October 18 2018 - Advocacy Day
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10/18/2018
When: Thursday, October 18, 2018
9:30 AM - 2:30 PM
Where: State Capitol
125 West State Street
Room: TBA
Trenton, New Jersey  08625
United States
Contact: Patricia Scott, MBA, CFP®

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ADVOCACY DAY
FINANCIAL PLANNING ASSOCIATION OF NEW JERSEY


The community that fosters the value of financial planning and
the financial planning profession for the benefit of the citizens of our state.

 

 

State Capitol - Trenton, NJ


NEW DATE: 
OCTOBER 18, 2018
Time: 9:30 AM - 2:30 PM*


The Financial Planning Association of New Jersey is one chapter for our state. The Financial Planning Association has approximately 23,000 members nationally and is the largest membership organization in the United States representing certified financial planners. FPA NJ Chapter has over 750 members providing financial planning and investment advisory services to over 85,000 households throughout the state with assets under management in excess of $40 billion. 

 

The FPA Chapter of New Jersey Can Be A Resource to State Government regarding matters that affect our profession and the clients we serve. Our interaction includes proactive pursuit of certain items that we deem valuable and worthy for our profession and our clients, and we may be also be a resource to proposed legislation.

 

Agenda: Meet With Legislators; Discuss FPANJ Point Of View

Topics:

  • Financial Fraud - Elderly and Vulnerable
  • Financial Literacy Programs
  • Fiduciary Standard – DOL and SEC Proposals
  • Cyber Security
  • Financial Fraud/Designations
  • Pro Bono Services For The Military & Family Assistance In Times Of Disaster


WE BRING TOGETHER --- AND SERVE --- THE THREE ESSENTIAL AUDIENCES:
THOSE WHO DELIVER FINANCIAL PLANNING
THOSE WHO SUPPORT FINANCIAL PLANNING AND
THOSE WHO BENEFIT FROM FINANCIAL PLANNING



FOR DETAILS PLEASE CONTACT


Patricia Scott, MBA, CFP®
FPANJ Advocacy Director
(908) 347-5576
advocacy@fpanj.org

 

 

* Participation For All Or A Portion Of This Timeframe As Your Schedule Permits





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