• Wednesday, March 30, 2016 9:12 AM | Stephanie Weadock (Administrator)

    CFP(R) continuing education credits for the FPA of Greater Phoenix March 23rd program have been processed and granted to attending CFP(R) certificates.

     

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

  • Wednesday, March 02, 2016 1:24 PM | Stephanie Weadock (Administrator)
    Join us in congratulating FPA longevity membership:


    Brent L. Wulbrech, CFP(R) 5 years
    Lori Booth-Houle, CPA, CFP(R) 10 years
    Karekin G. Kaprelian, CFP(R), ChFC(R) 10 years
    Elizabeth Shabaker, CFP(R), EA 10 years
    Joyce Rolfes, CFP(R)  20 years


    Thank you all for your membership!

  • Tuesday, March 01, 2016 11:34 AM | Stephanie Weadock (Administrator)
    Join us in wishing a very Happy Birthday for the month of March to:


    Karen Meyer, CFP(R)

    Phillip Stice, CPA, CFP(R)

    Rachel Page, CFP(R), CLU, ChFc

    Mary Wilcox, EA, CFP(R)

    Kathie Barnes, CFP(R)

    Patrick Ertz, CFP(R)

    Marsha Goodman
    David Dietz

    Harry Calivas, CFP(R)

    Richard Forscutt

    Richard Walsh, CFP(R)

    Dominic Wycklendt, CFP(R)

    James Hatton, CFP(R)

    C. Angus Schaal, CFP(R)
    Kenneth Kilday, CFP(R)

    Brian Frederick, JD, CFP(R)

    Jeffrey Ellish, CFP(R)

    Aaron Brodt

    Christopher Hess, CFP(R), CPA/PFS

    Andres Ibarra, CPA, CFP(R)
    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month and day.
  • Monday, February 22, 2016 10:46 AM | Stephanie Weadock (Administrator)

    Members, the February 24, 2016 program handout is now posted to the presentations archives page for download.



  • Friday, February 12, 2016 10:44 AM | Melissa Kemp (Administrator)

    The inaugural Own Your Financial Freedom case study competition is going on right now. Although we don’t know how many student team submissions we will be receiving, we want to recruit more volunteers with expertise in finance and planning to be judges to help review and score the case study reports.


    All of us are scheduled to meet on Monday 3/7 at 11am at ACEE office to assign the case study reports for judging. 


    Here is the link to the Own Your Financial Freedom case study competition.  http://www.azecon.org/own-your-financial-freedom-case-study.html


    See you soon! Please invite your trusted financial specialists who are interested in becoming judges for this first round of judging. Thank you!!


    Warmest Regards,

    Elena Zee

    President & CEO

    Arizona Council on Economic Education

    3260 N Hayden Rd, ste 207, Scottsdale, AZ 85251

    O (480)368-8020 C (602)758-3905 Fax (480)368-8011

    www.azecon.org

     


  • Friday, February 12, 2016 9:56 AM | Stephanie Weadock (Administrator)
    Continuing education credits for the FPA of Greater Phoenix January 27th program have been processed and granted to certificates for CFP(R) and the Arizona State Department of Insurance.

     

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

  • Monday, February 01, 2016 2:48 PM | Stephanie Weadock (Administrator)

    Join us in congratulating FPA longevity membership:


    Theresa Chacopulousm CFP(R), CIMA:  15 Years

    Larry Mathis, CFP(R):  15 Years

    Brian Hartstein, MSFS, ChFC, CLU:  20 Years

    G. Wayne Neill, CPA/PFS, CFP(R):  25 Years

    Jared Daniel, CFP(R), CRPC(R), EA:  5 years

    Melissa Kemp, CFP(R), AEP:  15 Years

    Matthew MacLean, CFP(R), ChFC, CRPC:  5 Years


    Thank you all for your membership!

  • Monday, February 01, 2016 11:41 AM | Stephanie Weadock (Administrator)

    Join us in wishing a very Happy Birthday for the month of February to:



    William Tiani, CFP(R), CASL

    J. Donald Larkin, CFP(R)

    Jon Engebretson, CFP(R)

    Marty Henne, CFP(R)

    James  Tomlinson, CFP(R)

    Kurt Gusinde, CFA, CFP(R)

    Susan Ashley, CFP(R)

    Dennis Rogers, CFP(R), CPA

    Neal Van Zutpphen Jr., M.S., CFP(R)

    Robert Volk, CFP(R)

    John Pfaffmann, CFP(R)

    David Buskirk, CFP(R)

    Jeffery Jablonski, CFP(R)

    Dawn Lloyd, JD, CFP(R), CRPC(R)
    Catherine Garcia, CFP(R)

    Brian Robinson, CFP(R)

    Heather Winston, CFP(R)

    Jason Ayala, CFP(R), CIMA(R)

    David Rich Jr., CFP(R), AAMS(R)

    Jaron Carmichael, CFP(R), CPA, PFS

    Xiomara Rodgers, CFP(R)

    Darin Shebesta, CFP(R)
    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month and day.
  • Tuesday, January 12, 2016 3:44 PM | Melissa Kemp (Administrator)


    Dear Melissa,

    I want to inform you that the FPA Board of Directors voted unanimously in November 2015, to transition our Standard of Care and Code of Ethics from a requirement of FPA membership to an official, organizational policy. This shift is effective Jan. 1st.


    Why did we make this change?

    FPA is not a regulatory or certifying body, but rather a voluntary professional membership organization and as a consequence of legal and resource issues inherent in developing and enforcing standards effectively, it is not in the best interests of our association and the profession to set standards that other bodies use to measure the ability to hold a license or certification. The Certified Financial Planner Board of Standards, the SEC and FINRA all set standards to ensure that those affiliated or bearing their marks are abiding by those standards. Most importantly, as a policy matter, FPA will take on the appropriate monitoring role to ensure that standard setting bodies are meeting their responsibility to advance the financial planning profession.


    What does this mean to me?

    While FPA will continue to hold our Code of Ethics and Standard of Care policies in the highest regard as a means to elevate the profession by influencing policymakers, regulators and legislators, it is simply no longer a requirement of membership. By clarifying the role of those policies in our association, we are cementing the role of FPA in the profession as the organization that grows and nurtures highly competent financial planners rather than one that certifies and regulates. FPA supports the CFP® marks as the best certification to build the financial planning profession around and as such, we will continue to be staunch advocates on behalf of CFP® professionals for the appropriate policies and rules that standard setting and regulatory bodies implement. We will also continue to support that our CFP® professional members uphold their fiduciary duty when providing financial planning to the public. FPA will use the disciplinary decisions from certification and regulatory bodies to determine continued membership in FPA and/or participation of members in certain programs and services.


    Is there anything I need to do?

    Over the coming days you will see the language to the Standard of Care Policy and Code of Ethics Policy updated on the OneFPA.org and PlannerSearch.org websites. We ask for your support by ensuring your chapter website, if it engages the Standard of Care or Code of Ethics, is also updated to reflect this change. Ensuring messaging is consistent on this shift is critical moving forward in accordance with the OneFPA Initiative and the Chapter Affiliation Agreement. You can find suggested language for your website in the new FAQs we have posted to the website.


    If you have any questions, please reach out to the following FPA staff:

    Karen Nystrom (Advocacy Team Leader) at knystrom@OneFPA.org
    Ben Lewis (Public Relations Team Leader) at blewis@OneFPA.org


    Thank you for your continued support of FPA.


    Sincerely,

    Pamela Sandy Signature

    Pamela Sandy, CFP®
    2016 FPA President




    _____________________________________


    Download the FAQ



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of Greater Phoenix

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