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

July 10th, 2019

Women in Financial Planning Luncheon

Join your peers for a relaxed luncheon to share ideas, mentor-ship opportunities, common experiences and getting to know other professional women in the fast growing financial planning industry.

 

Click here!

Event Details: 

Wednesday, July 10th, 2019

The City Club

$20 per person, all inclusive

RSVP by July 6th

Please mark you calendars for our upcoming 2019 meeting dates!

Thursday, August 1st – Doug Allen with Nationwide- HSAs
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