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Video
Wednesday, October 21, 2026
FPA Live
FPA LIVE: The Retire Sooner Method with Wes Moss
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Guide
Friday, October 16, 2026
Foundation Source
Donor-Advised Funds vs. Private Foundations: Which Is Right for Your Clients?
Download Foundation Source’s complimentary checklist featuring 13 critical questions to help financial planners evaluate charitable giving strategies and guide more informed client conversations.
Summary
Friday, October 16, 2026
Foundation Source
Unlock the Power of Philanthropic Conversations with High-Net-Worth Clients
Discover insights from the 2026 TPI Study to deepen client relationships, enhance your advisory role, and expand your business
Guide
Friday, October 16, 2026
Foundation Source
Unlock New Growth Opportunities: Integrate Philanthropy into Your Financial Planning Practice
Discover How Charitable Planning Can Elevate Client Engagement, Strengthen Family Legacies, and Expand Your Advisory Impact
Video
Wednesday, October 14, 2026
FPA Live
FPA LIVE: What’s Actually Happening in Your Client Meetings
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Thursday, October 8, 2026
FPA Live
FPA LIVE: The Emotional Side of Money Nobody Talks About
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Thursday, October 1, 2026
FPA Live
FPA LIVE: Introducing the All-New FPA PlannerSearch®
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Wednesday, September 23, 2026
FPA Live
FPA LIVE: What Actually Works In Business Development Today?
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Wednesday, September 16, 2026
FPA Live
FPA LIVE: The Organic Growth Playbook with Ian Karnell
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Wednesday, September 9, 2026
FPA Live
FPA LIVE: The Latino Journey to Financial Dignity with Louis Barajas
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Guide
Friday, September 4, 2026
CONGA CONTRACT MANAGEMENT
Master the Million Document Moment: Navigate Document Complexity & Compliance at Scale
A must-have guide for financial professionals tackling high-volume, regulated document workflows
Video
Wednesday, September 2, 2026
FPA Live
