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Members and Friends of the Academy of Financial Services,

As voted unanimously by the Board of Directors, AFS will be meeting in Boston in October of 2008.  We will meet in association with the Financial Planning Association (FPA).  We will continue to meet in conjunction with FPA for the foreseeable future.  Given the mission of the AFS, the FPA is the "natural fit" for our group. 

By meeting with the FPA, we anticipate being able to attract presentations from all areas of financial planning.  Under our current setup, we have too often been see as "FMA lite."  Our recent meetings have seen a large number of investment and corporate submissions, with many of them only tangentially related to financial planning.  The FPA brings together practitioners and academics in all fields of financial planning.  There are about 30,000 members of FPA; some 3,000 members and friends of FPA attend their annual meeting.  Meeting with the FPA allows the Academy exposure to a large number of planners, regulators, and researchers.  As an added bonus, note that the CFP Board of Standards intends to hold their Program Directors meetings in association with FPA meetings.

I hope you share my excitement regarding this new direction for AFS.

Francis E. Laatsch, Ph.D., CFA®, CFP®,CFP®
Ashel G. Bryan / Sky Bank Professor
2007 President, Academy of Financial Services


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