2024 Financial Literacy Team Zoom

  • Monday, January 08, 2024
  • Monday, December 09, 2024
  • 10 sessions
  • Monday, January 08, 2024, 1:00 PM 2:00 PM (MST)
  • Monday, February 12, 2024, 1:00 PM 2:00 PM (MST)
  • Monday, March 11, 2024, 1:00 PM 2:00 PM (MST)
  • Monday, April 08, 2024, 1:00 PM 2:00 PM (MST)
  • Monday, May 13, 2024, 1:00 PM 2:00 PM (MST)
  • Monday, June 10, 2024, 1:00 PM 2:00 PM (MST)
  • Monday, September 09, 2024, 1:00 PM 2:00 PM (MST)
  • Monday, October 14, 2024, 1:00 PM 2:00 PM (MST)
  • Monday, November 11, 2024, 1:00 PM 2:00 PM (MST)
  • Monday, December 09, 2024, 1:00 PM 2:00 PM (MST)
  • Chapter Zoom Room: https://zoom.us/710 131 6685


  • If you are a CFP(R) Professional - whether or not you are an active and current chapter member - you may register here to volunteer to lead Financial Literacy courses with fellow chapter and community members.

    We approach financial literacy education in teams.

    If you are not a CFP(R) Professional, you can still volunteer to teach financial literacy courses. You will be paired with at least one CFP(R) professional on your teaching team.


 Monthly Financial Literacy Team gatherings

2nd Monday of most months at 1 pm via Zoom

(No meeting in July and August)


Team Leader Sharon Bumgarner and a volunteer force of more than 17 CFP(R) Professionals work together to advance Financial Literacy in Arizona.

Monthly team check in calls help coordinate these efforts.

The primary past energy has been applied toward improving and delivering a 12 session course (MoneyW!se) via an MOU with Wise of New York and various Valley of the Sun community non profit organizations.

The team has completed a review of multiple financial literacy course options, and proposed a 3 year plan.  You can download the plan below.

If you would like to actively participate in extending financial literacy in AZ, this team presents an opportunity to improve your communication of financial literacy basics to our community.


https://Zoom.US/710 131 6685   Passcode (if needed) FPAGP

Team calls are Drop In Calls - no need to RSVP.

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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