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May 2021

CFP® Ethics

May 20 @ 9:00 am - 11:00 am
Zoom Meeting

Please join us, and our presenter Crystal Alford-Cooper, for your CFP® Ethics CE credit for 2021. There is no charge for FPA members. If you are not a member, you…

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June 2021

Succession Planning

June 8 @ 10:00 am - 11:00 am
Zoom Meeting

When done properly, succession planning benefits everyone involved. Yet our studies show that many investors don’t know what would happen if their financial professional retired: 58% of affluent investors don’t…

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