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Board of Directors
Teams
Leadership Message



 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Teams

 
 

We value our members and recognize that as a volunteer organization it takes various skills and knowledge to operate effectively. We have nine committees who work together toward the following goals:

Career Development – To help new planners break into our growing profession and to help all planners learn about opportunities for growth and advancement.

Corporate Partnerships – To gain financial support for our non-profit association goals and to provide interaction between our members and the companies that can provide products and services to assist in meeting the needs of clients.

Council Liaison - To expand chapter member meetings (Councils), member networking opportunities and community events to new areas throughout the state.

Government Relations – to represent members’ interest before local lawmaking bodies, as well as to stay informed and have a voice in our government so that we can see that wise decisions are made to support all of our futures.

 

Large Firm Liaison - To develop relationships with key leaders of major firms within the financial community, promoting the value of financial planning and encouraging FPA membership and career development.

Meetings/Education – To provide opportunities for our members to gather and network and to provide speakers and other educational resources to help our members maintain their knowledge and skills and earn CE credits where possible.

Membership – To provide a variety of outreach opportunities for members, help the chapter grow and strengthen the financial community with strong and sound principles, as well as provide a forum to assist financial professionals in exchanging business ideas and getting to know each other better.

Pro-Bono – To give back to our communities in need. Pro Bono programs target low income individuals and families striving to build (or rebuild) assets and improve their lives, but cannot afford to engage a planner on their own.

Professional Liaison – To allow us to get to know other professionals to share expertise and find assistance we can trust.

Public Awareness – To provide opportunities to generate knowledge among consumers on the value of financial planning. We help to build a stronger financial community. FPAGA members with members from other profession organizations promote events during Financial Literacy month, National Healthcare Decision day, Financial Planning week and throughout the year that bring the community together.

 

Public Relations - To provide FPAGA news and updates in a timely, accurate manner to the local media and the financial planning industry. We help to build FPAGA as a resource for our local financial planning community with the media, the financial planning professionals and the consumer. Through our activities during April Financial Literacy month and October Financial Planning week as well as the various collaborative events with other like-minded professional organizations; we bring the news and the stories of these events to our members and to consumers.

 

Student Liaison - To promote the development of student chapters and maintain continuity among student chapters relative to events, career day, our chapter’s scholarship program and involvement all chapter member events.

Technology – To learn and share information and connect people effectively through our website.