FPA of Georgia

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Woodstock, GA
FPA of Georgia

FPA of GA champions the value of the financial planning process and advances the financial planning profession. Foster competent, committed and ethical members.

Help people recognize the value of the financial planning process. The Financial Planning Association (FPA®) is a National Organization with nearly 30,000 financial planning members and 98 Chapters located across the country. As members join the FPA®, they join at the National level and automatically become a member of our local Chapter. The local Georgia Chapter has over 650 dedicated member professionals who serve consumers and their communities throughout the state. Visit our calendar where you can learn about the many outreach programs and events our members participate in throughout the year and join us, especially during Financial Literacy Month and Financial Planning Week.

08/06/2026

Join FPA of Georgia for a webinar on Rethinking Loan Qualification: The Power of Non-Agency Lending Solutions, presented by Todd Sheppard, Owner/Loan Officer at Inspired Mortgage Brokers.

📅 August 19, 2026
🕛 12:00 PM – 1:00 PM
🎓 1 CFP Credit

This session breaks down Agency vs. Non-Agency loans and covers alternative income documentation methods, including asset depletion, bank statement lending, and debt service coverage ratios, so CFPs can better serve business owners, self-employed clients, and high net-worth retirees.

Register: https://fpaga.starchapter.com/meet-reg1.php?id=257

08/05/2026

🌟 Meet your speaker: Caleb Brown, MBA, CFP®

Founder & CEO of New Planner Recruiting, host of the New Planner Podcast, author, and one of the financial planning profession's leading voices on recruiting and talent development.

With nearly two decades of experience helping firms hire and retain top advisors, Caleb will share proven strategies to strengthen your team and prepare your firm for the future.

If you're hiring, developing future leaders, or planning succession, you won't want to miss this event.

📅 August 14
📍 The Buckhead Club

Register now:
https://fpaga.starchapter.com/meet-reg1.php?id=262

08/04/2026

⏰ Tomorrow!

Don't miss this engaging webinar with Bradley Uhl, CLU®, and Sean Link, JD of the LRM Group.

Test your knowledge through interactive planning scenarios while learning practical strategies to avoid common mistakes in:

✔ Estate Planning
✔ Insurance Planning
✔ Business Planning

Walk away with actionable insights you can immediately apply with clients.

📅 August 5
🕛 12:00–1:00 PM ET
💻 Live Webinar

🎟️ Register now:
https://fpaga.starchapter.com/meet-reg1.php?id=261

07/30/2026

What planning mistakes are most commonly overlooked?

Join Bradley Uhl, CLU®, alongside estate planning specialist Sean Link, JD, for an engaging webinar that puts your knowledge to the test.

Through interactive polling and real-life case studies, you'll gain practical guidance on:

• Revocable trusts
• Estate tax issues
• Insurance planning
• Buy-sell agreements
• Business succession

Whether you're an experienced planner or newer to the profession, you'll leave with valuable insights to better serve your clients.

📅 August 5
💻 Live Webinar

Register today:
https://fpaga.starchapter.com/meet-reg1.php?id=261

07/29/2026

💭 Have a challenge you'd like to talk through with fellow financial planners?

Join us on July 31 for FPA of Georgia's Member Meet Up: Virtual Mastermind-Style Networking—an interactive peer-to-peer discussion where members can exchange ideas, share best practices, and gain fresh perspectives on real-world challenges.

Whether you're looking for advice or have insights to share, this collaborative session is a great opportunity to connect with your fellow members.

🗓️ July 31 | 8:00–9:00 AM ET

🔗 Register today: https://fpaga.starchapter.com/meet-reg1.php?id=259

07/28/2026

⏰ Final Reminder — Tomorrow!

Need your CFP® Ethics CE?

Join us tomorrow for an engaging webinar that satisfies both:

✅ 2 CFP® Ethics CE Credits
✅ 2 Georgia Insurance Ethics CE Credits

Melissa Kemp, CFP®, AEP®, CAP®, CNAP®, will walk through practical applications of the CFP Board's Code of Ethics and Standards of Conduct, including:

• Applying your fiduciary duty
• When financial advice requires financial planning
• Working with referrals and technology
• Meeting your responsibilities under the CFP Board's Code and Standards

📅 Wednesday, July 29
🕛 12:00–2:00 PM ET

If you haven't registered yet, there's still time.

👉 Register now: https://fpaga.starchapter.com/meet-reg1.php?id=254

07/23/2026

Your firm's greatest competitive advantage isn't technology—it's people.

Join Caleb Brown, MBA, CFP®, as he shares practical strategies for recruiting, onboarding, developing, and retaining the next generation of financial advisors.

Whether you're preparing for succession, growing your team, or improving your firm's culture, you'll leave with actionable ideas you can implement immediately.

📅 August 14
📍 The Buckhead Club

Reserve your seat:
https://fpaga.starchapter.com/meet-reg1.php?id=262

07/22/2026

🤝 Join us for our next Member Meet Up: Virtual Mastermind-Style Networking!

🗓️ Date: July 31, 2026
⏰ Time: 8:00–9:00 AM ET
📍 Location: Online (webinar details provided upon registration)

This interactive session is designed exclusively for FPA of Georgia members.

Connect with fellow financial planners in a mastermind-style format to:
• Share your challenges
• Gain fresh perspectives
• Discover actionable solutions from your peers

Let's foster meaningful conversations, encourage accountability, and elevate our profession together.

🔗 Register now to secure your spot:
https://fpaga.starchapter.com/meet-reg1.php?id=259

07/21/2026

⏰ Reminder! FPA of Georgia's Pro Bono Training Course is tomorrow.

If you've been looking for a meaningful way to give back, this is your opportunity.

There are currently 20+ unmatched pro bono opportunities waiting for volunteer financial planners. Join CFP® professional Kristin Pugh and learn how you can make a lasting difference in the lives of individuals and families throughout Georgia.

📅 Tomorrow — July 22
⏰ 4:00–5:00 PM ET

Register now: https://fpaga.starchapter.com/meet-reg1.php?id=264

07/17/2026

Join the Financial Planning Association of Georgia for a webinar on Ethics and a Practical Application of CFP Board's Code and Standards, presented by Melissa Kemp, CFP®, AEP®, CAP®, CNAP®.

📅 July 29, 2026
🕛 12:00 PM – 2:00 PM
🎓 2 Ethics CFP Credit + 2 Ethics GA Insurance Credit

This session covers fiduciary duty, when advice becomes financial planning, obligations when referring clients to other providers, and the disciplinary process behind the Code and Standards.

Register: https://fpaga.starchapter.com/meet-reg1.php?id=254

Address

Woodstock, GA
30188

Website

http://www.fpaga.org/

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