PUBLIC RELATIONS COMMITTEE
Purpose:
To increase visibility of the FPA and its members!
What’s in it for you?
-Enhance your Public Relations skills to help your business!
-Increase visibility in your own community
-Meet other members and benefit from networking
Melinda M. Staab
Public Relations Committee Chair
melinda@prlatitude.com
760-295-8245
Ask Melinda Staab for more info or to join her committee.
PUBLIC AWARENESS COMMITTEE
Purpose:
To increase the public’s awareness of FPA SD and the financial planning profession
What’s in it for you?
-Enhance your Public Awareness and promotion skills to help your business!
-Increase visibility in your own community
-Meet other members and benefit from networking
Nathaniel Ritchison, CFP®
Public Awareness Committee Chair
nritchison@gmail.com
619-814-4100
Ask Nathaniel Ritchison for more info or to join his committee.
PRO BONO COMMITTEE
Purpose:
To Bring Financial Planning to those in need!
What’s in it for you?
-Help build and run pro bono programs that assist people in need, strengthen ties with our community, and raise awareness of the financial planning profession
Cathie Restivo
Pro Bono Committee Chair
cathier3@att.net
805-857-5900
Ask Cathie Restivo for more info or to join her committee.
GOVERNMENT RELATIONS / ETHICS / PROFESSIONAL ADVOCACY COMMITTEE
Purpose:
To advocate for the profession and inform members of key developments
What’s in it for you?
-Be an advocate for our members
-Learn/strengthen government relations skills!
-Learn about FPA & meet others
-Share ideas and have a voice in the future of FPA!
Cory T. Schmelzer, CFP®
Government Relations / Professional Advocacy Committee Chair
cory@retirementandtaxsolution.com
858-270-7705
Ask Cory Schmelzer for more info or to join his committee.
MEMBERSHIP COMMITTEE
Purpose:
To enlist new members &
retain existing members
What’s In it for you?
-Meet new friends & colleagues
-Network with your peers to share business ideas
-Help your industry’s association continue to THRIVE!
Lynn Buchholz, CFP®
Membership Committee Chair
lnbuchholz@aol.com
619-417-5731
Ask Lynn Buchholz for more info or to join her committee.
MARKETING
Purpose:
To have fun while we promote the nation’s best FPA chapter!
What’s in it for you?
-Learn or strengthen your marketing skills!
-Learn about FPA & meet others
-Share ideas and have a voice in the future of FPA!
Lisa Saxton
Marketing Team Chair
lisa.saxton@mossadams.com
858-627-5501
Ask Lisa Saxton for more info or to join her committee.
PROGRAMS
Purpose:
To Plan Interesting & Educational Quarterly Meetings!
What’s in it for you?
An opportunity to…
-Have a say in our guest speakers
-Get more involved in your association
-Give back to your community
Kevin Barrett, CFP®
Programs Team Chair
kevin@bfsconsulting.com
858-793-0513 x22
Ask Kevin Barrett for more info or to join his committee.
SYMPOSIUM COMMITTEE (formerly Planner Resource Day)
Purpose:
Plan an outstanding
Symposium!
What's in it for you?
-Be associated with one of FPA's premier events!
-Satisfaction of contributing to a vital organization
-Enhance your leadership skills!
Leslie S. Klein, CFP®
Team P.R.D. Chair
lklein@firstam.com
858-410-5755
Ask Leslie Klein for more info or to join her committee.
"CASINO NIGHT" PLANNING TEAM
Peggy A. Mengel
Ways and means committee chair
peggy.mengel@dnabehavior.com
858-485-1001
Ask Peggy Mengel for more info or to join her committee. |