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

November 7th, 2019

“Risk Management Solution for Clients” Presentation by Gene Plauche of First Protective

We are excited to welcome Gene Plauche of First Protective to present at our November luncheon. Gene will be presenting Risk Management Solutions for your clients. He will cover key questions to get the conversation started and will discuss Life, DI and LTC options. The luncheon will be held at Juban’s Restaurant on Thursday, November 7thg. 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, November 7th, 2019

Juban’s

$30 per person

Please mark you calendars for our last meeting of 2019!

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