TITLE

FPA IN THE STATES

PUB. DATE
May 2000
SOURCE
Journal of Financial Planning;May2000, Vol. 13 Issue 5, p20
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Deals with some issues relevant to the Financial Planning Association (FPA) as of May 2000. Action taken by the FPA on a California estate planning bill; Information on an FPA recommendation adopted by state securities; Stance of the FPA on a proposed overhaul of a state securities act.
ACCESSION #
3118003

 

Related Articles

  • FPA Derails Calif. Estate Planning Bill. Kulikowski, Laurie // Financial Planning;Jun2002, Vol. 32 Issue 6, p27 

    Reports on the opposition of the Financial Planning Association to a bill in California that would affect estate planning services. Design of the bill; Vagueness of the wording of the bill; Suggestion of the association.

  • Continuing Education Credit.  // Journal of Financial Planning;Feb2016, Vol. 29 Issue 2, p66 

    A Continuing Education (CE) Credit for the members of Financial Planning Association (FPA) members on the measurement of estate planning or retiring savings and income planning is presented.

  • Coming to a Theater Near You: 'Grandfather's Legacy' Krebsbach, Karen // U.S. Banker;Sep2005, Vol. 115 Issue 9, p70 

    Reports on the launch of advisor pilot program by Financial Planning Association using Jim Stovall's values-based novel "The Ultimate Gift." Transformation of the understanding of holistic wealth in society; Alignment of wealth distribution and estate-planning goals; Promotion of the...

  • Conferences.  // Journal of Retirement Planning;Jul2009, Vol. 12 Issue 4, p39 

    The article offers information on several conferences from November 2009 to January 2010 in the U.S. including the 23rd Annual Partnership LLC & S Corporation Tax Planning Forum on November 12-13, 2009, the 14th Annual "Fundamentals of Flow-Through" Partnership LLC & S Corporation Tax Seminar on...

  • Call for Papers. Ritchlin, Lance // Journal of Financial Planning;Mar2014, Vol. 27 Issue 3, p7 

    The article presents a call for papers for the Financial Planning Association's FPA BE: Seattle 2014 conference scheduled for September 20-22, 2014 in Seattle, Washington. Among topics papers might address are tax and estate planning, behavioral finance, and portfolio management. Empirical...

  • Some home truths for risk advisers.  // Money Management;12/15/2005, Vol. 19 Issue 47, p14 

    The article presents information on the scope of improvement in the risk advising in the estate planning process, which was discussed in Financial Planning Association conference in the United States. The article provides certain guidelines for improvement in the risk advice sector. The...

  • Hitting the right note. Jack, Corrina // Money Management;7/16/2009, Vol. 23 Issue 25, p14 

    The article focuses on the opportunities of financial planners to play a leadership role in estate planning. Michael Conway, special counsel and technical adviser of Estplan, says with the industry's focus on appropriate advice, estate planning becomes a strategic investigation service for...

  • Making your final bequest.  // Money Management;11/17/2005, Vol. 19 Issue 43, p40 

    Features the seminar on retirement income streams and estate planning which features Financial Planning Association speaker Sue Merriman in Australia. Importance for financial advisers to ensure that their clients understand the importance of making death benefit nominations; Assessment of the...

  • A new product for planners.  // Money Management;11/17/2005, Vol. 19 Issue 43, p44 

    Features the seminar on reverse mortgages which features Financial Planning Association speaker James Hickey in Australia. Assessment of the opportunities for financial planners in reverse mortgages; Thoughts of Hickey on the suitability of reverse mortgages; Identification of the potential...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics