FFP Offers Grants for Pro Bono Financial Planning
The Foundation for Financial Planning has grants totaling $118,750 for local financial planning organizations to provide pro bono planning for underserved adults.
FPA to Honor Elissa Buie, Deena and Harold, Elaine Bedel
This year’s P. Kemp Fain, Jr. award goes to Buie; Heart of Financial Planning honors to Bedel, Katz and Evensky, Kacy Gott and Savvy Ladies
FPA Outsources Pro Bono Work to Foundation for Financial Planning
The FPA’s new executive director and CEO, Lauren Schadle, said the board was committed to finding increased efficiencies within the organization.
FPA Leadership Describes Future in Wake of Tuttle Retirement
A meeting with the FPA executive leadership featured Lauren Schadle, recently promoted to the advocacy organization’s CEO.
New Hire Roundup: Feldman Named Gold Bullion CEO
This week in new hires, Steven Feldman was named CEO and Eric Schwartz was made chairman of the board at Gold Bullion International, and United Capital brought in three new management team members.
Tuttle to Retire, Kitces to Join Journal of Financial Planning: FPA Town Hall Meeting
A town hall-style meeting produced two interesting announcements, namely, Marv Tuttle will retire in mid-2014 and Michael Kitces will join Journal of Financial Planning.
FPA CEO Marv Tuttle Announces Retirement
At the 2012 FPA Retreat, Tuttle announced his planned departure from the organization in 2014.
FPA San Diego: President Kurtz Urges Planners to ‘Move On’ From Past Disagreements
FPA Experience 2011 kicked off in San Diego on Thursday with a plea from Marty Kurtz, this year’s president, to let bygones be bygones.