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.

Click below for a short message from FPA of Michigan Advocacy Committee Chair, Julie Hall.

If you are interested in learning more, contact FPA of Michigan Advocacy Committee Chair, Julie Hall at julie.hall@myvcp.com.

Committee Members
Nadine Burns, CFP®
Sandra Kerr, CFP®, AIF 

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. 

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.