Financial Planning Association of San Diego

Read the November issue of the Journal of Financial Planning, powered by Allianz to learn more about the pressures that have led to the racial wealth gap and how planners can help close it, what neurodivergent clients need from financial relationships, and how your own unexamined biases can impact your planning. Features include articles by Brent Kessel, Kamila Elliott, Meghaan R. Lurtz, Andrew Komarow, Danielle Andrus, and Javier Estrada.

http://ow.ly/rXQK50GCvgl

The Reality of Liquidation Order for the Mass Affluent Journal of Financial Planning: October 2021

Curious about the current economic and market concerns and the underlying trends? Then join us for a live webinar during the FPA Fall Learning series on Dec. 9 at 12 pm ET with Milton Ezrati, chief economist at Vested.

This presentation is being offered to FPA members at no cost as part of the Learning Series and will investigate how, Covid aside, current concerns — today’s labor shortage, immigration pressures, inflation, deficit spending, and Fed policy — have roots in this country’s great demographic problem of an aging population. Milton will offer a coherent analysis of current issues, where they will take the economy, and, of course, how markets will respond. https://bit.ly/3nfgbdp

O.C.E.A.N.: How Does Personality Predict Financial Success? Journal of Financial Planning: October 2021

The FPA Fall Learning Series is coming, and do we ever have a live webinar you won’t want to miss! Join us for Get Big Things Done: The Power of Connectional Intelligence with Erica Dhawan on Dec. 3 at 11 am ET. In this informative live webinar, Erica will share how Connectional Intelligence is turning people into superconnectors who accelerate innovation, breakdown silos, and foster breakthrough bottom line impact by harnessing the power of networks. The event qualifies for 1 CFP® CE credit and like the rest of the programs during the Learning Series, it’s free for all FPA members! Register today at https://bit.ly/3aRXM0B.

FPA: Creating Planning Efficiencies and Opportunities in Your Client Review Meeting With many clients accustomed to their annual investment review, the client review meeting is your chance to demonstrate financial plan success and rebalance client priorities toward a better financial future. 

FPA Launches New Community to Support Neurodivergent Financial Planners, Expand Diversity In the Profession DENVER (October 6, 2021) — To welcome and support the learning and thinking differences of neurodiverse financial planners, the Financial Planning Association® (FPA®) is pleased to announce the launch of a new community specifically for neurodivergent financial planners.

FPA joins our passionate community of financial planning professionals to celebrate World Financial Planning Day. Financial planning really does transform lives. Congrats to Financial Planning Standards Board Ltd. for leading the charge!

NARSSA Announces Partnership with the Financial Planning Association MELVILLE, N.Y., Oct. 4, 2021 - The National Association of Registered Social Security Analysts (NARSSA), the leader in expert Social Security education, training, and analysis fulfillment for Financial Professionals, has announced a partnership with the Financial Planning Association® (FPA®), the ...

Check out the latest issue of the Journal of Financial Planning to learn more about the tax planning issues your clients may face in changing their residency, liquidating assets, or making charitable donations.

https://www.financialplanningassociation.org/learn/journal

FPA and the Foundation for Financial Planning are pleased to announce that FPA of Orange County has won the 2021 Power of Financial Planning Award for their outstanding pro bono financial planning programming for the past year. Congrats on a job well done! https://www.financialplanningassociation.org/fpaoc-awarded-power-financial-planning-award