As financial planning professionals, your insights and expertise are invaluable to shaping the policies that impact our profession, clients, and communities. Now is the time to take action and make sure your voice is heard by those who represent us at the local, state, and federal levels. Scheduling a one-on-one meeting with your local representatives is an effective way to advocate for the issues that matter most to you and the clients you serve.
Why should FPA members schedule these meetings?
- Advocate for Our Industry: Help ensure that financial planning remains accessible, effective, and fair for all.
- Shape Policy: Direct conversations with policymakers allow you to explain the real-world impact of legislation on your practice, your clients, and the financial planning profession.
- Build Strong Relationships: Establish yourself as a resource and trusted voice for financial literacy, planning, and policy decisions.
- Protect Your Clients' Interests: Speak up on issues like tax policy, retirement security, financial education, and regulatory changes that directly affect your clients' financial futures.
How to Schedule Your Meeting?
- Find Your Representatives: Click here to find your Michigan House of Representative. Click here to find your Michigan Senator.
- Contact Their Office: Call or email their office to request a meeting. Be clear about your role as a financial planner and the topics you'd like to discuss.
- Prepare Your Points: Click here for a "How-To Guide".
- Attend Your Meeting: Be concise, respectful, and focused. Your goal is to inform and build a meaningful dialogue for long-term impact.
FPA members, this is your chance to make a difference.
Missed the Recent Training? Watch the Recording Here!
If you were unable to attend the recent training session led by Lauren Looney, ESQ FPA Public Policy Council, on how to set up meetings with local representatives, don't worry! You can still access all the valuable information and insights shared during the session.
In this training, Lauren covered:
- Best practices for scheduling meetings with local representatives
- Tips for effective communication and advocacy
- Key points to address in your meetings to make the most impact
- How to build long-term relationships with policymakers
If you are interested in scheduling an in-district meeting please fill out your interest form here: Click Here.
Still have questions? Feel free to contact Julie Hall or Nick Nauta – Advocacy of Michigan Chairs.