Category Archives: Chapter News

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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Special Thanks to FPANC Members for Your Contributions to the Foundation!

Click here for the full list of donors

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Why Join FPA?

Why Join FPA? I wanted to post this email from FPA National as I thought it would be helpful in crafting a message for why people should join FPA. I would like you to consider taking a powerful step in your personal and professional development by joining me as a member of the Financial Planning

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FPANC Announces Nominees for 2018 Board of Directors

Officers President Matthew Page, CRPS®, CFP® Lucas Group Financial Planners President-Elect Karen Miller, CFP® Gasber Financial Advisors, Inc. Past President Jenny Hood, CFP® Cynthia Meyers, CFP® Treasurer David Ghiorso,CPA, CRPC® Secretary OPEN ________________________ Directors at Large Career Development Chase Armer, CFP®, CFA, EA® Planned Solutions, Inc. Marketing Communications Ethan Green, CFP® Lake Tahoe Wealth Management

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