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Dear Kristin,
Happy May!
In April, we hosted another great monthly webinar – ESG, It is Not What you Think it is. We have received positive feedback from our webinar series and as always, would love to hear your thoughts on how we can continue to engage with all of our members.
Our Smarter Planner Podcast, hosted by Belle Osvath, CFP ®, continues to produce informative and exciting content. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so please join Belle in her mission to become a smarter planner wherever you get your podcasts.
Members from our executive team spent this past weekend in Florida at our semi-annual Alliance Forum meeting. FPA Alliance Forum is a group inclusive of the 12 largest FPA members around the country. During our meeting we shared ideas, brainstormed how to make our chapter better, and received updates from FPA National. FPA National continues to move forward with the efforts of title protection. The FPA Board of Directors believes the legal recognition of the term “financial planner” through title protection is an acknowledgment that anyone proclaiming to be a financial planner meets threshold standards that protect consumers and advances the financial planning profession. Click here to learn more about the initiative and how to share your thoughts.
Don't miss out on annual Charity Golf Tournament at 1757 on May 22nd or the webinar on May 24th with Michael Townsend- Schwab's Washington Insider.
We hope you are as excited as we are about the upcoming events. As always, if you have any questions or suggestions, please don't hesitate to reach out to us.
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