There may be elected officials who aren’t familiar with the financial planning profession or its relevant issues. That’s something Financial Planning Association members could change.
Registration is now open for the organization’s third annual FPA Advocacy Day in Washington, D.C., which will take place June 21-22. The event is designed to provide CFP® professionals with an opportunity to advocate for the profession and issues important to practitioners.
“It’s a great way to understand how advocacy works in our country and why it matters,” said Karen Nystrom, the advocacy team leader for FPA.
With the help of lobbying and consulting firm, The Raben Group, FPA will set up meetings with elected officials, prepare any materials you may need for those meetings and provide training to help you better communicate your message to your legislators.
Chapters organize their own state Advocacy Days, said Dave Panko, CFP®, of FPA of Central Pennsylvania, and both the state and national events should be on all members’ calendars.
“It was very well-organized on FPA’s part,” Panko said in an FPA Advocacy Day 2015 recap video. “We had all the materials we needed and we had directional maps, etcetera. I highly recommend that every single chapter in the United States has an Advocacy Day and comes to participate in the Washington D.C. Advocacy Day.”
The national event is unlike any other, Nystrom said. “There is nothing like marching up to Capitol Hill with your fellow FPA members to let our elected officials know who we are.”
Past Advocacy Day participants share that sentiment.
“To be part of a dedicated group of individuals who were able to meet with our legislators and pave the way to building a relationship was awesome,” Dusty Hoetger, CFP® said in a testimonial about the event, posted on the Advocacy Day page. “The journey to change begins with taking that first step. By participating in Advocacy Day, you are taking a step not only for yourself but your profession as a whole.”
Some other benefits of attending the event, Nystrom said, include:
- Meeting like-minded members
- Getting the opportunity to serve on financial services committees
- Offering to provide pro bono content to elected officials in their districts
- Using your experience to let your community know you are involved
- Seizing a great opportunity to tweet about your meetings (don’t forget to include photos of you and your elected officials) to clients and others
The event’s cost covers meals and training and the deadline to register is June 3.
Journal of Financial Planning