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- Financial Planning Association's silver symposium set for April 30
- The Mississippi Chapter of the Financial Planning Association's annual symposium is a rite of spring in the metro area. Slated for April 30 at the Country Club of Jackson, this year's event marks the 25th symposium. With the theme "Financial Planning: Putting the Pieces Together," the event begins at 7:15...
- Research articles 2008-04-21
- Financial Profiles to Donate Software to Financial Planning Association Members Affected by Hurricanes Katrina, Rita; Offer Valued at More Than $1.2 Million
- CARLSBAD, Calif., & DENVER -- Financial Profiles Inc., the standard for planning and advice solutions, in partnership with the Financial Planning AssociationR (FPAR), today announced that it will donate one-year licenses of its software to FPA members affected by Hurricanes Katrina and Rita. The total value of this offer...
- Research articles 2005-10-24
- The National Corn Growers Association announces an agreement with the Financial Planning Association that will allow NCGA to incorporate financial literacy into educational programs for NCGA's membership of 33,000
- The National Corn Growers Association NCGA announces an agreement with the Financial Planning Association FPA that will allow NCGA to incorporate financial literacy into educational programs for NCGA's membership of 33,000. FPA will provide guest speakers for NCGA conferences and events and NCGA will receive brochures on the financial planning...
- Research articles 2005-05-01
- The Financial Planning Association has launched FPA Press, a publishing arm that will provide current content and commentary on technical and practice management financial planning topics
- The Financial Planning Association (Denver, CO) has launched FPA Press, a publishing arm that will provide current content and commentary on technical and practice management financial planning topics. The division's first book is "Creating an Investment Policy Statement: Guidelines and Templates."
- Research articles 2005-01-31
- One on One With Jim Barnash of the Financial Planning Association.(One on One)
- Byline: Charles Paikert Jim Barnash, who takes over as president of the Atlanta- and Denver-based Financial Planning Association in January, has bridged both ends of the spectrum. He knows what it is like to be both...
- Research articles 2004-10-18
- Local Financial Planning Association Establishes Pro Bono Advice Services for 9/11 Victims
- Business Editors FAIRLESS HILLS, Pa.--BUSINESS WIRE--March 31, 2003 A Pro Bono Financial Planners Care Program for families of 9/11 victims has been established by The Financial Planning Association of the Philadelphia Tri-State Area. According to President Al Marland, CFPR, "such assistance wasn't immediately needed in the days,...
- Research articles 2003-03-31
- Sabotaging your financial future - Your Life - Financial Planning Association, - Financial Planning Association
- According to the Financial Planning Association, Denver, Colo., Americans frequently mismanage their finances. The organization specifically cites eight ways families can rail into this fiscal trap: Don't plan. Many people earn, spend, save, and invest their money without a great deal of thought or planning. They have only vague...
- Research articles 2003-03-01
- What Really Counts
- As a financial planner, I spend a lot of time around numbers-tax numbers, investment numbers, planning numbers, business numbers. In fact, some people have accused me of being a "quant." A quant is someone totally focused on hard numbers and analytics, so As a financial planner, I spend a lot...
- Research articles 2006-09-01
- Financial planners focusing pro-bono efforts on military.(Finance)
- Byline: CHARLES PAIKERT Investment News With newspaper headlines serving as an all-too-poignant reminder that members of the U.S. military need all the help they can get, financial planners are stepping up their efforts to offer free assistance to Byline: CHARLES PAIKERT Investment News...
- Research articles 2005-01-17
- Financial planning unit honored; local chapter named best in country. (Northeast Ohio Chapter of the International Association for Financial Planning) (Finance Monday)
- Greater Cleveland financial planners looking for professional mentors now can belong to a nationally recognized, award-winning organization. The Northeast Ohio Chapter of the International Association for Financial Planning in June was honored as the chapter of the year for chapters of 100 to...
- Research articles 1994-09-26
- FPA looks for advisers with heart.(Short Interests)
- Byline: Kathie O'Donnell BOSTON - Do you know a financial adviser who has gone the extra mile? You can nominate an adviser - or even an entire firm - for the Denver-based Financial Planning Association's second...
- Research articles 2007-03-19
- Calendar.
- April 17 - Buyside Technology Forum: Technology for Portfolio and Order Management, Financial Markets World. Bayards, New York. (888)870-1975, or fmwonline.com/registration/2007/registration041707.htm or registrar@fmwonline.com. 18-19 - April ...
- Research articles 2007-04-16
- Datebook.(Calendar/Datebook)
- SEPTEMBER 4 - CDO Analytics Symposium, Financial Research Associates LLC. Park Central New York. (800)280-8440 or frallc.com. 8-9 - Fall Forum 2003, Financial Planning Association of New Jersey. Hilton East Brunswick. (877)773-7265 or fp ...
- Research articles 2003-08-18
- Corporate Profile for The Financial Planning Association, dated Feb. 4, 2000
- Business Editors --BUSINESS WIRE--The following Corporate Profile is available for inclusion in your files. News releases for this client are distributed by Business Wire and also become part of the leading databases and online services, including all of the leading Internet-based services. -0- *T...
- Research articles 2000-02-04
- UCSC Extension Holds Moneywise Investment Seminar 2000 Strategies for Personal Financial Success - May 20th, Co-Sponsored by the Financial Planning Association of Silicon Valley
- Business Editors
- Research articles 2000-04-25
- Man with a plan: FPA president-elect Jim Barnash wants to see more financial firms forming partnerships with each other.(Financial Planning Association)
- Haven't heard of Jim Barnash yet? Look for that to change. As president-elect of the Financial Planning Association, the 50-year-old Barnash hasn't drawn much ink yet, but he promises to be one of the profession's strongest new voices. Haven't heard of Jim Barnash...
- Research articles 2004-04-01
- Give us FSR dirt, FPA told.(Financial Services Reform, Financial Planning Association)(Brief Article)
- Mar 17, 2005 (Money Management - ABIX via COMTEX) Mar 17, 2005 (Money Management - ABIX via COMTEX)
- Research articles 2005-03-17
- FPA, IFSA work on rebate definition.(Financial Planning Association)(Investment & Financial Services Association)(Brief Article)
- Sep 07, 2004 (Investor Weekly - ABIX via COMTEX) Sep 07, 2004 (Investor Weekly - ABIX via COMTEX)
- Research articles 2004-09-07
- [1940] Financial planning: new guide on rebates and commissions from FPA and IFSA.(Financial Planning Association)(Investment and Financial Services Association)(Brief Article)
- Nov 12, 2004 (Weekly Tax Bulletin - ABIX via COMTEX) Nov 12, 2004 (Weekly Tax Bulletin - ABIX via COMTEX)
- Research articles 2004-11-12
Additional Resources
- Financial Planning Association.
- The Financial Planning Association has named David Yeske as its president-elect for 2002. Mr. Yeske, who will serve as ... The Financial Planning Association has named David Yeske as its president-elect for 2002. Mr. Yeske, who will serve as president in 2003, is a...
- Research articles 2001-09-24
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