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The psychological side of financial planning You might say that psychology is the backbone of Shannon’s approach to financial planning. The physical...

FPA Austin Career Center Job Posting: PRS Tax Advisors, LLC, a Subsidiary of Physicians Resource Services

PRS Tax Advisors, LLC A Subsidiary of Physicians Resource Services CPA Tax Accountant $60,000-$75,000 (plus bonuses) 401k, Dental, Medical Full-Time...

Articles

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Navigating End-of-Year Planning in 2020

At the end of a typical year, advisers connect with their clients to analyze and address deadlines and time-sensitive opportunities that will soon...

Emily Macintosh and Michael Lecours

December 2020

Anatomy of an Exquisite Meeting

Elizabeth Jetton, M.Ed., CFP ®, is a retired practitioner and former president of FPA. She is a speaker, author, mentor, and consultant to FPA on...

Elizabeth Jetton, M.Ed., CFP®

March 2020

Got Culture? Your Firm’s Success Depends on It

Journal of Financial Planning: March 2020 JOIN THE DISCUSSION: Discuss this article with fellow FPA Members through FPA's Knowledge Circles. ...

Sarah E. Dale and Krista S. Sheets

March 2020

Events

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Thu, Sep 30, 2021

San Diego Marriott Del Mar

FPA of San Diego 2021 Symposium

Hybrid event

5 hours of CFP CE. You have the option to attend in-person or virtually. (Same price for either one.) If attending in-person, please arrive before 8...

Tue, Jun 14, 2022

Virtual Event

FPA Austin Virtual Super CE Day with CFP ETHICS

Online event

Registration includes all CE session except Ethics which is a separate sign up. Registration allows you to attend all of the 5 CE sessions or you can...

Wed, May 25, 2022

Austin, Texas