Financial Planning Association (FPA)

Congratulations are in order! The following chapters won a pizza party at FPA LEAD 2026 in Denver last week. FPA of Hawaii FPA of Wisconsin FPA of Silicon Valley Thank you to everyone that participated and flooded LinkedIn with #FPALEAD. It was an amazing event!

Happy New Year from FPA! Here’s to fresh goals, new opportunities, and another year of making a meaningful impact for the clients and communities you serve.

For the last 25th Anniversary video of the year we bring you the full length video that debuted in short form at FPA Annual Conference 2025. Take a walk down memory lane starting with the merger in 2000 and bringing you right up to today. Video Here: hubs.li/Q03YYX0q0

Wishing you a joyful holiday season and a bright start to the new year. Thank you for being part of the FPA community—we’re grateful for all you do to advance the financial planning profession.

25 years. 25 standout learning sessions. Discover the Top 25 Learning Sessions of the Year in celebration of FPA’s 25th anniversary. 👉 hubs.li/Q03YMKnV0

FPA SHIFT™ is the next generation of the legendary FPA Retreat. bit.ly/4oRo4o3

It was another phenomenal day at #FPAannual in Las Vegas. Tuesday was full of impactful sessions, networking, and a whole lot of fun at Hakkasan. AND a huge shout out to Texas A&M for winning the Financial Planning Challenge.

If you missed Day 1 at #FPAannual you missed A LOT. Started with a great opening session, moved into numerous educational sessions and finished with a reception where Janet Larson won the grand prize of a 2026 Annual Conference Travel Package at the FPA "Big Bertha" slot machine

Congratulations to the 2026 officers and new members of the FPA Board of Directors. President Elect D. Crystal Alford-Cooper Treasurer Juan G HernandezAriano Board Members: Maria Castillo Dominguez, Gregory Furer, Otto Rivera & Carl Christie Full release: bit.ly/43OBoAS

📢 Exciting Leadership News at FPA! We’re thrilled to announce that Dennis Moore, MBA, CFP®, has been named the full-time Chief Executive Officer of the Financial Planning Association®! Please join us in congratulating Dennis! Read the full press release: hubs.li/Q03PGsMF0

More from the CFP Board's Connections Conference. FPA COO and Interim CEO Dennis Moore took the stage during Tuesday's festivities.

As your partner in planning, FPA wants to help you protect your business and employees through a variety of insurance programs that are exclusively offered to our valued members. Learn More: bit.ly/47dxuDU

Members of the FPA Nexgen LEadership committee held a standing room only session at the CFP Board's Connections Conference. Well done Landon Warmund, Lillian Turner, Blake Pinyan & Garrett Jackson! FPA NexGen

Not only can they plan an amazing conference but they can rock out once they get there. Let's hear it for Conference Task Force Chair Odaro Aisueni, CFP® and co-chair Garrett Jackson for killing it in the planning process and on-site! #fpanexgengathering

Early bird pricing ends July 28 for FPA Annual Conference 2025, and we just announced our exciting closing keynote speakers: Josh Brown and Michael Batnick, co-hosts of The Compound & Friends podcast! 👉 Take Advantage of Early Bird: hubs.li/Q03yq9ws0

If it’s on your to-do list, now’s the time to check it off ✅ Early bird rates for FPA Annual Conference 2025 close July 28, don’t miss your chance to save! 📍 MGM Grand Las Vegas 🎟️ bit.ly/4lWMCKh

⏱️ Advisers: Save 10+ hrs/week with ChatGPT 📅 Live training July 23 | 💰 Just $97 🚀 Learn to automate admin, write better emails, and market smarter. 🎟️ Limited spots – grab yours now! 🔗: bit.ly/3IlvX4H

Here's a look at one of our clips from our FPA Live featuring Danielle Miura. hubs.li/Q03cCQ500

Here's one more from Alexandra Armstrong. Full video is here: hubs.li/Q03cCPsQ0

Here's another clip from FPA LIVE with Danielle Miura on Caring for Caregivers. Access full video here: hubs.li/Q03cCPJF0