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    Advocacy

    Your Voice Matters!

    You and your fellow FPA members are the voice of the financial planning profession.

    Advocacy is both a core strength of the Financial Planning Association and something we are deeply passionate about.  As an FPA member, your contributions are the single most important component in fostering the healthy, sustainable growth in the financial planning profession.  Individually, we may struggle to drive true change forward, but together, there's nothing we cannot achieve.

    FPA is uniquely poised to advocate on behalf of you, our members, and to provide opportunities for you to have your voices heard on issues of importance to you,
    your business, and your clients.

    Are you interested in influencing the decisions that impact the direction of your profession?

    Take advantage of this opportunity to join your peers in advocating for the profession you care about!

    To learn more about our Chapter's Advocacy Committee,
    please contact our Chapter Executive, Elissa Weick 

     


    Albany, NY                                                  Washington D.C.

     

    Take Action!

    FPA joined a Coalition with the Investment Adviser Association (IAA), CFP Board, Financial Services Institute and the National Association of Personal Financial Advisors. We are asking Congress to restore and expand the tax deduction for financial advice. 
    Here's what you need to know:

    ♦ Prior to the Tax Cuts and Jobs Act (TCJA), Congress recognized the value of professional investment and financial planning advice by providing a tax deduction for those services. Congress repealed this deduction in 2017 when it passed the TCJA.

    ♦ FPA is asking Congress to restore and expand the tax deduction for investment advisory fees without the 2% adjusted gross income (AGI) threshold which was a part of
    the pre-2017 law.

    Please take a moment to show your support by reaching out to Congress

    CLick herE to Email Congress DIRECTLY