Upcoming events

    • Wednesday, January 24, 2018
    • 4:00 PM - 6:00 PM
    • The Phoenix Zoo: 455 N Galvin Pkwy Phoenix AZ
    Register

    Your Lifelong Learning Committee brings you

     

    A Professional Field Trip to the Phoenix Zoo




     

    Field Trip Description:
    In addition to meeting the new animals and seeing the new capital projects funded by grateful planned gift donors, come and meet the professional team of  volunteer legal, tax, and financial advisors - the Zoo's planned gift advisory committee.  
    By speaking 1:1 during the networking reception, you can learn how this team made legacy giving happen in meaningful ways for the Zoo and how the Zoo has made their professional lives richer and more meaningful.
    As the essential hub our financial planning community, this field trip offers our members and potential members an opportunity to come together affordably in an amazing Arizona attraction.  
    You can:
    • Discover how a planned gift advisory committee works, and why you might want to explore something like this in your professional future with a cause close to your heart.  
    • Meet a new group of exceptionally talented and dedicated professionals - expand your network. 

    ____________________
    Registration opens: 3:30pm

    Train Tour:  4:00pm

    Reception:  5:00pm

    Adjourn:  6:00pm


    • Wednesday, February 07, 2018
    • 1:00 PM
    • Via Conference call
    Register


    Photo from Flickr Creative Commons: Photographer Jon Mathies.


    If you are registered to join the chapter at the Arizona Capitol on Feb 14th, or are considering registering, this 1 hour training call will give you greater insights into what to expect during our visit, and what roles you will play.


    Join FPA national advocacy staff liaison Karen Nystrom, our chapter leadership and our Advocacy Committee Volunteers for this 1 hour Advocacy Day training call in preparation for our chapters' Advocacy Day event.


    • Wednesday, February 14, 2018
    • 9:00 AM - 2:00 PM
    • Meet in the Conference Room at the ASA building: 1910 W. Washington St. Free Parking in their lot.
    Register

    2018 FPA of Greater Phoenix Advocacy Day 

    Wednesday, February 14th


    Valentines Day and Arizona's Birthday!

    We love our chosen profession and we love our state.



    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 2 p.m.


    Please register to join by 5 pm on Monday, Jan 29th,  if you would like to participate and be able to reach out to your legislators and request an appointment.

    • Wednesday, February 28, 2018
    • 2:00 PM - 6:30 PM
    • The Phoenix Country Club: 2901 N 7th Street Phoenix AZ
    Register

    Our Lifelong Learning Committee brings you

     

    "Dissecting the Tax Cuts and Jobs Act of 2017:  

    A Phoenix Tax Workshop Roadshow for Financial Planners"





     

    Program Description:  SUPER CEvent: 3+ hours of CFP(R) CE 

    Welcome to Ira Feldman, Steve Rodis, and fellow Tax Professionals from the Phoenix Tax Workshop.
    Ira and Steve have invited Curtis Black, Ed Zollars, Christopher Coots, and Eliot Kaplan to reprise their Phoenix Tax Workshop peer presentations regarding the Tax Cuts and Jobs Act of 2017 and any pending/discussed Arizona State tax legislation - for your dissection and digestion.
    It may seem crazy to describe a planned set of presentations on Tax Code as lively and energetic, but that is what we are seeking from these pros - useful and detailed handouts with information that is relevant to the financial planning process, delivered in an interactive Q&A style.
    Learning Objectives:
    Attendees will:
    1) Become aware of Arizona State proposed legislation relevant to income, gift or estate tax planners
    2) Understand where the new Tax Cuts and Jobs Act of 2017 directly impacts the financial planning discussions with clients and may require updates to existing financial plans.
    3) Identify how the Tax Cuts and Jobs Act of 2017 may change the corporate structures of many small business
    4) Learn where to go for more detailed and practical implication information on separate sections of the Tax Cuts and Jobs Act of 2017
    5) Gain tools and resources to help communicate changes and impacts with and to clients

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

    Speaker Presentation:  2:30 - 5:30 pm

    Reception: 5:30 - 6:30 pm


    • Tuesday, March 06, 2018
    • 12:00 PM - 2:00 PM
    • SkySong Auditorium
    Register

    Our Lifelong Learning Committee brings you

     

    "Compliant Social Media Practices"


     

    Image from Flickr Creative Commons: Mark Kens


    Program Description: 

    Join  SMARSH social media compliance expert Mike Pagani and our professionals from the Phoenix Compliance Roundtable for insights, best practices and tips regarding these SEC hot  topics:
    • Social Media Compliance
    • Text Compliance & Archival
    • Mobile Device Compliance
    • Blogging - writing and reviewing
    Learning Objectives:
    1. Understand where utilizing Social Media in your financial planning marketing and client communications plans makes the most sense for your firm, given your size, resources, and business model/structure.
    2. Identify which best practices are most likely to keep you compliant.
    3. Learn and share tips for increased engagement and reduced costs with social media communications plans
    4. Discover and connect to communications and compliance professionals who can help you stay current.
    5. Find out how to bring your current communications platforms close to compliant, effective tools for business development.

    ____________________
    Registration opens: 11:50 am

    Speaker Presentation:  12:15 - 1:50 pm

    Adjourn: 2 pm


    • Wednesday, March 28, 2018
    • 3:00 PM - 5:00 PM
    • Junior Achievement BizTown (tentative) 636 W Southern Ave, Tempe, AZ 85282
    Register

    Our Lifelong Learning Committee brings you

     

    "Workshop: Engaged, FUN, and Effective Client Communications Ideas"


     


    image from Flickr Creative Commons: US Department of Education


    Program Description: a member Workshop - immediate useful takeaways

    Join Educators Extraordinaire and learn about new ideas and technology tools - enhancing your ability to communicate with your clients about economic and investment principles, strategic concepts, and the financial options and plans that you develop together.  
    • to follow
    Learning Objectives and Takeaways

    ____________________
    Registration opens: 2:45 pm

    Speaker Presentation: 3:00 - 5:00 pm

    • Wednesday, April 18, 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Drive Mesa AZ 85201
    Register

    Our Lifelong Learning Committee brings you

     

    "The Sticky Ethical Wickets in 

    Estate and Financial Planning"


     



    Dr. Marianne Moody Jennings

    Emeritus Professor of Legal and Ethical Studies





     

    Program Description:
    There are statutory duties, there are codified ethical responsibilities, and then there are the realities of relatives, temptation, fiduciary confusion, and client capacity.  A look at the ethical issues that arise the most and those that create the most difficulties and how to use a structured decision-making model in evaluating what you need to do when caught in the wickets. 
    Learning Objectives:

    • Review a current overview - and then specific instances - of professional ethical violations among Arizona estate, investment, tax and financial planning professionals.
    • Understand how and where lapses of ethics in professional practice are most likely to occur
    • Discuss situations and business practices and models and their impact on ethical professional practice.
    • Identify relevance to the Fiduciary Standard and the Fiduciary Rule

    ____________________
    Registration opens: 7:00am

    Speaker Presentation:  7:30am

    Adjourn:  8:30am


    Note:  This program cannot be submitted for CFP(R) CE credit, as it does not follow the specific learning objectives required by the CFP(R) Board of Standards for CFP(R) Ethics Credit.  


    This program may qualify for continuing legal education Ethics credit.

    • Monday, April 23, 2018
    • Thursday, April 26, 2018
    • WigWam Resort


    FPA is offering FPA Chapter members - and our regional MOU chapters - an additional $50 off of their timely registration for the Annual Retreat.  click on the link below to register, using coupon code:



    • Wednesday, May 23, 2018
    • 2:00 PM - 6:30 PM
    • The Phoenix Country Club: 2901 N 7th Street Phoenix AZ
    Register

    Our Lifelong Learning Committee brings you

     

    "Financial Planning through Life Transitions"


         

     

    Program Description: SUPER CEvent: at least 3 hours of CFP(R) CE 

                    Welcome to presenters Mark Prendergast, CFP(R), CPA, CDFA and Dr. Kimberly Bridges, PhD, CFP(R), CPWA(R), CDFA(TM), and incoming FPA Board of Directors President Evelyn Zohlen, CFP(R), for an afternoon focused on tactics, details, best practices and tips on how to help clients tackle financial planning decisions and dilemmas when they are facing major life transitions (marriage, second marriage, divorce, death). 
    Bonus:  Meet incoming FPA Board of Directors president Evelyn Zohlen, for an update and Annual Report on the state of our Association.
    Learning Objectives:
    To Follow

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

    Speaker Presentation: 2:30 - 5:30 pm

    Reception: 5:30 - 6:30 pm


    • Wednesday, June 27, 2018
    • 2:45 PM - 5:00 PM
    • TBD

    Our Lifelong Learning Committee brings you

     

    ""


     

    Program Description:
            To Follow
    Learning Objectives:
    To Follow

    Be one of the first 25 to register and receive our VIP welcome!
    ____________________
    Registration opens: TBD

    Speaker Presentation  TBD

    Reception  TBD


    • Wednesday, August 22, 2018
    • 2:45 PM - 5:00 PM
    • TBD

    Our Lifelong Learning Committee brings you

     


     

    Program Description:
            To Follow
    Learning Objectives:
    To Follow

    Be one of the first 25 to register and receive our VIP welcome!
    ____________________
    Registration opens: TBD

    Speaker Presentation  TBD

    Reception  TBD


    • Tuesday, September 25, 2018
    • 7:45 AM - 5:00 PM
    • Desert Willows Conference Center: 4340 E Cotton Center Blvd, Phoenix, AZ 85040


    2018 Symposium

    • Wednesday, October 24, 2018
    • 2:45 PM - 5:00 PM
    • TBD

    Our Lifelong Learning Committee brings you

     

    "TBD"


     

    Program Description:
            To Follow
    Learning Objectives:
    To Follow

    Be one of the first 25 to register and receive our VIP welcome!
    ____________________
    Registration opens: TBD

    Speaker Presentation  TBD

    Reception  TBD


    • Wednesday, November 28, 2018
    • 2:00 PM - 6:00 PM
    • The Phoenix Country Club: 2901 N 7th Street Phoenix AZ

    Our Lifelong Learning Committee brings you

     

    "TBD"


     

    Program Description:
            To Follow
    Learning Objectives:
    To Follow

    Be one of the first 25 to register and receive our VIP welcome!
    ____________________
    Registration opens: TBD

    Speaker Presentation  TBD

    Reception  TBD


    • Friday, December 07, 2018
    • 3:30 PM - 6:30 PM
    • TBD

    Join fellow chapter members and stakeholders and kick off the holiday season with the spirit of giving.



    Take a look at our chapter volunteers in action December 2016, in this short 1 minute video clip.


    Join us as we celebrate each other and our community!





    • Wednesday, December 12, 2018
    • 2:30 PM - 5:00 PM
    • TBD


    Details to follow


    Advance registration pricing is available  


     

Past 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, 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
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, 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, April 26, 2017 Asset Protection and Jay Adkisson: Joint CE Event with East Valley Estate Planning Council
Wednesday, March 22, 2017 Volunteer Recognition Celebration and Advocacy Workshop
Wednesday, February 22, 2017 Quarterly SUPER CE: February Focus on Retirement Income Planning featuring David Blanchett
Tuesday, February 14, 2017 FPA Chapter Advocacy Day
Wednesday, January 25, 2017 What you need to know about Technology, Compliance, and Cyber Security – but didn’t know to ask!
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
Wednesday, November 16, 2016 Valuation Discounts: Going Once, Going Twice... and Holiday Kick Off Mixer
Saturday, October 22, 2016 Financial Planning Day
Wednesday, September 28, 2016 FPA of Greater Phoenix All Day Symposium
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
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
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, July 13, 2016 July 13th CCRC Tours Cancelled! Moved to August 3rd
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 April Chapter Meeting (held 1 week later than normal)
Wednesday, March 23, 2016 March Chapter Meeting
Tuesday, March 22, 2016 Military Assistance Mission: Opportunity to Present on behalf of the FPA of Greater Phoenix
Saturday, March 19, 2016 Military Assistance Mission: Opportunity to Present on behalf of the FPA of Greater Phoenix
Tuesday, March 08, 2016 Intro to Pro Bono
Sunday, March 06, 2016 Wounded Warrior Project: Opportunity to Present on behalf of the FPA of Greater Phoenix
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
Friday, December 11, 2015 New Member Breakfast
Wednesday, November 18, 2015 November Chapter Meeting
Saturday, October 17, 2015 Financial Planning Day
Wednesday, September 23, 2015 September 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
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FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

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