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Greetings FPA Members in California,

FPA of California is pleased to inform you about our next official visit to Sacramento on Tuesday, March 3rd, and we would like to invite you to attend along with those of us who serve on FPA of California.

This will be our second Advocacy Day, building on the success of our inaugural event last August.  At our first Advocacy Day we met with legislators, key staffers and the then Controller (now Treasurer) John Chiang with whom many of our chapters have recently partnered on financial literacy events during the agency's Manage Your Money Week.  Our upcoming event will enable us to continue to cultivate those relationships and forge new ones with the incoming legislators elected last November.

We  provide training on the agenda and format, including talking points so that you can educate your state legislators as to who FPA is, the importance of financial planning to their constituents, our community service activities throughout California, and possibly current legislation of concern to our profession.

Please save the date, stay tuned for further updates and reply to [email protected] if you plan to attend or would like more information about the event. Also please let us know if you are personally acquainted with any legislators, especially in your own district, and could facilitate our introduction.

In the meantime, do not hesitate to contact me at [email protected], or your chapter's representative to FPA of California with your questions and input on our advocacy endeavors in Sacramento on your behalf!

Schedule of Events

Monday, March 2, 2015

4:00 pm - 7:00 pm
Check-in at Embassy Suites
(Note - Embassy Suites is the hotel of choice.)  

7:30 pm 
Dinner in Old Town Sacramento (restaurant TBD), including "light training"

 

Tuesday, March 3, 2015

7:30 am
  Embassy Suites, private room: Breakfast & training with Karen Nystrom
       

9:00 am - 3:00 pm
  (If available): appointments with state officeholders and/or regulators       
10:00 am -3:00 pm
  Capitol: appointments with legislators

4:00 pm
(Optional): debrief at TBD location for those that can make it

 


Regards,



Curt Weil, CFP�
President, FPA of California
624 University Avenue
Palo Alto, CA 94301
650-814-2893