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Upcoming Meetings - (Please do not call the facilities for
information about this session; please call 480/483-9035 for information
about FPA activities).
Click here for the Lifelong
Learning Guide
Brand New!
FPA of Greater Phoenix
Sample Podcast
Upcoming Events
May 14th
2nd Annual FPA of Greater Phoenix Charity Classic at ASU Karsten
Golf Club (map)
Benefiting Junior Achievement of Arizona (See
Flyer for details)
Registration*:
Registration is now closed for Players and Sponsors.
May 28th
Wed. All Day Spring Symposium at Orange Tree
Golf Resort (map)
“Behavioral Diagnostics & Portfolio Precision -
Leveraging financial DNA with cutting edge asset strategies”
Special Guest Speakers: Richard Ferri:
See Symposium
Brochure
Hugh Massie:
See Symposium
Brochure
Bryce James:
See Symposium
Brochure
Registration*:
PLEASE NOTE- If you are only registering YOURSELF, click on your
selection and then use the 'Checkout'
button. If you are registering MORE THAN ONE PERSON, begin by clicking
on the first person's registration and then use the 'Continue Shopping'
button on the next page to add additional registrations.
| |
Member |
Non-Member |
| Pay Online by 12:00PM on Friday, May 23rd |
$180 |
$265 |
| Pay At The Door (Cash or Check, No Credit
Cards) |
$200 |
$315 |
*Cancellation Policy:
Reservations are due by noon on Monday prior to the Symposium.
Reservations made prior to that can be cancelled by noon on Monday prior to
the Symposium to be reimbursed for the meeting charges. After noon on
Monday prior to the Symposium, there will be no reimbursements issued.
June 13th
Fri. Jam Session at Ameriprise Financial Advisors -
11811 N. Tatum Blvd., Ste #1030 - North side of bldg., their own
separate entrance (map)
2:00-5:00PM
Special Guest Speaker: Susan Galvan:
HOLISTIC FINANCIAL PLANNING: TRANSFORMING CLIENT RELATIONSHIPS
Three Hours CE Credit
PLEASE NOTE- If you are only registering YOURSELF, click on your
selection and then use the 'Checkout'
button. If you are registering MORE THAN ONE PERSON, begin by clicking
on the first person's registration and then use the 'Continue Shopping'
button on the next page to add additional registrations.
| |
Members |
Non-Member Guests |
Repeat Non-Member Guests |
| Pay Online by 12:00PM on Monday, June 23rd |
$40.00 |
$45.00 |
$55.00 |
| Pay At The Door (Cash or Check, No Credit
Cards) |
$45.00 |
$50.00 |
$60.00 |
*Cancellation Policy:
Reservations are due by noon on Monday prior to the Chapter meeting.
Reservations made prior to that can be cancelled by noon on Monday prior to
the Chapter meeting to be reimbursed for the meeting charges. After
noon on Monday prior to the Chapter meeting, there will be no reimbursements
issued.
June 25th
Wed. Luncheon Chapter Meeting at Orange Tree Golf Resort (map)
Special Guest Speaker: Matt Neubert: Director of the Securities Division of the AZ
Corporation Commission
One Hour CE, followed by Two Hour CFP Ethics CE Session
PLEASE NOTE- If you are only registering YOURSELF, click on your
selection and then use the 'Checkout'
button. If you are registering MORE THAN ONE PERSON, begin by clicking
on the first person's registration and then use the 'Continue Shopping'
button on the next page to add additional registrations.
| |
Members |
Non-Member Guests |
Repeat Non-Member Guests |
| Pay Online by 12:00PM on Monday, June 23rd |
$40.00 |
$45.00 |
$55.00 |
| Pay At The Door (Cash or Check, No Credit
Cards) |
$45.00 |
$50.00 |
$60.00 |
*Cancellation Policy:
Reservations are due by noon on Monday prior to the Chapter meeting.
Reservations made prior to that can be cancelled by noon on Monday prior to
the Chapter meeting to be reimbursed for the meeting charges. After
noon on Monday prior to the Chapter meeting, there will be no reimbursements
issued.
June 25th
Wed. CFP Ethics Session at Orange Tree Golf Resort (map)
Two Hour CFP Ethics CE Session,
2:15-4:15PM
PLEASE NOTE- If you are only registering YOURSELF, click on your
selection and then use the 'Checkout'
button. If you are registering MORE THAN ONE PERSON, begin by clicking
on the first person's registration and then use the 'Continue Shopping'
button on the next page to add additional registrations.
| |
Members |
Non-Member Guests |
| Pay Online by 12:00PM on Monday, June 23rd |
$45.00 |
$55.00 |
*Cancellation Policy:
Reservations are due by noon on Monday prior to the CFP CE Ethics session.
Reservations made prior to that can be cancelled by noon on Monday prior to
the CFP CE Ethics session to be reimbursed for the meeting charges. After
noon on Monday prior to the CFP CE Ethics session, there will be no reimbursements
issued.
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