The FPA chapters that applied to take part in the OneFPA beta-test did so after having robust conversations as volunteer leaders about what the beta-test would mean for their respective chapters. FPA of New Jersey was one of the chapters that applied (and later approved by the OneFPA Transition Task Force). Their decision to take part was not easy as they engaged their board and had a robust discussion on what being part of the beta-test would mean for the chapter.

FPA of New Jersey President Lisa Casciaro, CFP® shares the process her chapter’s leadership went through, the concerns that were shared, and the opportunities her chapter saw in being part of the beta-test.

Watch the video!