DENVER – With an eye on increasing awareness of the Financial Planning Association® (FPA®) and the financial planning profession among policymakers nationwide, over 60 FPA volunteer leaders and members from 19 states will gather in Washington, D.C. on June 24, 2014 for the organization’s first ever Advocacy Day.
During the event, FPA members and leaders will engage in a series of meetings with elected officials and leaders on financial services committees. While the meetings will focus on creating greater recognition of FPA and financial planners on The Hill, it will provide members with valuable training and experience they can take back to their FPA chapters to continue advocacy efforts within their local and state governments.
States that will be represented include, California, Colorado, Florida, Georgia, Illinois, Kentucky, Massachusetts, Maryland, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Tennessee, Virginia and West Virginia. While all participants are taking part to advance the organization, each has their own take on why their participation is important.
“I am very excited about joining other members to participate in FPA Advocacy Day. Financial planning impacts the lives of many Americans on a daily basis and I look forward to educating Ohio’s legislators about how we, as a profession and by exercising a fiduciary standard, positively affect people’s lives,” said Karen Bordonaro, CFP® of Demming Financial Services Corp. in Aurora, Ohio and president of the FPA Northeast Ohio Chapter.
“It's important to me and my chapter to have a relationship, not only with our state legislators, but with our federal legislators as well,” added Erica Feldblum, CFP® of EF Financial in Charlestown, Mass. “We need to understand what issues are high on their priority list so we can position ourselves as a valued resource in shaping future policy that may impact our profession. This will give us the opportunity to share with them what's important to us, like the recognition and regulation of our profession and issues that affect the practice of financial planning.”
“FPA Advocacy Day provides an important opportunity for us to further strengthen our voice with policymakers. This certainly is an on-going endeavor and I look forward to working side by side with other FPA members in representing our profession,” said Dan Skiles, president of Shareholders Service Group in San Diego, Cali. and a member of the FPA National Board of Directors.
All participants will take part in a training program before the event to help them prepare for meetings with lawmakers. A media roundtable will also be held on June 23 from 10 to 11 a.m. at Hotel Liaison to bring members of the media up to speed on Advocacy Day events, general FPA advocacy efforts, and issues impacting the profession.
“Our members are looking to FPA to elevate our collective voice at all levels of government and to advocate for the financial planning profession,” said FPA Executive Director and CEO Lauren M. Schadle, CAE. “This event will demonstrate our commitment to advocacy and further position the organization and the professionals in our membership ranks as a leading voice for financial planning.”