We want to be the local association which shapes the financial planning profession and be the premier resource to advisors in their career endeavors.
The Financial Planning Association of Tulsa’s mission is to promote the highest standards of the profession through networking and education opportunities for its members and to raise the public’s awareness of the need for financial planning.
Our motto is “fascinating, fun, and full of CE.” We’re always looking for new ideas, and we welcome fresh, new help on all of our committees. Many of our initiatives are described here...
Generally held the first Wednesday of every month, these usually offer CE for CFP® professionals. We strive to provide education on specific investment products as well as broader financial planning issues. Some of our most popular recent topics have included Indian benefits, elder law, precious metals exchanges, and state insurance commissioner insights.
Focus on networking with allied professionals. We enjoy ourselves and deepen our relationships on “field trip” style events to new, unusual, or fascinating projects, restaurants, and events. In the past, we’ve toured the Brady District and the downtown PhilTower condominium re-development project; Inverness and Montereau assisted living and long term care facilities; Jr Achievement’s “Biz Town”; a hockey game at the brand new BOK Event Center; a landscape expert (after the great ice storm), and an historical schoolhouse renovation project funded with tax credits, to name just a few.
To support our primary aim, fostering the value of financial planning and advancing the financial planning profession, our Public Relations and Pro Bono committees coordinate our volunteer efforts. Our members are recruited regularly through these committees by local and national media sources to comment on current financial issues. Semi-annually, we usually participate in the fund-raising events for National Public Radio. We have also taught financial literacy classes in a joint effort with the Community Action Project and retirement planning modules at OSU Tulsa.
Throughout the year, many of our members volunteer for Junior Achievement’s joint program with FPA to increase literacy among students. We have members who participate in a “Day at the Capitol” to garner local political attention and in the fall we coordinate local events for national Financial Planning Week.
New members and others interested in getting more involved with the Financial Planning Association of Tulsa are invited to the Orientation Breakfast. Usually co-hosted by the Membership Director and the President of the chapter, the meeting members get to know other new members and learn about opportunities to volunteer.
In addition, sponsorships from our business partners and many of our speakers help to keep our machine “lubricated,” and we treasure these relationships. Contact us for more details on the benefits of supporting our efforts, including listings in our newsletter, meeting announcements, and website.