FPA of NE Florida

FPA of Northeast Florida champions the value of the financial planning process and advances the financial planning profession.

[FPA of NE Florida @FPANEFL]

How do you define advisor "success" at your firm? https://t.co/TIG58gpoIE

[FPA of NE Florida @FPANEFL]

Bad money habits? Yep! We all have them! https://t.co/aiW3e0ipAA

[FPA of NE Florida @FPANEFL]

Do you act deliberately or as needed and fix issues later? What do you think most leaders do? https://t.co/M1rJzcUh1u

[FPA of NE Florida @FPANEFL]

Strong words regarding the use of debt! https://t.co/Go7rlMyyv2

[FPA of NE Florida @FPANEFL]

For this round table, we’ll share thoughts and invite open discussion on how best to incorporate effective tax planning into your overall financial planning process. Thursday, 1/26 from 7:30 a.m. to 8:30 a.m. at Maple Street Biscuit Company in Jax Beach. https://t.co/ZsbxFIUjRW

[FPA of NE Florida @FPANEFL]

Planning to spend it all during retirement? Are we planning too conservatively? https://t.co/Vxq414LLHA

[FPA of NE Florida @FPANEFL]

Your clients may have an estate plan, but do their millennial kids? https://t.co/rrPMPI2QJy

[FPA of NE Florida @FPANEFL]

Are you considering financial risks of older clients? You probably consider medical expenses, but how about cognitive decline and/or widowhood? https://t.co/ur9akX2HcG

[FPA of NE Florida @FPANEFL]

Add value to your clients' 401ks: do they qualify for HSAs? How well is their plan integrated with payroll? https://t.co/Sn1SBuRfQt

[FPA of NE Florida @FPANEFL]

This is what financial planning has in store for 2019! https://t.co/uEeugLy6b5

[FPA of NE Florida @FPANEFL]

Looking to cut your clients' tax bill? Read on! https://t.co/F9iMmjJWcd

[FPA of NE Florida @FPANEFL]

Was #bitcoin a bubble? Did it pop? I tend to think yes and yes, and the author of this article agrees.

https://t.co/WgQ3cb40XA

[FPA of NE Florida @FPANEFL]

Are you ready for what's coming in 2019? https://t.co/Kst0oThEa9

[FPA of NE Florida @FPANEFL]

What does this say about market efficiency?? There may be lots of undiscovered talent that is not utilized in these firms! https://t.co/CFCtvyT6oU

[FPA of NE Florida @FPANEFL]

Not sure what gifts to get your clients? Here are some ideas! https://t.co/ukOypubHLC

[FPA of NE Florida @FPANEFL]

This is an interesting thought process for anyone trying to lower IRA RMDs for their clients. https://t.co/qJD0c63UqN

[FPA of NE Florida @FPANEFL]

If your clients are concerned about Social Security, this article is for you! https://t.co/Zhm1VOTTHT

[FPA of NE Florida @FPANEFL]

If you use target-date funds, it may be time to see if your clients understand them! https://t.co/0f2TfZ2fii

[FPA of NE Florida @FPANEFL]

Think you're a leader? Take this quiz to see if you've got what it takes! https://t.co/OJQHqazTUY

[FPA of NE Florida @FPANEFL]

There is still time to register for the Economic Forecast event at SS&C Advent next Wednesday!! It's free, there'll be food, and we hope to see you there!! https://t.co/3KV3mjI5jW