One Thing Leads to Another…Get involved and make a difference! If we all just did ONE THING, imagine the impact we can have on our Chapter and on shaping our profession!

FPA Committees that would welcome YOU….

Career Development: Be a mentor; reach out to students; encourage new financial planning professionals.

• Speak on a topic of your choice at a Student Forum meeting
• Help launch a study group for new professionals
• Join the Committee to help define and implement new programs
• Create an internship position in your office and post the offering on the FPASV website

Consumer Awareness: Elevate public awareness; promote financial literacy.

• Write an article on a non-investment topic for your local community newspaper and post it to our new blog

Legislative Affairs: Help shape legislation and the future of the profession.

• Volunteer for the FPA Financial Planning Clinic during Financial Planning Week
• Write a letter to your representative expressing your views on pending financial regulation
• Listen in on a FPA Government Affairs conference call
• Volunteer to be a part of a region wide effort to educate members on pending California legislation that would affect financial planners and advisors

Public Relations: Enhance your visibility and be seen as a financial planning resource.

• Volunteer to be a content editor or reviewer for our website
• Volunteer to be a photographer and reporter for one FPA sponsored event then write an article for our website

Member Communications: Sharpen your communication skills; engage members in FPA MA events.

• Convince one of your non-member colleagues to attend a chapter meeting and introduce them to at least 3 members
• Give a presentation on the benefits of being an FPA member to a company that employs CFPs

Membership: Increase Chapter membership.

• Help plan a social event
• Distribute membership information at the quarterly meeting
• Make telephone calls to welcome new members
• Join an advisor practice group

Pro Bono: A call to action… give the gift of education through large-scale initiatives.

• IMMEDIATE:
  • Volunteer with Tax Aid on 2/27, 3/6 or 3/13 in Daly City
  • Volunteer for “VITA” (Volunteer Income Tax Assistance)
• Assist military while on active reserves with educational seminars and one-to-one sessions
• Support local schools through Junior Achievement (JA) programs
• Help Foster Youth with Financial Literacy Projects
• Give back to those in need during Financial Planning Week
• Promote Financial Literacy at local libraries
• Volunteer to be a part of planning a regional financial planning fair for Financial Planning Week 2011
• Volunteer at or for a non-financial charity

Partnerships: Create alliances with partners.

• Draft a survey to evaluate partner’s satisfaction
• Meet with partners at a quarterly roundtable
• Welcome partners who exhibit at a quarterly meeting
• Volunteer to be on the partnership committee and help establish excellent relationships with our current partners
• Arrange to meet with one of our current partners and interview them on how they feel about their relationship with our chapter

Programs: Infinite Possibilities: Integrating our Life and Profession with Education and Inspiration.

• Suggest topics and speakers for educational programs
• Reach out to an author who has stimulated your professional thinking
• Review and critique a potential speakers’ presentation in your area of expertise
• Share your expertise on a topic of your choice as a speaker at a Brown Bag lunch
• Locate a meeting room(s) on the Peninsula for future Brown Bag lunch meetings
• Volunteer to interview an upcoming speaker and write an article for our website
• Recruit an inspirational speaker to for a future chapter meeting

Here are SOME Things….. What will your ONE thing be?

• Speak on a topic of your choice at a Student Forum meeting
• Write an article on a non-investment topic for your local community newspaper and post it to our new blog
• Volunteer for the FPA Financial Planning Clinic during Financial Planning Week
• Volunteer to be a content editor or reviewer for our website
• Convince one of your non-member colleagues to attend a chapter meeting and introduce them to at least 3 members
• Help plan a social event
• Volunteer with Tax Aid on 2/27, 3/6 or 3/13 in Daly City
• Volunteer for “VITA” (Volunteer Income Tax Assistance)
• Volunteer to be on the partnership committee and help establish excellent relationships with our current partners
• Suggest topics and speakers for educational programs
• Give a presentation on the benefits of being an FPA member to a company that employs CFPs
• Suggest topics and speakers for educational programs
• Reach out to an author who has stimulated your professional thinking

Get Inspired... Get Involved... Join a Committee!

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