The purpose of the FPA Public Policy Council [formerly known as the Legislative and Regulatory Issues Committee (LRIC)] is to influence financial planning related legislative and regulatory issues affecting practitioners and the profession and to make public policy recommendations to the FPA Board of Directors.
The FPA Public Policy Council is a volunteer-driven committee comprised of FPA members across the country who have an interest and passion in ensuring the voice of the financial planning community is heard loud and clear by policymakers who have a direct impact on the profession. The Public Policy Council is responsible for:
- Assisting in setting the legislative and regulatory priorities of FPA at the state and federal levels.
- Actively participating in advocating for the legislative the regulatory priorities in Washington, D.C. and in state capitols across the country.
- Providing support to the legislative and regulatory action plan after policies are introduced.
- Assisting in formulating and editing FPA’s legislative and regulatory documents.
- Assisting in ensuring the opinions and sentiments of FPA members are heard on legislative and regulatory issues, and that members are fairly represented in FPA’s advocacy work.
2020 Public Policy Council
Following are the members of the FPA Public Policy Council in 2020 who are selflessly giving their time to ensure FPA and all members of the association are being heard by policymakers who have influence over the financial planning profession.
- Shannon Pike, CFP® (2020 Chair)
- James Lee, CFP® (Board Liaision)
- Paul Auslander, CFP®
- Nadine Burns, MBA, CFP®
- John Carr, J.D.
- Bill Despo, J.D.
- Brian Estrom, J.D.
- Ben Lemon, CMFP
- Kris Tower, CFP®
Have an opinion?
If you want to share an opinion on current legislation and regulation, or want to suggest something for the FPA Public Policy Council to consider, please contact Josephine Colacci, J.D., Public Policy Counsel, at JColacci@OneFPA.org
What Members are Saying
"Because of FPA's advocacy efforts, financial planning is recognized as a true profession in the eyes of an increasing number of state and national policymakers. Now that we have a seat at the table, the Public Policy Council is focused on ensuring FPA members can protect and grow their practices in an ever-changing regulatory environment."
James Lee, CFP®
2018 FPA Public Policy Council Chair
New York. NY