Professional Issues Committee rolls out new awareness campaign

Training Webinar for Advocacy Day 2017
Below is the webinar and presentation hosted by FPA National's Director of Advocacy, Karen Nystrom, for FPA MN's 2017 Advocacy Day at the state capital on March 16.
Click for webinar access

The Professional Issues Committee started the year with a rollout of its new legislator awareness campaign. The goal of the campaign is to create a greater awareness of FPA MN by legislators via letters from FPA MN members to their own legislators. These initial letters serve to make legislators aware of the pro bono services that FPA MN offers to anyone who cannot afford a financial planner otherwise. The letters also offer the skills and expertise of the members of FPA MN to legislators looking for a better understanding of legislation that may impact the personal finances of Minnesotans or the financial planning industry.

The letter template can be downloaded here. Members should cut and paste the template onto their own letterhead. Members can add a personal note at the end if they know their legislator personally but it is not necessary. Any political or critical comment is not acceptable. You can follow this link to find the mailing address of one’s legislator. Be sure to also include a business card with the letter.

The Professional Issues Committee would like to keep in touch with legislators a couple times per year and expects to send another letter in the summer or early fall. The Professional Issues Committee would appreciate every member taking a few minutes to help develop a positive relationship between FPA MN and legislators. It is better to build and maintain such a relationship before a need arises.