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

August 1st, 2019

HSA Presentation by Doug Allen from Nationwide

We have been happy to have such high attendance for our luncheons during the first half of the year. We hope you will join us for the August 1st luncheon to hear Doug Allen from Nationwide present on the topic of HSAs.

Tickets for the event are $30 each. Please help us by getting your reservation in by July 30th.

Don’t forget that you can pay $210 in advance and get 8 luncheons for the price of 7. Please register via the Eventbrite link below or if you have prepaid lunches, respond to this email to let us know you will attend. We hope to see you there on August 1st!

Click here!

Event Details: 

Thursday, August 1st, 2019

Juban’s

$30 per person

RSVP by July 30th.

Please mark you calendars for our upcoming 2019 meeting dates!

Thursday, September 5th – Super CE- Retirement (11-1)
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:

 

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First Protective