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

March 14th, 2019

“Estate Planning Updates” Presented by Carey Messina

We are excited to welcome back Carey Messina as our presenter for our next luncheon on Thursday, March 14th  from 12PM-1 PM. Carey will be primarily discussing issues concerning wills which are often overlooked as well as information on recent legislation and cases

Doors will open at 11:30 AM and the presentation will begin at noon.

1 Hour of CFP CE and Insurance CE will be applied for. 

In an effort to increase meeting attendance, the Baton Rouge Chapter of FPA would like to encourage anyone attending our meetings to invite colleagues, clients or other guests to attend as well. We have a dynamic lineup of speakers this year that span a variety of pertinent financial planning topics. FPA membership is not required to attend our luncheons. At this time we are offering non member ticket pricing for $30. Additionally, priority tables can be reserved for large groups. Help us continue to provide excellent speakers and content by attending our next luncheon with a guest!

Please register via the Eventbrite link below if you do not have prepaid lunches. If you have prepaid lunches remaining please respond to this email to let us know you will be attending.

Click here!

See you there!

Event Details: 

Thursday, March 14th, 2019

Juban’s

11:30 A.M.

Please mark you calendars for our upcoming 2019 meeting dates!
Thursday, May 2nd – Brandon Lagarde, Postlethwaite & Netterville, CPAs- New Tax Laws

Wednesday, July 10th-  Women’s Networking event at The City Club

Thursday, September 5th- Kent Harrison, Columbia Threadneedle Investments- Super CE

 

 

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