The Essential Hub of Our Financial Planning Community

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

Our Next Event

  • Wednesday, May 22, 2019 2:00 PM SkySong 3: 1365 N Scottsdale Rd, Scottsdale AZ 85257




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...






















FPA Local Chapter Gatherings

Upcoming events

    • Monday, January 07, 2019
    • Monday, November 04, 2019
    • 10 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed


    Want to know where to find something on our website or at FPA?


    Our Monday "HUBbles" are drop in calls - no need to register.


    Call in on Mondays at 11:30 am and ask away!




    FPA of Greater Phoenix: 

    The Essential Hub of our Financial Planning Community


    Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

    Optional dial in number: 602-456-6642,  No PIN needed


    note: no calls will be held on holidays

    • Monday, January 14, 2019
    • Monday, December 09, 2019
    • 12 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed


    Membership and Partnership Benefits are ready for you to use!


    Our Monday "HUBbles" are drop in calls - no need to register.


    Call in on Mondays at 11:30 am and discover new tools for you.



    Image courtesy of Creative Commons Public Domain


    FPA of Greater Phoenix: 

    Connecting CFP(R) and associated professionals to the resources they need and the people who need them.


    Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

    Optional dial in number: 602-456-6642,  No PIN needed


    Note:  Calls are not held on holidays.

    • Monday, January 28, 2019
    • Monday, December 23, 2019
    • 12 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed


    Membership and Partnership Benefits are ready for you to use!


    Our Monday "HUBbles" are drop in calls - no need to register.


    Call in on Mondays at 11:30 am and discover new tools for you.



    Image courtesy of Creative Commons Public Domain


    FPA of Greater Phoenix: 

    Connecting CFP(R) and associated professionals to the resources they need and the people who need them.


    Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

    Optional dial in number: 602-456-6642,  No PIN needed


    Note:  Calls are not held on holidays.

    • Monday, February 18, 2019
    • Monday, December 16, 2019
    • 11 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed


    Have a question about our chapter?


    Our Monday "HUBbles" are drop in calls - no need to register.


    Call in on Mondays at 11:30 am and ask away!




    FPA of Greater Phoenix: 

    The Essential Hub of our Financial Planning Community


    Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

    Optional dial in number: 602-456-6642,  No PIN needed


    note: Hubble calls are not held on Holidays

    • Wednesday, May 22, 2019
    • 2:00 PM - 6:30 PM
    • SkySong 3: 1365 N Scottsdale Rd, Scottsdale AZ 85257
    Register

    Our Lifelong Learning Team brings you:


    Be one of the first 25 to register and receive our VIP welcome!

    More Detail:  Our May event continues our January discussion around serving and protecting our senior clients and their family members. Three Arizona State representatives will discuss ABLE accounts for disabled family members receiving government assistance, best practices and resources to detect, report and manage senior financial abuse, and resources to support exhausted family caregivers. Lastly, what does a client-in-need do when they have no trusted family or friends to make critical healthcare and financial decisions on their behalf? Who can manage and settle their estate and trusts once they are gone? A very special fourth speaker will educate us on the ins and outs of using a private fiduciary.

    ___________________

    Program approved for 3 hours of CE for CFP(R) candidates and 2 hours of CE for life insurance professionals.

    • Wednesday, June 26, 2019
    • 2:00 PM - 5:30 PM
    • Edward Jones Training Center: 8333 S River Pkwy Tempe, AZ 85284-2609
    Register

    Our Lifelong Learning and NexGen Teams present:

    An Extended Ethics Workshop - for CFP(R) Exam Takers and professionals


    • Thursday, August 29, 2019
    • 4:00 PM - 6:30 PM
    • Beatitudes Campus:
    Register


    • Wednesday, September 25, 2019
    • 7:15 AM - 5:30 PM
    • Top Golf, 9500 Talking Stick Way, Scottsdale, AZ 85256
    Register



    For a downloadable Schedule click on the image above

    Either 6.5 or 8.5 hours of CFP(R) CE Credit available to attendees

    Who benefits from attending?

    Any/All Professionals with a seat at the Financial Planning table

    CFP(R) Professionals

    Non CFP(R) professionals who actively deliver Financial Planning

    CFA charterholders and investment management professionals

    Accounting and Appraisal professionals

    Charitable Gift Planning professionals

    Legal Professionals in the following practice areas:

    • Estate Planning
    • Pension and Employee Benefits planning
    • Domestic Relations (collaborative practice professionals in particular)
    • Corporate and Business Law
    • Succession and Business Transfers/Transitions
    • Financial Industry Compliance

    and a series of associated service providers relevant to the Financial Planning Process, including:

    • Coaches
    • Academics and Researchers
    • Educators
    • Compliance Practitioners
    • Exit Planning Specialists
    • Credit Recovery and Financial Literacy Specialists
    • Enrolled Agents
    • Industry Reporters and Consumer Advocates
    • Financial Industry Wholesalers and product specialists

    Chapter Members, want the best possible pricing?  

    Our VIP concept (rewarding those earliest to register) applies to Symposium with an extra kick.

     Members  Dates/Deadlines  Non Members
     160  May  260
     180 June/ July  260
    200  August/Sep (1-20)  280
     250  Sep 21-25  300
    4-pak $600  August 31st  4-pak $600
    • Half day only is available for $100 for members, $200 for non members.
    • NexGen Community who are not chapter members and Students pay $85 for full day registration if registered by Aug 31st.
    • Regional Chapter members and marketing collaborators pay $80 through Aug 31st.

    Best pricing option for anyone?  Purchase a 4 pak for $600.

    About our Presenters

    About our Partners

    AdvisorNet Financial

    Arizona Community Foundation

    BeachFleischman / Pinnacle Plan Design

    DPL

    Edward Jones

    Fairway Mortgage

    FP Transitions

    J Levine Auction and Appraisal

    Longbridge

    Nationwide Advisory (formerly Jefferson National)

    Schwab

    Vanguard

    Zia Trust

    • Wednesday, December 04, 2019
    • 4:30 PM - 6:30 PM
    • TBD
    Register


    Details to Be Announced

    December 4, 2019

    End of Year Celebration


    • Tuesday, January 14, 2020
    • 9:00 AM - 1:00 PM
    • Arizona Capitol Museum: 1700 W Washington St Phoenix AZ
    Register


    photo from Flickr Creative Commons: Jon Mathies

    Join us as we build greater awareness of FPA and the profession of financial planning overall with our Arizona state legislators. 

    Let’s show our elected officials that we can serve as a resource to them when it comes to financial issues and legislation, and also continue building our relationships with those who make decisions that affect our profession and our clients' financial lives and well being.

    What does this involve?

    • Participating in a 60 minute training conference call with FPA National Advocacy Director, Karen Nystrom.
    • Being in Phoenix at our delegated meeting location by 9 am for our team organizing session.
    • Preparing to effectively utilize material developed by FPA nationally for the day.
    • Meeting with your legislators’ in their offices and sharing with them how the FPA and the profession of financial planning impacts lives and futures for Arizona citizens for the better.
    • Smiling for Photo Shots and Celebrations of our teamwork!

    FPA National will help make this an easy lift and provide us with training, materials, badges and folders to give to your elected officials

    We will complete our legislator appointments by 1 p.m.  We must clear out of our Museum Staging room by noon.

    Please register to join by 5 pm on December 31st,  if you would like to participate and be able to reach out to your legislators and request an appointment timely enough to be likely to get an appointment with them.

Past events

Thursday, May 16, 2019 Active Aging: Discover What's Next for You
Wednesday, May 15, 2019 Caring for Your Aging Parents: Are You Ready?
Wednesday, May 15, 2019 Collaborative Event: FPA of Orange County
Thursday, May 09, 2019 West Valley Coalition on Aging - Breakfast and Speaker
Wednesday, May 08, 2019 FPA of Southern Arizona: May Breakfast Meeting
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
Wednesday, April 10, 2019 FPA of Southern Arizona: April Breakfast Meeting
Tuesday, March 19, 2019 Field Trip: Amazon Fulfillment Center
Wednesday, March 13, 2019 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 12, 2019 NexGen Breakfast Bites with Eric Roberge
Wednesday, February 27, 2019 February Super CEvent
Tuesday, February 26, 2019 NexGen Breakfast Bites on Business Succession: Purchasing a Practice
Wednesday, February 13, 2019 FPA of Southern Arizona: February Breakfast Meeting
Wednesday, January 30, 2019 FPA Chapter Advocacy Day
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 09, 2019 Advocacy Day Preparation Call
Wednesday, January 09, 2019 FPA of Southern Arizona: January Breakfast Meeting
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 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
Friday, October 19, 2018 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, October 10, 2018 (FPA of Southern Arizona: October Breakfast Meeting
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
Wednesday, September 12, 2018 FPA of Southern Arizona: August Breakfast Meeting
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
Wednesday, August 08, 2018 FPA of Southern Arizona: August Breakfast Meeting
Thursday, August 02, 2018 FPAGP and FPA of San Diego Collaborative Membership Event
Thursday, July 26, 2018 NexGen Happy Hour at The Porch
Wednesday, June 27, 2018 Field Trip:Federal Reserve Bank: Phoenix Processing Center
Wednesday, June 13, 2018 Collaborative Event: FPA of San Diego
Wednesday, May 23, 2018 Quarterly Super CE Program: Financial Planning for Clients in Transition
Wednesday, May 09, 2018 FPA of Southern Arizona: May Breakfast Meeting
Wednesday, April 18, 2018 Collaborative Event with East Valley Estate Planning Council
Wednesday, April 11, 2018 FPA of Southern Arizona: April Breakfast Meeting
Wednesday, March 28, 2018 Collaborative Workshop Event with Arizona Council on Economic Education
Monday, March 19, 2018 Monday Hubble - Information Drop In Call
Wednesday, March 14, 2018 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 06, 2018 BONUS Collaborative Workshop Event with Phoenix Compliance Roundtable
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
Wednesday, February 14, 2018 FPA of Southern Arizona: February Breakfast Meeting
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
Wednesday, January 24, 2018 Field Trip: The Phoenix Zoo: Exploring Planned Gift Advisory Committees
Monday, January 22, 2018 Monday Hubble - Benefits Drop In Call
Wednesday, January 10, 2018 FPA of Southern Arizona Events
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, November 08, 2017 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, October 25, 2017 FPA of GP Field Trip: Desert Botanical Garden
Saturday, October 21, 2017 2017 Financial Planning Day
Wednesday, October 11, 2017 FPA of Southern Arizona: October Breakfast Meeting
Wednesday, September 27, 2017 FPA of Greater Phoenix All Day Symposium 2017
Wednesday, September 13, 2017 FPA of Southern Arizona: September Breakfast Meeting
Wednesday, August 23, 2017 FPA of GP Field Trip: Arizona Community Foundation
Wednesday, August 09, 2017 FPA of Southern Arizona: August Breakfast Meeting
Wednesday, July 26, 2017 FPA of GP Field Trip: Vanguard
Thursday, July 20, 2017 FPA of San Diego Quarterly Networking social event
Wednesday, June 28, 2017 FPA of GP Field Trip: Tempe at Tricks
Wednesday, June 28, 2017 FPA of GP Field Trip: Scottsdale at Terroir
Wednesday, June 21, 2017 National Advocacy Day with FPA
Wednesday, June 14, 2017 FPA of San Diego Quarterly Education Event
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 17, 2017 EVEPC features Blaine Aikin on the Fiduciary Rule
Tuesday, May 16, 2017 FPA of San Diego Joint Event with CFA Society
Wednesday, May 10, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-1
Wednesday, May 10, 2017 FPA of Southern Arizona: May Breakfast Meeting
Wednesday, April 26, 2017 Asset Protection and Jay Adkisson: Joint CE Event with East Valley Estate Planning Council
Wednesday, April 12, 2017 FPA of Southern Arizona: April Breakfast Meeting
Wednesday, March 22, 2017 Volunteer Recognition Celebration and Advocacy Workshop
Wednesday, March 08, 2017 FPA of Southern Arizona: March Breakfast Meeting
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
Wednesday, February 08, 2017 FPA of Southern Arizona: February Breakfast Meeting
Monday, February 06, 2017 Arizona Partnership Platform Tour and Benefits Call - A
Wednesday, January 25, 2017 What you need to know about Technology, Compliance, and Cyber Security – but didn’t know to ask!
Wednesday, January 11, 2017 FPA of Southern Arizona: January Program (rescheduled from December 14th)
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 Southern Arizona: November Breakfast Meeting
Wednesday, October 12, 2016 FPA of Southern Arizona: October Breakfast Meeting
Wednesday, September 28, 2016 FPA of Greater Phoenix All Day Symposium
Wednesday, September 14, 2016 FPA of Southern Arizona: September Breakfast Meeting
Saturday, September 10, 2016 Elections and Economics: An Educator Workshop with FPA of GP and ACEE
Wednesday, August 24, 2016 August Chapter Membership Meeting: Round Table Discussions
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
Wednesday, July 27, 2016 July CE Presentation - Aging and its Financial Planning Implications
Thursday, July 21, 2016 San Diego FPA Chapter July Member Social
Wednesday, July 13, 2016 Advanced Funding and Paying for College UBER Discussion
Wednesday, June 22, 2016 June Chapter Meeting
Wednesday, June 15, 2016 San Diego FPA Chapter June Quarterly Meeting
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 04, 2016 Quatro de Mayo NexGen event
Wednesday, May 04, 2016 April Chapter Meeting (held 1 week later than normal)
Friday, April 29, 2016 IACP Two Day Introductory Interdisciplinary Collaborative Practice Training
Wednesday, April 20, 2016 FPA of Southern Arizona: April Breakfast Meeting
Wednesday, March 23, 2016 March Chapter Meeting
Wednesday, March 09, 2016 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 08, 2016 Intro to Pro Bono
Wednesday, February 24, 2016 February Chapter Meeting
Wednesday, February 17, 2016 FPA of Southern Arizona: February Breakfast Meeting
Wednesday, January 27, 2016 January Chapter Meeting
Tuesday, December 15, 2015 Chapter Social, honoring Partners and Volunteers
Wednesday, December 09, 2015 FPA of Southern Arizona: December Breakfast Meeting
Wednesday, November 18, 2015 November Chapter Meeting
Wednesday, November 11, 2015 FPA of Southern Arizona: November Breakfast 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
Wednesday, September 09, 2015 US/AZ Economic Update Dr. George Hammond, UofA
Thursday, August 27, 2015 Guest Registration for August Chapter Meeting
Wednesday, August 26, 2015 August Chapter Meeting
Wednesday, August 12, 2015 529 Plans: Kevin Ruppprecht and Regina Carmon
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


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!


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