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FPA Press Suggested Reading

Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent
In The Presence of Taxes: Application of After-tax Asset Valuation
Research: Communication Issues in Life Planning - Defining Key Factors in Developing Successful Planner-Client Relationships

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October 9–10, 2009, Anaheim, Calif.

FPA NexGen 2009
This communities of interest conference has been designed to give the next generation of financial planners the tools and knowledge needed to be successful in today's ever-changing profession. In addition, as FPA NexGen 2009 joins the FPA Anaheim 2009 experience, attendees will be able to take advantage of more education and networking opportunities than ever before.

October 10–13, 2009, Anaheim, Calif.

Annual Conference & Expo Anaheim
This conference of the financial planning community is a one-stop-shop that provides high-quality, unbiased education. From technical nuts-and-bolts, to back-office compliance-focused issues, to client communication, to investment strategies, this event offers the opportunity for professional development, regardless of career level or career path.

Virtual Learning Center: h ttp://www.fpanet.org/Learn/VirtualLearningCenter/

FPA Online Store: www.ShopFPA.org

Welcome to FPA® Community Building!

This unique area of our Web site is designed to facilitate meaningful dialogue amongst FPA members, nonmembers and the public.

To participate in public discussions, go to FPA Cafe/Discussions. You must be logged in at FPAnet.org to make postings.
To participate in member-only discussions, please log in at FPAnet.org and go to the Communities of Interest under Forums.

To get started, make sure you've logged into the site, and then click on Forums in the top navigation bar to review discussions, start a new discussion, or to participate in Communities of Interest. Want to get going quickly? Reference the the Quick Start Guide. Looking for step-by-step instructions on full utilization of FPA Community Building? The User's Guide provided on this page is the tool for you.

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Don’t see a discussion forum that fits your needs? Please e-mail us to forward suggestions, questions or feedback about your experience.

What's New

July 2009 Talking Point: Barney Frank on Regulating the Financial Sector

The July 2009 issue of the Journal of Financial Planning features a 10 questions interview with Congressman Barney Frank on responsibility, regulation, and responding to crisis. House Financial Services Committee Chairman Barney Frank believes: Detailed disclosure requirements for credit card issuers and mortgage companies are the key to preventing...

Posted to Journal of Financial Planning Discussions (Forum) by Carly Schulaka on 07-01-2009
Income tax planning - outsourcing

I'm a CPA who is also a CFP and am interested in partnering with financial planning firms to provide oursourced tax planning services - tax planning as part of the financial planning process, review of client tax returns, consulting on specific issues. Are there any firms/planners interested in these types of service?

Posted to Issues of the Profession (Forum) by Janet Davis on 06-23-2009