FPA hosted two special conference calls for members the week of October 13, 2008, to address the financial crisis and how to best serve your clients during this turbulent time.
Tuesday, October 14
Archived Mp3 (Member Login Required)
Moderator: Michael Kitces,CFP®
Panelists: Guy Cumbie, CFP®, Ross Levin, CFP®, David Yeske, CFP®
Wednesday, October 15
Archived Mp3 (Member Login Required)
Moderator: Michael Kitces,CFP®
Panelists: David Yeske, CFP®, Jim Barnash, CFP®, Elissa Buie, CFP®
Other Resources to Help Your Clients
Connect with Colleagues in FPA's Online Discussions Area
Ask questions online and gain perspective on how colleagues are helping clients cope with market conditions.
Understanding Secular Bear Markets: Concerns and Strategies for Financial Planners (PDF | 604KB)
March 2006, Journal of Financial Planning
Special Financial Planning Perspectives Article (Member Login Required)
Available for members at no cost to provide to clients and prospective clients.
Summary of Major Provisions for the Emergency Economic Stabilization Act of 2008 (Member Login Required)
Managing Client Emotions
A Virtual Learning Center session to be held October 29 hosted by Susan Galvan ($59 for FPA members).
Promoting Your Practice During Recessionary Times
An archive of a Virtual Learning Center session hosted by Claudio Pannunzio (Free for FPA members through October 31, 2008).
Powerful Conversations in Difficult Times (Member Login Required)
Ed Jacobson, Ph.D.
Economist — Economic Environment and Behavioral Finance (Member Login Required)



