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Dec 16

JFP Review

December's Journal of Financial Planning Review

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Welcome to 

FPA of San Antonio & South Texas

The mission of FPA of San Antonio & South Texas is to champion excellence and high ethics in the practice of financial planning and the delivery of financial advice,  to facilitate interaction with allied personal finance professionals, and to promote the value of the CFP® mark as the cornerstone of the financial planning process.


 

Welcome Our New Members!

  • Edin Olano
  • Alexander Carr
  • Cassidy Kusenberger
  • Sandra Sepulveda of Broadway Wealth Solutions, Inc.
  • Amanda Harris of MSU Health & Human Services
  • Rory Sheppard
  • Nious Sylve Jones of Praire View A&M
  • Samuel Grusedorf of Texas Tech University
  • Jacob Miller
  • Justin Bellows

 

From the Foundation for Financial Planning:

The coronavirus pandemic is affecting all Americans and the U.S. economy. In this fluid and rapidly developing environment, there’s a strong need for credible, accurate information delivered in a timely manner. FFP is committed to providing pro bono financial planners, their clients, our grantees and partners with necessary tools and resources to help navigate the crisis as it relates to personal finance and pro bono financial planning.

We have developed this downloadable Financial Resource Guide to provide pro bono advisors and clients with a comprehensive, yet concise, overview of the stimulus package provisions related to unemployment insurance, rent/mortgage, retirement accounts, taxes, and much more.

Disclaimer:
The presence of external hyperlinks does not consititute endorsement by the Financial Planning Association of San Antonio & South Texas Chapter of the linked web sites, or the information, products or services contained therein.  Furthermore, any views expressed by others do not necessarily reflect the views of the Financial Planning Association or the Financial Planning Association of San Antonio & South Texas Chapter.