Financial Planning Association® and WealthCounsel® Announce Strategic Alliance
Membership organizations to leverage power of financial planners, attorneys, and CPAs working together to better serve the needs of clients.DENVER, CO and MADISON, WI, Sept. 29, 2012 – The Financial Planning Association® (FPA®) and WealthCounsel® today announced a strategic alliance designed to enhance the value of their respective membership offerings while providing co-branding opportunities for both organizations. The announcement came on the opening day of FPA Experience 2012, the annual gathering for the financial planning community.
“FPA’s alliance with WealthCounsel underscores our cooperative commitment to significantly enhance value for our respective members,” said FPA’s incoming CEO and Executive Director Lauren M. Schadle, CAE. “We are forging a new path together to bring resources, events and opportunities to our membership in innovative and progressive ways.”
By aligning at the leadership level, the two entities are establishing a strategic framework for members in all 50 states to leverage the resources of both organizations, and thus enhance the value of membership for each of their valued constituencies. In addition to membership affiliation discounts, members of both organizations will receive discounts on a variety of resources, including participation in live education events and online learning courses. Other benefits include access to research, newsletters, and mutual listings in each organization’s online membership directories.
“We are excited to team up with FPA to further the goals of both of our organizations and the commitment we share to clients who entrust themselves to financial professionals and attorneys,” said WealthCounsel CEO Matthew T. McClintock, J.D. “Our joint efforts will strengthen our organizations’ mutual interest in advancing both the financial planning profession and the ability of WealthCounsel members to ‘practice excellence.’”
Other aspects of the strategic alliance are currently being finalized.
The Financial Planning Association® (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit www.FPAnet.org or call 800.322.4237.
WealthCounsel® equips professionals to improve clients’ lives through proper planning. Established in 1997 and celebrating its fifteenth anniversary this year, WealthCounsel® is a membership-based organization of thousands of estate planning practitioners, business law attorneys, CPAs, and other wealth planning professionals located in all 50 states. WealthCounsel believes that proper planning is the key to better lives—for clients, for their families, and for the professionals who serve them. As a community of professionals, WealthCounsel members are best equipped to serve clients with the highest level of excellence. WealthCounsel is the owner of EstatePlanning.com, the publisher of the WealthDocx® drafting system (the nation’s leading automated drafting system for trust and estate attorneys), and shares ownership in ElderCounsel.