Welcome to the Financial Planning Association of New Jersey

Upcoming Events

June 13
Strategic Review (Full Board of Directors Meeting)

Location: TBA

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)

  • May 21, 2014 - Fixed Income Investing in the Current Environment
  • September 17, 2014 - Small Business Retirement Plans
  • November 19, 2014 - Year End Tax Planning

Dinner Meetings: 4:30 - 7:30 PM

Woodbridge Hilton

  • June 17, 2014 - Taxpayer Advocate Service – Your Voice at the IRS
  • December 9, 2014

Special Events

Conferences (All Day)

  • April 23, 2014 A Tryst with the Truth
    Woodbridge Hilton
    Iselin, NJ
  • October 23, 2014
    Renaissance Woodbridge Hotel
    Iselin, NJ

FPA National Events

The First Official Student Chapter of the Financial Planning Association

Click here for more details.

Join Us

News Flash

April 22, 2014 - William Paterson University Financial Planning Luncheon

William Paterson University invites you to attend the WPU Financial Planning luncheon on Tuesday, April 22nd from 2-3:15 pm. This is primarily a networking event for professionals, mentors, and employers to meet with students, alumni, and new professionals. Click here for more details.

April 23, 2014 – Conference

A Tryst with the Truth

6:30 AM - 4:30 PM at the Hilton Woodbridge in Iselin, NJ. Accepted for 7 CFP® CE’s. 7 NJ Insurance CE’s available. Qualifies for 7 Accounting CPE CE’s. Click here for Award Descriptions & Nomination Forms.

May 5, 2014 - Rutgers Financial Planning Challenge

The objective is to promote the profession of financial planning as a vibrant community and viable career choice. We are looking for professional CFPs to be judges. Click here for more details and to volunteer.

June 12, 2014 - Legislative Day Event

10 AM – 3 PM at the NJ State Capitol in Trenton, NJ. Looking for Volunteers, do not need to volunteer for the entire day. Interested? Please contact Chuck Stanley at chuck@goldshieldfinancial.com. Click here for more details and to volunteer.

June 23 - 24, 2014 - FPA Advocacy Day in Washington, D.C./We Need You!

Join us for some serious fun on our first annual FPA Advocacy Day in our nation’s capital in 14 years! This is an opportunity to introduce our FPA values and core beliefs to policymakers in D.C., display FPA’s strength as the association for all CFP® professionals, and advocate for issues that impact our profession. Click here for more details and to register.

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FPANJ Strategic Business Partners 

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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.