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3rd Annual FPA Advocacy Day  |  Washington, D.C.  |  June 21-22, 2016


FPA Advocacy Day is an important opportunity for FPA members and leaders to gather on The Hill to introduce federal policymakers to our association and profession while displaying FPA's strength as THE association for all CFP® professionals and advocating for issues that are important to practitioners. Participating in this important day will empower you to positively impact government officials at all levels for the betterment of the financial planning community.

On June 21-22, FPA members will come together to represent our association in the halls of Congress. 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.

As an Advocacy Day participant we will provide you:

  • Appointments with the offices of your representatives
  • Networking opportunities​
  • Advance talking points about FPA policies and priorities
  • Background and preparation materials for meetings
  • Casual pre-event dinner and continental breakfast 

The registration fee of  $110 will cover meals, materials and training. Please note that all members are responsible for their own travel expenses.

Information about hotels in Washington, D.C. will be provided in your confirmation email after registration. Please note that a major conference will be taking place that same week in the city, so its advised that attendees book their lodging as soon as possible.

What: 3rd Annual FPA Advocacy Day
When: June 21st (arrive, pre-event casual dinner)/June 22nd (training and appointments)
Where: Washington D.C.
Who: All FPA members are invited!​
Deadline to Register: June 3rd

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ISSUES THAT AFFECT YOU AS A FINANCIAL PLANNER:  


Here are couple issues before the Finance Committee that might be of interest to financial planners:

·         HB 136 (Murt): Inheritance Tax Elimination for children with disabilities

·         HB 277 (DeLuca): Property Tax Freeze for Senior Citizens

·         HB 971 (Metzgar): Inheritance Tax Elimination for Children Age of 21 & Under

·         HB 1024 (Murt): Personal Income Tax Checkoff for Adults with Special Needs

·         HB 1254 (Masser): Clarifying the Inheritance Tax Exemption for Family-Owned Farms

·         SB 879 (Baker): Achieving a Better Life Experience (ABLE) Tax Free Savings Account for Disabled Individuals



Pennsylvania FPA Advocacy Day  |  Harrisburg, PA  |  June 7, 2016

Pennsylvania FPA Chapters of Central Pennsylvania, Pittsburgh and Philadelphia Tri-State are joining together in Harrisburg on June 7th!   We will introduce ourselves as members of the FPA and talk about our value as a resource to legislators.

 We will provide you with travel details (if staying overnight), training, talking points, and all materials. FPA Advocacy Director Karen Nystrom will attend and provide both a training webinar two weeks before the advocacy day and a breakfast training the morning of our day. Whatever level of your experience we will prepare you to advocate for your profession and show you how that translates into positive PR once your return home.

Also, if you plan to attend, please contact your state senator and state representative's offices to set up a meeting time on that day.

Please say you will help your profession move forward on June 7th! Please RSVP to Dave Welber daveinyork@yahoo.com




Make a difference

Volunteer in your community - Financial Advisors NEEDED


Overview of REAL Life a financial literacy forum:


The forum could be run at any grade level.  However, we encourage schools to consider using it at the junior or senior levels.  At this age group, they are more inclined to be dealing with real financial issues like owning a car or planning for college.  We have found that the relevancy issue is much stronger because of this. We do require that all students at grade level participate.
Junior Achievement provides the program to schools for FREE. As a business based non-profit, we rely on financial support from the business community to help cover the costs of the program. 




What is the Role of the volunteer?
  • REAL LIFE utilizes about 20 volunteers per day
  • Typically the day begins at 7:30 am with volunteer training
  • Then the volunteer works with students during the entire school day. Lunch is provided by the school. The day ends around 2:30.  
  • The different activities that the volunteer could work on are as follows; Budget Builder, The Real Life Game, $ is Wrong, Financial Jenga or Insurance Jeopardy.
TO SIGN UP OR FORMORE INFORMATION:


CONTACT SHILLA LITTLE ATshilla@jascpa.orgor 717-843-8028



 

Make a difference

Volunteer in your community - Financial Advisors NEEDED


Overview of REAL Life a financial literacy forum:


The forum could be run at any grade level.  However, we encourage schools to consider using it at the junior or senior levels.  At this age group, they are more inclined to be dealing with real financial issues like owning a car or planning for college.  We have found that the relevancy issue is much stronger because of this. We do require that all students at grade level participate.
Junior Achievement provides the program to schools for FREE. As a business based non-profit, we rely on financial support from the business community to help cover the costs of the program. 




What is the Role of the volunteer?
  • REAL LIFE utilizes about 20 volunteers per day
  • Typically the day begins at 7:30 am with volunteer training
  • Then the volunteer works with students during the entire school day. Lunch is provided by the school. The day ends around 2:30.  
  • The different activities that the volunteer could work on are as follows; Budget Builder, The Real Life Game, $ is Wrong, Financial Jenga or Insurance Jeopardy.
TO SIGN UP OR FORMORE INFORMATION:


CONTACT SHILLA LITTLE ATshilla@jascpa.orgor 717-843-8028



 

Make a difference

Volunteer in your community - Financial Advisors NEEDED


Overview of REAL Life a financial literacy forum:


The forum could be run at any grade level.  However, we encourage schools to consider using it at the junior or senior levels.  At this age group, they are more inclined to be dealing with real financial issues like owning a car or planning for college.  We have found that the relevancy issue is much stronger because of this. We do require that all students at grade level participate.
Junior Achievement provides the program to schools for FREE. As a business based non-profit, we rely on financial support from the business community to help cover the costs of the program. 




What is the Role of the volunteer?
  • REAL LIFE utilizes about 20 volunteers per day
  • Typically the day begins at 7:30 am with volunteer training
  • Then the volunteer works with students during the entire school day. Lunch is provided by the school. The day ends around 2:30.  
  • The different activities that the volunteer could work on are as follows; Budget Builder, The Real Life Game, $ is Wrong, Financial Jenga or Insurance Jeopardy.
TO SIGN UP OR FORMORE INFORMATION:


CONTACT SHILLA LITTLE ATshilla@jascpa.orgor 717-843-8028