baucus (D-MT) the Chairman of the Senate Finance Committee released a draft legislation to pay... More

Some great links to get us thinking and talking about this year's Retreat

Retreat conference

The theme, this year, is Trust, from the Inside Out, and I thought this video offered some great things to talk about... More

Some great videos about this year's Retreat

Retreat conference

Here are several familiar faces talking about everyone's favorite conference: http://www.youtube.com/watch?v=L-BicUhNz9E&feature=youtu.be... More

Our Community

GETTING STARTED

1. Customize your profile and preferences.

2. Adjust your subscription settings.

3. Start a conversation - post a message in one of the Discussion groups.

4. Start networking - go to the Directory and Find a Member to connect with.

5. Need some training on how to use the platform?  Watch videos, look through FAQ's and more here.

FIND US ON

Follow Us on Twitter    Find Us on Facebook   Join Us on LinkedIn   Find Us on YouTube

UPCOMING EVENTS

Please login to see this information
Copyright © 2011 FPA Connect. All rights reserved.