@FPADFW

Financial Planning Association of Dallas/Fort Worth - Promoting and advancing financial planning to members and our local community.

 Dallas, TX
fpadfw.org
Joined December 2009
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  • Following790
  • Followers925
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We are proud to announce Hannah Moore, CFP® (@thehannahjmoore) and Laurie Dubchansky, CFP® have been selected as the recipients of the 2021 Heart of Financial Planning Award for their contributions to the profession and public! Read the announcement: financialplanningassociation…
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Congratulations, @DennisJoeMoore! financialplanningassociation…
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FPA of DFW retweeted
FPA NexGen@FPANexGen12 Aug 2020
The #FPANexGen One Day Experience is✨𝘁𝗵𝗶𝘀 𝗙𝗿𝗶𝗱𝗮𝘆✨ But your last chance to register is 𝗧𝗢𝗗𝗔𝗬! z5bv3u.attendify.io/
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Today, @fpassociation launched a new brand promise: Change Tomorrows. Just as #financialplanners around the world change the tomorrows of their clients, FPA changes tomorrows for our members, helping them become the best planners they can be. bit.ly/36grqcO
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Thank you for all the amazing work you've been doing during these turbulent times. Your generosity inspires and motivates all of us every day.
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FPA of DFW retweeted
FPA NexGen@FPANexGen11 May 2020
Have you heard? The @fpassociation is launching its FPA Virtual Externship program June 1 🌟 This opportunity is perfect for #financialplanning students whose in-person internships were put on hold due to current circumstances. Learn more at fpaexternship.org/!
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FPA of DFW retweeted
FPA NexGen@FPANexGen5 May 2020
What happens when you need to find a new job in the profession, but the opportunities out there aren’t quite right for you? If you’re investment adviser @noneal510, the answer is simple: you create your own. fpaactivate.org/yafpnw-succe…
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This week has been full of uncertainty for everyone, and FPA wants to help you get through this, one day at a time. #FinancialPlanners, the FPA Volatility Resource Center (onefpa.org/Pages/Volatility.…) is being updated regularly and all of our @fpapubs content has been ungated.
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Still on the fence about attending #FPARetreat20? If the idea of relaxing by a fire while you connect with friends old and new doesn't convince you, we know our educational content will. Check out the agenda for speakers and session highlights: eventscribe.com/2020/FPARetr…
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Our Savings Executive, @ctbohmfalk, joins @AmericaSaves and other financial industry leaders to share tips on starting and increasing a savings plan. #ASW2020
America Saves@AmericaSaves21 Feb 2020
Tune in on Monday, Feb 24 at 4pm ET as we kickoff America Saves Week with a panel discussion among financial industry executives sharing effective strategies to save successfully. Follow America Saves on Facebook to join the conversation! #SaveAutomatically #ASW2020
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There are 2 Ways to #SaveAutomatically! @AmericaSaves suggests these strategies. 1. Split your paycheck! Have your employer deposit money into a separate savings account. 2. Set up automatic transfers with your financial institution, from checking to savings. #ASW2020
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Happy 2020 NexGen! Are y’all PUMPED for the new year?? Come share all your 2020 goals & dreams with us at our January Happy Hour!
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The most fun event of the year....NEXGEN CHRISTMAS PARTY!!!!! Pull out your favorite ugly Christmas sweater & join us for drinks, snacks & Christmas festivities!!!! This event is FREE so go sign up now!
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Congratulations to our 2019 FPA DFW Young Gun award winners, Emma Cramm and Sergio Garcia! #NexGenPlanner #CFPPro #financialplanning #FPAAwards
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Scrambling for a last-minute fall break destination? Add on a few days to #FPAConf19 in Minneapolis! There's tons to do, plus stimulating discussion and top-quality content on the critical topics impacting the #financialplanning profession—a win-win. fpaannual.org?utm_source=twi…
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Early registration for interview candidates ends this Friday!! If you are looking to switch jobs, submit your resume today and receive $15 off registration. Your dream job is waiting!!!!
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9/27/19 CFO4Life annual charity golf tournament benefiting @curingcancer with professional golfer @matthew_wolff5. Raising money to help find a cure for childhood cancer and to honor children who have lost their battle. #CuringKidsCancer #WolffPack #CFO4Life #ForTheKids
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We're excited to announce a new group health plan, available exclusively to FPA members and their employees! Plans are available in most states for groups of 2–50 (varies by state), with rates ~25% lower than comparable Affordable Care Act (ACA) plans: associationinsurancebenefits…
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Calling all students: No matter where you are in your financial planning career or studies, attending #FPAConf19 will be well worth your while. Scholarships for student registration are available; apply by July 26! fpaannual.org/programming/?u…
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The May issue of the "FPA Next Generation Planner" is out today! Download the app in either the Apple App Store or Google Play Store.
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