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May 2021
CFP® Ethics
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…
Find out more »June 2021
Succession Planning
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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