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 1st, 2018

Tax Planning Luncheon

We are excited to welcome Rebecca Hinton, Special Council with Taylor Porter,  as  our presenter for the upcoming luncheon on Thursday, November 1st  from 12PM-1 PM. Rebecca will discuss the 2017 Tax Act areas that impact estate planners, and also federal cases and IRS developments in the past year that impact estate planning.

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, November 1st, 2018

Juban’s

11:30 A.M.

Please mark you calendars for our 2018 meeting dates!
December 6th – CFP Ethics presented by Milton Hamer
January 10th – The State of the Economy presented by Dr. Loren Scott

 

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