The Financial Planning Association celebrated its fourth annual Advocacy Days in our nation’s Capitol on June 20th and 21st. Eighty FPA members from across the country joined together to advocate on behalf of our profession. This year’s advocacy agenda centered around fiduciary and the bills seeking to disrupt the DOL’s implementation of the Conflict of Interest Rule. In addition, our members were able to educate staff and members of Congress on who the Financial Planning Association is, how our members are different than other financial services professionals, and our public policy agenda.
This was the first year that a half-day Symposium was held prior to our walk through the halls of Congress. Tuesday afternoon offered two seminars. The first was a panel discussion moderated by our own Florida member Charlie Fitzgerald, CFP® discussing the CFP® practitioners and fiduciary. The second was a panel of three experts discussing the DOL and RIAs, and how rollover recommendations should be documented. Interesting, the experts didn’t always agree.
Of the eighty people in attendance at this year’s Advocacy Days, the four members were from Florida: Ashley O’Kurley, CFP®, FPA of FL President and Miami Chapter member, Charlie Fitzgerald, CFP®, member of Central Florida, Hu Ross, CFP®, FPA of Florida Board member and member of Gulf States, Chris Draughon, CFP®, FPA of FL Chairman and Northeast FL chapter member. If you’ve ever wonder what its like to meet with your Congressional representative, or participate in our citizen democracy, you are highly encouraged to consider participating in our Advocacy Days. They really do make a difference.