TALLAHASSEE, FL (October 17, 2023) – The Financial Planning Association® (FPA®) of Florida Council successfully obtained a state-wide Resolution signed by Florida Governor Ron DeSantis and members of the Florida Cabinet, including Attorney General Ashley Moody, Chief Financial Officer Jimmy Patronis, and Commissioner of Agriculture Wilton Simpson, recognizing October as Financial Planning Month. This Resolution reinforces the FPA of Florida’s efforts to empower the citizens of the state by “bringing together greater cohesion to the disparate aspects of their financial lives, by enhancing their financial literacy, and by offering professional guidance to some of the most important decisions and habits of their lives.”
Championed by the co-founding director of FPA of Florida, Michael Zmistowski, with additional support from the FPA of Florida Advocacy Team and FPA member Glenn Sanger-Hodgson, the Resolution will be used by FPA of Florida and its eight state chapters to educate the public on the benefits of working with a financial planner to “get your finances and budgets in order.”
“Designating October as Financial Planning Month in Florida is a win-win for our financial planning community and residents of all ages and income levels,” said FPA of Florida Council President Veronica Jolliff, CFP®. “The Resolution validates the benefit of building a financial plan with a financial planning professional that understands, upholds, and endorses the principles of a sound financial planning process.”
Furthermore, professionals in the financial planning profession across Florida and students studying finance at Florida state colleges and universities who aspire to become CERTIFIED FINANCIAL PLANNER™ professionals or who want to improve their understanding of the breadth of services financial planners deliver are encouraged to review the tenets listed in the Resolution for further guidance.
The Resolution also provides another avenue through which Florida FPA members can educate new Florida residents on the many benefits of financial planning as domiciled residents of Florida. It further helps dispel a common myth that only the wealthy can access or afford a financial planning professional and uncover opportunities where all individuals and families – no matter their net worth and even before they have assets to invest – can begin to build a plan to manage their financial goals and attain their dreams.
A copy of the signed Resolution is available on the FPA of Florida website at www.financialplanningflorida.org.
About the Financial Planning Association of Florida
The Financial Planning Association® (FPA®) of Florida was started in 2004 by a group of concerned Florida chapter leaders who wanted to strengthen efforts in collaboration and develop a political advocacy arm at the state level. Its mission has evolved over the years to include being a resource for best practices, greater public relations outreach, regional leadership training, and acting as the unified voice to the state government on behalf of the eight individual Florida chapters and its 1,104 members. The FPA of Florida is an indispensable force in preserving and advancing the professional financial planning profession. Learn more about the FPA of Florida at www.financialplanningflorida.org.