Your FPA of California Council wants YOU!
Yes, we want you to take advantage of our newest initiative, FPA of California Advocacy Week. We invite you to join us during the week of September 14th through 18th to engage locally with your state senator and/or assembly member. During this week, your legislative employees will be at home in their respective districts and you have the opportunity to meet with them (free of the cost and time to go to Sacramento) and introduce yourself and FPA of California to them.
We have found during previous advocacy visits that representatives and staff are generally open to hearing about financial planning and how we are different from others in the financial services world. (We will, of course, also continue our annual, traditional “Day on the Hill” in Sacramento, next planned for March 8, 2016.)
Why take time from your busy practice to set up an appointment and go visit? Like anything in your life or business, RELATIONSHIPS matter and these meetings build stronger relationships with elected officials and their staff members. When issues do arise (and they will), we will be more effective in influencing the outcome if we already have those relationships in place.
We will provide you with training, a script to use for obtaining an appointment, and talking points and materials to bring with you to your meeting. To make things even easier, here is a link to find your California elected official based on your district of residence (once on their website, click on the Contact Us tab).
Let us know ASAP (via our Contact Us tab) if you’d like to participate and please include the names of your Assemblyperson. If more than one member plans to visit the same district office, we’ll let you know so that you may coordinate your visit(s).
Mark your calendar now and plan to participate and enjoy an interesting experience in support of our profession. We look forward to a successful Advocacy Week!
Curt Weil, CFP®, President, FPA of California