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

October 3rd, 2019

“Equity Market Outlook” Presentation by John Erickson, CFA

We are excited to welcome Jon Erickson, CFA, Senior Vice President, Research with First Trust to present at our October luncheon. Jon’s topic is the 2019 Equity Market Outlook. The luncheon will be held at Juban’s Restaurant on Thursday, October 3rd. Doors will open at 11:30 and the presentation will begin at 12.

CFP and Insurance CE have been applied for.

Tickets for the event are $30 each.

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

Eventbrite Link

Event Details: 

Thursday, October 3rd, 2019

Juban’s

$30 per person

Please mark you calendars for our upcoming 2019 meeting dates!

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:

 

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First Protective