The Essential Hub of Our Financial Planning Community

About Membership Join Our Chapter Renew Membership

We connect CFP® and associated professionals to the resources they need and the people who need them.


Our Next Event:

  • Wednesday, April 21, 2021 4:00 PM Chapter Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed) FPAGP

Download Your Six Month Event Programming Calendar:





Our Chapter is with you every step of your financial planning career.


From the moment you realize financial planning is a highly esteemed profession to the moment you retire from it, the FPA of Greater Phoenix is there with the essential resources you need to achieve all of your financial planning ambitions.

    

Your Journey. Your Ambitions. Achieved.

Professional Development options to enhance your knowledge and your skills.

Community activities to meaningfully connect us to each other as planners and to our neighborhoods and businesses as citizens and service professionals.

Advocacy efforts to increase both our legislators and our general publics' awareness of the CFP mark as the premier designation for financial planning professionals and to spotlight the value of financial planning as a key to their future financial security.

Business Success opportunities and resources to build a foundation of support and innovation available to you on demand.

Our Lifecycle


Our Ambitions




Our partners help our chapter move our mission forward for you...



























FPAGP Chapter Gatherings

Event Key

Chapter Gatherings are open to and for any/all financial planning industry professionals - CFP's or not, members or not, financial planners or not.  We welcome new professionals and alumni, active practitioners and those who support them, allied and associated professionals, comprehensive planners and specialists. 

These gatherings are where and how you can connect to us.  Starting August 1, 2020, all chapter online gatherings are via ZOOM.

Chapter Hubble Conference Calls

Chapter Education and Networking Events

Chapter Community Teamwork Activities

Upcoming events

    • Monday, January 25, 2021
    • (UTC-07:00)
    • Monday, December 20, 2021
    • (UTC-07:00)
    • 40 sessions
    • Via Chapter Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP



    • Friday, March 05, 2021
    • (UTC-07:00)
    • Friday, December 03, 2021
    • (UTC-07:00)
    • 10 sessions
    • Via Chapter Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed) FPAGP

     Monthly Advocacy Working Team Zoom gatherings.

    https://Zoom.US/Join       

    Meeting ID: 710 131 6685   Passcode (if needed) FPAGP

    Team calls are Drop In Calls - no need to RSVP.

    Mark your calendar and connect to a very professional and determined group of financial professionals - elevating and advocating for our profession in AZ.


    Note:  The Advocacy Working Team participates with other Working Teams toward Advancing the Profession.

    • Tuesday, March 09, 2021
    • (UTC-07:00)
    • Tuesday, December 14, 2021
    • (UTC-07:00)
    • 10 sessions
    • Via Chapter Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed) FPAGP

     Monthly Communication Working Team Zoom gatherings.

    https://Zoom.US/Join       

    Meeting ID: 710 131 6685   Passcode (if needed) FPAGP

    Team calls are Drop In Calls - no need to RSVP.

    Mark your calendar and connect to a very professional and determined group of financial professionals - elevating and advocating for our profession in AZ.


    • Monday, March 29, 2021
    • (UTC-07:00)
    • Monday, November 29, 2021
    • (UTC-07:00)
    • 3 sessions
    • Chapter Zoom Room: https://Zoom.US/Join Meeting ID: 710 131 6685 Passcode (if needed) FPAGP
    Register

    Whenever any month of the year has 5 Mondays, we can carve that Hubble time out for our chapter Partners - updates specific to what our Partners want to know, requests for support, etc.  

    If your company is not yet a Partner with FPAGP, but considering it, these calls are excellent opportunities to connect with the chapter and our current partners to learn about their experience.



    • Thursday, April 15, 2021
    • (UTC-07:00)
    • Thursday, November 18, 2021
    • (UTC-07:00)
    • 8 sessions
    • Via Chapter Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP
    Register

    Professional Development Working Team

    tackles the following chapter outreach:


    Lifelong Learning: Our Weekly Chapter Programs

    Continuing Education, Compliance, Practice Management and Professional Skills content

    We developed our Professional Development Platform via our experiences and experimentation over the last 5 years.

    ____________


    Leadership Development: Our Future

    Connection and welcome functions, including New Member Orientations, Chapter connections and working team onboarding, Leadership Academy and Board Member development, General Circle and Board Recruitment


    We developed our robust Professional Development Toolkit via our experiences and experimentation over the last 5 years.


    • Wednesday, April 21, 2021
    • 4:00 PM - 5:30 PM (UTC-07:00)
    • Chapter Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed) FPAGP
    Register


      • Thursday, April 22, 2021
      • (UTC-07:00)
      • Thursday, December 23, 2021
      • (UTC-07:00)
      • 9 sessions
      • Via Chapter Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP
      Register

      Advancing the Profession Working Team

      tackles the following chapter outreach:


      Advocacy: Regulatory and Legislative Focus

      In concert with FPA nationally, the development, communication, and follow up on positions/initiatives impacting the legal and regulatory environment we practice in.


      note:  our Advocacy Team is solid and functioning super well with Advocacy Specific meetings the first Friday morning of every month - which will continue.  As any Advocacy team member may be able to join the Advancing the Profession team calls, they can update all on critical issues and planned initiatives, and gain input from these team members relevant to supporting successful future Advocacy efforts.


      At some point in time, if we keep building trust, credibility and efficiency with our volunteers, every one of our working teams will mirror the Advocacy team standing and norms.

      ____________


      Pro Bono: 1:1 Personal Financial Planning

      Within the overall framework set by FPA nationally and tailored to our own volunteer passions, interests, and our chapter connections.



      Public Awareness: 1:many Personal Financial Planning, via consumer oriented workshops

      Within the overall framework set by FPA nationally and tailored to our own volunteer passions, interests, and our chapter connections.


      Career Hub: Connecting today to tomorrow's financial planners

      Our unique and purposeful approach to connecting our educational institutions and students to our community, our employers, and each other



      • Wednesday, April 28, 2021
      • 7:30 AM - 9:00 AM (UTC-07:00)
      • Via Chapter Zoom: https://ZOOM.us/Join Meeting ID: 710-131 6685 Passcode (if needed) FPAGP
      Register


      • Wednesday, April 28, 2021
      • 12:30 PM - 2:00 PM (UTC-07:00)
      • FPAGP Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode: FPAGP
      Register

      FPA of GP Board Meeting 

      Chapter Board Meeting

      Please RSVP so that we may anticipate expected quorum.

      Present norm is 90 minute meetings

      Board members can access the board meeting page here.

      Join Zoom Meeting

      https://Zoom.us/Join

      Meeting ID: 710 131 6685

      Passcode (if needed): FPAGP

      When you log into the Zoom.us website and enter a Meeting ID, the list of call in numbers will be visible to choose from.


      • Thursday, April 29, 2021
      • (UTC-07:00)
      • Thursday, December 30, 2021
      • (UTC-07:00)
      • 4 sessions
      • Via Chapter Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP
      Register

      General Circle


      Any 5th Thursday 


      • Wednesday, May 05, 2021
      • 4:00 PM - 5:15 PM (UTC-07:00)
      • Via Chapter Zoom Room: https://Zoom.US/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP
      Register



      • Thursday, May 06, 2021
      • 3:30 PM - 4:30 PM (UTC-07:00)
      • Via Chapter Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP
      Register

       Connecting Community Working Team

      tackles the following chapter outreach:


      Membership: Why Join?  How to?  Who is?

      Connection and welcome functions

      Membership platform largely determined by FPA nationally per our Chapter Charter

      NexGen:  Emerging or New Financial Planners

      Relationship Continuity, Integration into and with the chapter

      NexGen community impacted by FPA nationally, tailored locally to integrate consistently with FPAGP

      Alumni:  Retired/Retiring Financial Planners

      Relationship Continuity, Integration into and with the chapter

      Alumni community nurtured and nourished locally to remain connected to FPAGP

      ____________


      Partnership: Our Investors

      Connection and welcome functions

      Partnership platform created by FPAGP


      Professional Relationships:  Organization to Organization MOUs (non-profits)

      Relationship Exploration, Documentation, and Support

      MOU process and documents created by FPAGP

      Incubator process and agreements created by FPAGP


      Community Relationships: For Profit Entities

      Relationship Exploration, Connections to our Planners and community


      • Wednesday, May 12, 2021
      • 4:00 PM - 5:30 PM (UTC-07:00)
      • Chapter Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed) FPAGP
      Register


      Partner CEvent: TBD

      • Wednesday, May 26, 2021
      • 12:30 PM - 2:00 PM (UTC-07:00)
      • FPAGP Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode: FPAGP
      Register

      FPA of GP Board Meeting 

      Chapter Board Meeting

      Please RSVP so that we may anticipate expected quorum.

      Present norm is 90 minute meetings

      Board members can access the board meeting page here.

      Join Zoom Meeting

      https://Zoom.us/Join

      Meeting ID: 710 131 6685

      Passcode (if needed): FPAGP

      When you log into the Zoom.us website and enter a Meeting ID, the list of call in numbers will be visible to choose from.


      • Wednesday, May 26, 2021
      • 4:00 PM - 5:30 PM (UTC-07:00)
      • Chapter Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed) FPAGP
      Register


      Partner CEvent: Arizona Community Foundation

      • Wednesday, June 02, 2021
      • 2:30 PM - 3:30 PM (UTC-07:00)
      • Via Zoom (The ACEE Pro Bono Event Zoom - not our chapter Zoom)
      Register

      Pro Bono for Teachers Volunteer Training 

      Agenda:

      Meet each other, the ACEE and FPAGP teams

      1) Understanding Pro Bono rules and forms

      • Privacy Policy
      • Pro Bono Letter of Engagement and Scope of Service
      • E&O coverage
      • Prohibition on professional self marketing
      • When/Who/How to complete documentation

      2)  What to expect on Saturday - Event Logistics

      • Zoom Connections and Questions
      • How the Breakout Rooms will be utilized
      • How to note your availability as one Pro Bono session ends and another begins
      • Assessment of Pro Bono meetings requested and available planners

      3) Financial Planning notes when working with our teachers/educators

      • Cash Flow/Salary choices
      • Teacher Benefits and the Arizona State Retirement System


      • Saturday, June 05, 2021
      • 8:00 AM - 1:00 PM (UTC-07:00)
      • Via Zoom
      Register


      • Monday, June 07, 2021
      • 9:00 AM (UTC-07:00)
      • Friday, July 30, 2021
      • 4:00 PM (UTC-07:00)
      • Virtual FPA Externship Platform



      • Wednesday, June 09, 2021
      • 4:00 PM - 5:30 PM (UTC-07:00)
      • Chapter Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed) FPAGP
      Register


      Partner CEvent: TBD

      • Wednesday, June 16, 2021
      • 2:30 PM - 5:00 PM (UTC-07:00)
      • via ZOOM, https://Zoom.us/join Meeting ID: 710 131 6685 Passcode: FPAGP
      Register


      Register


       Via Zoom Virtual Conference

      • Wednesday, June 23, 2021
      • 12:30 PM - 2:00 PM (UTC-07:00)
      • FPAGP Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode: FPAGP
      Register

      FPA of GP Board Meeting 

      Chapter Board Meeting

      Please RSVP so that we may anticipate expected quorum.

      Present norm is 90 minute meetings

      Board members can access the board meeting page here.

      Join Zoom Meeting

      https://Zoom.us/Join

      Meeting ID: 710 131 6685

      Passcode (if needed): FPAGP

      When you log into the Zoom.us website and enter a Meeting ID, the list of call in numbers will be visible to choose from.


      • Wednesday, June 23, 2021
      • 4:00 PM - 5:30 PM (UTC-07:00)
      • Chapter Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed) FPAGP
      Register


      Partner CEvent: TBD

      • Wednesday, June 30, 2021
      • 4:00 PM - 5:30 PM (UTC-07:00)
      • Chapter Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed) FPAGP
      Register


      Partner CEvent: TBD

      • Thursday, August 12, 2021
      • 10:00 AM (UTC-07:00)
      • Friday, August 13, 2021
      • 4:00 PM (UTC-07:00)
      • Virtual


      Priced at $125 for Members, and $325 for Non Members.

    Past events

    Wednesday, April 14, 2021 Partner Series CEvent: Pursuing Higher Expected Returns with Dimensional
    Wednesday, April 07, 2021 Community Conversation With Dale Walters
    Wednesday, March 24, 2021 Partner Series CEvent: Reverse Mortgages with Jerry Auippa
    Wednesday, March 24, 2021 March FPAGP Board Meeting
    Wednesday, March 17, 2021 Town Hall: Financial Literacy Showcase
    Wednesday, March 10, 2021 Partner Series CEvent: Municipal Bond Management in Low Interest Rate Environments with Templeton Financial Services
    Wednesday, March 03, 2021 Happy Hour with Social Media Tips and Tricks
    Wednesday, February 24, 2021 Partner Series CEvent: Reverse Mortgages with Rob Kanyur
    Wednesday, February 24, 2021 February FPAGP Board Meeting
    Wednesday, February 10, 2021 FPAGP Advocacy Day 2021 - a Virtual Visit with our Legislators
    Wednesday, February 03, 2021 Community Conversation With Michael Fischer
    Wednesday, January 27, 2021 Partner Series CEvent: Life Settlements Featuring Lisa Rehburg
    Wednesday, January 27, 2021 January FPAGP Board Meeting
    Wednesday, January 20, 2021 FPAGP offers AZ Life Insurance Ethics Credit - 4 hours
    Wednesday, January 13, 2021 Community Conversation with Craig Waugh
    Monday, January 11, 2021 Monday Hubbles
    Thursday, December 17, 2020 Happy Healthy Holidays
    Wednesday, December 16, 2020 CFP(R) Ethics Course - Virtual Delivery via ZOOM
    Wednesday, December 16, 2020 December FPAGP Board Meeting
    Wednesday, December 02, 2020 2020 Holiday Event: End of Year Celebration and Annual Meeting of the Members
    Wednesday, November 18, 2020 November FPAGP Board Meeting
    Wednesday, October 28, 2020 October FPA of GP Board Meeting
    Friday, October 23, 2020 Life Insurance Settlements
    Wednesday, October 21, 2020 Chapter Meeting: Career Path Town Hall
    Friday, October 09, 2020 Deep Dive into the work of a County Treasurer
    Tuesday, September 29, 2020 Prequel to FPA Annual Conference - a Professional Development Showcase
    Friday, September 18, 2020 FPAofGP General Circle Meeting
    Thursday, September 17, 2020 FPA of GP Strategic Planning Session II - 2021 Tactics
    Thursday, September 17, 2020 NexGen Breakfast Bites
    Wednesday, September 16, 2020 Community Conversation with Murray Smith
    Friday, September 11, 2020 FPA of GP Financial Literacy Instructor Interest Call
    Wednesday, September 09, 2020 Happy Hour - Put your Best Face Forward Pt 3
    Wednesday, September 09, 2020 FPA of Southern Arizona Sept 9, 2020 Meeting Announcement
    Wednesday, September 02, 2020 Community Conversation with Colleen Hallinan
    Wednesday, August 26, 2020 CEvent, Moderated Panelist Town Hall format: Compliance Conversations
    Wednesday, August 26, 2020 August FPA of GP Board Meeting / Strategic Planning
    Wednesday, August 19, 2020 Happy Hour - Put your Best Face Forward Pt 2
    Wednesday, August 12, 2020 Community Conversation with Matt Benson
    Wednesday, August 05, 2020 Happy Hour - Put your Best Face Forward
    Monday, August 03, 2020 Monday Hubbles
    Thursday, July 16, 2020 Partner Webcast: Q2 Market Review—Fixed Income
    Thursday, July 16, 2020 Partner Webcast: "Q2 Market Review - Fixed Income""
    Tuesday, July 14, 2020 Partner Webcast: "Using Your Website to Win New Clients"
    Tuesday, July 14, 2020 Partner Webinar: "Charitable Giving: Good for your practice, good for the world"
    Tuesday, July 14, 2020 Partner Webcast: "Using Your Website to Win New Clients"
    Thursday, July 09, 2020 Partner Webinar: Four M&A Case Studies: Creative Strategies for 2020
    Thursday, July 09, 2020 West Valley Coalition on Aging: Current Legislation re: Financial Elder Abuse
    Tuesday, July 07, 2020 Partner Webcast: Q2 Market Review—Equities
    Tuesday, June 30, 2020 AZ Community Conversation - Murray Smith
    Thursday, June 25, 2020 Partner Event: Dimensional Webcasts
    Wednesday, June 24, 2020 Partner Event: Dimensional Webcasts
    Wednesday, June 24, 2020 Partner Event: Dimensional Webcasts
    Tuesday, June 23, 2020 Partner Event: Reverse Mortgages
    Tuesday, June 23, 2020 Partner Event: Dimensional Webcasts
    Thursday, June 18, 2020 Partner Webinar: Vanguard Live Q & A Event
    Wednesday, June 17, 2020 FPA Florida Statewide Webinar on New CFP Board Compliance Toolkit
    Wednesday, June 10, 2020 CFP(R) Ethics Course - Virtual Delivery via ZOOM
    Tuesday, June 09, 2020 Partner Webinars: Vanguard Live Q & A Events
    Thursday, June 04, 2020 Partner Webinars: Vanguard Live Q & A Events
    Thursday, May 28, 2020 Form CRS Virtual Workshop
    Thursday, May 14, 2020 NexGen Breakfast Bites
    Thursday, May 07, 2020 Partner Q & A Sessions: Vanguard
    Tuesday, May 05, 2020 Partner Webinar: The Sell and Stay Approach: A Versatile Deal Structure
    Tuesday, May 05, 2020 FPA Professional Development Webinar: Vanguard Advisor's Alpha: How to Be an Effective Behavioral Coach When Your Clients Need it the Most
    Wednesday, April 29, 2020 Collaborative Event w/ East Valley Estate Planning Council
    Friday, April 24, 2020 Partner Webinar: Understanding Recent Market Volatility with Apollo Lupescu
    Thursday, April 23, 2020 Partner Webinar: Funds in Focus: International and Emerging Market Equitites
    Wednesday, April 22, 2020 Partner Webinar: Perspectives on COVID-19 and Market Volatility with Apollo Lupescu
    Tuesday, April 21, 2020 Partner Webinar: Navigating Your Advisory Business through the Coronavirus Crisis
    Tuesday, April 21, 2020 Partner Webinar: Nobel Laureate Robert Merton on the Financial Markets
    Wednesday, April 15, 2020 Partner Webinar: Reverse Mortgage Loan Vaccine For the Financial Virus?
    Thursday, April 09, 2020 Partner Webcasts: Dimensional Fund Advisors
    Wednesday, April 08, 2020 (copy) Partner Webinars: Vanguard Virtual Q & As
    Saturday, April 04, 2020 Partner Webinar: Longbridge Financial - Home Equity 101: What Your clients Need to know About Reverse Mortgages
    Friday, April 03, 2020 Partner Webinars: Vanguard Virtual Q & As
    Wednesday, April 01, 2020 Webinar: Navigating the CARES Act for nonprofit organizations
    Wednesday, April 01, 2020 Partner Webinars: Vanguard Virtual Q & As
    Wednesday, April 01, 2020 Partner Webinar: The Financial Vaccine in Retirement
    Tuesday, March 31, 2020 Partner Webinar Series: Ameritrade Institutional
    Tuesday, March 31, 2020 Partner Webinars: Vanguard Virtual Q & As
    Tuesday, March 31, 2020 Partner Webcasts: Dimensional Fund Advisors
    Friday, March 27, 2020 Partner Webinars: Vanguard Virtual Q & As
    Monday, March 16, 2020 2020 Monday Hubble - Information Drop In Call C
    Thursday, March 12, 2020 West Valley Coalition on Aging
    Thursday, February 27, 2020 February Super CE Event
    Thursday, February 20, 2020 NexGen Breakfast Bites - the SECURE Act
    Wednesday, February 19, 2020 Membership Orientation and Leadership Academy
    Thursday, February 06, 2020 2020 Monthly Membership Team Check in Call
    Monday, January 27, 2020 2020 Monday Hubble - Benefits Drop In Call D
    Friday, January 24, 2020 2020 CFP(R) Board of Standards Updated Ethics Course
    Thursday, January 23, 2020 NexGen Working Team Calls
    Wednesday, January 22, 2020 Workshop: CyberSecurity Compliance
    Tuesday, January 21, 2020 2020 Monthly Communications Team Check in Call
    Tuesday, January 21, 2020 FPA Chapter Advocacy Day 2020
    Thursday, January 16, 2020 2020 Monthly Lifelong Learning Team Check in Call
    Wednesday, January 15, 2020 2020 Advocacy Day Preparation Call
    Monday, January 13, 2020 2020 Monday Hubble - Benefits Drop In Call B
    Friday, January 10, 2020 2020 Monthly Advocacy Team Check in Call
    Thursday, January 09, 2020 2020 Monthly Partnership Team Check in Call
    Monday, January 06, 2020 2020 Monday Hubble - Information Drop In Call A
    Thursday, December 19, 2019 FPAofGP NexGen Committee Call
    Wednesday, December 18, 2019 December FPA of GP Orientation/Training/Board Meeting
    Wednesday, December 04, 2019 2019 NexGen Holiday Party
    Wednesday, December 04, 2019 2019 Holiday Event: End of Year Celebration/Open House
    Wednesday, December 04, 2019 CFP Board Public Forum in Phoenix
    Thursday, November 21, 2019 FPAofGP NexGen Team Call
    Wednesday, November 20, 2019 Nov Super CE Event
    Wednesday, October 23, 2019 Workshop: Advocacy In Action
    Thursday, October 17, 2019 FPAofGP NexGen Team Call
    Thursday, September 26, 2019 NexGen Breakfast Bites: Sequel with Matthew Jarvis
    Wednesday, September 25, 2019 FPAGP Symposium 2019 - Stretching Boundaries
    Tuesday, September 24, 2019 Matthew Jarvis - the Prequel
    Thursday, September 19, 2019 FPAofGP NexGen Team Call
    Tuesday, September 17, 2019 Monthly Communications Team Check in Call
    Thursday, August 29, 2019 Town Hall 1: Career Development
    Thursday, August 15, 2019 FPAofGP NexGen Team Call
    Monday, July 29, 2019 Symposium Partners Information Call
    Thursday, July 18, 2019 FPAofGP NexGen Team Call
    Wednesday, June 26, 2019 Ethics Workshop for CFP Exam Takers
    Thursday, June 20, 2019 FPAofGP NexGen Committee Call
    Wednesday, May 22, 2019 May Super CEvent
    Monday, May 20, 2019 Financial Planning Pro Bono and Public Awareness Event Team Debriefing Call
    Friday, May 17, 2019 FPAofGP General Circle Meeting
    Thursday, May 16, 2019 FPAofGP NexGen Committee Call
    Wednesday, April 24, 2019 Demystifying Blockchain: Collaborative Event w/ East Valley Estate Planning Council
    Saturday, April 20, 2019 Financial Planning Event - for the public
    Saturday, April 20, 2019 Planner Registration - Pro Bono and Public Awareness Event
    Thursday, April 18, 2019 FPAofGP NexGen Committee Call
    Wednesday, April 10, 2019 2019 Public Awareness Pro Bono Event Day Logistics Call
    Thursday, March 28, 2019 Monthly Membership Team Check in Call
    Thursday, March 21, 2019 FPAofGP NexGen Committee Call
    Tuesday, March 19, 2019 Field Trip: Amazon Fulfillment Center
    Thursday, March 14, 2019 Monthly Partnership Team Check in Call
    Tuesday, March 12, 2019 NexGen Breakfast Bites with Eric Roberge
    Thursday, March 07, 2019 Monthly Lifelong Learning Team Check in Call
    Friday, March 01, 2019 Monthly Advocacy Team Check in Call
    Wednesday, February 27, 2019 February Super CEvent
    Tuesday, February 26, 2019 NexGen Breakfast Bites on Business Succession: Purchasing a Practice
    Thursday, February 21, 2019 FPAofGP NexGen Committee Call
    Monday, February 18, 2019 2019 Monday Hubble - Information Drop In Call C
    Wednesday, January 30, 2019 FPA Chapter Advocacy Day
    Monday, January 28, 2019 2019 Monday Hubble - Benefits Drop In Call D
    Friday, January 25, 2019 FPA Southwest Regional Advance
    Wednesday, January 23, 2019 Workshop: Financial Elder Abuse and Your Role as a Financial Advisor and Planner
    Tuesday, January 22, 2019 Live LOCAL OneFPA Network Listening Tour
    Friday, January 18, 2019 VIRTUAL OneFPA Network Listening Tour
    Wednesday, January 16, 2019 Public Awareness: Financial Coaching Presentation
    Monday, January 14, 2019 2019 Monday Hubble - Benefits Drop In Call B
    Wednesday, January 09, 2019 Advocacy Day Preparation Call
    Monday, January 07, 2019 2019 Monday Hubble - Information Drop In Call A
    Tuesday, December 18, 2018 Pro Bono Financial Planning Event - hosted by Trellis
    Monday, December 17, 2018 CFP(R) Board of Standards Updated Ethics Course
    Friday, December 07, 2018 FPAofGP NexGen Holiday AfterBurner
    Friday, December 07, 2018 2018 Holiday Event: Open House
    Wednesday, November 28, 2018 Public Awareness: Financial Coaching Presentation
    Wednesday, November 28, 2018 Quarterly Super CE Program
    Tuesday, October 30, 2018 JA Finance Park Volunteer Opportunity
    Wednesday, October 24, 2018 Workshop: Advocacy In Action
    Saturday, October 20, 2018 Pro Bono Financial Planning Event - for the public
    Wednesday, October 10, 2018 Public Awareness: Financial Coaching Presentation
    Friday, October 05, 2018 2018 Service Event with St. Vincent de Paul
    Tuesday, September 25, 2018 FPAGP All Day Symposium 2018 - A Blast from the Past
    Tuesday, September 18, 2018 Pro Bono Public Awareness & Advocacy Info Calls 4
    Thursday, September 06, 2018 Pro Bono Public Awareness & Advocacy Info Calls 3
    Tuesday, August 21, 2018 Pro Bono Public Awareness & Advocacy Info Calls 2
    Wednesday, August 15, 2018 Hansen Desert Hills Mortuary & Cemetery - Scottsdale Field Trip
    Wednesday, August 15, 2018 FPA Orange County Collaborative Event Option
    Thursday, August 09, 2018 Pro Bono Public Awareness & Advocacy Info Calls
    Wednesday, August 08, 2018 Hansen Mortuary Phoenix Field Trip
    Thursday, August 02, 2018 FPAGP and FPA of San Diego Collaborative Membership Event
    Thursday, July 26, 2018 NexGen Happy Hour at The Porch
    Friday, July 06, 2018 Monthly Advocacy Team Check in Call
    Wednesday, June 27, 2018 Field Trip:Federal Reserve Bank: Phoenix Processing Center
    Friday, June 01, 2018 FPAofGP Advocacy Team Calls
    Wednesday, May 23, 2018 Quarterly Super CE Program: Financial Planning for Clients in Transition
    Friday, May 04, 2018 FPAofGP Advocacy Team Calls
    Friday, April 06, 2018 FPAofGP Advocacy Team Calls
    Monday, March 19, 2018 Monday Hubble - Information Drop In Call
    Friday, March 02, 2018 FPAofGP Advocacy Team Calls
    Wednesday, February 28, 2018 Quarterly Super CE Program: Dissecting the Tax Cuts and Jobs Act of 2017: A Phoenix Tax Workshop Roadshow for Financial Planners
    Wednesday, February 14, 2018 FPA Chapter Advocacy Day
    Monday, February 12, 2018 Monday Hubble - Benefits Drop In Call
    Wednesday, February 07, 2018 Advocacy Day Webinar Training Call
    Monday, February 05, 2018 Monday Hubble - Information Drop In Call
    Thursday, February 01, 2018 Monthly LifeLong Learning Team Check In Call
    Thursday, January 25, 2018 Monthly Membership Team Check in Call
    Wednesday, January 24, 2018 Field Trip: The Phoenix Zoo: Exploring Planned Gift Advisory Committees
    Monday, January 22, 2018 Monday Hubble - Benefits Drop In Call
    Thursday, January 18, 2018 Monthly Communications Team Check in Call
    Tuesday, January 09, 2018 Monthly Partnership Team Check in Call
    Wednesday, December 13, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-3
    Friday, December 08, 2017 2017 Holiday Event: Service Event with St. Vincent de Paul
    Thursday, November 16, 2017 Quarterly SUPER CE: Nov Focus on Business Succession Planning
    Wednesday, October 25, 2017 FPA of GP Field Trip: Desert Botanical Garden
    Saturday, October 21, 2017 2017 Financial Planning Day
    Wednesday, September 27, 2017 FPA of Greater Phoenix All Day Symposium 2017
    Wednesday, August 23, 2017 FPA of GP Field Trip: Arizona Community Foundation
    Wednesday, July 26, 2017 FPA of GP Field Trip: Vanguard
    Monday, July 17, 2017 Deadline: Board Nominations for FPA of Greater Phoenix 2018/19 Board Service
    Wednesday, June 28, 2017 FPA of GP Field Trip: Scottsdale at Terroir
    Wednesday, June 28, 2017 FPA of GP Field Trip: Tempe at Tricks
    Wednesday, June 21, 2017 National Advocacy Day with FPA
    Wednesday, May 24, 2017 Quarterly SUPER CE: May Focus on Fiduciary Rule and Compliance Support
    Wednesday, May 17, 2017 UofA Financial Planning Degree Program Update Event
    Wednesday, May 10, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-1
    Wednesday, March 22, 2017 Volunteer Recognition Celebration and Advocacy Workshop
    Monday, February 27, 2017 FPA Benefits Call for Chapter Members - B
    Wednesday, February 22, 2017 Quarterly SUPER CE: February Focus on Retirement Income Planning featuring David Blanchett
    Monday, February 20, 2017 Arizona Partnership Platform Tour and Benefits Call - B
    Tuesday, February 14, 2017 FPA Chapter Advocacy Day
    Monday, February 13, 2017 FPA Benefits Call for Chapter Members - A
    Wednesday, February 08, 2017 Advocacy Day Training Call
    Monday, February 06, 2017 Arizona Partnership Platform Tour and Benefits Call - A
    Thursday, January 26, 2017 Membership Committee Meeting
    Wednesday, January 25, 2017 What you need to know about Technology, Compliance, and Cyber Security – but didn’t know to ask!
    Thursday, January 19, 2017 Communications Committee Meeting
    Thursday, January 12, 2017 Partnership Committee Meeting
    Thursday, January 05, 2017 FPA of GP Lifelong Learning Committee Meeting
    Wednesday, January 04, 2017 FPA of GP Public Awareness/Pro Bono Committee Meeting
    Wednesday, December 14, 2016 A Pragmatic Walk Through the Ethical Looking Glass
    Friday, December 02, 2016 Holiday Event: Service Event with St. Vincent de Paul
    Thursday, November 17, 2016 NexGen Breakfast Bites
    Wednesday, November 16, 2016 Valuation Discounts: Going Once, Going Twice... and Holiday Kick Off Mixer
    Wednesday, November 09, 2016 FPA of GP Lifelong Learning Committee Meeting
    Friday, November 04, 2016 Partnership Committee Calls
    Monday, October 17, 2016 Professional Relations Committee Event at ACEE
    Wednesday, September 28, 2016 FPA of Greater Phoenix All Day Symposium
    Wednesday, August 24, 2016 August Chapter Membership Meeting: Round Table Discussions
    Wednesday, August 10, 2016 FPA of GP Public Awareness Committee Call
    Monday, August 08, 2016 Partnership Benefits Call
    Wednesday, August 03, 2016 FPA of GP Field Trips: August 3rd CCRC Tours - Choose up to TWO, 1 at 10am and/or 4pm
    Sunday, July 31, 2016 Deadline: Board Nominations for FPA of Greater Phoenix 2017 Board Service
    Friday, July 29, 2016 FPA of GP Public Awareness Committee Call
    Wednesday, July 27, 2016 July CE Presentation - Aging and its Financial Planning Implications
    Friday, July 22, 2016 FPA of GP Public Awareness Committee Call
    Wednesday, July 20, 2016 FPA of GP Lifelong Committee Meeting Jul
    Wednesday, July 13, 2016 FPA of GP Public Awareness Committee Call
    Wednesday, July 13, 2016 Advanced Funding and Paying for College UBER Discussion
    Wednesday, June 22, 2016 June Chapter Meeting
    Wednesday, June 15, 2016 FPA of GP Lifelong Committee Meeting Jun
    Wednesday, June 15, 2016 Area Agency on Aging, Region One and FPA Educational Luncheon: Preventing Financial Elder Abuse
    Wednesday, May 25, 2016 May Chapter Meeting
    Wednesday, May 18, 2016 FPA of GP Lifelong Committee Meeting May
    Wednesday, May 04, 2016 Quatro de Mayo NexGen event
    Wednesday, May 04, 2016 April Chapter Meeting (held 1 week later than normal)
    Wednesday, March 23, 2016 March Chapter Meeting
    Tuesday, March 08, 2016 Intro to Pro Bono
    Wednesday, February 24, 2016 February Chapter Meeting
    Wednesday, January 27, 2016 January Chapter Meeting
    Monday, January 25, 2016 FPA of GP Lifelong Committee Meeting
    Tuesday, December 15, 2015 Chapter Social, honoring Partners and Volunteers
    Wednesday, November 18, 2015 November Chapter Meeting
    Saturday, October 17, 2015 Financial Planning Day
    Wednesday, October 14, 2015 FP Day Volunteer Interest Conference call
    Wednesday, October 07, 2015 FP Day Volunteer Interest Conference call
    Wednesday, September 30, 2015 FP Day Volunteer Interest Conference call
    Wednesday, September 23, 2015 September Chapter Meeting
    Wednesday, September 16, 2015 FP Day Volunteer Interest Conference call
    Wednesday, September 09, 2015 FP Day Volunteer Interest Conference call
    Thursday, August 27, 2015 Guest Registration for August Chapter Meeting
    Wednesday, August 26, 2015 August Chapter Meeting
    Wednesday, July 22, 2015 July Chapter Meeting
    Wednesday, June 24, 2015 June Chapter Meeting
    Wednesday, May 27, 2015 May Chapter Meeting
    Wednesday, April 29, 2015 FPA of Greater Phoenix All Day Symposium
    Wednesday, March 25, 2015 March Chapter Meeting
    Wednesday, February 25, 2015 February Chapter Meeting
    Wednesday, January 28, 2015 January Chapter Meeting
    Wednesday, November 19, 2014 FPA of Greater Phoenix November Chapter Meeting
    Saturday, October 25, 2014 Financial Planning Day
    Wednesday, September 24, 2014 FPA of Greater Phoenix September Chapter Meeting
    Wednesday, August 27, 2014 August Chapter Meeting - Sameer Jain on 'Asset Allocation in Alternative Investments' and 'Durable Income'
    Wednesday, July 23, 2014 FPA of Greater Phoenix July Chapter Meeting
    Wednesday, June 25, 2014 FPA of Greater Phoenix June Chapter Meeting
    Wednesday, May 28, 2014 FPA of Greater Phoenix Annual Symposium - Planning in the New Age
    Wednesday, April 23, 2014 FPA of Greater Phoenix April Chapter Meeting - How Does Life Insurance Fit into a Financial Plan?
    Wednesday, March 26, 2014 FPA of Greater Phoenix March Chapter Meeting


    The primary aim of FPA is to elevate the profes​​​sion that transforms lives through the power of financial planning


    FPA of Greater Phoenix

    c/o Premium Organization

    PO Box 4130, Scottsdale AZ 85261

    Email Us: info@fpaofphoenix.org

    Office Hours:

    Mon-Thurs: 9:00AM - 5:00PM

    Fri: 9:00AM - 1:00PM

    Phone: 480-483-9035

    Fax: 480-922-5283



    Connect with Us!


    Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns.  We are proud of our ongoing relationship with FPA of Greater Phoenix.