Chapter News

    Navigating the complex Tax Cuts and Jobs Act!

    What Every Financial Planner Should Know about the Tax Cuts and Jobs Act.

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    Are you concerned about mail fraud?

    If you are even remotely concerned about identity theft via mail fraud, the US Postal Service has a new tool call Informed Delivery that can help protect you information.

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    Are You Making the Right Assumptions About Your Money?

    Here’s a look at five key assumptions that factor into the financial planning process and how each fits in the context of a broader financial blueprint.

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    Get Up to Speed on the New Tax Bill

    Fielding questions from your clients about the new tax bill and what it means to them? The new tax bill will be addressed on a variety of FPA platforms designed to build your knowledge around this complex topic.

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