Estate planning, always an important element of a comprehensive financial plan, has taken on increased importance and urgency, especially for high net worth individuals.

The length of retirement is one of the most important assumptions in a financial plan; therefore, care should be taken that is estimated as accurately as possible.

Discover valuable insights into how advisors can use an integrated framework of scripts, stories, sketches and supplements to increase the effectiveness of their communication with clients.

2020 is the year for Roth conversions.

Imagine looking at homes or vehicles and obsessing over their details, only to then be told you had to provide your income and assets and THEN the seller would get back to you on the price they were customizing only to you.

Normal human bias is a fundamental reason for poor client decision making.

​Join FPA’s leading insurance partners for a live update on the insurance marketplace for all types of personal and group insurance options, including but not limited to: Healthcare, Long Term Disability, Long Term Care, Medicare, and more.

Self-study exam based on the Journal of Financial Planning, November 2020 Issue

​Now more than ever, it is critical that financial planners identify smart tax tactics and tax planning strategies for their clients.

This certificate program has been designed to educate financial professionals on the key aspects of cybersecurity, how to successfully implement a cybersecurity program, and most importantly, how to safeguard sensitive information and confidential data.