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Last month, Dave Emery took a trip to Washington, DC. The goal? To talk to local Congressmen and advocate on behalf of the Financial Planning Association (FPA).
Now, just what is the FPA?
Dave is a member of the Philadelphia Tristate Chapter of the FPA - a group of CERTIFIED FINANCIAL PLANNER™ professionals that is currently about 19,000 members strong. Each year, members in charge of advocacy gather in Washington, D.C. to cover issues at the national level, and then travel again to Harris More
Catch July’s Quarterly Conversation on video! This time, we have a special sur More
Post by Richard Bell, Partner, Senior Financial Planner
Each year around tax More
In our latest Quarterly Conversation with Rick Bell and Dan Brady, we covered:
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Post by David A. Emery, CFP®, CDFA®
We talk a lot about the importance of hav More
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Commentary – 2021 2nd Quarter
