Financial Planning Coalition Provides Advocacy Update
View the Financial Planning Coalition's advocacy update sent to key stakeholders on October 10, 2009.
The Financial Planning Coalition also held a panel discussion with an advocacy update at the Financial Planning Association's Annual Conference in Anaheim, Calif. on Sunday, October 11. During the discussion, the Coalition's board chairs – CFP Board's Marilyn Capelli Dimitroff, CFP®; FPA's Richard Salmen, CFP®, CFA®, CTFA, EA; and NAPFA's William T. Baldwin, J.D. – provided attendees with an update on the group's collaborative efforts to move forward, while helping to promote awareness of the issues and impact of the group's recent activities. Download an audio file of the panel discussion.