1st Quarter - Report

THE RABEN GROUP for THE FINANCIAL PLANNING ASSOCIATION

Firm
Client
Income
$75,000
Expenses
—

What was lobbied

5 issue areas, each in the filer's own words, with who lobbied on it and where.

Banking BAN

Advocating for fiduciary standards of care, independent advisor oversight, and tax and retirement savings that would benefit consumers and the financial planners who serve them.

LobbyistCovered position, as disclosed
FRANCELLA CHINCHILLA —
CHRISTOPHER CORMIER —
DANIEL PENCHINA —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities FIN

Advocating for fiduciary standards of care, independent advisor oversight, and tax and retirement savings that would benefit consumers and the financial planners who serve them.

LobbyistCovered position, as disclosed
FRANCELLA CHINCHILLA —
CHRISTOPHER CORMIER —
DANIEL PENCHINA —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Taxation/Internal Revenue Code TAX

Advocating for fiduciary standards of care, independent advisor oversight, and tax and retirement savings that would benefit consumers and the financial planners who serve them.

LobbyistCovered position, as disclosed
FRANCELLA CHINCHILLA —
CHRISTOPHER CORMIER —
DANIEL PENCHINA —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Insurance INS

Advocating for fiduciary standards of care, independent advisor oversight, and tax and retirement savings that would benefit consumers and the financial planners who serve them.

LobbyistCovered position, as disclosed
FRANCELLA CHINCHILLA —
CHRISTOPHER CORMIER —
DANIEL PENCHINA —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Retirement RET

Advocating for fiduciary standards of care, independent advisor oversight, and tax and retirement savings that would benefit consumers and the financial planners who serve them.

LobbyistCovered position, as disclosed
FRANCELLA CHINCHILLA —
CHRISTOPHER CORMIER —
DANIEL PENCHINA —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.