Committees
Membership Committee
Membership Committee
Chair: Mary Dunlap, CFP®, MBA
Mary Dunlap Business & Financial Systems Consulting
phone: 877-563-0540
marydunlapconsulting@verizon.net
The committee meets by teleconference at 4:00 PM on the third Monday of each month:
September 20
October 18
November 15
December 20
To join the call, contact Mary Dunlap, who will provide dialing specifics.
Education Outreach Sub-committee
Chair: George Jankiewicz, CFP®, CPA
United Planners
phone: 410-494-1818
gsjankiewicz@unitedplanners.com
Refer a Colleague
As a member of the Financial Planning Association® (FPA®), you have a network of like-minded professionals at your fingertips.
Whether you are just starting out in your career or have built your business throughout the years, there will be times when you may need extra resources, industry insight and a professional network.
At FPA, we believe that the larger your network, the more connected you are to the financial planning community.
When referring new members to FPA you can: Expand your network; Grow the profession; Enjoy recognition among your peers; and Make a positive impact at the chapter level.
Member-Get-A-Member Program
Here is how the Member-Get-A-Member (MGAM) program works:
For each referral that joins FPA as a paying member, you will receive:
Savings
Receive a coupon toward your annual membership dues. The more people you refer, the more you save!
Recognition
You will also earn credit toward our newly introduced recognition program. The program will run on a yearly basis to coincide with FPA's Annual Conference and will have five cumulative levels:
• 1-star: Refer 3-5 paying members
• 2-star: Refer 6-9 paying members
• 3-star: Refer 10-14 paying members
• 4-star: Refer 15-19 paying members
• 5-star: Refer 20 or more paying members
AND, Be Entered Into A Monthly Drawing
In addition, FPA has teamed up with resorts from across the country to sponsor the Member-Get-A-Member program. With each referral that joins FPA as a full-paying member, both you and the joining member will be entered into a monthly drawing to win a stay at one of the amazing participating resorts. These resorts have graciously offered free rooms in exchange for advertising space throughout this campaign. So, there is no cost to FPA and no cost to you.
It Only Takes a Few Minutes to Help Transform the Profession
REFER A MEMBER
Thank you for helping us to create a world where everyone thrives and prospers!
We would like to thank you for your continued commitment to FPA and the financial planning profession. With your support, we are creating greater visibility, stature and recognition as a true profession and have taken our rightful position as a trusted source in the public dialogue about how consumers can benefit from competent and ethical financial planning.