Category Archives: Chapter News

REGISTER HERE – California Capitol Staffer – Financial Planning Day

Date: March 9, 2020 Time: 12:00 pm – 4:00 pm Location: State Capitol, Eureka Room Download flier here  

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Congratulations FPANC Members Reaching Milestones!

Kayle Larsen CFP®, Larsen Wealth Management – 20 Years Michael T. Genovese CFP®, Genovese Burford & Brothers – 35 Years

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FPANC Announces 2020 Board Nominees

Proposed 2020 FPANC Board of Directors Officers President Landon Tymochko, MBA, CFP®Leslie Roper Day & Associates President-Elect OPEN Past President Karen Miller, CPFA, CFP®Gasber Financial Advisors, Inc. TreasurerOPEN SecretaryTaylor Rios, CFP®Symphony Financial Planning, LLC Directors at Large Career Development Daryl Wong, EA, CFP® Planned Solutions, Inc. Marketing Communications Drew ShadeMartin Group Lending Randy Hendershot, CBBEvolution

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Make a Contribution to FPA PAC

Representing financial planners and advocating on issues that affect financial planner practices are the primary advocacy objectives of FPA. To enhance our efforts, the FPA Political Action Committee (PAC) was created as the federally registered political action committee of FPA – the only registered PAC on Capitol Hill representing the interests of the financial planning

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FPA of California Legislative Alert: Senate Bill 496

Hello FPA Member! We know you get a lot of email, but this is a very local issue and requires a local and timely response. CA SB496 Is now at the Appropriations Committee, in the state Assembly, just a few steps away from becoming law. It is California’s version of the spate of “Vulnerable Adults”

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Read the Latest News on the FPA OneFPA Initiative

https://www.onefpanetwork.org/

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FPA Membership Offers an Array of Benefits! Find Out More Here

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FPANC Announces the 2019 Board of Directors Slate

Below you will find the proposed slate of officers for the 2019 FPANC Chapter Board of Directors. The individuals listed below have been nominated and the membership will be asked to vote on the proposed slate at the December 7th meeting. Currently, the Director of Programs and Director of Marketing Communications are vacant for 2019. 

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Pro Bono Financial Planners Needed to Help Families Living with Cancer

Every day, families that are battling cancer make dangerous decisions like skipping a chemotherapy appointment so they can afford to feed their families. They often suffer financial distress that adversely impacts their ability to complete treatment and decreases their chance of survival. As a CFP® professional, you can empower these families, lending your skills and

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FPA Group LTD and Term Life Plans

FPA is sharing a video highlighting the enormous benefit of FPA’s Voluntary Group Long Term Disability and Term Life plans that you can share with your members. Offered since 2009, the FPA plans feature a number of world-class benefits, preferred FPA pricing, and Guaranteed Issue coverage during open enrollment periods. AS A REMINDER: All new

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