Community Connections Working Group

Monthly on the 1st Thursdays at 3:30 pm via ZOOM

(no team meetings in August or December) 

Membership: Why Join?  How to?  Who is?

Connection and welcome functions

Membership platform is largely determined by FPA nationally. 

We participate per our Chapter Charter.

Promise:

Our chapter is with you at every stage of your financial planning journey.

from

NexGen:  Emerging or New to Profession Financial Planners

Relationship Continuity, Integration into and with the chapter

NexGen community significantly influenced by FPA nationally,

yet nurtured locally to really connect with FPAGP members and community 

as a whole.

to

Alumni:  Retired/Retiring Financial Planners

Relationship Continuity, Integration into and with the chapter

Alumni community welcomed, nurtured and encouraged  locally to remain connected to their remaining career ambitions through FPAGP activities.

____________

Stakeholders in a Successful Financial Planning Professional Community

Commercial Partnerships: 

Relationship Centric Partnership platform created by FPAGP

Professional Relationships: 

Organization to Organization MOUs

(non-profits entities)

Relationship Exploration, Documentation, and Support

MOU process and documents created by FPAGP

Incubator process and agreements created by FPAGP

Community Relationships: 

Organization to Organization MOUs

(For Profit Entities)

Relationship Exploration, Connections to our Planners and community