Baton Rouge FPA Mission and Vision:

Mission

The mission of the Financial Planning Association of Baton Rouge is to advance the knowledge, skills, and integrity of its members; while educating investors about the value of working with a CFP(R),  CERTIFIED FINANCIAL PLANNER™ practitioner and using the financial planning process as a way to achieve their financial goals.

Vision

The Financial Planning Association of Baton Rouge aspires to enhance the general public’s perception of the financial planning process as well as fostering the highest standard of care and code of ethics among our local professionals.

Upcoming Events

September 5th, 2019

“Super CE” Presentation by Kent Harrison from Columbia Threadneedle

We are excited to offer a Super CE event with Kent Harrison from Columbia Threadneedle. The CE day will take place on Thursday, September 5th from 11am-1pm at Juban’s. Attendees will be eligible to receive 10 hours of CFP CE and 17 hours of insurance CE. This event is limited to 30 attendees.

Attendees will not be permitted to take the test if they are not registered with Columbia Threadneedle. Once you have registered with Columbia, you will receive an email confirmation. If you do not receive an email confirmation you are not registered. Please note no walk ins or same day registrations will be allowed.

Tickets for the event are $30 each. If you would like to attend the lunch but not participate in the coursework or test please respond to the email to let us know. The deadline to register is 12pm September 3rd.

Don’t forget that you can pay $210 in advance and get 8 luncheons for the price of 7.

Please note you must register twice for the event, once via the Eventbrite link below and also directly with Columbia Threadneedle on the following link:

Eventbrite Link

Columbia Threadneedle Link

Event Details: 

Thursday, September 5th, 2019

Juban’s

$30 per person

RSVP by September 3rd

Please mark you calendars for our upcoming 2019 meeting dates!
Thursday, October 3rd – First Trust- Market Update
Thursday, November 7th – Gene Plauche with First Protective- Risk Management
Thursday, December 5th – CFP Ethics (11-1)

 

 

Baton Rouge FPA proudly supports its partners! Click below to visit their websites:

 

PeopleFirst-KeanMiller_RGB

First Protective