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:
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
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 firstname.lastname@example.org