Hello FPA California Member!
Once a year, FPA members from our local chapters across California gather together at the Sacramento Capitol to advocate on behalf of our profession. This is our opportunity to build awareness, foster relationships with key regulators and legislators, and take part in shaping the future of our profession in California.
If you have not had a chance to join us in years past, we hope March 5th may be your time to experience what Advocacy at FPA is all about. If you’ve joined us in prior years, thank you, and we hope to see you again!
For those new to Advocacy Day, we meet with your elected State Assemblymembers and State Senators throughout the day on Thursday, March 5, to highlight proposed bills in California that may impact our profession, business, and clients. We also advocate for and emphasize the importance of financial literacy and financial wellness for all residents of our state. Your FPA of CA State Council reimburses you for one hotel night stay and a portion of your travel expenses, up to $300, for the first 30 individuals who register to attend.
At FPA, our four focus areas of Advocacy are:
1) Financial literacy and Wellness and our community impact
2) Legal recognition of financial planners through title protection
3) Taxation of financial planning services
4) Financial planning fee structures
Advocacy Day is our opportunity to live FPA’s mission, to elevate the profession that transforms lives through the power of financial planning. We also conduct pro bono financial planning sessions with legislative staffers throughout the following week to showcase the power of financial planning. I hope you will consider joining us.
Why is your participation important? Without you (a constituent who lives in the district), we cannot meet with your Senator or Assemblymember. These conversations will help determine the future of our profession, and these meetings help us build strong relationships with elected officials and their staff. Please mark your calendar to participate in an engaging and exciting day supporting our profession.
To register for the March 5, 2026, Advocacy Day, please complete the registration form HERE.
● Note: FPA CA staff will make every effort to schedule appointments on your behalf with your local elected officials and key staff. To do so, you will need to supply the names and contact information for your Senator and Assemblymember by February 18th. To find out their information, 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)
HOTEL: 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 prefer to arrive Wednesday night in advance of our 7:30 am Thursday morning orientation meeting.
To book your hotel, please use one of the methods below. Please note that to get the reduced rate, reservations must be completed by February 13th. Our room block does sell out each year; consider booking your room today. Please ensure your hotel dates are from 3/5 to 3/6 for your stay.
● Call (916) 326-5000 and let the Front Desk Agent know you would like to make a reservation under the Financial Planning Association discounted rate doe: 90L.
Please keep in mind that all reservations must be booked by: February 13, 2026.
Wednesday, March 4, 2026: You are invited to join us in Sacramento on Wednesday night. FPA of California is hosting a dinner for all Advocacy Day participants at The Firehouse Restaurant on the Riverwalk near the Embassy Suites.
To register to attend the March 4, 2026, Dinner Reception at the Firehouse Restaurant, please click HERE.
Thursday, March 5, 2026: We meet inside the Embassy Suites near the Capitol and Riverwalk for a hosted breakfast and orientation at 7:30 am. Then, we head to the Capitol to visit our State Senators and/or Assembly Members.
Are you new to Advocacy? We usually send 2 to 3 members to each legislator's office to meet in a tag team approach. You will have a team to support you.
Advocacy Day Materials: Below you will find resources that will help you to be successful in planning and attending your legislator visits:
- Advocacy Day Guidelines
- Training Webinar - PowerPoint Slides
- Legislator Handouts Folder
- Member Tips - Includes a Advocacy Day Meeting Tips, The Basics and Follow Up Instructions.
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. Your FPA of CA State Council reimburses you for one hotel night stay and a portion of your travel expenses, up to $300, for the first 30 individuals who register to attend.
Register now to participate in a powerful and exciting day participating in the democratic process supporting our profession. We look forward to another successful Advocacy Day!
Sincerely,
Glenn
Glenn Yasukochi
2026 President, FPA of California
Email: info@fpaca.org