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October 18, 2018 - Trenton Day


Trenton Advocacy Day: Thank you to all for supporting the Trenton Advocacy Day program!! Our team had 19 appointments and many stopped by for a chat and picked up materials at our table. We had many engaging conversations throughout the day and we raised the awareness of FPANJ and what we stand for in Trenton.

We will be following up with each of the legislators we met with.

Key talking points were:

• The need to increase financial literacy for people of all ages
• Addressing the risk of financial fraud targeting elderly and handicap individuals
• NJ Secure Choice and the need to facilitate retirement savings
• Healthcare expenses before and during retirement


Click here to read the entire article.


 June 6-7, 2018 - 5th Annual FPA Advocacy Day in Washington, DC 


This is what #financialplanning looks like. We head to Washington every year to meet with our lawmakers to keep them informed on #fiduciary issues that matter to and impact YOU. Smarter decisions benefit us all. Thanks to @senmenendez, @rfrelinghuysen, @repchrissmith, @corybooker for opening your offices to us! Click here to read an article about the day.



In the fifth year of FPA Advocacy Days in Washington, D.C., the impact of having a regular presence on Capitol Hill are becoming obvious.

FPA of NJ Advocacy Director, Patricia Scott, was joined by fellow members John Crosby (FPA of NJ President), Diane DeOliveira (FPA of NJ Chairperson), Lisa Casciaro (FPA of NJ President-Elect), Todd Stanard (FPA of NJ Past President), Nick Nicolette (FPA of NJ and FPA National Past President) and Bill Despo during the two-day event. They met with four New Jersey Representatives, both Senators and other congressional offices.

Discussions with the lawmakers included FPA’s stance on the recently released SEC Best In-terest Regulation, and the importance to extend the comment period before further action is taken by the government. All legislators agreed that an extension made sense; the proactive nature of the discussion, according to Scott, was received well.

“Overall we came across as being ahead of the curve with this issue and it was rewarding to see. As we’ve come back year after year the interest from lawmakers has increased, and you can tell that they are understanding more as well. There’s definitely been an increased willingness to ask questions —both from the congressmen and senators as well as from our own members.” 

The elevated stature of FPA as a valuable resource to legislators is also something that is start-ing to take hold as well, and as the group’s schedule of visits came to an end, Scott said the work really had just begun.

“There will be follow up that we’re being asked to provide them, such as a high level summary on the SEC rule, and a request to share the national (FPA) response as well. The key is that each side wants to keep communicating, and that’s a great thing,” she said.

Of special interest to lawmakers was the recent pro bono efforts that resulted in a successful course at US Probations US Courts New Jersey District. The recently formed partnership with FPA of NJ has sparked Senator Cory Booker’s interest to attend a future class when it resumes for a second time.  Click here to read more.





 Past Legislative Days in Trenton, NJ





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