Our mission is to promote and enhance the financial planning profession with integrity to its members, clients, and the community through quality education, public awareness, networking and mentoring.

Our next chapter meeting is Wed., April 29, 2015.

Ethics Credits, A case Study with Shippensburg Students and a FREE Networking Reception to follow at Lancaster Brewing Company, Harrisburg.  Registration is now open!


FPA Pennsylvania Advocacy Day:

Please join us for our first FPA Pennsylvania Advocacy Day in Harrisburg on Tuesday, June 2ndThis event is a collaboration of the Pennsylvania FPA Chapters of the Central Pennsylvania, Pittsburgh and Philadelphia Tri-State. We need you to help us defeat a proposed sales tax on financial services that is included in the Governor’s 2015-16 budget.  The proposed sales tax program would more than likely require planners to charge, collect, remit and maintain records of the taxes causing an additional burden on their practice.   As members of FPA, this issue is of vital importance to our practices and our clients. We will introduce ourselves as members of the FPA and talk about our value as a resource to legislators.

 

We will provide you with travel details (if staying overnight), training, talking points, and all materials. FPA Advocacy Director Karen Nystrom will attend and provide both a training webinar two weeks before the advocacy day and a breakfast training the morning of our day. Whatever level of your experience we will prepare you to advocate for your profession and show you how that translates into positive PR once your return home.

 

Please say you will help your profession move forward on June 2nd

 Please RSVP to Dave Welber daveinyork@yahoo.com by April 21st.   Please contact your state reps, and coordinate those calls with me to prevent duplications.

 

Best,  Dave Welber, CFP, Government Relations




Questions for FPA of Central Pennsylvania Chapter?

Contact us: Melissa Simpson, Association Manager

(717)317.9117 or fpacentralpa@gmail.com




Things to Know:


Interested in attending the FPA Retreat in 2015?Members can register using promo code CHRET15 for $25 off registration.  To maximize your savings, register before the early bird deadline 3/6.  For more information and application CLICK HERE!

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