FPA of Michigan Advocacy

Are you passionate about the future of financial planning? Join your fellow members working hard to affect legislation that impacts the profession you care about.

Take a minute to watch the video above to learn about FPA of Michigan Advocacy!
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FPA Advocacy is dedicated to protecting and growing our businesses and elevating the financial planning profession. Following are some key areas that FPA is Advocating for: 

  • FPA believes that supporting financial literacy can elevate the financial planning profession and grow the number of financial planners.
  • FPA Advocates to protect vulnerable adults from financial exploitation.
  • One profession/one designation.
  • Distinguishing financial planning from other types of financial advice. 
  • FPA supports the deductibility of financial planning fees and opposes the taxation of financial planning services and financial transaction taxes.
  • FPA supports regulation which allows financial planners to use traditional and non-traditional fee models. 

If you are interested in learning more, contact FPA of Michigan Advocacy Committee Chair, Nick Nauta, at nnauta@srbadvisors.com.

Committee Members
Julie Hall, CFP®, CFT-I™, MSF

CURRENT ADVOCACY NEWS:

  • One-on-One In-District Meetings with Your Local Representatives:  Your Voice Matters!  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. To learn more, click here.
  • FPA Advocacy Resources: Click here for additional information.
  • Legislation or Regulation in the Your  State and Congress. Click here to find more information for Michigan Legislation and Regulation pertinent to financial planners. Please note, you must log-in before you can access the page.