Business
For a review of their recent webinar presentation on the state of the Financial Planning Association, Skip Schweiss, FPA 2021 President, Dennis Moore, FPA President-Elect, and Patrick Mahoney, FPA CEO, return to WPP with this week’s hosts Chris Boyd & Jeff Tomaneng. Patrick shares a great new member benefit, FPA Market Place, providing numerous outstanding discounts on programs and services for professional and personal use for members. Skip reminds members that Advocacy Day will occur virtually this year, and we discuss with Dennis some of the Advocacy challenges and priorities. Also, FPA Annual Conference is back in person Sept 22-24 in Columbus, OH (www.fpaannual.com). After a pandemic year, declining membership, virtual meetings, next, time is spent reviewing the financial health of the organization. With 18,630 members, we discuss membership and investment priorities for the long-term health of the FPA to be a vital and growing professional resource. Skip Schweiss (2021 President): Skip Schweiss: Facebook: @skip.schweiss LinkedIn: @skip-schweiss Twitter: @SkipSchweiss Dennis Moore (2021 President-Elect): LinkedIn: @dennisjmoore Twitter: @DennisJoeMoore Patrick Mahoney, CEO: LinkedIn: @mahoneypd Twitter: @mahoneypd Jeff Tomaneng (Former President): FaceBook: Jeff N. Tomaneng LinkedIn: @JeffreyTomaneng Twitter: @TomanengJeff Chris Boyd, CFP: FB: @Asset-Management-Resources-LLC-127731740611374 Twitter: @SMoreChrisBoyd, @AssetMgmtRsrcs LinkedIn: https://www.linkedin.com/in/j-christopher-boyd-cfp®-b932169 https://www.linkedin.com/company/asset-management-resources-llc/