Volunteer Recognition Celebration and Advocacy Workshop

  • Wednesday, March 22, 2017
  • 2:45 PM - 6:30 PM
  • Glencroft Retirement Community Room: 8611 N 67th Ave, Glendale, AZ 85302


  • Timely RSVP deadline is generally the Friday prior to the meeting
  • Timely RSVP deadline is generally the Friday prior to the meeting
  • Timely RSVP deadline is generally the Friday prior to the meeting

Registration is closed

Our Lifelong Learning Committee brings you our Annual Meeting, Volunteer Recognition and Advocacy Workshop

Registration opens at 2:45, along with tours of Glencroft as you wish. Beat the afternoon traffic!

At 3:15, Current and Past Chapter Presidents Bud Heintz and Marcus Johnson applaud you, our members and partners and volunteers. 

More than 145 professionals participated in volunteer chapter initiatives over the last two years.  Come and join our celebration and recap our accomplishments!  Be prepared to stand and be recognized...


Around 3:45, we'll introduce the President of the FPA Board of Directors, Shannon Pike, and FPA's national Executive Director Lauren Schadle, and share a high level Annual Report (national and local) to our members along with a preview of major initiatives for 2017.  

Got Questions and Ideas?  Bring them with you - here's your chance for 1:1 dialogue with our leadership.  At least 30 minutes of "roll up your shirtsleeves" dialogue with board members, committee chairs, and national leadership is on the agenda - more if you stay for the social.

By 4:30, we'll turn the floor over to attending local legislators and experienced advocates, and spend 45 minutes identifying your legislative district and representatives, how to email, call, and write them, and how to begin building relationships that get your voice heard.  

Talk to any of our 13 chapter volunteers who participated on Feb 14th's advocacy about their experience.  We can and will support the profession of financial planning in Arizona through effective public policy and legislative advocacy.

By 5:15, we'll be rolling out beverages and heavy appetizers...mix and mingle and meet new professionals, continue last years' Field Trip options supporting your effective ability to help clients plan for housing options as they age with a look around Glencroft, find chapter leaders to continue your 1:1 discussions.  

Be proud to be an active part of our team!

As always, be one of the first 25 to register and receive our VIP welcome - with special seating with Shannon and Lauren, Bud and Marcus.
Registration opens: 2:45 pm - Glencroft Tours available

Recognition, Annual Meeting:  3:15 pm

Reception: 5:15 pm

Close: 6:30 pm

Approved for 0 hour of CE for CFP(R) candidates and 0 hour of CE for life insurance professionals.

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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