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.

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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.

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Our Ambitions




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






























FPA Local Chapter Gatherings

Event Key

Hubble Conference Calls

Chapter Education Events

Chapter Community Building Activities

Financial Industry


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

    • Friday, March 01, 2019
    • Friday, December 06, 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

    Monthly Membership Team Check in Call


    1st Fridays at 9:30 am

    • Thursday, March 07, 2019
    • Thursday, December 05, 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

    Lifelong Learning Team monthly conference call

    • Thursday, March 14, 2019
    • Thursday, December 12, 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

    PARTNERSHIP TEAM MONTHLY CK IN CALL

    • Thursday, March 28, 2019
    • Thursday, December 26, 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

    Monthly Membership Team Check in Call


    4th Thursdays except when the date falls on a holiday.

    • Tuesday, September 17, 2019
    • Tuesday, December 17, 2019
    • 4 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    Communications Team monthly conference call

    • Tuesday, September 24, 2019
    • 2:00 PM - 4:00 PM
    • Junior Achievement - 636 W Southern Ave Tempe, AZ 85282
    • 35
    Register


    Matthew Jarvis runs a hyper-efficient lifestyle practice.  He is able to support +-150 clients while also taking over 80 days of vacation every year, and maintains a more than 50% profit margin.

    Does this sound like the type of practice you would like to develop?

    Thousands of listeners to the Nerd's Eye View Podcast with Matthew Jarvis thought so.  In case you weren't able to listen then, you can listen now. 

     Link to Kitces Podcast

    More Info:  Jarvis Financial and Jarvis Bio and the Perfect RIA

    This advance session is priced separately from Symposium, and supports Matthews' decision and agreement to leave Washington for a few days and travel to share his insights with our financial planning community, then at Symposium, and then following, on his time and dime, with Nexgen planners in Phoenix and Tucson. 

    As ever, Matthew is already working on delivering massive value to you - not a wasted breath or minute when Matthew leads a discussion!

    Registration Rates:

    FPA chapter members: June, July, August:  $199.  As of September 1st: $249

    Not an FPA member? June, July, August: $249.  As of September 1st: $299

    Note:  Anyone attending the Jarvis Prequel is welcome to remain at the JA office and join our Symposium Partners and Presenters mixer, immediately following, at no additional fee.

    Refund Policy for this event is the same as Symposium deadlines.

    Note:  4 pak Symposium purchase does NOT include the Prequel event.

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

    Featuring Kristy Archuleta, John Diehl, Michael Kitces, & Matthew Jarvis

    View our Symposium Flyer as a magazine, online: here.

    To download 2019 Symposium Flyer, click on the above image.

      Chapter Members, want the best possible pricing?  Register Now!

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

       Members  Dates/Deadlines  Non Members
       160  Jun 20  260
       180 June 21 - Jul 31  260
      200 Aug 1 - Sep 20  280
       250  Sep 21-25  300
      4-pak $600  August 31st  4-pak $600
      • Half day only is available for $100 for members, $150 for non members.  Prices increase Sep 21st to include At the Door rates.
      • NexGen Community members who are not chapter members (including students)pay $50 for full day registration if registered by Aug 31st.
      • Regional Chapter members and marketing collaborators pay $180 through Jul 31st

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


      Refund Dates for Symposium:

      On/before Aug 16th: 100%

      Aug 17th - Sep 20th: 50%

      Sep 21 -25th: 0% - please send a substitute

      About our Partners

      Arizona Community Foundation

      BeachFleischman / Pinnacle Plan Design

      DPL

      Edward Jones

      Fairway Mortgage

      FP Transitions

      Longbridge

      Nationwide

      Polsinelli Shuguard

      Rehburg Life Settlements

      Schwab

      Templeton Financial

      Vanguard

      Zia Trust

      • Thursday, September 26, 2019
      • 7:30 AM - 9:30 AM
      • Wildflower Bread Company, 7001 N. Scottsdale Road Scottsdale, AZ 85253
      • 11
      Register
      • Tuesday, October 15, 2019
      • 1:00 PM - 6:30 PM
      • Allianz Life: 5701 Golden Hills Drive Minneapolis MN 55416


      Partner Hosted Event the Day Before the Annual FPA Conference in Minneapolis

      Click here to register now

      • Thursday, October 17, 2019
      • 3:30 PM - 4:30 PM
      • Uber conference: 602-456-6642 Join the call online: www.uberconference.com/melissa01
      Register

      NexGen Team calls are held the third Thursday of each month 3:30-4:30pm

      Call in:  602-456-6642 (No PIN required)

      Join the call online:  www.uberconference.com/melissa01

      • Wednesday, October 23, 2019
      • 1:00 PM - 4:00 PM
      • Arizona State Capitol Museum: 1700 W Washington St Phoenix, AZ 85007
      Register

      Our Lifelong Learning and Advocacy Teams present 


      • Saturday, November 02, 2019
      • 7:00 AM - 1:00 PM
      • Rio Salado Community College Conference Center: 2323 West 14th Street, Tempe, AZ 85281
      Register

      Call for CFP(R) Professionals and Volunteers

      Extending professional financial planning into our community builds awareness with the general public about our profession and its power to transform their lives. 

      We will come together to offer public awareness workshops and 1:1 Pro Bono financial planning (30 minute sessions) to community members seeking financial planning assistance on Saturday, November 2, 2019.


         

      Your commitment includes:

      • 45 min Info/Training Q&A Conference Call (Please mark your calendar now and plan to attend a call on October 2, 2019 at 11am or October 16, 2019 at 11am via UBER-will be recorded - can be listened to after the fact - you will receive a call invitation in your email inbox).
      • Your Signature on a Pro Bono volunteer agreement
      • Approximately 4 hours of availability on Saturday, November 2nd, to provide Pro Bono financial planning to community members seeking your help or host a Public Awareness workshop.
      Notes: 
      If you are a CFP(R) professional, but not an active chapter member, you are more than welcome to offer your skills and time for this event.  Our intention is to serve our greater community and to showcase the value of financial planning and our ability to transform lives.

      If you are not a CFP(R) professional, but you would like to assist, there are volunteer opportunities that do not include offering 1:1 Financial Planning advice, so your time and talent will be welcomed and well used.


      Foundation for Financial Planning Pro Bono Course Link

      • Saturday, November 02, 2019
      • 8:00 AM - 1:00 PM
      • Rio Salado Community College Conference Center: 2323 W 14th St, Tempe AZ
      Register


      We couldn't do this without our Community partners....


      ________________


      If you are ready to get your financial affairs in order, November's Financial Planning Day is a great time to begin.

      Free to the public, our chapters' Public Awareness and Pro Bono Financial Planning events connect CFP(R) Professionals into our community.

      Expect a series of workshops that help our attendees understand topics like how to manage a budget and create a spending plan, how to take control of your finances now in order to build a better future, how to manage your credit and debts and build a stronger credit score, how to pay for education and college, how to mitigate your largest risks. This list a sample of the types of financial topics you can learn about - when you register you can vote for the topic areas you most want to attend.

      Expect access to solid, fact based information about how financial services are delivered and what you need to know as a wise consumer. Learn the top three questions to ask any potential financial advisor before you elect to work with them.

      Want to meet with a Financial Planning Professional for a (free) 30 minute session - a chance to ask your specific questions? Just register in advance and watch for a confirmation email noting your reserved time slot. Then get to work thinking about where you most need some guidance - retirement planning - estate planning - taxes - insurance - paying for college - investments? Your CFP(R) professional has been tested and proven knowledgeable in a wide variety of critical financial subject areas.

      No sales. No pitches. No obligations. No Nonsense. We are here to help our community and advance our profession by promoting broader financial literacy for every Arizonan.

      • Wednesday, November 20, 2019
      • 2:00 PM - 6:30 PM
      • ASU's Skysong: Scottsdale Rd just south of McDowell
      Register

      Our Lifelong Learning Team brings you:

      A continuation of our Team Building and Efficient Practice series:


      Understanding and Overcoming Conflict

      featuring Denise Logan


      REGISTER


      Be one of the first 25 to register and receive our VIP welcome!
      ____________________
      Registration opens: (2:00)

      Speaker Presentation  (2:15 - 5:30)

      Networking Reception  follows

      Pending Approval or Approved for 3 hours of CE for CFP(R) candidates and 2 hours of CE for life insurance professionals.

      • Thursday, November 21, 2019
      • 3:30 PM - 4:30 PM
      • Uber conference: 602-456-6642 Join the call online: www.uberconference.com/melissa01
      Register

      NexGen Team calls are held the third Thursday of each month 3:30-4:30pm

      Call in:  602-456-6642 (No PIN required)

      Join the call online:  www.uberconference.com/melissa01

      • Wednesday, December 04, 2019
      • 4:00 PM - 7:00 PM
      • Executive Directors' Home
      Register


      Sing Karaoke, Play Bocce Ball, & Learn Texas Hold 'em Poker for those who so desire...and, of course, the Pigs will be present!

      • Thursday, December 19, 2019
      • 3:30 PM - 4:30 PM
      • Uber conference: 602-456-6642 Join the call online: www.uberconference.com/melissa01
      Register

      NexGen committee calls are held the third Thursday of each month 3:30-4:30pm

      Call in:  602-456-6642 (No PIN required)

      Join the call online:  www.uberconference.com/melissa01

      • Tuesday, January 21, 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
      • 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!

      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.

      • Wednesday, March 25, 2020
      • 7:00 AM - 10:30 AM
      • ASU's Skysong, just south of Scottsdale and McDowell
      Register

      Our Lifelong Learning and NexGen Working Teams Present

      Team Building and Skill Building:

      Using Kolbe to improve workplace efficiency and satisfaction

      _________________


      REGISTER

      Workshop Itinerary:


      7:00 am Registration Opens

      7:15 am Breakfast 

      8:15: Workshop Begins


      10:15:  Workshop Concludes

      10:30 Adjourn

      Note:  Workshop events provide opportunities for our planners to interact with experiential learning experts.  The topics are chosen because they can help us solve problems, improve productivity or profitability, reduce risk, ease compliance, or in some way help you work less, earn more, and produce better results for your clients.  Workshops are intended to provide you with immediate takeaways and new resources.  They may on occasion, but are not expected to, provide professional CE credits.

    Past events

    Thursday, September 19, 2019 FPAofGP NexGen Team Call
    Wednesday, September 11, 2019 FPA of Southern Arizona: September Breakfast Meeting
    Thursday, August 29, 2019 Town Hall 1: Career Development
    Thursday, August 15, 2019 FPAofGP NexGen Team Call
    Wednesday, August 14, 2019 FPA of Southern Arizona: August Breakfast Meeting
    Monday, July 29, 2019 Symposium Partners Information Call
    Wednesday, July 24, 2019 FPA of San Diego Summer Social Mixer
    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, May 08, 2019 FPA of Southern Arizona: May Breakfast Meeting
    Thursday, April 25, 2019 Partner Event: Edward Jones' - Career Event
    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
    Wednesday, April 10, 2019 FPA of Southern Arizona: April Breakfast Meeting
    Thursday, March 21, 2019 FPAofGP NexGen Committee Call
    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
    Tuesday, March 05, 2019 Partner Event: FP Transitions M & A Lunch
    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
    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 16, 2019 Public Awareness: Financial Coaching Presentation
    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 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
    Friday, October 19, 2018 FPA of Southern Arizona: November Breakfast Meeting
    Wednesday, October 10, 2018 Public Awareness: Financial Coaching Presentation
    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 Partner Event: Edward Jones-Experiences Growing a Practice
    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
    Monday, July 30, 2018 Symposium Tips Call for Partners
    Monday, July 30, 2018 Symposium Partnership Information Call
    Thursday, July 26, 2018 NexGen Happy Hour at The Porch
    Wednesday, July 18, 2018 Partner Event: Cantor Fitzgerald Capital-CFP CE Credit Presentation
    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
    Wednesday, May 09, 2018 FPA of Southern Arizona: May Breakfast Meeting
    Friday, May 04, 2018 FPAofGP Advocacy Team Calls
    Tuesday, April 24, 2018 Partner Events: Retirement Experts Network Educational Webinars
    Wednesday, April 11, 2018 FPA of Southern Arizona: April Breakfast Meeting
    Friday, April 06, 2018 FPAofGP Advocacy Team Calls
    Wednesday, March 21, 2018 Partner Events: Retirement Experts Network Educational Webinars
    Monday, March 19, 2018 Monday Hubble - Information Drop In Call
    Wednesday, March 14, 2018 FPA of Southern Arizona: March Breakfast Meeting
    Wednesday, March 07, 2018 Partner Events: Retirement Experts Network Educational Webinars
    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
    Friday, February 23, 2018 Partner Product Webinar: Reverse Mortgages
    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
    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
    Wednesday, January 24, 2018 RMF Webinar: Social Security Q&A
    Monday, January 22, 2018 Monday Hubble - Benefits Drop In Call
    Thursday, January 18, 2018 Monthly Communications Team Check in Call
    Wednesday, January 10, 2018 FPA of Southern Arizona Events
    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, 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
    Tuesday, August 15, 2017 Partner Event: FREE 2 Hour CFP CE Class followed by Top Golf Happy Hour!
    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
    Tuesday, May 23, 2017 Partner Event: Schwab Bank Career Night
    Tuesday, May 23, 2017 Partner Event: Schwab Career Networking Event/Interview Night
    Wednesday, May 17, 2017 UofA Financial Planning Degree Program Update Event
    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
    Tuesday, April 18, 2017 Partner Event: Free 2 Hour CFP(R) CE Class with Wine Tasting to Follow
    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
    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
    Wednesday, January 11, 2017 FPA of Southern Arizona: January Program (rescheduled from December 14th)
    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 Partner Webinar: Ge Your FAFSA Questions Answered by an Expert
    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
    Wednesday, November 09, 2016 Partner Webinar: Major Changes Proposed for Retirement Plans, IRAs, Social Security and More
    Wednesday, November 09, 2016 FPA of Southern Arizona: November Breakfast Meeting
    Friday, November 04, 2016 Partnership Committee Calls
    Thursday, October 27, 2016 Partner Event: The Facts on Medicaid Compliant Annuities
    Tuesday, October 25, 2016 Partner Event: V.I.P. Mortgage CFP(R) CE Class and Wine Tasting
    Monday, October 17, 2016 Professional Relations Committee Event at ACEE
    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
    Tuesday, August 30, 2016 Partner Event: V.I.P. Mortgage Inc. - CFP(R) CE Credit Presentation - Deb Management and Cash Flow Analysis
    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
    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
    Thursday, July 21, 2016 San Diego FPA Chapter July Member Social
    Wednesday, July 20, 2016 FPA of GP Lifelong Committee Meeting Jul
    Wednesday, July 20, 2016 Partner Webinar: 30 Minute Overview: The Latest CRM and Document Management Technology for RIAs
    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 29, 2016 Reverse Funding Presents a Special Webinar for Financial Advisors
    Wednesday, June 22, 2016 June Chapter Meeting
    Wednesday, June 15, 2016 FPA of GP Lifelong Committee Meeting Jun
    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 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)
    Friday, April 29, 2016 IACP Two Day Introductory Interdisciplinary Collaborative Practice Training
    Wednesday, April 20, 2016 FPA of Southern Arizona: April Breakfast Meeting
    Tuesday, March 29, 2016 By Special Invitiation Only: How to Thrive in the New World of Fiduciary Standard and Digital Advisors
    Wednesday, March 23, 2016 March Chapter Meeting
    Wednesday, March 16, 2016 Chapter Partner: V.I.P. Mortgage-CFP(R)s Earn 3 Free Hours of CE Credits
    Tuesday, March 15, 2016 Partner RMF presents: The New Case for Reverse Mortgages
    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
    Monday, January 25, 2016 FPA of GP Lifelong Committee Meeting
    Tuesday, December 22, 2015 FAFSA Questions Webinar from RMF
    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
    Thursday, October 22, 2015 RIA Trust Education Program
    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
    Thursday, September 24, 2015 RIA Trust Education Program
    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
    Thursday, August 27, 2015 RIA Trust Education Program
    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


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