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Monday, August 4, 2003
  Sponsored by: netDecide
 
 

In This Issue:

FPA News
Meetings and Learning
FPA Web Resources
2003 FPA Calendar
 
 
  FPA News
 


Expand Your Professional Horizons on the FPA Board
Are you ready to expand your professional horizons and put those leadership skills to work? Then the time has come to nominate yourself or a colleague for FPA's 2004 Board of Directors! Nominees are expected to be visionaries who will help shape the future of the association and influence the development of the financial planning profession. Board members think strategically, lead and govern in the community and share FPA's vision of promoting the value of financial planning. Chapters, chapter leaders and individual members are strongly encouraged to nominate themselves or at least one candidate who they feel embodies FPA's vision and can successfully contribute to the association. The deadline for nominations is August 15, 2003.

Who Has a Vision for the Financial Planning Profession?
Do you know a colleague who is a visionary in the financial planning profession? An individual who embodies the values of FPA? Then nominate them for the P. Kemp Fain, Jr., award. FPA's prestigious P. Kemp Fain, Jr., award recognizes an individual who has made outstanding contributions to the financial planning profession. Nominees should be those professionals who have made a significant contribution to the profession in the areas of service to professional activities, society, academia and/or government. They must also uphold FPA's core values of integrity, competence, relationships and stewardship.The deadline for nominations is August 15, 2003.

  Meetings and Learning
 


Complete Success Forum 2003 Convention Information Now Online

Comprehensive educational program information and all the details about FPA's Success Forum 2003 are now available at www.fpanet.org/successforum. The early bird registration deadline for Success Forum, FPA's annual convention and exposition, is September 11. Success Forum 2003 will be held in Philadelphia, Pa., from Nov. 1-4. It offers financial planning professionals a total learning experience with more than 60 educational sessions in seven tracks for all levels of experience, the Bridge the Gap program (a separate "meeting within a meeting" for new planners), remarkable keynote speakers, and in-depth pre-convention workshops. Plus, attendees can connect with other professionals to compare notes and ideas, and they can meet with more than 250 resource providers showcasing the latest financial services and products.

FPA Delivers Strategies for Estate Planning
Learn practical advice from the estate planning experts during this nine-part series moderated by Stanley M. Burnstein. Designed for financial planners, lawyers, accountants and trust officers, the series will focus on the latest practical strategies for working with indispensable tools of the estate planning professional. Join Christopher Hoyt on Sept. 4 for his seminar on how to structure IRA Beneficiary Designations to achieve the best tax benefits, and how and when to structure a trust to be the beneficiary of the IRA. Visit FPA's Audio Conferences Web page for more information or to register.

Retreat 2003 Session Recordings Now Available
Benefit from the best speakers and latest ideas from Retreat 2003 through the just-released recordings of Retreat 2003 educational and general sessions. Available on audiotape, CD and our new Multimedia CD-ROM, these recordings let you experience the great content from this premier event for the first time or again from the convenience of your home or office.

The Multimedia CD-ROM contains the audio recordings and handouts from all 15 sessions and is available to FPA members for just $295. Or, choose from audiotape, CD or Multimedia CD-ROM for our "top five" package starting at just $99 and including such sessions as Paul Fain's "A Practice 28 Years in the Making and Counting" and Tracy Beckes' "How to Create an Effortless, Outrageous Business." Individual sessions are also available on audiotape, CD or MP3 download through our conference recording company, Conference Copy, Inc. For more information or to place your order, please visit the FPA online store or call 800.575.0580.

  FPA Web Resources
 

Online Membership Directory Your Networking Resource
FPA's online membership directory is your source for finding contact information for members of the Financial Planning Association community.
Visit this Web Resource (member login required)

 

FPA Web Links
Home Page Member Info Consumer Info International Journal of Financial Planning
FPA ConnectionsCareer & PracticeOnline Store

  Calendar
 

August 7
How to Plan for the Succession of the Family Business

August 13
Forming a Mulitdisciplinary Practice

August 17-22
FPA Residency Program The American College Bryn Mawr, Penn.

September 10
Beyond Practice Management: Using E-myth Strategies to Turn Your Practice into a Business

September 24
Using Behavioral Finance to Improve Client Communications

October 6-12
Financial Planning Week

Nov. 1-4
FPA Success Forum 2003 Philadelphia, Pa.

To view other upcoming FPA events, visit: http://www.fpanet.org/member/meetings/calendar/index.cfm.

Thanks for reading FPA This Week. Please e-mail comments about this e-newsletter or concerning topics of interest to members of the professional financial planning community.

Contact FPA

Email: info@fpanet.org
Phone: 800.322.4237; 404.845.0011


Office Addresses

 

The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FPA/Logo and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association.

CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

 

  
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