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Home » Members » Member Resources » Roadmap to Success

The Georgia Chapter of the Financial Planning Association would like to thank the committee for reviewing our efforts during this past year.  Our Executive Committee welcomes any questions, comments, or need for clarification on any of the information supporting the chapter’s goal of being recognized as a leading chapter among the Financial Planning Association.

Chapter Operations
1.1 Chapter Officer Job Descriptions
1.2 June 30, 2012 Financial Statement
1.3 Organizational Chart
Chapter Leadership
2.1 FPAGA Mission & Vision Statement  
2.2 2012 Strategic Plan
2.3 3 Year Strategic Plan Matrix
Public Relations & Public Awareness
3.1 Financial Planning Week Brochure
3.2 Financial Planning Week Proclamation
Estate Planning Institute Brochure
Member Outreach
4.1 Regional Conference Agenda
4.2 Newsletter Sample – Summer 2012
4.3 GSCPA Memorandum of Understanding
4.4 NAPFA Memorandum of Understanding
4.5 Hospice Memorandum of Understanding
4.6 Scholarship Guidelines
4.7 Scholarship Application
2011 – 2012 Educational Programs
Member Recruitment & Retention
6.1 FPAGA Membership Work Plan
Tools & Resources
2012 Roadmap to Success Brochure
2012 Roadmap to Success Application

2012 Roadmap to Success – Completed Document
2011 Roadmap to Success – Completed Document
2010 Roadmap to Success – Completed Document

2009 Roadmap to Success – Completed Document

Contact

FPA of Georgia 3227 S. Cherokee Lane Suite 1320 Woodstock, GA 30188 Work: 770- 516-8322 Fax: 770- 516-0236
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