Giving is Good for Your Heart…and Your Clients

Philanthropy is an increasingly important area of opportunity for planners and clients. Philanthropic Solutions in Financial Planning, an American Heart Association and FPA certificate program, presents philanthropic planning within the context of values-based planning and examines the multiple ways clients benefit from philanthropy and what advisors gain from incorporating philanthropic planning in their practice. Free to all. Register now.

Financial-Themed Greeting Cards for Clients and Prospects

Wall Street Greetings offers high-quality greeting cards at an impressively low price. All products are designed in house (made in America) and printed with the highest quality papers and foils. With 40% off retail prices and FPAspecific discounts available, FPA members receive the best price on cards to send to clients and prospects throughout the year. Learn more.