FPA Publications vs Prism

PUBLICATIONS INCLUDED: Journal of Financial Planning (monthly): Since 1979, the award-winning Journal of Financial Planning has introduced financial professionals to history-making concepts such as Monte Carlo simulation and safe retirement withdrawal rates. Readers trust the nonprofit objectivity and peer-reviewed content of this official FPA publication. With monthly feature articles, interviews, columns, and peer-reviewed research contributions, the Journal is a valued media resource that provides a pulse-check of the industry to readers to help them serve their clients better. Next Generation Planner (monthly): The FPA Next Generation Planner (NGP) provides content for new financial planners that is incredibly practical and ridiculously valuable, helping them to develop personally and professionally as they work their way toward their most important career goals. Financial Services Review (quarterly): Financial Services Review (FSR) is the official publication of the Academy of Financial Services (AFS). The primary objective of this refereed academic journal is to encourage rigorous empirical research that examines individual behavior in terms of financial planning and services. It is co-published with the Financial Planning Association. FPA MEMBERS: FREE access with email address and FPA member ID as password. For additional assistance, please contact member services at 800.322.4237, option 2, between 9 am and 6:30 pm ET, or e-mail MemberServices@onefpa.org SUBSCRIPTIONS THROUGH APPLE: The yearly subscription is an auto-renewing subscriptions. The price for the subscription is $89.99 for a year. Payment for this subscription will be charged to your iTunes account upon purchase and is handled exclusively by Apple. The subscription will auto-renew within 24 hours of the current subscription expiring. Auto-renewing subscriptions can be managed via Account Settings allowing them to be turned off. No cancellations of the current subscription are allowed during the active subscription period. Links: Terms of Service: https://www.pagesuite.com/terms-of-service/ Privacy Policy: https://www.pagesuite.com/privacy-policy/

Prism Planning and Solutions Group is proud to announce the launch of its new client portal, now available in Mobile App Stores. This portal provides clients with a convenient and efficient way to view their financial accounts on-the-go. The app offers a range of features to help clients feel well-cared, informed and secure and collaborate with their team at Prism. One of the key features of the app is the ability for clients to upload documents directly from their phone. This allows clients to easily share important financial information with their team at Prism.., no matter where they are. The app also offers an intuitive document management system that helps clients organize and track their financial documents. In addition to uploading documents, clients can also easily contact their team at Prism through the app. Whether it's a question about their accounts or just a quick check-in, clients can quickly and easily contact their Prism team via email. The app also provides clients with easy access to their Prism team's contact information, so they can reach out at any time. Overall, the new client portal offers a simple, convenient, and user-friendly way for clients to view their finances on-the-go. Whether they're at home, at work, or on-the-go, clients can view their accounts and stay connected to their team at Prism.. and make informed decisions about their financial future.