• Tuesday, November 10, 2015 1:55 PM | Stephanie Weadock (Administrator)


    The November 17, 2015 FPA of Greater Phoenix is approved for 2 hours of CE for CFP(R) and Arizona State Department of Insurance.
  • Tuesday, November 10, 2015 1:51 PM | Stephanie Weadock (Administrator)
     

    V.I.P. Mortgage Named One of PBJ’s Best Places to Work 2015

    October 7, 2015 10:23 pm

    Best Places Logo 2015 4C Horz stacked v3


    V.I.P. Mortgage has been selected as one of the 2015 Best Places to Work by the Phoenix Business Journal for its commitment to employee engagement. The rankings of the companies on the Best Places to Work lists will be announced at a celebratory awards luncheon, Thursday, December 3 at the JW Marriott Desert Ridge. There will also be a special section in the Dec. 4 edition of the magazine.

     

     


  • Monday, November 09, 2015 10:39 AM | Stephanie Weadock (Administrator)
     

    This month is November, and we will be celebrating our Platinum Chapter Partners, VIP Mortgage at our November chapter meeting.

    Thank you Tim, Jeff, and team!


    Every financial planner has been hearing more and more about reverse mortgages as an added quiver in the liquidity and cash flow management toolbox for several years now...the industry does seem to be coming of age.


    Because we are always interested in providing quality education and professional development for our planners, much of the celebration of VIP will be done by way of sharing information about the mortgage industry and their specialty, reverse mortgages.


    Here's a start...

    http://www.forbes.com/…/new-reverse-mortgage-rules-open-…/2/


    New Reverse Mortgage Rules Open Door To A More Secure Retirement

    Owning a home has always been part of the American Dream. Therefore it should be no surprise that home equity represents a large portion of the average…

    forbes.com|By Jamie Hopkins


  • Monday, November 02, 2015 3:15 PM | Melissa Kemp (Administrator)

    Dear FPA Chapter Leader,

    As we are approaching a key date in the membership changes timeline, we were asked to share the attached letter from Lauren Schadle, CAE, FPA Executive Director/CEO.  Please make note of the important information shared in Lauren’s message.

    Additionally, if you’d like a refresher on information about the upcoming membership changes shared this past summer, please listen here .

    Please let us know if you have any questions. Thank you.

    Warm regards,

    FPA Membership and Chapter Engagement

     

    Financial Planning Association

    7535 E. Hampden Ave., Ste. 600, Denver, CO 80231

    P: 800-322-4237  | F: 303-759-0749  

    OneFPA.org  |  Twitter  |  FPAConnect 

    /resources/Documents/FPA/Membership%20Changes%20Message%20from%20Lauren%20Schadle_October%202015.pdf

    Make FPA your One Connection™


  • Monday, November 02, 2015 10:00 AM | Stephanie Weadock (Administrator)
    Join us in wishing a very Happy Birthday for the month of November to:


     

    Charles Lefkowitz


    Carma Basinger


    Leon Colafrancesco


    Anita Nickerson


    Anthony Bebbington


    David Daughtrey


    Suzie Eyrich


     
    Marie Burns

    Adam Mosbach

    Todd Muncy

    Laurie Simons

    Michelle Patel

    Timothy Amen


     


    Laura Countiss


    James Schwartz


    Jessee Lewis


    Erin Itkoe


    Jenna Biancavilla


    Chris Kawashima

    Marcus Seiter




    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.


  • Monday, October 12, 2015 3:48 PM | Melissa Kemp (Administrator)

    Hello,

     

    Thank you for registering for FPA Retreat 2016.  As an attendee, we wanted to let you know we’ve selected a new site for the gathering that also requires us to change the date.

     

    New Location: The Wigwam
    New Date: April 25-28

     

    The change in location and date are based on our mission to create an inspiring atmosphere conducive to learning and sharing. As details began to emerge with the Phoenix Biltmore, the FPA Retreat 2016 Task Force and FPA staff deemed it necessary to change locations to find the perfect atmosphere for FPA Retreat 2016. As we’ve learned, the venue is crucial to creating an environment in which attendees are able to be connect, reflect and grow.

     

    We are extremely excited about the new location, The Wigwam. The Arizona landmark and historic hotel provides many of the same benefits we experienced at last year’s event location – Château Élan – and features similar areas to connect to have meaningful conversations with colleagues. And, we’ll have the resort all to ourselves!

     

    Also similar to the Château Élan, The Wigwam features three championship-caliber golf courses (two designed by Robert Trent Jones, Sr. and the other by famed golf course architect Red Lawrence), Elizabeth Arden’s Red Door Spa (this location rated #1 in customer service), four pools, a 9,300 square foot outdoor plaza, seven outdoor event venues, championship tennis facility and two custom/regulation masonry Bocce Ball courts.

     

    Please take a moment to explore the new location as this will maximize your experience at FPA Retreat 2016. We do realize the date/location change may make it difficult for you to attend and you may need to cancel – if you are unable to join us, you will not be charged the cancellation fee. But, we hope the change is early enough that you are still able to attend.

     

    If you have any questions, please contact me or Janice Rabern.

     

    More details will be following shortly.  We look forward to seeing you in Phoenix!

     

    Best regards,

     

    George

  • Thursday, October 01, 2015 12:10 PM | Stephanie Weadock (Administrator)
    Join us in wishing a very Happy Birthday for the month of October to:


     

    JoAnne Uhleman


    Deborah Bernot


    Norman Miller


    Michael J. Fischer


    David Capstick


    Deborah Corso


    Bruce Stiles


     

    Joseph Feichtel


    Mitchell Glicksman


    Cheryl Bodwin


    James Hundman


    Blair Quaggan


    Michael McCann


    Christna Burroughs


    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.


  • Tuesday, September 29, 2015 1:31 PM | Stephanie Weadock (Administrator)
    Attendance for the FPA of Greater Phoenix September 23rd program has been submitted to the CFP(R) Board, and the Arizona State Department of Insurance for continuing education credits.

     

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

  • Tuesday, September 29, 2015 1:30 PM | Stephanie Weadock (Administrator)
    Congratulations to Jesse Lewis for winning the VIP raffle drawing for a California Pizza Kitchen gift card at the FPA of Greater Phoenix September 23rd meeting.

     

    How did Jesse become a meeting VIP?  He was one of the first 25 to register for the meeting.

     

    You too can be a meeting VIP by registering to attend promptly upon receipt of the meeting announcement in your inbox.


FPA
of Greater Phoenix

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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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