Events

Chapter Events

Upcoming events

    • Thursday, January 05, 2023
    • Thursday, November 02, 2023
    • 10 sessions
    • Via Chapter Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP
    Register

    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


    • Friday, January 06, 2023
    • Friday, December 01, 2023
    • 9 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

     Monthly Advocacy Working Team Zoom gatherings

    1st Fridays of most months at 9:30 am

    No team call in August, but August Recess Rush appointments as calendared.

    All other months, watch this website events calendar.

    Mark your calendar in advance to connect to this effective group of financial professionals - elevating and advocating for our profession in AZ by protecting your interest and being your voice to the AZ legislature, our Federal representatives, the CFP Board of Standards, state securities regulators, and the Department of Insurance and Financial Institutions.

    Note:  The Advocacy Working Team participates with other Working Teams toward Advancing the Profession

    • Monday, January 09, 2023
    • Tuesday, December 19, 2023
    • 41 sessions
    • Via Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685

    Hubbles are the Chapter Welcome Matt, Virtual Front Door, and Staff Office Hours.

    Hubbles last up to an hour, as those on the Zoom need/want for their questions and inquiries.

    Hubbles begin with an Opening round  - connecting any/all stakeholders on the Zoom to each other and to chapter leadership.   During Opening round, briefly introduce yourself and make your ask or request for discussion on that day's Hubble.

    Hubbles end with a Closing round - seeking input from all attendees regarding our use of their time, talent and ability to speak to their question or interest.

    Especially if you are less able to attend chapter activities in person, or if you live in another city or state, Hubbles provide a consistent way to begin connecting with the chapter community on a regular, consistent, and effective basis.

    _______________

    Sample Hubble Stakeholders and FAQ's:

    New Members - how to connect, how to access database, how to register

    Current Members - volunteer needs, who is doing what, FPA initiatives

    Board Members and General Circle members - event updates or problem solving

    Partners - how to Partner, advice on Partner CEvents, how to use the platform

    Non Profit Community - how to build an MOU, decision points for future ideas

    Subject Matter Experts - how to be considered as a presenter for chapter education


    • Monday, January 09, 2023
    • Monday, December 11, 2023
    • 12 sessions
    • Chapter Zoom Room: https://zoom.us/710 131 6685
    Register

     Monthly Financial Literacy Team gatherings

    2nd Monday of most months at 1 pm via Zoom

    _______________

    Team Leader Michael Fischer 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 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.

    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.

    • Thursday, January 12, 2023
    • Thursday, November 09, 2023
    • 10 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

     Monthly Communication Working Group & Team Zoom gatherings.

    2nd Thursdays at 3:30 pm via Chapter Zoom

    no Team meetings in August or December


    Mark your calendar and connect to a small but mighty team of  purposeful, focused financial professionals - elevating and advocating for our profession in AZ by learning how to tell our story effectively. 

    Financial Planners who elect to volunteer their time and talent to this team will further their own ambitions around understanding the power of branding, improving their copy writing and editing skills, mastering digital, print, and social media calendaring and publishing best practices, connecting the dots with local and national communications resources and experts, and developing ownership level project management wisdom around communications campaigns tied to specific, measurable outcomes.

    Of all of our Working Groups and Teams, our Communications team has the farthest to go to build out a well rounded team. 

    We need to build a team capable of understanding and leveraging a specified Vision, Mission, Values, Brand Strategy, and Positioning Platform developed for our chapter, while functioning within a larger umbrella entity. 

    Prime Challenges:

    Allocate scarce time and resources to optimal communications channels. 

    Increase our market visibility with improved community understanding of chapter impact and successes.

    • Thursday, January 19, 2023
    • Thursday, November 16, 2023
    • 10 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

    Professional Development Working Group

    3rd Thursdays at 3:30 pm via Chapter Zoom

    No meetings in August or December


    Lifelong Learning:

    Community Programming

    Continuing Education, Compliance CE, Practice Management content

    We developed a Learning Hub to  inform our programming options with an aim of producing consistently robust and engaging content, regardless of presenter or topic.


     We use our teams' experiences and experimentation efforts [started in 2016] to hone our Learning Hub toolkit.


    Example Components:

    CE events (Super CEvent, Symposiums)

    Skill building events (Workshops, Case Studies)

    Networking events (Mixers and Socials, Field Trips)

    Community Building events (Round Tables, Study Groups, joint productions)

    ____________


    Leadership Development:

    Volunteer Development Programming

    starts with Leadership Academies (1 and 2)


    Professional Development Curriculum:


    Communication Skills: Honest Direct Respectful Workshop

    Engagement Building: The 4C's Continuum Workshop

    Presentation Skills: Introduction to Adult Centric Learning

    Team Decision making:  Dynamic Governance Workshop

    Organizational and Leadership Development: Vision, Mission, Values, Brand Strategy, Strategic Planning, Self Assessments, Capacity Assessments, Metrics that Matter


    • Thursday, January 26, 2023
    • Thursday, October 26, 2023
    • 9 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

    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.


    ____________


    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


    • Tuesday, April 18, 2023
    • Tuesday, October 17, 2023
    • 3 sessions
    • Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

    FPA of Greater Phoenix  Board of Directors

    Finance Committee Meeting

    The third Tuesday of each month

    2:00pm - 3:00 pm

    Join Zoom Meeting

    https://financialplanningassociation-org.zoom.us/j/7101316685

    Meeting ID: 710 131 6685



    • Monday, April 24, 2023
    • Monday, December 25, 2023
    • 9 sessions
    • Join Zoom Meeting: https://BuckinghamWealthPartners.zoom.us/j/93226042843
    Register


    FPAGP Partnership Team Meetings

    The Fourth Monday of Each Month

    Join Zoom Meeting
    https://BuckinghamWealthPartners.zoom.us/j/93226042843

    Meeting ID: 932 2604 2843
    One tap mobile
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    Meeting ID: 932 2604 2843
    Find your local number: https://BuckinghamWealthPartners.zoom.us/u/acTKQmdYfl


    • Thursday, April 27, 2023
    • Thursday, December 28, 2023
    • 9 sessions
    • Join Zoom Meeting: https://BuckinghamWealthPartners.zoom.us/j/96984560989
    Register


    FPAGP Board of Directors

    Engagement Committee Meetings

    The Last Thursday of Each Month

    Join Zoom Meeting
    https://BuckinghamWealthPartners.zoom.us/j/96984560989

    Meeting ID: 969 8456 0989
    One tap mobile
    +17193594580,,96984560989# US
    +12532050468,,96984560989# US

    Dial by your location
            +1 719 359 4580 US
            +1 253 205 0468 US
            +1 253 215 8782 US (Tacoma)
            +1 346 248 7799 US (Houston)
            +1 669 444 9171 US
            +1 669 900 6833 US (San Jose)
            +1 312 626 6799 US (Chicago)
            +1 360 209 5623 US
            +1 386 347 5053 US
            +1 507 473 4847 US
            +1 564 217 2000 US
            +1 646 558 8656 US (New York)
            +1 646 931 3860 US
            +1 689 278 1000 US
            +1 301 715 8592 US (Washington DC)
            +1 305 224 1968 US
            +1 309 205 3325 US
    Meeting ID: 969 8456 0989
    Find your local number: https://BuckinghamWealthPartners.zoom.us/u/acFtDpLLPo


    • Friday, June 16, 2023
    • Friday, January 19, 2024
    • 8 sessions
    • Zoom: https://at-pw.zoom.us/j/88264989981?pwd=ZFI1QTJ3aVhJMVl6dXFnaVBObHpKdz09
    Register

    FPAGP Leadership Development Team Meetings

    The third Friday of each month 3:00pm -4:00pm

    Zoom

    https://at-pw.zoom.us/j/82670182868?pwd=SG1qd054cUMvZjVPQitIN0ZxRnNFZz09

    These are the regular monthly meetings for the FPAGP Board’s Leadership Development Committee.

    A reminder of our priorities for 2023:

    • Board application packet and process/strategy
    • Plan to maintain personal recruiting and promotion of board service opportunity
    • Board orientation scheduling and content prep
    • Board engagement and accountability: open seats, attendance/participation at board meeting, chapter events, committee meetings


    • Wednesday, June 28, 2023
    • 12:30 PM - 2:00 PM
    • In Person at BeachFleischman or Virtual
    Register

    FPA of GP Board Meeting

    Chapter Board Meetings are held in general on the 4th Wed of every month.

    All chapter members and our broader community are welcome to attend chapter board meetings.

    Jan, Apr, July, and Oct focus on the Strategic Plan, strategic plan updates and exercises, and work toward the next Full Day strategic planning session, generally in August or September.  Strategic planning update sessions may start earlier to allow for a full 2 hours.

    Feb, Mar, May, Jun, Aug, Sep, Nov and Dec board meetings are Business meetings - reviewing reports, accepting financials, tending to governance items, accepting proposals, etc.

    Board Members:  Please proactively RSVP so that we may anticipate expected quorum.

    Board members can access the board meeting page here 

    12:30-2:00pm 

    In person:  BeachFleischman

    2201 E Camelback Rd Ste 200


    Join Zoom Meeting

    https://Zoom.us/J/710 131 6685


    • Wednesday, June 28, 2023
    • 4:00 PM - 6:00 PM
    • Industrious: 7014 E Camelback Road Suite B100a, Room A Scottsdale AZ 85251
    • 1
    Register


    • Wednesday, July 26, 2023
    • 12:00 PM - 2:00 PM
    • In Person at BeachFleischman or Virtual
    Register

    FPA of GP Board Meeting

    Chapter Board Meetings are held in general on the 4th Wed of every month.

    All chapter members and our broader community are welcome to attend chapter board meetings.

    Jan, Apr, July, and Oct focus on the Strategic Plan, strategic plan updates and exercises, and work toward the next Full Day strategic planning session, generally in August or September.  Strategic planning update sessions may start earlier to allow for a full 2 hours.

    Feb, Mar, May, Jun, Aug, Sep, Nov and Dec board meetings are Business meetings - reviewing reports, accepting financials, tending to governance items, accepting proposals, etc.

    Board Members:  Please proactively RSVP so that we may anticipate expected quorum.

    Board members can access the board meeting page here 

    12:00 - 2:00pm (note earlier start time)

    In person:  BeachFleischman

    2201 E Camelback Rd Ste 200


    Join Zoom Meeting

    https://Zoom.us/J/710 131 6685


    • Wednesday, August 23, 2023
    • 12:30 PM - 2:00 PM
    • In Person at BeachFleischman or Virtual
    Register

    FPA of GP Board Meeting

    Chapter Board Meetings are held in general on the 4th Wed of every month.

    All chapter members and our broader community are welcome to attend chapter board meetings.

    Jan, Apr, July, and Oct focus on the Strategic Plan, strategic plan updates and exercises, and work toward the next Full Day strategic planning session, generally in August or September.  Strategic planning update sessions may start earlier to allow for a full 2 hours.

    Feb, Mar, May, Jun, Aug, Sep, Nov and Dec board meetings are Business meetings - reviewing reports, accepting financials, tending to governance items, accepting proposals, etc.

    Board Members:  Please proactively RSVP so that we may anticipate expected quorum.

    Board members can access the board meeting page here 

    12:30-2:00pm 

    In person:  BeachFleischman

    2201 E Camelback Rd Ste 200


    Join Zoom Meeting

    https://Zoom.us/J/710 131 6685


    • Wednesday, September 27, 2023
    • 12:30 PM - 2:00 PM
    • In Person at BeachFleischman or Virtual
    Register

    FPA of GP Board Meeting

    Chapter Board Meetings are held in general on the 4th Wed of every month.

    All chapter members and our broader community are welcome to attend chapter board meetings.

    Jan, Apr, July, and Oct focus on the Strategic Plan, strategic plan updates and exercises, and work toward the next Full Day strategic planning session, generally in August or September.  Strategic planning update sessions may start earlier to allow for a full 2 hours.

    Feb, Mar, May, Jun, Aug, Sep, Nov and Dec board meetings are Business meetings - reviewing reports, accepting financials, tending to governance items, accepting proposals, etc.

    Board Members:  Please proactively RSVP so that we may anticipate expected quorum.

    Board members can access the board meeting page here 

    12:30-2:00pm 

    In person:  BeachFleischman

    2201 E Camelback Rd Ste 200


    Join Zoom Meeting

    https://Zoom.us/J/710 131 6685


    • Wednesday, October 25, 2023
    • 12:30 PM - 2:00 PM
    • In Person at BeachFleischman or Virtual
    Register

    FPA of GP Board Meeting

    Chapter Board Meetings are held in general on the 4th Wed of every month.

    All chapter members and our broader community are welcome to attend chapter board meetings.

    Jan, Apr, July, and Oct focus on the Strategic Plan, strategic plan updates and exercises, and work toward the next Full Day strategic planning session, generally in August or September.  Strategic planning update sessions may start earlier to allow for a full 2 hours.

    Feb, Mar, May, Jun, Aug, Sep, Nov and Dec board meetings are Business meetings - reviewing reports, accepting financials, tending to governance items, accepting proposals, etc.

    Board Members:  Please proactively RSVP so that we may anticipate expected quorum.

    Board members can access the board meeting page here 

    12:30-2:00pm 

    In person:  BeachFleischman

    2201 E Camelback Rd Ste 200


    Join Zoom Meeting

    https://Zoom.us/J/710 131 6685


    • Wednesday, November 22, 2023
    • 12:30 PM - 2:00 PM
    • In Person at BeachFleischman or Virtual
    Register

    FPA of GP Board Meeting

    Chapter Board Meetings are held in general on the 4th Wed of every month.

    All chapter members and our broader community are welcome to attend chapter board meetings.

    Jan, Apr, July, and Oct focus on the Strategic Plan, strategic plan updates and exercises, and work toward the next Full Day strategic planning session, generally in August or September.  Strategic planning update sessions may start earlier to allow for a full 2 hours.

    Feb, Mar, May, Jun, Aug, Sep, Nov and Dec board meetings are Business meetings - reviewing reports, accepting financials, tending to governance items, accepting proposals, etc.

    Board Members:  Please proactively RSVP so that we may anticipate expected quorum.

    Board members can access the board meeting page here 

    12:30-2:00pm 

    In person:  BeachFleischman

    2201 E Camelback Rd Ste 200


    Join Zoom Meeting

    https://Zoom.us/J/710 131 6685


    • Wednesday, December 20, 2023
    • 12:30 PM - 2:00 PM
    • In Person at BeachFleischman or Virtual
    Register

    FPA of GP Board Meeting

    Chapter Board Meetings are held in general on the 4th Wed of every month.

    All chapter members and our broader community are welcome to attend chapter board meetings.

    Jan, Apr, July, and Oct focus on the Strategic Plan, strategic plan updates and exercises, and work toward the next Full Day strategic planning session, generally in August or September.  Strategic planning update sessions may start earlier to allow for a full 2 hours.

    Feb, Mar, May, Jun, Aug, Sep, Nov and Dec board meetings are Business meetings - reviewing reports, accepting financials, tending to governance items, accepting proposals, etc.

    Board Members:  Please proactively RSVP so that we may anticipate expected quorum.

    Board members can access the board meeting page here 

    12:30-2:00pm 

    In person:  BeachFleischman

    2201 E Camelback Rd Ste 200


    Join Zoom Meeting

    https://Zoom.us/J/710 131 6685


Past events

Wednesday, June 07, 2023 Planner to Planner Round Table - Focus On Tax Loss Harvesting
Wednesday, May 24, 2023 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, May 24, 2023 May Board Meeting
Wednesday, May 17, 2023 CFP(R) Ethics Course - Updated April 1 2021
Wednesday, May 03, 2023 CE Sandwich: Technology - Applied
Thursday, April 27, 2023 FPAGP Task Force: National Conference
Wednesday, April 26, 2023 Planner to Planner Round Table - Focus On Technology Solutuions
Wednesday, April 26, 2023 April FPAGP Board of Directors Strategic Plan Check In Session
Wednesday, April 19, 2023 Case Study with East Valley Estate Planning Council
Wednesday, April 12, 2023 Partner Series CEvent: Reverse Mortgages with Rob Kanyur
Wednesday, April 05, 2023 FPA "Financial Planner" Title Protection Tour
Wednesday, March 29, 2023 Dynamic Governance Workshop
Wednesday, March 22, 2023 Chapter Member Mixer by NexGen
Wednesday, March 22, 2023 March Board Meeting
Tuesday, March 14, 2023 Chapter CEvent: When Clients Divorce: Helping or Hurting?
Wednesday, March 08, 2023 Exploring Professional Designations: Chartered Advisor in Philanthropy
Wednesday, March 01, 2023 Workshop: Honest Direct Respectful Communication
Wednesday, February 22, 2023 February Board Meeting
Friday, February 17, 2023 CFP Certificants Connection
Wednesday, February 15, 2023 ASU Student Chapter "Speed Dating" Mock Interviews
Wednesday, February 15, 2023 FPAGP Title Protection Primer
Tuesday, February 07, 2023 2023 FPA Chapter Advocacy Day
Thursday, January 26, 2023 Advocacy Day Q&A Zoom
Wednesday, January 25, 2023 Planner to Planner Round Table
Wednesday, January 25, 2023 January Board Meeting
Tuesday, January 17, 2023 NexGen Volunteer Event- Junior Achievement BizTown
Wednesday, January 11, 2023 Leadership Academy - Learn how to Lean in to FPAGP
Tuesday, January 10, 2023 2023 Board Orientation
Wednesday, December 21, 2022 December Board Meeting
Wednesday, December 21, 2022 CFP(R) Ethics Course - Updated April 1 2021
Friday, December 16, 2022 FPAGP Holiday Social Mixer
Wednesday, December 07, 2022 FPAGP Town Hall Event
Wednesday, November 16, 2022 Annual Meeting of the Members and Social Mixer
Wednesday, November 16, 2022 Advocacy Workshop
Wednesday, November 16, 2022 November Board Meeting
Wednesday, November 09, 2022 Partner Series CEvent: Tax Planning Principles with Dale Walters
Tuesday, November 01, 2022 Dynamic Governance Workshop
Wednesday, October 26, 2022 October Quarterly Strategic Plan Check in Session
Wednesday, October 19, 2022 Postponed: Super CEvent: What's Keeping You Up At Night?
Wednesday, October 12, 2022 Partner Series CEvent: Life Settlements with Lisa Rehburg
Wednesday, October 05, 2022 Chapter Member Mixer by NexGen
Tuesday, October 04, 2022 FPAGP Forward Looking Strategic Planning Session
Wednesday, September 28, 2022 Partner Series Event: Templeton Financial Services Presents "Fixed Income Management in Uncertain Economic Times"
Wednesday, September 28, 2022 September Board Meeting
Wednesday, September 14, 2022 Partner Series Event: DFA Presents Prospect to Promoter
Tuesday, September 13, 2022 NexGen ASU Panel Discussion
Thursday, August 25, 2022 Collaboration: FPA Orange County Study Group
Wednesday, August 24, 2022 August Board Meeting
Wednesday, August 17, 2022 Collaboration: FPA Orange County Quarterly Education Meeting
Wednesday, August 10, 2022 Collaboration: FPA Los Angeles NexGen Study Group
Wednesday, July 27, 2022 July Strategic Check In Session
Thursday, July 21, 2022 Collaboration: FPA San Diego Par-TEE
Thursday, July 21, 2022 Collaboration: FPA Orange County Study Group
Wednesday, July 13, 2022 Collaboration: FPA Los Angeles NexGen Study Group
Wednesday, July 13, 2022 Leadership Academy - Learn how FPAGP is structured to Meet our Vision and Mission
Wednesday, June 22, 2022 Partner Series CEvent: Cantor Fitzgerald "Understanding 1031 Exchanges"
Wednesday, June 22, 2022 June Board Meeting
Wednesday, June 15, 2022 Community Conversation: CFP(R) Workforce Trends in AZ
Wednesday, June 01, 2022 CFP(R) Ethics Course - Updated April 1 2021
Wednesday, May 25, 2022 May Board Business Meeting
Wednesday, May 11, 2022 Social Event: Brown Bag Lunch in the Railroad Park
Wednesday, May 04, 2022 Partner CEvent: Across the Years: Preparing and Preserving Intergenerational Wealth
Wednesday, April 27, 2022 April Strategic Check In Session
Wednesday, April 20, 2022 Community Conversation: Delivering Financial Literacy with MoneyW!se featuring Virginia Asher and Michael Fischer
Wednesday, April 13, 2022 Placeholder: Partner Series CEvent with Dimensional Fund Advisors
Wednesday, March 30, 2022 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, March 23, 2022 Partner Series CEvent: Reverse Mortgages with Rob Kanyur
Wednesday, March 23, 2022 March Board Meeting
Monday, March 14, 2022 2022 Financial Literacy Team Call
Wednesday, March 09, 2022 Chapter Member Mixer by NexGen
Wednesday, February 23, 2022 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, February 23, 2022 February Board Meeting
Wednesday, February 16, 2022 Symposium: Practical Tax Talk
Wednesday, February 09, 2022 FPAGP offers AZ Life Insurance Ethics Credit - 4 hours
Wednesday, February 02, 2022 2022 FPA Chapter Advocacy Day
Thursday, January 27, 2022 2022 Advancing the Profession Working Group
Wednesday, January 26, 2022 Community Conversation with YWCA Prosperity Programs Director Michelle Ramos
Wednesday, January 26, 2022 January Board Meeting
Thursday, January 20, 2022 2022 Professional Development Working Group
Wednesday, January 19, 2022 Partner CEvent: Understanding Life Settlements
Thursday, January 13, 2022 2022 Jan Financial Planning Pro Bono Support for Arizona Teachers
Thursday, January 13, 2022 2022 Communications Working Group & Team
Wednesday, January 12, 2022 Exploring the Arizona State Retirement System
Monday, January 10, 2022 2022 Monday Hubbles
Friday, January 07, 2022 2022 Advocacy Working Team
Thursday, January 06, 2022 2022 Community Connections Working Group
Thursday, January 06, 2022 Dynamic Governance Workshop
Wednesday, December 15, 2021 FPAGP Town Hall Event
Wednesday, December 15, 2021 December Board Meeting (One Week Earlier than Normal)
Wednesday, December 08, 2021 FPAGP Annual Meeting of the Members and Social Mixer
Wednesday, December 01, 2021 Partner Series CEvent: Creative Tax & Charitable Planning Strategies using Donor Advised Funds - Arizona Community Foundation
Wednesday, November 17, 2021 Fall Social Season Member Mixer: In Carefree AZ
Wednesday, November 17, 2021 November Board Meeting (One Week Earlier than Normal)
Wednesday, November 03, 2021 Postponed!!! Chapter Member Mixer by NexGen
Tuesday, October 26, 2021 Conversation with AZ Treasurer Kimberly Yee
Wednesday, October 20, 2021 Round Table: Tax Conversations You are Having NOW with your clients
Wednesday, October 20, 2021 October Board Meeting and Strategic Planning Part II
Wednesday, October 06, 2021 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, September 29, 2021 Financial Planning Coalition Advocacy Day
Wednesday, September 22, 2021 Partner CEvent: Cantor Fitzgerald
Wednesday, September 22, 2021 September Board Meeting
Wednesday, September 15, 2021 Partner Series CEvent: Ashton Thomas
Tuesday, September 14, 2021 Workshop: Introduction to Dynamic Governance
Wednesday, September 08, 2021 Advocacy Workshop
Friday, August 27, 2021 2021 Strategic Planning Session
Wednesday, August 25, 2021 Celebration and Graduation: New CFP Professionals and Externship Graduates
Wednesday, August 25, 2021 August Board Meeting
Thursday, August 19, 2021 FPA San Diego NexGen Happy Hour
Thursday, August 19, 2021 Advocacy Meet n Greet with Congressman Schweikert - DATE CHANGE PENDING!
Wednesday, August 18, 2021 Advocacy Meet n Greet with Congressman Stantons Chief of Staff Seth Scott
Wednesday, August 18, 2021 FPA of Orange County quarterly chapter Event
Thursday, August 12, 2021 FPA National NexGen Gathering (virtual)
Wednesday, August 11, 2021 Advocacy: August Recess Rush
Wednesday, July 28, 2021 Virtual Field Trip: Connecting Financial Literacy to the Education of AZ Financial Planners
Wednesday, July 28, 2021 July Board Meeting
Wednesday, July 21, 2021 FPAGP offers AZ Life Insurance Ethics Credit - 4 hours
Wednesday, July 14, 2021 Partner Series CEvent: Exploring Corporate Trusteeship
Wednesday, July 07, 2021 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, June 30, 2021 Partner Series CEvent: Repurposing Existing Annuities
Wednesday, June 23, 2021 June FPAGP Board Meeting
Wednesday, June 16, 2021 CFP(R) Ethics Course - Updated April 1 2021
Saturday, June 05, 2021 Financial Planning Pro Bono Support for Arizona Teachers
Wednesday, June 02, 2021 Pre-Event Pro Bono for Teacher Training Call
Wednesday, May 26, 2021 Partner Series CEvent: Creative Tax & Charitable Planning Strategies using Donor Advised Funds - Arizona Community Foundation
Wednesday, May 26, 2021 May FPAGP Board Meeting
Wednesday, May 19, 2021 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, May 12, 2021 Partner Series CEvent: Post Pandemic Retirement Planning Opportunities for Business Owners
Thursday, May 06, 2021 2021 Community Connections Working Team
Wednesday, May 05, 2021 Community Conversation with William Cerynik
Thursday, April 29, 2021 General Circle
Wednesday, April 28, 2021 April FPAGP Board Meeting
Wednesday, April 28, 2021 FPA Collaborative Event with East Valley Estate Planning Council
Thursday, April 22, 2021 Advancing the Profession Working Team
Wednesday, April 21, 2021 Leadership Academy
Thursday, April 15, 2021 2021 Professional Development Working Team
Wednesday, April 14, 2021 Partner Series CEvent: Pursuing Higher Expected Returns with Dimensional
Wednesday, April 07, 2021 Community Conversation With Dale Walters
Monday, March 29, 2021 Partnership Hubble (5th Mondays)
Wednesday, March 24, 2021 Partner Series CEvent: Reverse Mortgages with Jerry Auippa
Wednesday, March 24, 2021 March FPAGP Board Meeting
Wednesday, March 17, 2021 Town Hall: Financial Literacy Showcase
Wednesday, March 10, 2021 Partner Series CEvent: Municipal Bond Management in Low Interest Rate Environments with Templeton Financial Services
Tuesday, March 09, 2021 2021 Communications Working Team
Friday, March 05, 2021 2021 Advocacy Working Team
Wednesday, March 03, 2021 Happy Hour with Social Media Tips and Tricks
Wednesday, February 24, 2021 Partner Series CEvent: Reverse Mortgages with Rob Kanyur
Wednesday, February 24, 2021 February FPAGP Board Meeting
Wednesday, February 10, 2021 FPAGP Advocacy Day 2021 - a Virtual Visit with our Legislators
Wednesday, February 03, 2021 Community Conversation With Michael Fischer
Wednesday, January 27, 2021 January FPAGP Board Meeting
Monday, January 25, 2021 2021 Monday Hubbles
Wednesday, January 20, 2021 FPAGP offers AZ Life Insurance Ethics Credit - 4 hours
Wednesday, January 13, 2021 Community Conversation with Craig Waugh
Monday, January 11, 2021 Monday Hubbles
Thursday, December 17, 2020 Happy Healthy Holidays
Wednesday, December 16, 2020 CFP(R) Ethics Course - Virtual Delivery via ZOOM
Wednesday, December 16, 2020 December FPAGP Board Meeting
Wednesday, December 02, 2020 2020 Holiday Event: End of Year Celebration and Annual Meeting of the Members
Wednesday, November 18, 2020 November FPAGP Board Meeting
Wednesday, October 28, 2020 October FPA of GP Board Meeting
Friday, October 23, 2020 Life Insurance Settlements
Wednesday, October 21, 2020 Chapter Meeting: Career Path Town Hall
Friday, October 09, 2020 Deep Dive into the work of a County Treasurer
Tuesday, September 29, 2020 Prequel to FPA Annual Conference - a Professional Development Showcase
Friday, September 18, 2020 FPAofGP General Circle Meeting
Thursday, September 17, 2020 FPA of GP Strategic Planning Session II - 2021 Tactics
Thursday, September 17, 2020 NexGen Breakfast Bites
Wednesday, September 16, 2020 Community Conversation with Murray Smith
Friday, September 11, 2020 FPA of GP Financial Literacy Instructor Interest Call
Wednesday, September 09, 2020 Happy Hour - Put your Best Face Forward Pt 3
Wednesday, September 09, 2020 FPA of Southern Arizona Sept 9, 2020 Meeting Announcement
Wednesday, September 02, 2020 Community Conversation with Colleen Hallinan
Wednesday, August 26, 2020 CEvent, Moderated Panelist Town Hall format: Compliance Conversations
Wednesday, August 26, 2020 August FPA of GP Board Meeting / Strategic Planning
Wednesday, August 19, 2020 Happy Hour - Put your Best Face Forward Pt 2
Wednesday, August 12, 2020 Community Conversation with Matt Benson
Wednesday, August 05, 2020 Happy Hour - Put your Best Face Forward
Monday, August 03, 2020 Monday Hubbles
Thursday, July 16, 2020 Partner Webcast: "Q2 Market Review - Fixed Income""
Thursday, July 16, 2020 Partner Webcast: Q2 Market Review—Fixed Income
Tuesday, July 14, 2020 Partner Webcast: "Using Your Website to Win New Clients"
Tuesday, July 14, 2020 Partner Webinar: "Charitable Giving: Good for your practice, good for the world"
Tuesday, July 14, 2020 Partner Webcast: "Using Your Website to Win New Clients"
Thursday, July 09, 2020 Partner Webinar: Four M&A Case Studies: Creative Strategies for 2020
Thursday, July 09, 2020 West Valley Coalition on Aging: Current Legislation re: Financial Elder Abuse
Tuesday, July 07, 2020 Partner Webcast: Q2 Market Review—Equities
Tuesday, June 30, 2020 AZ Community Conversation - Murray Smith
Thursday, June 25, 2020 Partner Event: Dimensional Webcasts
Wednesday, June 24, 2020 Partner Event: Dimensional Webcasts
Wednesday, June 24, 2020 Partner Event: Dimensional Webcasts
Tuesday, June 23, 2020 Partner Event: Reverse Mortgages
Tuesday, June 23, 2020 Partner Event: Dimensional Webcasts
Thursday, June 18, 2020 Partner Webinar: Vanguard Live Q & A Event
Wednesday, June 17, 2020 FPA Florida Statewide Webinar on New CFP Board Compliance Toolkit
Wednesday, June 10, 2020 CFP(R) Ethics Course - Virtual Delivery via ZOOM
Tuesday, June 09, 2020 Partner Webinars: Vanguard Live Q & A Events
Thursday, June 04, 2020 Partner Webinars: Vanguard Live Q & A Events
Thursday, May 28, 2020 Form CRS Virtual Workshop
Thursday, May 14, 2020 NexGen Breakfast Bites
Thursday, May 07, 2020 Partner Q & A Sessions: Vanguard
Tuesday, May 05, 2020 Partner Webinar: The Sell and Stay Approach: A Versatile Deal Structure
Tuesday, May 05, 2020 FPA Professional Development Webinar: Vanguard Advisor's Alpha: How to Be an Effective Behavioral Coach When Your Clients Need it the Most
Wednesday, April 29, 2020 Collaborative Event w/ East Valley Estate Planning Council
Friday, April 24, 2020 Partner Webinar: Understanding Recent Market Volatility with Apollo Lupescu
Thursday, April 23, 2020 Partner Webinar: Funds in Focus: International and Emerging Market Equitites
Wednesday, April 22, 2020 Partner Webinar: Perspectives on COVID-19 and Market Volatility with Apollo Lupescu
Tuesday, April 21, 2020 Partner Webinar: Navigating Your Advisory Business through the Coronavirus Crisis
Tuesday, April 21, 2020 Partner Webinar: Nobel Laureate Robert Merton on the Financial Markets
Wednesday, April 15, 2020 Partner Webinar: Reverse Mortgage Loan Vaccine For the Financial Virus?
Thursday, April 09, 2020 Partner Webcasts: Dimensional Fund Advisors
Wednesday, April 08, 2020 (copy) Partner Webinars: Vanguard Virtual Q & As
Saturday, April 04, 2020 Partner Webinar: Longbridge Financial - Home Equity 101: What Your clients Need to know About Reverse Mortgages
Friday, April 03, 2020 Partner Webinars: Vanguard Virtual Q & As
Wednesday, April 01, 2020 Webinar: Navigating the CARES Act for nonprofit organizations
Wednesday, April 01, 2020 Partner Webinar: The Financial Vaccine in Retirement
Wednesday, April 01, 2020 Partner Webinars: Vanguard Virtual Q & As
Tuesday, March 31, 2020 Partner Webinar Series: Ameritrade Institutional
Tuesday, March 31, 2020 Partner Webinars: Vanguard Virtual Q & As
Tuesday, March 31, 2020 Partner Webcasts: Dimensional Fund Advisors
Friday, March 27, 2020 Partner Webinars: Vanguard Virtual Q & As
Monday, March 16, 2020 2020 Monday Hubble - Information Drop In Call C
Thursday, March 12, 2020 West Valley Coalition on Aging
Thursday, February 27, 2020 February Super CE Event
Thursday, February 20, 2020 NexGen Breakfast Bites - the SECURE Act
Wednesday, February 19, 2020 Membership Orientation and Leadership Academy
Thursday, February 06, 2020 2020 Monthly Membership Team Check in Call
Monday, January 27, 2020 2020 Monday Hubble - Benefits Drop In Call D
Friday, January 24, 2020 2020 CFP(R) Board of Standards Updated Ethics Course
Thursday, January 23, 2020 NexGen Working Team Calls
Wednesday, January 22, 2020 Workshop: CyberSecurity Compliance
Tuesday, January 21, 2020 2020 Monthly Communications Team Check in Call
Tuesday, January 21, 2020 FPA Chapter Advocacy Day 2020
Thursday, January 16, 2020 2020 Monthly Lifelong Learning Team Check in Call
Wednesday, January 15, 2020 2020 Advocacy Day Preparation Call
Monday, January 13, 2020 2020 Monday Hubble - Benefits Drop In Call B
Friday, January 10, 2020 2020 Monthly Advocacy Team Check in Call
Thursday, January 09, 2020 2020 Monthly Partnership Team Check in Call
Monday, January 06, 2020 2020 Monday Hubble - Information Drop In Call A
Thursday, December 19, 2019 FPAofGP NexGen Committee Call
Wednesday, December 18, 2019 December FPA of GP Orientation/Training/Board Meeting
Wednesday, December 04, 2019 2019 Holiday Event: End of Year Celebration/Open House
Wednesday, December 04, 2019 CFP Board Public Forum in Phoenix
Thursday, November 21, 2019 FPAofGP NexGen Team Call
Wednesday, November 20, 2019 Nov Super CE Event
Wednesday, October 23, 2019 Workshop: Advocacy In Action
Thursday, October 17, 2019 FPAofGP NexGen Team Call
Thursday, September 26, 2019 NexGen Breakfast Bites: Sequel with Matthew Jarvis
Wednesday, September 25, 2019 FPAGP Symposium 2019 - Stretching Boundaries
Tuesday, September 24, 2019 Matthew Jarvis - the Prequel
Thursday, September 19, 2019 FPAofGP NexGen Team Call
Tuesday, September 17, 2019 Monthly Communications Team Check in Call
Thursday, August 29, 2019 Town Hall 1: Career Development
Thursday, August 15, 2019 FPAofGP NexGen Team Call
Monday, July 29, 2019 Symposium Partners Information Call
Thursday, July 18, 2019 FPAofGP NexGen Team Call
Wednesday, June 26, 2019 Ethics Workshop for CFP Exam Takers
Thursday, June 20, 2019 FPAofGP NexGen Committee Call
Wednesday, May 22, 2019 May Super CEvent
Monday, May 20, 2019 Financial Planning Pro Bono and Public Awareness Event Team Debriefing Call
Friday, May 17, 2019 FPAofGP General Circle Meeting
Thursday, May 16, 2019 FPAofGP NexGen Committee Call
Wednesday, April 24, 2019 Demystifying Blockchain: Collaborative Event w/ East Valley Estate Planning Council
Saturday, April 20, 2019 Financial Planning Event - for the public
Saturday, April 20, 2019 Planner Registration - Pro Bono and Public Awareness Event
Thursday, April 18, 2019 FPAofGP NexGen Committee Call
Wednesday, April 10, 2019 2019 Public Awareness Pro Bono Event Day Logistics Call
Thursday, March 28, 2019 Monthly Membership Team Check in Call
Thursday, March 21, 2019 FPAofGP NexGen Committee Call
Tuesday, March 19, 2019 Field Trip: Amazon Fulfillment Center
Thursday, March 14, 2019 Monthly Partnership Team Check in Call
Tuesday, March 12, 2019 NexGen Breakfast Bites with Eric Roberge
Thursday, March 07, 2019 Monthly Lifelong Learning Team Check in Call
Friday, March 01, 2019 Monthly Advocacy Team Check in Call
Wednesday, February 27, 2019 February Super CEvent
Tuesday, February 26, 2019 NexGen Breakfast Bites on Business Succession: Purchasing a Practice
Thursday, February 21, 2019 FPAofGP NexGen Committee Call
Monday, February 18, 2019 2019 Monday Hubble - Information Drop In Call C
Wednesday, January 30, 2019 FPA Chapter Advocacy Day
Monday, January 28, 2019 2019 Monday Hubble - Benefits Drop In Call D
Friday, January 25, 2019 FPA Southwest Regional Advance
Wednesday, January 23, 2019 Workshop: Financial Elder Abuse and Your Role as a Financial Advisor and Planner
Tuesday, January 22, 2019 Live LOCAL OneFPA Network Listening Tour
Friday, January 18, 2019 VIRTUAL OneFPA Network Listening Tour
Wednesday, January 16, 2019 Public Awareness: Financial Coaching Presentation
Monday, January 14, 2019 2019 Monday Hubble - Benefits Drop In Call B
Wednesday, January 09, 2019 Advocacy Day Preparation Call
Monday, January 07, 2019 2019 Monday Hubble - Information Drop In Call A
Tuesday, December 18, 2018 Pro Bono Financial Planning Event - hosted by Trellis
Monday, December 17, 2018 CFP(R) Board of Standards Updated Ethics Course
Friday, December 07, 2018 FPAofGP NexGen Holiday AfterBurner
Friday, December 07, 2018 2018 Holiday Event: Open House
Wednesday, November 28, 2018 Public Awareness: Financial Coaching Presentation
Wednesday, November 28, 2018 Quarterly Super CE Program
Tuesday, October 30, 2018 JA Finance Park Volunteer Opportunity
Wednesday, October 24, 2018 Workshop: Advocacy In Action
Saturday, October 20, 2018 Pro Bono Financial Planning Event - for the public
Wednesday, October 10, 2018 Public Awareness: Financial Coaching Presentation
Friday, October 05, 2018 2018 Service Event with St. Vincent de Paul
Tuesday, September 25, 2018 FPAGP All Day Symposium 2018 - A Blast from the Past
Tuesday, September 18, 2018 Pro Bono Public Awareness & Advocacy Info Calls 4
Thursday, September 06, 2018 Pro Bono Public Awareness & Advocacy Info Calls 3
Tuesday, August 21, 2018 Pro Bono Public Awareness & Advocacy Info Calls 2
Wednesday, August 15, 2018 Hansen Desert Hills Mortuary & Cemetery - Scottsdale Field Trip
Wednesday, August 15, 2018 FPA Orange County Collaborative Event Option
Thursday, August 09, 2018 Pro Bono Public Awareness & Advocacy Info Calls
Wednesday, August 08, 2018 Hansen Mortuary Phoenix Field Trip
Thursday, August 02, 2018 FPAGP and FPA of San Diego Collaborative Membership Event
Thursday, July 26, 2018 NexGen Happy Hour at The Porch
Friday, July 06, 2018 Monthly Advocacy Team Check in Call
Friday, June 01, 2018 FPAofGP Advocacy Team Calls
Wednesday, May 23, 2018 Quarterly Super CE Program: Financial Planning for Clients in Transition
Friday, May 04, 2018 FPAofGP Advocacy Team Calls
Friday, April 06, 2018 FPAofGP Advocacy Team Calls
Monday, March 19, 2018 Monday Hubble - Information Drop In Call
Friday, March 02, 2018 FPAofGP Advocacy Team Calls
Wednesday, February 28, 2018 Quarterly Super CE Program: Dissecting the Tax Cuts and Jobs Act of 2017: A Phoenix Tax Workshop Roadshow for Financial Planners
Wednesday, February 14, 2018 FPA Chapter Advocacy Day
Monday, February 12, 2018 Monday Hubble - Benefits Drop In Call
Wednesday, February 07, 2018 Advocacy Day Webinar Training Call
Monday, February 05, 2018 Monday Hubble - Information Drop In Call
Thursday, February 01, 2018 Monthly LifeLong Learning Team Check In Call
Thursday, January 25, 2018 Monthly Membership Team Check in Call
Wednesday, January 24, 2018 Field Trip: The Phoenix Zoo: Exploring Planned Gift Advisory Committees
Monday, January 22, 2018 Monday Hubble - Benefits Drop In Call
Thursday, January 18, 2018 Monthly Communications Team Check in Call
Tuesday, January 09, 2018 Monthly Partnership Team Check in Call
Wednesday, December 13, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-3
Friday, December 08, 2017 2017 Holiday Event: Service Event with St. Vincent de Paul
Thursday, November 16, 2017 Quarterly SUPER CE: Nov Focus on Business Succession Planning
Wednesday, October 25, 2017 FPA of GP Field Trip: Desert Botanical Garden
Saturday, October 21, 2017 2017 Financial Planning Day
Wednesday, September 27, 2017 FPA of Greater Phoenix All Day Symposium 2017
Wednesday, August 23, 2017 FPA of GP Field Trip: Arizona Community Foundation
Wednesday, July 26, 2017 FPA of GP Field Trip: Vanguard
Monday, July 17, 2017 Deadline: Board Nominations for FPA of Greater Phoenix 2018/19 Board Service
Wednesday, June 28, 2017 FPA of GP Field Trip: Scottsdale at Terroir
Wednesday, June 28, 2017 FPA of GP Field Trip: Tempe at Tricks
Wednesday, June 21, 2017 National Advocacy Day with FPA
Wednesday, May 24, 2017 Quarterly SUPER CE: May Focus on Fiduciary Rule and Compliance Support
Wednesday, May 17, 2017 UofA Financial Planning Degree Program Update Event
Wednesday, May 10, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-1
Wednesday, March 22, 2017 Volunteer Recognition Celebration and Advocacy Workshop
Monday, February 27, 2017 FPA Benefits Call for Chapter Members - B
Wednesday, February 22, 2017 Quarterly SUPER CE: February Focus on Retirement Income Planning featuring David Blanchett
Monday, February 20, 2017 Arizona Partnership Platform Tour and Benefits Call - B
Tuesday, February 14, 2017 FPA Chapter Advocacy Day
Monday, February 13, 2017 FPA Benefits Call for Chapter Members - A
Wednesday, February 08, 2017 Advocacy Day Training Call
Monday, February 06, 2017 Arizona Partnership Platform Tour and Benefits Call - A
Thursday, January 26, 2017 Membership Committee Meeting
Wednesday, January 25, 2017 What you need to know about Technology, Compliance, and Cyber Security – but didn’t know to ask!
Thursday, January 19, 2017 Communications Committee Meeting
Thursday, January 12, 2017 Partnership Committee Meeting
Thursday, January 05, 2017 FPA of GP Lifelong Learning Committee Meeting
Wednesday, January 04, 2017 FPA of GP Public Awareness/Pro Bono Committee Meeting
Wednesday, December 14, 2016 A Pragmatic Walk Through the Ethical Looking Glass
Friday, December 02, 2016 Holiday Event: Service Event with St. Vincent de Paul
Thursday, November 17, 2016 NexGen Breakfast Bites
Wednesday, November 16, 2016 Valuation Discounts: Going Once, Going Twice... and Holiday Kick Off Mixer
Wednesday, November 09, 2016 FPA of GP Lifelong Learning Committee Meeting
Friday, November 04, 2016 Partnership Committee Calls
Monday, October 17, 2016 Professional Relations Committee Event at ACEE
Wednesday, September 28, 2016 FPA of Greater Phoenix All Day Symposium
Wednesday, August 24, 2016 August Chapter Membership Meeting: Round Table Discussions
Wednesday, August 10, 2016 FPA of GP Public Awareness Committee Call
Monday, August 08, 2016 Partnership Benefits Call
Wednesday, August 03, 2016 FPA of GP Field Trips: August 3rd CCRC Tours - Choose up to TWO, 1 at 10am and/or 4pm
Sunday, July 31, 2016 Deadline: Board Nominations for FPA of Greater Phoenix 2017 Board Service
Friday, July 29, 2016 FPA of GP Public Awareness Committee Call
Wednesday, July 27, 2016 July CE Presentation - Aging and its Financial Planning Implications
Friday, July 22, 2016 FPA of GP Public Awareness Committee Call
Wednesday, July 20, 2016 FPA of GP Lifelong Committee Meeting Jul
Wednesday, July 13, 2016 FPA of GP Public Awareness Committee Call
Wednesday, July 13, 2016 Advanced Funding and Paying for College UBER Discussion
Wednesday, June 22, 2016 June Chapter Meeting
Wednesday, June 15, 2016 FPA of GP Lifelong Committee Meeting Jun
Wednesday, June 15, 2016 Area Agency on Aging, Region One and FPA Educational Luncheon: Preventing Financial Elder Abuse
Wednesday, May 25, 2016 May Chapter Meeting
Wednesday, May 18, 2016 FPA of GP Lifelong Committee Meeting May
Wednesday, May 04, 2016 Quatro de Mayo NexGen event
Wednesday, May 04, 2016 April Chapter Meeting (held 1 week later than normal)
Wednesday, March 23, 2016 March Chapter Meeting
Tuesday, March 08, 2016 Intro to Pro Bono
Wednesday, February 24, 2016 February Chapter Meeting
Wednesday, January 27, 2016 January Chapter Meeting
Monday, January 25, 2016 FPA of GP Lifelong Committee Meeting
Tuesday, December 15, 2015 Chapter Social, honoring Partners and Volunteers
Wednesday, November 18, 2015 November Chapter Meeting
Saturday, October 17, 2015 Financial Planning Day
Wednesday, October 14, 2015 FP Day Volunteer Interest Conference call
Wednesday, October 07, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 30, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 23, 2015 September Chapter Meeting
Wednesday, September 16, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 09, 2015 FP Day Volunteer Interest Conference call
Thursday, August 27, 2015 Guest Registration for August Chapter Meeting
Wednesday, August 26, 2015 August Chapter Meeting
Wednesday, July 22, 2015 July Chapter Meeting
Wednesday, June 24, 2015 June Chapter Meeting
Wednesday, May 27, 2015 May Chapter Meeting
Wednesday, April 29, 2015 FPA of Greater Phoenix All Day Symposium
Wednesday, March 25, 2015 March Chapter Meeting
Wednesday, February 25, 2015 February Chapter Meeting
Wednesday, January 28, 2015 January Chapter Meeting
Wednesday, November 19, 2014 FPA of Greater Phoenix November Chapter Meeting
Saturday, October 25, 2014 Financial Planning Day
Wednesday, September 24, 2014 FPA of Greater Phoenix September Chapter Meeting
Wednesday, August 27, 2014 August Chapter Meeting - Sameer Jain on 'Asset Allocation in Alternative Investments' and 'Durable Income'
Wednesday, July 23, 2014 FPA of Greater Phoenix July Chapter Meeting
Wednesday, June 25, 2014 FPA of Greater Phoenix June Chapter Meeting
Wednesday, May 28, 2014 FPA of Greater Phoenix Annual Symposium - Planning in the New Age
Wednesday, April 23, 2014 FPA of Greater Phoenix April Chapter Meeting - How Does Life Insurance Fit into a Financial Plan?
Wednesday, March 26, 2014 FPA of Greater Phoenix March Chapter Meeting

Partner and Community Events

Our Partnership Working Team supports our Partners' helpful and appropriate visibility in and to our community, including providing and continually updating this "Partner and Community Events" calendar.

  1. Chapter Partners are vetted for a Win Win Win fit against our chapter Vision, Mission and Values. 
  2. To provide respectful and effective support, the chapter limits the number of active Partners at any one time from the same industry or niche.

Chapter Partners who want their firms' continuing activity in our market made more readily available to our FPA members through our website may forward their event updates to admin@FPAofPhoenix.org, noting in the subject line "Partner Event Calendar Posting".

In addition to upcoming Partner events, our MOU organization events that are brought to our attention are also posted here, along with fellow FPA chapters and National or Regional FPA events.

Hosting and maintaining this Community Events Calendar provides another opportunity to position your chapter as the Essential Hub of our Financial Planning Community.

Upcoming events

Event Key

Chapter Gatherings are open to and for any/all financial planning industry professionals - CFP's or not, members or not, financial planners or not.  We welcome new professionals and alumni, active practitioners and those who support them, allied and associated professionals, comprehensive planners and specialists. 

These gatherings are where and how you can connect to us.  Starting August 1, 2020, all chapter online gatherings are via ZOOM.

Chapter Hubble Conference Calls (gray)

Chapter Education and Networking Events (Sun Yellow)

Chapter Community Teamwork Activities (Midnight Blue)

FPA nationally (Fire Magenta)

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: closed


C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261


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The essential hub of our financial planning community. 

We connect CFP(R) and associated professionals to the resources they need and the people who need them.



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.