Advocacy Workshop at FPA of Greater Phoenix Online Event: 2020 Professional Development Showcase

Advocacy in Action with Matt Benson

Effective Advocacy for our profession with our legislators and regulators means you are:

Less likely to be adversely impacted by laws and rules that raise your costs and liabilities without adequate proven benefit,

More likely to see legislation that elevates the profession and solidifies your professional standing relative to other (nonfiduciary) financial service providers

More likely to be treated fairly by the CFP(R) Board of Standards should something bring you to their attention

Easier and higher credibility expanding consumer recognition and appreciation for financial planning in their professional service circles

During this 2 hour Workshop, experientially participate in active discussion with current legislators and regulators about policy issues impacting our planners in Arizona today. This is not a drill...this is how we do it. When you connect to this workshop, your voice and your thoughts become a part of the conversation and inform our 2021 chapter Advocacy priorities.

Matt Benson, CFP(R) Professional