The Momentum Continues for Advocacy Day 2017
Advocacy Days included a follow up meeting with officials from the Department of Business Oversight, which regulates state-registered RIA firms and broker-dealers in California, in which we discussed appropriate oversight of investment advisors, audit frequency and...Details for Advocacy Week – 9-18-17 to 9-22-17
Date: September 18-22, 2017 Topic(s): FPA of California – Advocacy Week Email #1 – It’s Your Profession – Here’s How You Can Help Shape It Email #2 – Appointment Scripts & Training Webinar InformationAdvocacy Week 2016 – Another Great Showing!
Our second annual Advocacy Week was this past September where more than 30 members fanned out to visit their respective legislators’ district offices during the legislative recess. This is a cost-effective way to meet legislators and their staff in addition to...Advocacy Week, 09-19-16 through 09-23-16
Your FPA of California Council needs YOU! Yes, we would like you to be a part of our second annual FPA of California Advocacy Week. We invite you to join us during the week of September 19th through 23rd to engage locally with your state senator and assemblymember....Advocacy Day 03-07-2017 – Registration is Now Open!
FPA of California will be in Sacramento on Tuesday, March 7th for our fourth annual FPA of California Advocacy Day. We will be at the Capitol to engage in conversations with our State Senators and/or Assembly Members to introduce ourselves and FPA of California to...We’re Part of FPA
Advocacy is one of the four pillars of the national Financial Planning Association (FPA)