Skip to main content
Accessibility
Main Menu
Menu
Practice Support
Back
FPA Marketplace
Carson Coaching
FPA Business Hub
Insurance Programs
Job Board
PlannerSearch
Learning
Back
Learning Center
Publications
Back
Journal of Financial Planning
Next Generation Planner
YAFPNW
Financial Services Review
FPA SmartBrief
Money Matters
Publications Study Groups
Conferences and Events
Back
Retreat
Gathering
Residency
Advocacy Day
Chapter Leaders Conference
Chapter Events
Research
Present and Publish
Advocacy
Back
Policy Center
Back
Political Action Committee
Advocacy Issues Fact Sheets
FPA Public Policy Council
Influence Legislation
Advocacy Day
Title Protection
Political Action Committee
Pro Bono
Back
Need Financial Planning Advice?
Get Involved with Pro Bono
Volunteer and Chapter Resources
Pro Bono Training
Pro Bono Strategic Partner (FFP)
Media Engagement
Back
Media Training Program
FPA MediaSource
Submit a Media Query
In the News
Leadership
Back
Committees and Task Forces
NexGen Elections
Chapter Leadership
Board Service
FPA Awards and Scholarship Programs
Networking
Back
Chapters
Conferences and Events
FPA Connect Communities
Back
All-Member Open Forum
FPA Activate
FPA Connect
Knowledge Circles
Membership Directory
NexGen
Back
About NexGen
NexGen Leadership
Gathering
Get Involved
Diversity, Equity & Inclusion
Back
DEI Committee
Diversity-Based Knowledge Circles
Diversity Scholarships
Diversity Tools for Chapters
Membership
Back
Become a Member
Benefits of Membership
Membership Categories
Group Membership
Renew Your Membership
Practice Support
Back
FPA Marketplace
Carson Coaching
FPA Business Hub
Insurance Programs
Job Board
PlannerSearch
Learning
Back
Learning Center
Publications
Back
Journal of Financial Planning
Next Generation Planner
YAFPNW
Financial Services Review
FPA SmartBrief
Money Matters
Publications Study Groups
Conferences and Events
Back
Retreat
Gathering
Residency
Advocacy Day
Chapter Leaders Conference
Chapter Events
Research
Present and Publish
Advocacy
Back
Policy Center
Back
Political Action Committee
Advocacy Issues Fact Sheets
FPA Public Policy Council
Influence Legislation
Advocacy Day
Title Protection
Political Action Committee
Pro Bono
Back
Need Financial Planning Advice?
Get Involved with Pro Bono
Volunteer and Chapter Resources
Pro Bono Training
Pro Bono Strategic Partner (FFP)
Media Engagement
Back
Media Training Program
FPA MediaSource
Submit a Media Query
In the News
Leadership
Back
Committees and Task Forces
NexGen Elections
Chapter Leadership
Board Service
FPA Awards and Scholarship Programs
Networking
Back
Chapters
Conferences and Events
FPA Connect Communities
Back
All-Member Open Forum
FPA Activate
FPA Connect
Knowledge Circles
Membership Directory
NexGen
Back
About NexGen
NexGen Leadership
Gathering
Get Involved
Diversity, Equity & Inclusion
Back
DEI Committee
Diversity-Based Knowledge Circles
Diversity Scholarships
Diversity Tools for Chapters
Membership
Back
Become a Member
Benefits of Membership
Membership Categories
Group Membership
Renew Your Membership
User account menu
Journal of Financial Planning
About
About FPA
Board of Directors
Staff Contacts
Frequently Asked Questions
Advisory Council
Governance and Bylaws
Sign in
FPA-RGB
Close search overlay
Trending
Membership Benefits
Pro Bono
Continuing Education
Annual Conference
Looking for more FPA resources?
FPA Learning Center
Live Webinars and On-Demand Programs
FPA Connect
Compliance-Friendly Online Community
Lauren Kaufman
Treasurer
ClientWise
Affiliated Chapter
FPA of Austin
Twitter
LinkedIn
Email