2023 Advancing the Profession Working Group

  • Thursday, January 26, 2023
  • Thursday, October 26, 2023
  • 9 sessions
  • Thursday, January 26, 2023, 3:30 PM 4:30 PM (MST)
  • Thursday, February 23, 2023, 3:30 PM 4:30 PM (MST)
  • Thursday, March 23, 2023, 3:30 PM 4:30 PM (MST)
  • Thursday, April 27, 2023, 3:30 PM 4:30 PM (MST)
  • Thursday, May 25, 2023, 3:30 PM 4:30 PM (MST)
  • Thursday, June 22, 2023, 3:30 PM 4:30 PM (MST)
  • Thursday, July 27, 2023, 3:30 PM 4:30 PM (MST)
  • Thursday, September 28, 2023, 3:30 PM 4:30 PM (MST)
  • Thursday, October 26, 2023, 3:30 PM 4:30 PM (MST)
  • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
  • 5 registrants

Registration

  • Either a current active paid FPAGP chapter member or active/current Chapter Partner, declared active NexGen Ghost member, or connected to a community MOU.
  • Not a current/active FPAGP member or Partner.

    Interested in leaning in, learning more about our community, lending a hand or idea in a consistent and organized way.

    Non Members are very welcome to participate in our working teams. In order to lead a working team or enjoy membership benefits, moving into an active membership relationship with the chapter is necessary.
Registration is closed

Advancing the Profession Working Group

4th Thursday of every month at 3:30 pm via Zoom

Does not meet in August or November/December

includes

Advocacy: Regulatory and Legislative Focus

In concert with FPA nationally, the development, communication, and follow up on positions/initiatives impacting the legal and regulatory environment we practice in.


note:  our Advocacy Team is solid and functioning independently with Advocacy Specific meetings the first Friday morning of every month at 9:30 am.  As any Advocacy team member may join the Advancing the Profession Group calls, they can update all on critical issues and planned initiatives, and gain input from these team members relevant to supporting successful future Advocacy  team efforts.


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Pro Bono:

1:1 Personal Financial Planning

Within the overall framework set by FPA nationally and tailored to our own volunteer passions, interests, and our chapter connections.


Public Awareness:

1:many Personal Financial Planning, via consumer oriented workshops

Within the overall framework set by FPA nationally and tailored to our own volunteer passions, interests, and our chapter connections.


Financial Literacy:

1:1 Personal Financial Planning

Working with and through fellow nonprofit entities, delivering quality financial literacy programming to our community at large.


note:  our Financial Literacy Team is solid and functioning independently  with specific meetings the second Monday morning of every month at 1:00 pm - which will continue.  As any Financial Literacy team member may join the Advancing the Profession Group calls, they can update all on critical issues and planned initiatives, and gain input from these team members relevant to supporting successful financial literacy team efforts.

Career Hub: envisioned

Connecting today to tomorrow's financial planners

Our unique and purposeful approach to connecting our educational institutions and students to our community, our employers, and each other



FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: closed
Phone: 480-483-9035
Fax: 480-922-5283


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