Welcome to the Financial Planning Association of New Jersey

Upcoming Events

May 14
Exec Committee & POD Directors Meeting

Edison, NJ

Suggestion Box

Have a suggestion or idea for the chapter that you’d like to share? Click here to let us know!

Regional Meetings: 8:30 AM - 10 AM

(Free to Members)

  • September 19, 2012
  • November 14, 2012 - Tax Implications of Gifting to Children

Dinner Meetings: 4:30 - 7:30 PM

Woodbridge Hilton

  • June 19, 2012 Planning for Non-Traditional Households
  • December 11, 2012

Special Events

Conferences (All Day)

Woodbridge Hilton

  • October 24, 2012

FPA National Events

The First Official Student Chapter of the Financial Planning Association

Click here for more details.

Join Us

News Flash

The FPANJ Membership Office Will Be Closed on Thursday, May 17th and reopen on Wednesday, May 23rd.

June 5, 2012 - Golf Outing
 

The FPANJ, in partnership with Lincoln Financial Advisors, will be holding its first annual Golf Outing to benefit the Foundation for Financial Planning. We encourage our members and sponsors to join us in raising funds for this worthy cause. For more Details and to Register.

June 5, 2012 – Ethics
 

4:30 PM - 7:00 PM - The College of New Jersey, Ewing, NJ - 2 CFP® CEs for Ethics

June 19, 2012 - Dinner Meeting
 

“Planning for Non-Traditional Households”

4:00 PM - 7:30 PM at the Hilton Woodbridge in Iselin, NJ.  Applied for 3 CFP® CE’s. Qualifies for 3 Accounting CPE CE's

Nominate, Recognize Your Extraordinary Colleagues
 

The Heart of Financial Planning Award is not just any old form of recognition. It's an esteemed acknowledgement of an individual or a group who has used FPA's Core Values of competence, integrity, dedication to relationship building and stewardship to contribute to the financial planning community and/or the public. The deadline for nominations is June 1, 2012.

Volunteers Needed
  

NAACP/FPANJ Financial Freedom Workshop

FPANJ and the Montclair NAACP unit have joined forces to present a series of monthly workshops this year. Please click here for details. For questions please call Robert Herold, co-Director Pro Bono Cmtte, FPANJ, at 201-649-0238, or email him at robert.herold@raymondjames.com.

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FPANJ Strategic Business Partners 

Click here for our Strategic Business Partners' contact information.

 

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Business Partners 

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  • Click here for more information on becoming a Business Partner.

551 Valley Road #365 Upper Montclair, NJ 07043 - Phone 877-773-7265 - Fax 973-556-1211

The Financial Planning Association is the owner of trademark, service mark and collective membership market rights in FPA, and FINANCIAL PLANNING ASSOCIATION. The Marks may not be used without written permission from the Financial Planning Association.