Upcoming Events

May 25

Jeffrey Levine from Michael Kitces with a FREE LUNCH at Lancaster Brewing Company

Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com

REGISTER NOW

Our 5/25 meeting will be IN person with a webinar option.  The remaining meetings for 2021 are planned to be held in person with a webinar option. 

Mission

Our mission is to promote and enhance the financial planning profession with integrity to its members, clients, and the community through quality education, public awareness, networking and mentoring.

CALL TO ACTION

Please amend HR842, protecting the right to organize, which is before the United States Senate.

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Take Action: https://www.votervoice.net/BroadcastLinks/q20LxsUcBS4UBr9IvfsEPQ

CHANGES TO YOUR CONTACT INFO?  

All contact information is updated and maintained through our national office.  Please update your information at http://connect.onefpa.org/home then click on profile in the top right corner.

Member-Get-a-Member

Here's how it works: ​

  • Refer a colleague.
  • FPA will send an invitation to join on your behalf.
  • Get rewarded! Save money on your renewal dues for each referred new member who joins. The person you refer will receive a credit as well. The referring member will receive $25 for every CFP and Allied Professional referred and $10 for every New to the Profession and Student member.