FPA Conference 2017

  1. The Future of the Fiduciary Rule

    Ed Gjertsen II, CFP® discusses the future of the Fiduciary Rule.
  2. The Evolution of Financial Planning

    Dr. Dave Yeske, CFP® on the evolution of financial planning.
  3. Tax Planning in Uncertain Times

    Mark Prendergast CPA, CFP®, CDFA™ on how to effectively plan during uncertain political times.
  4. How Should College Grads Invest for Retirement?

    Amy Hubble, CFA, CFP® discusses how college graduates can best begin to save for their retirement.
  5. How Financial Planning Began

    Baylor University professor Tom Potts on the history of financial planning.
  6. Don't Discredit Financial Planning for Millennials

    Founder & President at Your Greatest Contribution (YGC) and CNBC Financial Advisor Rianka Dorsainvil, CFP® on advising millennial ...
  7. How to Prepare for the Full Cost of a College Education

    Joe Pitzl, CFP®, on preparing for the financial hurdle of a college education.
  8. Tackling Small Business Financial Planning

    Mark Johannessen, CFP® on the challenges of financial planning for small businesses.
  9. Getting Divorced? Here's the Financial Info You Need

    Certified Divorce Financial Analyst Rose Swanger discusses the necessary steps for making divorce a little less (financially) painful.
  10. How the FPA Fosters Knowledge Sharing

    The 2017 President of the Financial Planning Association, Shannon J. Pike, CFP®, talks OneFPA and sharing knowledge across the industry.
  11. The True Value of Estate of Planning

    Richard Salmen, CFP® on who needs an estate plan, and why they provide such a valuable tool for individuals and families.
  12. Unpacking the Active vs. Passive Debate

    Dan Moisand, CFP® explains how to discuss active vs. passive management with clients.
  13. Socially-Conscious Companies Can Be Profitable

    Bill Simonet CFP®, Principal Advisor at Simonet Wealth Management, discusses the importance of factoring social issues into portfolio ...
  14. How Advisors use Non-Traditional Financial Planning

    Hannah Moore, CFP explains why some clients require non-traditional approaches to their financial planning.
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