Nov 22, 2020
FPA’s 2020 President-Elect, Skip Schweiss, shares insights into potential tax policy implications of a Biden administration. From Personal Tax Rates, Capital Gains, to Corporate Tax Rates and more. Skip discusses his observations as expressed in his article in Financial Planning Magazine (
Nov 9, 2020
In a far ranging discussion, Karen Van Voorhis, CFP®, FPA MA’s Director of the Women’s Committee, discusses women’s issues in our industry. From the numbers of women in the profession to use of language in a gender-neutral setting to the benefits of small groups supporting one another. Karen Looks ahead to the...
Nov 1, 2020
Ron Carson, industry icon, shares his story and his insights for how advisors can succeed professionally and in life. Author of Proven In The Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future, Ron shares insights about alignment of values and passion for service. Moved from being...