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Future of Planning

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Economic events, regulatory reforms and the pace of change are influencing and changing the role of both the planner and profession.

The Future of Planning site — formerly the FPA Financial Crisis Resource Center — is an enhanced knowledge center designed to be driven by FPA members. It focuses on the "new, new"; offering a one-stop location for you to access relevant, timely information and resources. It also provides a robust platform for you to engage with other professionals in sharing new ideas and strategies for addressing today's economic conditions, while setting up for success in the future.

Lend your voice, exchange ideas, share resources and join the discussion!

Message of the Week


React or Respond
I work with a volunteer organization and sometimes we make mistakes.  It happened this past week, when we were supposed to prepare for 59 orders and we prepared for only 49.  It was 5 a.m., there were a few too many cooks in the kitchen and we simply made a mistake.  When the extra people showed up expecting an order, we didn't have it.  Ten people experienced the same circumstances and 8 handled it gracefully.  Two, however, openly expressed their anger, even though they knew the circumstances.  Disappointment was felt by all ten: two expresses anger. More

— Andrea White, Financial Conversations

Tip of the Month


Do You Have a Plan for Your Personal Development
For many of us, there is so much time spent planning for clients that we forget it's also important to plan for ourselves. And as financial planners, this means not only planning for our own individual financial futures, but also our personal development as professionals. More

— Michael Kitces, Pulisher, The Kitces Report

Questions

Please call FPA Member Services at 800.322.4237 (303.759.4900 International), option 2, or e-mail MemberServices@FPAnet.org.

Feedback

Tell Us: Share your feedback, tell us what resources you need during these challenging times or submit an original tool or template that you'd like to share with your fellow FPA members.


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