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Helping Fellow Advisors After Katrina

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Marv Tuttle, the executive director of the Financial Planning Assocation, announced September 8 that the FPA has created an online bulletin board at, designed to bring together advisors who have been affected by Hurricane Katrina and advisors who can provide help to those advisors. At the site, advisors–whether they be FPA members or not–can either request assistance or offer it. Some 800 FPA members practice in the areas affected by the hurricane.

Coordinating the effort is the FPA’s Laura Garrison, who can be reached at 800-322-4237, ext. 7189, or [email protected]. Garrison said the clearinghouse will be called the Hurricane Relief Center, and will eventually be used to serve advisors and consumers.

Tuttle’s letter points out that at the request of the American Red Cross, the FPA is holding off on providing pro bono financial planning counseling and donations of food and clothing for “two or three weeks while rescue and relocation efforts continue.”

Those who wish to make cash donations to the Red Cross can do so through the unique FPA-Red Cross URL, The association has also compiled a list of disaster-related links and resources at

Finally, those FPA members who wish to volunteer their services to the public can sign up at, or contact the FPA’s Clara Lipson at 800-322-4237, ext. 7147.


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