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What: 4th Annual FPA Advocacy Day & Half-day Fiduciary Symposium

When: June 20th Arrive (West Coast participants may wish to arrive on Monday),half-day symposium,pre-event casual dinner/June 21st  (breakfast training and appointments)

Where: Washington D.C.


Who: All FPA members are invited!​

We are really excited about this year's D.C. Advocacy Day and half-day Symposium, but we need to you to register by May 20th​ to take advantage of the Hotel Liaison room rate. For the same registration fee as last year you get all this:​​

Tuesday, June 20th :

1:00-5:00 p.m. Half-Day FPA Symposium at Hotel Liaison

        Session I -- Strategies for Making Your CFP® Valuable to Potential Clients ​(CE applied for)

        Session II -- What You Need to Know to Comply with the DOL COI Rule (CE applied for)

        Featuring ERISA experts Mercer Bullard, Ron Rhoades and Marcia Wagner

6:30-7:30 p.m. FPA PAC Reception

        Learn about our PAC and get updates from Members of Congress

7:30-9:00 p.m. Welcome Dinner at Tortilla Coast restaurant

        Meet your fellow attendees and get materials/schedule for Advocacy Day


Wednesday, June 21st:

7:30-8:30 a.m. Refresh Training Breakfast on the Hill

           Tips/tactics and last-minute scheduling changes

9:00-5:00 p.m. FPA Advocacy Day

            Appointments with Congressional Offices

5:30-7:00 p.m. Optional Casual De-brief at Hotel Liaison Bar

 

The Hotel Liaison room rate is valid for Monday, Tuesday, and Wednesday. Register today and join FPA Members in D.C. On June 20-21!

FPA Advocacy Day is an important opportunity for FPA members and leaders gather on The Hill to continue the dialogue with federal policymakers about our profession while displaying FPA's strength as the association for all CFP® professionals. Participating will empower you to positively interact with policymakers to help advocate for issues that are important to practitioners of the financial planning community. This year we are increasing the value of this event by adding a half-day symposium on fiduciary/best interests at no additional cost.​

On Tuesday afternoon, June 20th, FPA members will come together half-day symposium on featuring two sessions (CFP®​ credit applied for) on how fiduciary/best interest can work for your business. On Wednesday, June 21, we will represent our association in the halls of Congress on issues that address our profession. FPA, with the support of The Raben Group, will handle the heavy lifting: setting up meetings with your elected officials, preparing relevant materials, and providing training so you can educate your legislators about financial planning and explain what makes FPA members unique.​

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As an Advocacy Day participant we will provide you:

  • Appointments with the offices of your representatives
  • Networking opportunities
  • Included half-day educational symposium
  • Advocacy training breakfast
  • Advance talking points about FPA policies and priorities
  • Background and preparation materials for meetings
  • Pre-event networking dinner 

The registration fee of $110 will remain the same as last year and will cover the symposium, meals, materials and training. Please note that all members are responsible for their own travel expenses.


FPA Advocacy in Your State

State Advocacy Days help you connect with your local legislators and regulators to build important relationships that help influence the right people. FPA Advocacy seeks to advance and protect your profession by proactively seeking out those who vote on issues that affect your profession. Ask your Advocacy Chapter Leader how to start or participate in an Advocacy Day in your state.

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Questions?
Contact Karen Nystrom , Advocacy Team Leader

What Participants Say
“What an experience! I can’t express what an inspiration the day was for me. To be part of a dedicated group of individuals who were able to meet with our legislators and pave the way to building a relationship was awesome. Advocacy was a new experience for me and I went into it feeling a little overwhelmed (ok, a lot!) and not sure how I could affect change. But simply by showing up and participating was enough. 
     ​We were able to provide education and the building blocks for future meetings. The journey to change begins with taking that first step. By participating in Advocacy Day, you are taking a step not only for yourself but your profession as a whole – be a part of that change and participate in the Advocacy Day!  It’s time in your day that you won’t regret or forget!” 
— Dusty Hoetger, CFP®​​

"Twenty-one FPA members gathered in force at the California State Capitol in March for Financial Advocacy Day. We met with state senators and assembly members to offer resources for community activities and to help establish effective consumer protection. We also provided feedback on some proposed bills and legislation.
  ​   It was a pleasure to contribute to the Democratic process to make my voice and that of the FPA heard in Government, and to participate as a citizen.  I connected with my senator and the chief-of-staff of my assembly member. We plan to jointly offer financial literacy events in my area.
    I appreciated the opportunity to associate with some of the best and most dedicated FPA members in California. It was a day well spent in behalf of the FPA; offering to share our collective knowledge and resources to help the people of California improve their financial future.​" 
— Janet Larson, CFP®​​