• Thursday, July 30, 2015 12:22 PM | Stephanie Weadock (Administrator)

    CFP(R) and Arizona State Department of Insurance Continuing education credits for the FPA of Greater Phoenix July 22nd program have been processed. 

     

    Please contact the administrative office at 602-840-2900 or admin@fpaofphoenix.org with any questions and/or assistance needed.

  • Monday, July 27, 2015 10:10 AM | Melissa Kemp (Administrator)

    Register for FPA BE- Boston 2015 Today

    FPA

     

    National Media to Join FPA® Annual Conference

    Bloomberg Radio “The Bloomberg Advantage” will broadcast live from the exhibit floor on Monday, Sept. 28 from 10:00 AM – 2:00 PM. The daily, national radio show provides in-depth interviews and analysis of enterprise companies, tech ideas and the day’s top markets, finance and business news. The show is hosted by: Carl Massar, Cory Johnson and Vonnie Quinn.

    CNBC Sharon Epperson, CNBC’s senior personal finance correspondent and host of CNBC Digital’s top original video series, "Retire Well," will moderate an interactive panel discussion with AARP and FPA leaders on new Social Security research that is being conducted by the two organizations. The panel will uncover key research findings on Social Security that are highly relevant to the retirement planning you are doing for your clients.

    Early bird pricing has been extended until 8/14!  
    Register now using Promo Code CLBE15 for only $499.

    Register Today
     

     

     Also - You're Invited!

    As a chapter leader, you will have access to the Chapter Leader VIP Lounge to connect with chapter leaders and FPA staff. There will be snacks, beverages, and a small gift waiting for you. Come by to share ideas or just relax!

     

    Community

    Linkedin

    Facebook

    Twitter

    YouTube


  • Wednesday, July 22, 2015 3:43 PM | Anonymous


  • Tuesday, July 21, 2015 5:49 PM | Melissa Kemp (Administrator)

    President Darin Shebesta and President Elect Marcus Johnson are building their nominating committee now, and will be taking time in August and September to  seek out leadership for the chapter for 2016.


    If you would like to know more about how the Chapter operates, and might be interested in taking a leadership role on, please let Darin and Marcus know!


    You can reach Darin via email at: President@FPAofPhoenix.org, and Marcus at:  Marcus@JohnsonPlan.com.



  • Tuesday, July 21, 2015 5:25 PM | Melissa Kemp (Administrator)

    "If any of the Advisors would like to attend a Valley Estate Planners breakfast meeting they can contact me.  I will be happy to take them as my guest.  The monthly meetings are held the third Thursday of the month, at 7 AM, at the Arizona Country Club.  We take a break during the summer, no meetings in June, July, and August.”


    You can reach Christine at  480-596-4336.

  • Tuesday, July 21, 2015 4:53 PM | Melissa Kemp (Administrator)

    Here is a link to a Huffington Post Article on Reverse Mortgages...they are truly becoming a mainstream financial tool for enhancing portfolio liquidity options.  Hmmm...

  • Tuesday, July 21, 2015 12:58 PM | Melissa Kemp (Administrator)

    For further information about this Advocacy Update, contact Chris Palermo, our Advocacy Director.


  • Tuesday, July 21, 2015 12:49 PM | Melissa Kemp (Administrator)

    So many chapter members did so much to help wish retiring FPA director JoLynne Hutchinson a bon voyage by funding the first cruise to celebrate her new found time and freedom with her husband.


    Here's my note from JoLynne...I'm sure her hands must have cramped some from recognizing the broad base of support.  As she well knows, the FPA of Greater Phoenix is an exceptionally warm and caring group of people.


    You are missed JoLynne!




FPA
of Greater Phoenix

480-483-9035
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Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
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