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FINANCIAL PLANNING PROGRAM
WPU is proud to be the 1st officially registered student chapter of the Financial Planning Association.
WPU's FPA Student Chapter meetings
- 9/29 @ 12:30 pm. Mike Gibney of Highland. Former FPANJ Pres.
- 10/4 @ 12:30 pm. Mark Germain of Beacon Wealth Mgmt
- 10/4 @ 2:00 pm. Nancy Gorczynski, Director of Etiquette School
- 10/6 @ 12:30 pm. Jim Parks of LPL
- 10/25 @ 12:30 pm. Ken Shapiro of Shapiro Financial Security Group
FPANJ meetings & local events
NATIONAL CONFERENCES
Useful Resources and websites
- Bankrate (compare rates on loans, deposits...)
- Barron's Top 100 Indepent Financial Advisors
- Bloomberg
- College financing & scholarship guidance
- Compare insurance rates
- Credit Karma (Free credit scores, improve credit score)
- FAFSA (college Financial Aid)
- Free annual credit reports
- Investment News: RIA firm rundown
- Mint (Cash flow tool)
- Morningstar
- Trulia (real estate)
- Wealth Manager 2009 list of top 300 firms
- Yahoo! Finance
- Zillow (home values by address)
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