California State Advocacy Events

March 10, 2020
8:00 AM - 7:00 PM
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Sacramento - State Capitol


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Hello FPA Members!

Financial Planning as a profession is at a critical juncture.  

New laws, rules and regulations concerning our profession are being put into place across the country with or without the input of Financial Planners.  

While the Legislators' intentions of protecting investors from predators may come from a good place, some of the proposals will have unintended consequences.  

The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know our opinions on our own profession.  

We are going to Sacramento on March 10, 2020. This is our 7th annual visit to "the Hill". I urge you to join your fellow FPA members from around the state to meet with your elected representatives.  

Why do we need you? Without you, a constituent who lives in the district, we are unable to meet with that Senator or Assemblymember. We must comment on current bills and policies that are most important to Financial Planners and help protect our clients, the citizens of California. These conversations will help determine the future of our profession.  

To register for the March 10, 2020 Advocacy Day, please complete the online form.

HERE   

Note: You will need to supply the names and contact information for your Senator and Assemblymember by February 22nd. To find out who they are, 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)  

March 9: If you are in Sacramento on Monday night, FPA of California is hosting a dinner for all Advocacy Day participants at The Rio City Café, on the Riverwalk near the Embassy Suites. Click here to register to attend the dinner. Also, we have a block of rooms at a discounted rate at the Embassy Suites - available on a first come, first served basis for members who need to arrive Monday night to be ready for the 7:00am Tuesday morning training meeting.   

To book your hotel, please use one of the methods below. Please note that in order to get the reduced rate you will need to make your reservations by Sunday, February 9, 2020 as the hotel sells out every year.   

  1. Go to www.sacramento.embassysuites.com and make a reservation using the group/convention code: FP3.
  2. Call (916) 326-5000 and ask for the Financial Planning Association FPA CA discount rate.

3.Use the link below:

https://embassysuites.hilton.com/en/es/groups/personalized/S/SACESES-FP3-20200301/index.jhtml?WT.mc_id=POG  

March 10: We meet up at the Embassy Suites near the Capitol and Riverwalk for a hosted breakfast and orientation at 7:00am.  Then we head to the Capitol to visit with our State Senators and/or Assembly Members.  

 

Are you new to Advocacy?  Not to worry, we usually send 2 to 3 members to each legislator office to meet in a tag team approach.  You will have a team to support you.  

We offer FINANCIAL SUPPORT.  The FPA of California is committed to helping our members engage in Advocacy Day on behalf of the Financial Planning Association. While we are asking you to take a day off work and volunteer your time, we are pleased to be able to defer some of the travel and hotel costs (available to the first 30 members who register to join us in Sacramento.) For specifics on the financial support available this year, please speak to your chapter Director of Advocacy.  

Register now to participate in a powerful and exciting day participating in the democratic process in support of our profession. We look forward to another successful Advocacy Day!

Sincerely,

Janet


Janet Larsen 

2020 President, FPA of California   
Email: [email protected]   
Website: www.fpaca.org