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FPA gets fast start in Anaheim with pre-event program for wirehouse execs and other non-members

Two-day program draws well for non-prime time of Friday-Saturday in LA suburb

Author Brooke Southall October 10, 2009 at 5:38 PM
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Hardy Callcott was the FPA's feature attraction in drawing brokerage execs to Anaheim


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FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors

Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs

August 2, 2019 at 12:48 AM


Mentioned in this article:

Investment & Wealth Institute
Association
Top Executive: Sean Walters

Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO



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