Are you passionate about the future of financial planning? Join your fellow members working hard to affect legislation that impacts the profession you care about.
Take a minute to watch the video above to learn about FPA of Michigan Advocacy!
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FPA Advocacy is dedicated to protecting and growing our businesses and elevating the financial planning profession. Following are some key areas that FPA is Advocating for:
- FPA believes that supporting financial literacy can elevate the financial planning profession and grow the number of financial planners.
- FPA Advocates to protect vulnerable adults from financial exploitation.
- One profession/one designation.
- Distinguishing financial planning from other types of financial advice.
- FPA supports the deductibility of financial planning fees and opposes the taxation of financial planning services and financial transaction taxes.
- FPA supports regulation which allows financial planners to use traditional and non-traditional fee models.
If you are interested in learning more, contact FPA of Michigan Advocacy Committee Chair, Nick Nauta, at nnauta@srbadvisors.com.
Committee Members
Julie Hall, CFP®, CFT-I™, MSF
CURRENT ADVOCACY NEWS:
- FPA Advocacy Resources: Click here for additional information.
- Legislation or Regulation in the Your State and Congress. Click here to find more information for Michigan Legislation and Regulation pertinent to financial planners. Please note, you must log-in before you can access the page.