Sign In

Skip Navigation LinksOneFPA > Journal > Journal of Financial Planning, Articles & Information | FPA

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

APRIL 2020

Cover Story

Estate Planning Update: From a Basic Planning Framework to Advanced Planning Guidance
by Randy Gardner, J.D., LL.M., CPA, RLP®, CFP®; and Leslie Daff, J.D.
This initial estate planning framework proceeds to updates on the latest federal estate planning developments and state rules affecting your clients. 

JOIN THE DISCUSSION: Discuss this article with fellow FPA Members through FPA's Knowledge Circles​. ​​​

WEBINAR

Journal in the Round: Estate Planning

April 29, 2020.  2pm Eastern. ​​ Free to Members.
Join this month’s Journal contributors and experts for an online panel roundtable as they discuss and debate ideas presented in the issue, followed by a live Q and A.   


VIDEO: 

What Does the Journal of Financial Planning Mean to You?




Next Generation Planner

The Coach Approach: Growing with Clients

by Saundra Davis, APFC®, FBS®
Coaches believe that the client has the answer to their problems, and recognizes that they may need help to explore their own wisdom.

Practice Management

Practice Management Blog​​​

The FPA Practice Management Blog, powered by the Journal of Financial Planning, updates financial planners weekly with relevant practice management content in areas ranging from marketing to operations.​


Research
This analysis shows that American families are leaving an estimated $237 billion on the table by not investing in 529 plans under normal market conditions; and a proof of concept randomized control trial suggests ways to increase clients’ 529 contributions.​

_________________________________________________________________






Member Access

Includes:
Current Issue
Digital Edition
CE Exams
Supplements
Podcasts

Subscribe

Change Address