Chapter News

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 lillian.turner@openplan.us

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

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.

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 ___________________

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:  https://www.fpala.org/event-4246630

• The Mayors Challenge  on the morning of Friday April 23rd could use some more Financial Planners to serve as judges of this virtual High School Student financial planning contest.  Email Jennifer Mozilo at jmozilo@AZecon.org  if you are interested in judging.
• For Our AZ Teachers Pro Bono Event:  Saturday June 5^th. 
• • To Register: https://fpaofphoenix.org/event-4200654
• Summer Financial Literacy Course Instructor Interest –
• • email Michael Fischer at mfischer4747@gmail.com

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 admin@FPAofPhoenix.org,
• • 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.

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!

• Register/Join the April 21^st Leadership Academy to find out more.
• • https://fpaofphoenix.org/event-4198780

And/or

• 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

Communications