Your Membership Advantage

Transcription

Your Membership Advantage
NOVEMBER 2015
Your Membership
Advantage
Sponsored By:
As of 10.1.15
Letter from FPA
Dear FPA members and colleagues,
As you know, the combined clout of the more than 24,000 financial planning professionals who are members of the Financial
Planning Association® (FPA®) is a force to be reckoned with. As a result, members enjoy increased benefits, magnified discounts
and special offers from top-rated practice management, education and insurance firms.
Individual FPA members have access to resources that can save them thousands!
MEMBER ADVANTAGE
PROGRAM
MEMBER DEAL
PUBLIC RATE1
FPA RATE1
THREE-YEAR
MEMBER
SAVINGS2
Financial Planning
Software
20-35% off major brands
$1,295
$995
$900
Risk Technology
Flat FPA enterprise rates
$129/month
$99/month
$1,080
Phone, VoIP Service
15% off
$29.95/month
$25.45/month
$162
CFP Certification & Exam
15-20% off, plus special rate
on CFP exam
$4,500
$2,000
$2,500
ETF Research
6 months free, then 50% off
enterprise rate
$480
$90 first year,
$180 thereafter
$990
Voluntary Group
Long-Term Disability
Up to $12,000 in monthly coverage,
guaranteed issue, FPA group rates
$600/month3
$225/month
$13,500
Total Potential Savings for FPA Members: $19,132
Rates are based upon average FPA member and licensing data for one adviser with <5 employees.
Annualized over a three-year period, does not take into account membership type or dues, as that will vary.
3
Monthly premium for guaranteed renewable individual policy issued by Standard Insurance Co. with comparable benefits to the FPA group LTD policy.
1
2
Not only do members save real money, they also save time and gain FREE expert advice from our leading industry consultants, such
as Peak Advisor Alliance, and thought leaders like Maggie Crowley, Aaron Klein, and Oleg Tishkevich.
Since our last Guide was released, we have added several new partners, including professional education firms like AI Insight and
Dalton Education, and leading practice management and technology firms including ComplianceDashboard, Jive, and Right Capital
(log onto www.OneFPA.org for the most current list of Member Advantage Partners).
If you have any questions or feedback regarding partnerships for current or future consideration, please direct your inquiries to
MemberServices@OneFPA.org, or contact FPA at 800.322.4237.
Happy Planning!
Jessica Sodman
Strategic Alliances
Corporate Relations Team
OneFPA.org
November 2015
| Your Membership Advantage
1
8x8, Inc.
Discounted VoIP pricing for qualified
accounts.
ActiFi
Save $100 on ActiFi’s Advisor
Success Program Personalized CRM
Selection Report.
ADP Payroll Processing
Save 25% with the #1 payroll
provider in the country.
The Business Growth Publisher™.
Advantage helps professionals
create, publish, and market a book
to grow their business. Requiring
less than 24 hours of your time,
Advantage produces a book that
rivals publications found at major
bookstores. Advantage helps FPA
members become the authority,
celebrity, and expert.
Advicent Solutions
Advicent Solutions is the leading
provider of SaaS technology solutions
for the financial services industry.
Everything comes back to our core
mission—enabling everyone to
understand and impact their financial
future. The Advicent™ product offering
includes the NaviPlan®, Figlo™ and
Profiles™ financial planning
applications, the Advisor Briefcase®
marketing communications tool and
the Narrator™ application builder.
FPA members save 20% annually.
2 Your Membership Advantage |
Advisor Websites
ARAG
BrightScope Advisor Pages
FPA members save $900+/year on
a compliant, results-driven website
when you sign up with Advisor
Websites. Work with an awardwinning team of experts to create a
compliant website that helps your
financial practice grow and makes
you look great online.
Protect yourself from unexpected
legal matters.
BrightScope AdviceMatch is your
next generation prospecting tool.
More than 400,000 investors do
their due diligence on BrightScope
each month when selecting their
next financial adviser. AdviceMatch
connects investors with advisers
based on personal needs and
preferences. Complete your
Advisor Pages profile to start
receiving investor matches. FPA
members save 15%.
Avis
Up to 25% off Avis rentals.
Advyzon
Advyzon is an all-inclusive service
that helps financial advisers grow
their business efficiently and
profitably. Advyzon’s primary
components are CRM, portfolio
management/reporting, and
planning. We are a deeply experienced
team committed to innovation and
providing superior value to our
clients. FPA members enjoy one
month free with annual contract.
Al Insight
If you’re looking for product-specific
Alternative Investment research,
education, compliance documentation
and the tools to help increase
product sales, learn more about
AI Insight today! Access hardto-find information on alternative
investments and complex products,
due diligence support, PPM- and
prospectus-based training, CE and
firm element courses and more!
American Solutions for Business
Save up to 25% on customized
marketing solutions.
Angie’s List
Save 30% on new, annual
memberships.
Bloomberg BNA offers expert
software products for tax, accounting,
and financial professionals. With
category-leading software and
top-rated technical support, we are
the solution of choice for professional
firms and corporations of every size.
More than 70,000 customers, including
the IRS, depend upon Bloomberg
BNA’s software products for the
highest degree of tax, regulatory, and
compliance expertise available in the
market. FPA members save 20% on
BNA Income TaxTM Planner Web, our
professional tax planning software.
Boston Coffee Cake
Reasons to send BCC client thank
you gifts:
•America’s favorite gourmet gifts.
•Gifts to fit every budget and taste.
•Over 20 years experience working
with corporate clients.
•Special FPA member 20%
discount. Use code FPA.
•Gifts shipped anywhere in the US.
•Let us do the work, you take the
credit!
Boston University
Receive 10% off online program
tuition.
November 2015 OneFPA.org
Budget
Up to 25% off car and truck rentals.
Business AdvantEdge
Volume discounts from key business
suppliers.
Compliancedashboard
Customized compliance tool for
benefit plans.
Constant Contact
Constant Contact helps you win
more business from existing clients
and gain new clients with a fully
managed email marketing service.
From curating content and executing
campaigns to analyzing and
reporting results, your marketing
consultant is a virtual member of
your team focused on your success.
Members receive 20% off the
first three months of service.
Cruises Only
CalSurance® Associates
Competitive E&O insurance program
from A-rated carriers.
CoffeeForLess.com
CoffeeForLess.com is the internet
coffee shop for any home, office
or restaurant and has established
a solid reputation for being the
preeminent coffee provider. Members
save an additional 8% off already low
prices with the FPA coupon code and
free shipping on all orders over $45.
Vacation well - 110% price match
guarantee.
Dalton Education
Savings on education and review
programs.
ETF Global®
Receive a six month free trial.
OneFPA.org
2015 FPA BUSINESS
SUCCESS PARTNER
We help you standardize and
systematize the delivery of financial
advice to increase profitability and
grow your firm. We specialize in
helping you integrate all the critical
components of your business
including systems and operations,
technology, practice management
and human capital. We provide the
training, best-in-class workflows
and other resources to accomplish
this. Mention FPAMDP for a $400
discount on Level 1 or a $200
discount on a Level 2 membership
program.
Expedia
See National Purchasing Partners
on page 6.
College for Financial Planning
The College for Financial Planning is
the nation’s leading financial
education provider. Founded in 1972,
they created the prestigious CFP®
certification and have educated over
140,000 professionals. Graduates
report increases to earnings, job
satisfaction, and client base year
after year. Industry benchmark
for advisers and institutions. FPA
members save 10% on fi360’s AIF®
training program and their Toolkit
for Advisors, which simplifies your
ability to meet fiduciary principles,
increases reporting capabilities and
evaluates investments with the fi360
Fiduciary Score®.
professional designations include
the AAMS®, CRPC®, and LUTCF®.
FedEx
Save 15-21% on domestic and
international shipping.
Deborah Fox was featured in FPA’s
Journal of Financial Planning in
January 2015. Fox Financial
Planning Network has partnered with
FPA to provide essential practice
management content and education to our advisers. Learn more at
OneFPA.org.
fi360
fi360 is the leading global provider
for comprehensive fiduciary
education and technology solutions
CONTACT
Info@FoxFinancialPlanningNetwork.com
November 2015
| Your Membership Advantage
3
FP Transitions
Keir Educational Resources
Less Annoying CRM
FP Transitions understands what
makes your business unique —
and valuable. Our consultants guide
advisers using proven strategies to
develop succession plans that are
designed to realize value for the
founder and perpetuate business
growth for the next generation of
advisers. FPA members receive
discounts on valuations and more.
Keir provides the best exam
preparation for FINRA licenses,
financial designations or
certifications such as CFP®
certification. Our goal is to get you
through your exams quickly and
efficiently, helping you grow your
career without disrupting it. FPA
members receive a 20% discount.
Ask about FPA scholarships.
Only $10/user/month and extended
free trial.
FPA Health Insurance
Marketplace
Legal Zoom
Shop and compare HMO/PPO
plans in all 50 states.
Enhance your professional knowledge, grow your business,
advocate for your profession and connect with your peers.
FPA has everything you need to succeed.
Life Line Screening
Preventative health screenings.
Exclusive member pricing.
FPA IS
YOUR ONE CONNECTION™ TO
LifeLock
Free 30 day trial and
10% off.
See National Purchasing Partners
on page 6.
AWARD-WINNING
JOURNAL
FunJet
PROFESSIONAL MEMBERS
$
5% discount and “Price Match
Plus”.
Grainger Facility, Maintenance
Up to 24% off select products plus
free shipping.
H&R Block Small Business
Using a combination of highly
attentive service and user-friendly
technology, H&R Block Small Business provides bookkeeping, payroll,
tax and other accounting services.
We’re bringing a level of simplicity,
responsiveness and quality to
accounting that enables companies
to focus on their business while we
focus on their books.
HP
8-20% off, free shipping, 21-day
return policy and more.
Jive Communications
Throughout our 77-year history,
Kaplan has remained studentfocused, results-driven, and
committed to helping individuals
achieve their educational and
career goals. We are a leading
global provider of financial
education solutions and have
everything you need to achieve
your goals through a variety of
convenient, interactive learning
options. FPA members save 15%
with Kaplan on Insurance
Licensing and Continuing
Education, Securities Licensing,
CFA® exam prep, or CFP® exam
study programs.
More than 20,000 CFP®
professionals have passed
their exam utilizing Kaplan.
According to a CFP Board
Report, our Online Accelerated
Program has performed better
than the national pass rate since
the November 2006 CFP® exam.
Save 15% on our Behavioral
Financial Advice program! Kaplan and Think2Perform created
this certificate program to help
train, develop, and improve the
moral and emotional competencies
necessary to help you and your
clients make better decisions
throughout the financial
planning process.
For more information, contact
a Kaplan designation specialist
at 888.450.4679.
FPA members save 15%-20%.
4 Your Membership Advantage |
24,000+
OF FINANCIAL PLANNING®
November 2015 OneFPA.org
UNLIMITED
SAVINGS THROUGH THE MEMBER
ADVANTAGE
NETWORKING
OPPORTUNITIES
FPA LinkedIn Group
Face to Face Events & Training
Twitter & Facebook Communities
FPA Connect™ Online Community
PROGRAM
CUTTING EDGE PROFESSIONAL
DEVELOPMENT
THROUGH FPA EVENTS, CONFERENCES & WEBINARS
HARNESS THE COLLECTIVE WISDOM OF
CFP® PROFESSIONALS THROUGH FPA
93
LOCAL
CHAPTERS
KNOWLEDGE
CIRCLES
Welcome to YOUR professional home.
MAKE THE MOST OF YOUR MEMBERSHIP & VIEW ALL BENEFITS AT
ONEFPA.ORG/MEMBERSHIP/BENEFITS
OneFPA.org
November 2015
| Your Membership Advantage
5
Savings on auto and home
insurance!
Live Oak Bank specializes in
lending to independent investment
advisers nationwide, helping
them build their value. Our
extensive financing options
available can help fund mergers
and acquisitions, succession,
expansion and recruiting, working
capital, loan payoff, transitions,
commercial real estate and other
business financing needs.
Contact our team for more
information: liveoakbank.com/ia
A Markel Specialty program
Offers minimum 5% discount on
E&O Insurance for RIAs and
financial planners. For over 25
years, Markel has established a
strong reputation as a result of its
industry expertise, stable premiums, and excellent claims management services. Specializing
in policy customization and risk
mitigation strategies. New
optional coverage for cyber
liability available.
6 Your Membership Advantage |
As a member of the Financial Planning
Association, we are pleased to offer
you access to special savings and
benefits through MetLife Auto &
Home’s group insurance program:
•Member discount of up to 15%
•Length of membership discount
of up to 20%
•Extra savings with automatic
payment options
Call 1-877-491-5089 or visit
www.myahprogram.com/fpa.
MetLife Auto & Home® is a brand of Metropolitan
Property and Casualty Insurance Company and its
affiliates: Economy Preferred Insurance Company
Metropolitan Casualty Insurance Company,
Metropolitan Direct Property and Casualty
Insurance Company, Metropolitan General
Insurance Company, Metropolitan Group Property
and Casualty Insurance Company, and
Metropolitan Lloyds Insurance Company of Texas,
all with administrative home offices in Warwick,
RI. Coverage, rates, and discounts are available in
most states to those who qualify.
MGP’s unique ability is to make
sophisticated, goal-based planning
fast and easy. We believe every
investor needs and deserves a
high-quality financial plan and that
every adviser should have the means
to provide it. Because MGP is smart,
easy-to-use and adaptable, you can
now provide a profitable planning
experience for every client. For college,
retirement, estate and Social Security
planning, asset allocation and insurance needs analysis, tech integration
and account aggregation. Receive flat
FPA pricing of $995/year.
Contact
1-800-841-5312
www.moneyguidepro.com
National Purchasing Partners
© 2015 MetLife Auto & Home
L0615426661[exp0518][All States][DC]
National Purchasing Partners is a
nationwide Group Purchasing Organization (GPO) with multiple contracts
to help companies reduce their cost
and improve their margins. As an
FPA member you can now access
cost savings with companies such as
Verizon, Expedia, Staples, Legal Zoom
and Level 3 through NPP.
Money Tree Software
NerdWallet
Our customers value the accuracy
and control they get with Easy
Money Power Planner, the detailed
cash flow reporting with tax
implications and sources of funds
from Golden Years Cash Flow, and the
ease with which they can do planning
scenarios and “What If” plans with Silver
Financial Planner. All FPA members
receive a 20% discount.
NerdWallet’s Ask an Advisor platform provides FPA members with an
opportunity to easily expand their
online presence by demonstrating
their expertise on the needs of their
target clients. Adviser content is
distributed to NerdWallet’s over 3
million monthly users and featured in
national publications like USA Today.
Visit OneFPA.org to learn more.
November 2015 OneFPA.org
premier
Powered by Gallagher MGA
The National Association of
Professional Agents (NAPA) has
been a trusted insurance and
benefits provider in the financial
services industry since 1989. We
are proud to formally introduce our
NAPA Premier brand to FPA members.
NAPA Premier is administered by
Gallagher MGA and provides
outstanding E&O coverage,
unparalleled industry experience
and competitively priced E&O
options to Registered Investment
Advisers, Registered Representatives
and Life Agents. NAPA Premier can
deliver insurance solutions to firms
of all sizes.
Ndex Systems Inc. is a leading
provider of portfolio management
software. With our single webaccess wealth management
platform, we service over 250 firms,
representing 10 million accounts
with over $100 billion in assets. Our
innovative consolidation features
allow you to see a client’s entire
financial picture under one easy to
navigate dashboard. Robust reporting
and comprehensive analytical tools
empower you to maximize your efficiency and enhance your client’s experience. Streamline your business
with fully integrated tools including
CRM, compliance, billing, and
securities management, all the while
giving your clients superior service
with branded direct online access to
their accounts. Our system permits
direct feeds from over 100 different
custodians, web-portal importing
from 500+ financial institutions and
digitizing of paper statements. We
help you distinguish yourself from
the competition, making us the
solution of choice for wealth
managers and RIAs. FPA members
benefit from a 22.5% discount.
CONTACT
Laurent Bensemana at
larrybens@ndexsystems.com or
(514) 288-0908 ext: 202
Our individual RIA coverage starts
at only $777. With multiple plans
and limit options, easy online
enrollment with an instant certificate,
and flexible payment terms, NAPA
Premier offers preferred pricing
for FPA members and has the right
coverage to fit your E&O needs.
Coverage is written through an “A+
XV (Superior)” carrier and our fully
licensed customer care center is
standing by to answer any questions
that you may have.
Contact
800-593-7657
www.napa-benefits.org/np
Office Depot/Office Max
Save up to 80%.
OneFPA.org
November 2015
| Your Membership Advantage
7
SIX-STEP ROADMAP TO A SUCCESSFUL 2016
Think about the support structure you have in place to deliver
that client experience.
With the clock ticking down on 2015, it’s time to take a quick look back…and then ahead.
How would you describe your business results over this past year? Better than you expected?
Pretty much what you thought? Or, are you a little disappointed?

Do you have the appropriate people, processes and technology, and are they functioning well?

If not, write down what you want to do to improve your team structure, policies and
procedures, technology, and other resources.
FPA Capitalize on any holiday downtime by purchasing a bundled package of
TIP! FPA Retreat 2015 sessions. This conference was focused on client engagement,
internal culture and structure, learning theories, and behavioral sciences.
Have you delivered a great experience to your clients? Is your practice functioning well, with just the
right people onboard? Have you experienced the growth you hoped to achieve?
Finally, what are your plans to get off to a strong start in 2016?
Sometimes, financial planners can be so focused on planning for their clients’ future, that they
neglect making the time to plan for their own!
Think about how effective you have been in bringing in new
clients, new assets, and new revenue.
Here are six steps you can take as you begin to think ahead to a successful 2016:
Is your message reaching your target audience, and are you seeing the results you want

Does your marketing messaging clearly differentiate the value you provide to your clients?
from it?

Prepare to plan.
If not, write down what you want to do to improve your marketing messaging and/or
strategies in 2016.
Pull out and review your vision for your ideal practice. Does it still represent where you want
to be in three to five years?
FPA One way to improve your marketing messages in 2016 is to revamp your web
TIP! marketing efforts. This article from the Journal of Financial Planning can show you
how: Web Marketing Myths Debunked.
Review your description of your ideal client. That’s someone who fits your quantitative
expectations, and who needs what you do, wants what you do, and most of all, values what
you do. Keep that ideal client in mind as you plan for 2016.
FPA Check out the A+ Client Action Plan to identify and grow an A+ client list on the
TIP! FPA Professional Development site.
Pull together your list of improvements from all three areas—
client experience, support structure, and growth.
Decide on your priorities.
Set your quantitative goals for next year.
Most planners start with revenue, assets under management, and number of client households, but
don’t overlook additional goals.
FPA When setting sales goals be realistic, but also – take some time this holiday
TIP! season to brush up on your pitch. Check out “Sell” Is Not a Four-Letter Word
from the Journal of Financial Planning by Marion Asnes and Marie Swift.
Think about your client experience – planning and service.

Is it as comprehensive and consistent as you want it to be?

If not, write down what you want to do to make it better.
FPA Visit the FPA Practice Management Blog and read our “5 Key Elements to
TIP! Deliver Empathetic Service and Gain Client Loyalty.”
8 Your Membership Advantage |
November 2015 OneFPA.org
Establish your timeline.

Get started!
FPA Now’s the time to invest in your success. Tune into the FPA Research and Practice
TIP! Institute™ webinar on pitfalls to avoid and best practices for increasing business
productivity, Doing More with Less.
What other goals do you believe are valuable to your business that you want to track?


Just like the planning you do for your clients, good business planning doesn’t have to be complicated
to be successful.
Wishing you the best in 2016!
- Susan Kornegay, Partner
Pathfinder Strategic Solutions
OneFPA.org
November 2015
| Your Membership Advantage
9
Olive & Cocoa
RIA Match
200+ gifts specially designed to
make corporate gift giving elegant
and memorable. From gourmet gift
crates to holiday items, find a gift
for any occasion and budget. Olive
& Cocoa offers a custom branding
service complete with your company’s
logo branded into the wood of their
hand crafted gift crates.
Orlando Vacation
Save up to 35% off your next
vacation to Orlando.
PlanPlus
With PlanPlus Planit, individual
advisers and firms have a broad
selection of tools that give them
what they need to accurately and
efficiently answer their clients’
most pressing questions. FPA
members save 20% on PlanPlus
Planit financial planning tools.
Receive 1 month free plus 20% off
monthly plan.
2015 FPA BUSINESS SUCCESS PARTNER
Right Capital
Pathfinder Strategic Solutions
is an independent consulting and
coaching firm based in Knoxville
and New York. We are dedicated
to helping financial planners and
advisers manage and grow strong
businesses by starting with their
own vision of their ideal practice.
Our team’s carefully developed
programs and services offer expertise
to firms supporting and wishing
to attract and retain high-quality
advisers and staff.
Members receive up to $250 off
PathfinderAdvisor, our practice
management resource center with
Right Capital is a highly interactive
financial planning solution
promoting collaboration between
advisers and clients. Powered by
next generation technology and
design, we focus on flexibility,
ease of use and an elegant user
interface with rigorous cash flow,
Social Security and tax projection
capabilities. Only $49.95/month
for FPA members.
hundreds of fully customizable
templates, checklists, letters,
scripts and samples.
Pathfinder Strategic Solutions is
a 2015 FPA Business Success
Partner. We have partnered with
FPA to provide essential practice
management content and
education to FPA planners and
advisers. Learn more at OneFPA.org.
RightSignature
Save 20% on e-sign packages.
CONTACT
Info@PathfinderStrategicSolutions.com
for a free 30-minute consultation.
Riskalyze
2015 FPA BUSINESS SUCCESS PARTNER
Plum Benefits
Save up to 80% on 80,000+
events, attractions and hotels.
Protected Tomorrows
Save 15% on special needs education.
Compliance Services
Relationship Science
1 month free on annual subscription.
RIA In A Box
RIA in a Box® is a leading provider of
registration and compliance services
to RIAs. Over 2,000 advisers have
trusted us. The ongoing compliance
service includes access to former
regulators and compliance software.
FPA members receive one free month
of ongoing compliance service with
the purchase of a year subscription.
10 Your Membership Advantage |
FPA members get a
free month of service
RIAinaBox.com
November 2015 OneFPA.org
Based in Omaha, Nebraska, Peak
Advisor Alliance is the country’s
leading financial adviser coaching
and resources program with more
than 1,000 members who collectively advise over $100 billion in
assets. Based on the experience
of Barron’s Hall of Fame Top 10
adviser, Ron Carson, Peak Advisor
Alliance helps financial advisers
build more profitable businesses,
provide better client service, and
live a principled and fulfilled life.
OneFPA.org
Peak Advisor Alliance members
receive one-on-one and group
coaching support, various resources,
strategies, systems, and tools, and
an unparalleled peer network.
FPA members also receive a $250
discount.
Peak Advisor Alliance is a 2015
FPA Business Success Partner.
They have partnered with FPA
to provide essential practice
management content and
education to our advisers.
Learn more at OneFPA.org.
CONTACT
800-514-9116
Show prospects they’re invested
wrong and prove to clients they’re
invested right. Riskalyze enables
advisers to pinpoint an investor’s
Risk Number and build a portfolio
that contains just the right amount
of risk. FPA members receive a flat
rate of $99 per month pricing.
Seasons of Advice®,
Client Servicing Model
FPA members have access to a
premium client service and
practice management model
designed to impress your clients.
Based on neuro-economics,
this proven model will help you
streamline workflow and help your
clients make smarter financial
decisions. Members receive flat
FPA pricing of $200/mo. the first
year, and $149/mo. thereafter.
November 2015
| Your Membership Advantage
11
Licensed to do business in
all 50 states, Ryan Insurance
Strategy Consultants is an
independent insurance
brokerage firm specializing in
life, disability and long-term
care insurance advice and
implementation for financial
advisers and their clients. RISC
works exclusively with financial
advisers to help them analyze
12 Your Membership Advantage |
insurance needs. We are also a
disability plan administrator for
several large financial services
associations. Through us, FPA
members have access to the
best group voluntary long-term
disability coverage in the industry,
as well as an excellent term life
program.
For more information:
Email: info@Ryan-Insurance.net
Phone: 800-796-0909
Staples
UPS
See National Purchasing Partners
on page 6.
Save 5-28% on domestic and
international shipping.
Succession Link
Verizon
Save $150 each year on subscription.
See National Purchasing Partners
on page 6.
SunGard
Veterinary Pet Insurance
SunGard’s solutions help advisers
create agile growth through innovative
technologies, efficiency and enhanced
service. The comprehensive suite
includes WealthStation Financial Planning and AllocationMaster, and tools
like CompAct, which allows advisers
to produce holistic plans quickly and
interactively. Try a 30-day free trial and
receive 20% off WealthStation access.
November 2015 OneFPA.org
5% discount (or more for multiple pets).
Be sure to check
back throughout
the year for updated
information
in the following
Journal of Financial
Planning issues:
February 2016
Wine Country Gift Baskets
Save 10% on all orders plus free
personalized ribbon.
May 2016
August 2016
November 2016
Wyndham
Up to 20% off best available rate.
OneFPA.org
Visit OneFPA.org
November 2015
| Your Membership Advantage
13
A Delicious Way to
Thank Your Clients
FPA Members:
SAVE AN ADDITIONAL
20%!
Use promo code FPA.
Offer expires 6/30/16.
The
Great One!
19
$
95
PLUS S&H
Great Price.
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a
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t
a
Gre
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1-800-434-0500
www.BostonCoffeeCake.com

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member discount program products for tax, accounting, and financial professionals. With category-leading software and top-rated technical support, we are the solution of choice for professional firms and corporations of e...

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