We all know that home is where the heart is.

In this session Larry W. Carroll, CFP® founder of Carroll Financial Associates, Inc. will review his top 40 lessons learned from his 40 years of running a business and serving his clients.

​Join FPA Pride Planners host, Robert Castillo, CFP®, ADPA℠ as he leads a conversation with FPA members about being ‘out’ on the job and working with the LGBTQ community.

Do you have a concentrated position in need of hedging? Not to worry, you have options!

​Scott Bishop, MBA, CPA/PFS, CFP®, one of the hosts of the Tax and Estate Planning Knowledge Circle will discuss tax and planning changes that may impact clients in relation to the American Rescue Plan.

Join FPA Pride Planners on April 13, 2021 at Noon ET for LGBT+ Tax Planning in a Changing World.

We have all heard of Scholarships, fellowships, and internships as programs that support deserving individuals seeking entry to the academic or professional world.

​Considering the various types of equity compensation and stock options structures clients may be awarded, as planners there is a clear benefit to understanding the nuances and varied tax implications associated with each.

​The coronavirus pandemic has changed the world of financial planning. Dr. McClanahan will provide an update on coronavirus, cover how coronavirus has affected financial planning projections, emergency planning, long term care logistics, insurance planning, estate planning, and the delivery of financial planning services

Existing policies do not sufficiently protect all LGBTQ people in the U.S. from discrimination and do not support their economic well-being fairly & equally.