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  • Tuesday, January 24, 2023 3:31 PM | Anonymous member (Administrator)

    Call for Student Mentors

    Are you interested in guiding the next generation of financial planners?

    We are looking for 6-8 FPAGP members to mentor Arizona State University students that are part of the Certified Financial Planning program this semester. The expectation is that you will meet once a month for at least 30 minutes. You are welcome to meet over coffee, schedule a Zoom call, or invite them to your office. Many of the students are looking for career guidance and would benefit from hearing about your experience in the industry and seeing what your day-to-day looks like. This is an exciting opportunity to shape our future financial planners!

    If you are interested, please reach out to Lillian at

  • Tuesday, November 22, 2022 3:04 PM | Anonymous

  • Tuesday, November 22, 2022 3:00 PM | Anonymous

  • Tuesday, November 22, 2022 2:50 PM | Anonymous

  • Wednesday, January 12, 2022 9:55 AM | Anonymous member (Administrator)

    Welcome 2022 Board of Directors!

    New board members Matt Miller, Drake Qualls and Thomas Rindahl join for their first term, with Colleen Jordan Hallinan, Dale Walters, and Murray Smith elected to serve another term.


    2022 Officers:

    Chair:  Craig Waugh

    President:  William Cerynik

    President Elect:  Colleen Jordan Hallinan

    Secretary:  Dale Walters

    Treasurer: Drake Qualls

  • Thursday, July 08, 2021 10:01 PM | Anonymous member

    Join us for...

    Good People. Bad Things.

    What does an Ethical Practice mean to you? Would it mean the same things to clients and potential clients?  To our regulators?

    This Arizona qualified 4 hour INSURANCE ETHICS course will help you explore the topic in a fresh, rich, interactive way while you satisfy your mandatory Insurance specific Ethics licensure renewal requirement.

    Presented by: Melissa Kemp, CFP, AEP, CAP, CNAP

    Date:  Wed, July 21st, 2021

    Time: 12:30 pm to 5:00 pm (no partial credit, must attend full class)

    Cost: Current FPAGP members - No Charge (included in dues)

    Non members: $95 for timely advance registration

    At the door registration (member or not) $125

    Location:  via Chapter Zoom Room, with limited in person, on site option for early registrants who so prefer.

    https://Zoom.US/Join  Meeting | ID: 710 131 6685

    Ethics Course Passcode made available to planners with their registration confirmation

    Register HERE

  • Thursday, July 08, 2021 9:50 PM | Anonymous member

    Join us for...

    Understanding Corporate Trusteeship

    What Happens When Traditional Fall Back Options Aren't An Option?

    David Long, JD. President, Zia Trust Company

    Wednesday, July 14
    4pm - 5:30pm

    Partner CEvents provide CE at no cost to our community

    Location: Chapter Zoom Room | Meeting ID 710 131 6685


  • Thursday, April 22, 2021 3:46 PM | Anonymous

    Pro Bono Financial Planning - CFP(R) Professionals - We need You!

    • Regional Chapter FPA of Los Angeles could use your help this Saturday, April 10th, to support a massive set of registered Pro Bono requests.

    To Register:

  • Thursday, April 22, 2021 3:44 PM | Anonymous

    Chapter Event Calendar through June 2021 (Virtual)

    Mark your calendar now!

    • Chapter Professional Development programming (CEvents, Town Halls, Community Conversations, ...)
    • Chapter volunteer activities and Working Team/General Circle Zoom connections


    A return to in person gatherings .... slowly. 

    We are seeking Community Hosts, willing to open up their offices conference rooms or meeting rooms to smaller groups of socially distanced members wanting to begin participating in chapter events face to face, safely, commencing at some point over the Summer.

    • Email Stephanie Weadock at,
      • Subject line: "FPAGP Community Host"   
      • In the email body, please give the location address, the primary contact for event logistics, and an indication of the room size and safe capacity number.

  • Thursday, April 22, 2021 3:43 PM | Anonymous

    Call for General Circle Leadership – Jun 2021/Jun 2022 [1 yr staggered terms] and Working Team participation

    Want to help Advance the Profession?  We are getting things done – with your help, the sky is the limit!


    • Join any April and May Working Team Zoom to explore how we function (also found on our homepage events calendar)

    Community Connections

    Advancing the Profession (includes Advocacy)

    Professional Development


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