Events

The "Kitchen Sink" Event Calendar

Upcoming events

  • 2019 FPA Chapter Leader Training Call

    • Thursday, January 17, 2019
    • Thursday, December 19, 2019
    • 12 sessions
    • Conference Call: Zoom: https://Zoom.us/j/106770713

    FPA Chapter Leader Training Calls

    Please mark your calendar for the third Thursday of each month at 1 pm ET (noon CT; 11 am MT; 10 am PT) for a monthly Chapter Leader Meeting via Zoom. Use the link https://zoom.us/j/106770713 or dial into one of the phone numbers below:

    • 646-876-9923; passcode 106 770 713
    • 669-900-6833; passcode 106 770 713
    • 408- 740-3766; passcode 106 770 713

    note:  time is set for 1 pm EST - so when Daylight savings times is active, this call time will be 10 am AZ time.

    Show details

  • December FPA of GP Orientation/Training/Board Meeting

    • Wednesday, December 18, 2019
    • 8:00 AM - 3:00 PM
    • 4248 N Craftsman Court #200 Scottsdale AZ 85251
    • 15 registrants
    Register


    Wed, Dec 18th, 8 am to 3 pm


    at Premium Organization Conference Room

    4248 N Craftsman Court #200

    Parking:  Use the Parking Ramp located just East of Craftsman Court - accessible from either 5th Ave or 3rd Ave.

    Those parking on the upper levels are not held to the 3 hour parking enforcement.

    The Orientation Agenda is still forming - expectation is to publish it on Monday Dec 16th.

    The board of directors will hold a board meeting between 2 and 3 pm.

    In person attendance is recommended.  

    Show details

  • FPA Chapter Advocacy Day 2020

    • Tuesday, January 21, 2020
    • 9:00 AM - 1:00 PM
    • Arizona Capitol Museum: 1700 W Washington St Phoenix AZ
    • 11 registrants
    Register


    photo from Flickr Creative Commons: Jon Mathies

    Join us as we build greater awareness of FPA and the profession of financial planning overall with our Arizona state legislators. 

    Let’s show our elected officials that we can serve as a resource to them when it comes to financial issues and legislation, and also continue building our relationships with those who make decisions that affect our profession and our clients' financial lives and well being.

    What does this involve?

    • Participating in a 60 minute training conference call
    • Being in Phoenix at our delegated meeting location by 9 am for our team organizing session.
    • Preparing to effectively utilize material developed by FPA nationally for the day.
    • Meeting with your legislators’ in their offices and sharing with them how the FPA and the profession of financial planning impacts lives and futures for Arizona citizens for the better.
    • Smiling for Photo Shots and Celebrations of our teamwork!

    We will complete our legislator appointments by 1 p.m.  We must clear out of our Museum Staging room by noon.

    Please register to join by 5 pm on December 31st,  if you would like to participate and be able to reach out to your legislators and request an appointment timely enough to be likely to get an appointment with them.

    Show details

  • Workshop: CyberSecurity Compliance

    • Wednesday, January 22, 2020
    • 2:30 PM - 5:30 PM
    • McDowell Village Senior Living, 8300 East McDowell Road (McDowell & Hayden), Scottsdale AZ 85257


    With Phoenix Compliance Roundtable

    McDowell Village

    MKB Senior Living

    8300 East McDowell Road (McDowell & Hayden), Scottsdale AZ 85257


    More Details TBD




    Show details

  • Membership Orientation

    • Wednesday, February 19, 2020
    • TBD


    February 19, 2020

    Details Forthcoming

    Show details

  • NexGen Breakfast Bites

    • Tuesday, February 25, 2020
    • 7:30 AM - 9:00 AM
    • Wildflower Bread Company, 7001 N. Scottsdale Road Scottsdale, AZ 85253


    Next Gen

    Explore leveraging Case Study being used in Super CE event

    Wildflower Bread Company, 7001 N. Scottsdale Road Scottsdale, AZ 85253

    Program Details Forthcoming


    Show details

  • February Super CE Event

    • Thursday, February 27, 2020
    • 2:00 PM - 6:30 PM
    • Skysong 3, 1475 N Scottsdale Rd., Scottsdale AZ 85257


    Financial Challenge Case Studies

    Super CE Event

    Dan Konzen and SFSP Case Study format

    Further Details Forthcoming




    Show details

  • Workshop: Using Kolbe Indicators to Drive Great Teamwork

    • Wednesday, March 25, 2020
    • 7:00 AM - 10:30 AM
    • ASU's Skysong, just south of Scottsdale and McDowell
    Register

    Our Lifelong Learning and NexGen Working Teams Present

    Team Building and Skill Building:

    Using Kolbe to improve workplace efficiency and satisfaction

    _________________


    REGISTER

    Workshop Itinerary:


    7:00 am Registration Opens

    7:15 am Breakfast 

    8:15: Workshop Begins
    10:15:  Workshop Concludes

    10:30 Adjourn

    Note:  Workshop events provide opportunities for our planners to interact with experiential learning experts.  The topics are chosen because they can help us solve problems, improve productivity or profitability, reduce risk, ease compliance, or in some way help you work less, earn more, and produce better results for your clients.  Workshops are intended to provide you with immediate takeaways and new resources.  They may on occasion, but are not expected to, provide professional CE credits.

    Show details

  • Planner Registration - Pro Bono and Public Awareness Event

    • Saturday, April 11, 2020
    • 7:00 AM - 1:00 PM
    • Rio Salado Community College Conference Center: 2323 West 14th Street, Tempe, AZ 85281
    Register

    Call for CFP(R) Professionals and Volunteers

    Extending professional financial planning into our community builds awareness with the general public about our profession and its power to transform their lives. 

    We will come together to offer public awareness workshops and 1:1 Pro Bono financial planning (30 minute sessions) to community members seeking financial planning assistance on Saturday, April 11, 2020


       

    Your commitment includes:

    • 45 min Info/Training Q&A Conference Call (call to be scheduled).
    • Your Signature on a Pro Bono volunteer agreement
    • Approximately 4 hours of availability on Saturday, November 2nd, to provide Pro Bono financial planning to community members seeking your help or host a Public Awareness workshop.
    Notes: 
    If you are a CFP(R) professional, but not an active chapter member, you are more than welcome to offer your skills and time for this event.  Our intention is to serve our greater community and to showcase the value of financial planning and our ability to transform lives.

    If you are not a CFP(R) professional, but you would like to assist, there are volunteer opportunities that do not include offering 1:1 Financial Planning advice, so your time and talent will be welcomed and well used.


    Foundation for Financial Planning Pro Bono Course Link

    Show details

  • Financial Planning Event - for the public

    • Saturday, April 11, 2020
    • 8:00 AM - 1:00 PM
    • Rio Salado Community College Conference Center: 2323 W 14th St, Tempe AZ
    Register

    Click here to download the flyer


    We couldn't do this without our Community partners....


    ________________


    If you are ready to get your financial affairs in order, April's Financial Planning Day is a great time to begin.

    Free to the public, our chapters' Public Awareness and Pro Bono Financial Planning events connect CFP(R) Professionals into our community.

    Expect a series of workshops that help our attendees understand topics like how to manage a budget and create a spending plan, how to take control of your finances now in order to build a better future, how to manage your credit and debts and build a stronger credit score, how to pay for education and college, how to mitigate your largest risks. This list a sample of the types of financial topics you can learn about - when you register you can vote for the topic areas you most want to attend.

    Expect access to solid, fact based information about how financial services are delivered and what you need to know as a wise consumer. Learn the top three questions to ask any potential financial advisor before you elect to work with them.

    Want to meet with a Financial Planning Professional for a (free) 30 minute session - a chance to ask your specific questions? Just register in advance and watch for a confirmation email noting your reserved time slot. Then get to work thinking about where you most need some guidance - retirement planning - estate planning - taxes - insurance - paying for college - investments? Your CFP(R) professional has been tested and proven knowledgeable in a wide variety of critical financial subject areas.

    No sales. No pitches. No obligations. No Nonsense. We are here to help our community and advance our profession by promoting broader financial literacy for every Arizonan.

    Show details

  • Collaborative Event w/ East Valley Estate Planning Council

    • Wednesday, April 29, 2020
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Drive Mesa AZ 85201


     

    Details Forthcoming

    Show details

  • Annual FPAGP Symposium

    • Wednesday, May 20, 2020
    • 7:15 AM - 5:30 PM
    • Top Golf Scottsdale, 9500 Talking Stick Way, Scottsdale, AZ 85256

    Details Forthcoming

    Show details

  • NexGen Gathering

    • Sunday, June 21, 2020



    Details TBD

    Show details

  • Chapter Meeting: Field Trip or Workshop TBD

    • Wednesday, June 24, 2020
    • 12:00 PM - 2:00 PM
    • TBD
    • 20


    With CFA Society

    Details Forthcoming


     

    Show details

  • Chapter Meeting: Field Trip or Workshop TBD

    • Wednesday, August 26, 2020
    • TBD
    • 20


    Time & Location TBD

    Details Forthcoming


     

    Show details

  • Chapter Meeting: TBD

    • Monday, September 28, 2020
    • TBD
    • 20


    Time & Location TBD

    MONDAY SEPTEMBER 28, 2020

    1/2 Day - Afternoon

    Details Forthcoming


     

    Show details

  • FPA Annual Conference - 3 Day Event - Phoenix

    • Wednesday, September 30, 2020
    • Friday, October 02, 2020
    • Phoenix

    FPA Annual Conference

    September 30 - October 2, 2020

    FPA Annual Conference

    Show details

  • Chapter Meeting: TBD

    • Wednesday, October 28, 2020
    • TBD
    • 20


    Time & Location TBD

    October 28, 2020

    Details Forthcoming


     

    Show details

  • November Super CE Event

    • Wednesday, November 18, 2020
    • TBD


    Super CE Event

    Further Details Forthcoming




    Show details

  • 2020 Holiday Event: End of Year Celebration

    • Wednesday, December 02, 2020


    Details Forthcoming

    Show details

  • 2020 NexGen Holiday Party

    Register


    Details Forthcoming

    Show details

Past events

Wednesday, December 11, 2019 FPA of Southern Arizona: December Breakfast Meeting
Wednesday, December 04, 2019 2019 NexGen Holiday Party
Wednesday, December 04, 2019 2019 Holiday Event: End of Year Celebration/Open House
Wednesday, December 04, 2019 CFP Board Public Forum in Phoenix
Wednesday, November 20, 2019 Nov Super CE Event
Wednesday, November 13, 2019 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, November 13, 2019 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, November 06, 2019 Partner Event: Financial Advisor Conference
Thursday, October 24, 2019 Partner Event: Edward Jones - Financial Advisor Opportunity Luncheon
Wednesday, October 23, 2019 Workshop: Advocacy In Action
Wednesday, October 16, 2019 Partner Event: The Changing Retirement Income Landscape and Housing Wealth
Tuesday, October 15, 2019 Partner Event: MasterClass for RIAs: Retirement Income
Wednesday, October 09, 2019 FPA of Southern Arizona: October Breakfast Meeting
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
Wednesday, September 11, 2019 FPA of Southern Arizona: September Breakfast Meeting
Thursday, August 29, 2019 Town Hall 1: Career Development
Wednesday, August 14, 2019 FPA of Southern Arizona: August Breakfast Meeting
Monday, July 29, 2019 Symposium Partners Information Call
Wednesday, July 24, 2019 FPA of San Diego Summer Social Mixer
Wednesday, June 26, 2019 Ethics Workshop for CFP Exam Takers
Friday, May 24, 2019 CFP Board Reception and Town Hall Event
Wednesday, May 22, 2019 May Super CEvent
Monday, May 20, 2019 Financial Planning Pro Bono and Public Awareness Event Team Debriefing Call
Thursday, May 16, 2019 Active Aging: Discover What's Next for You
Wednesday, May 15, 2019 Caring for Your Aging Parents: Are You Ready?
Wednesday, May 15, 2019 Collaborative Event: FPA of Orange County
Thursday, May 09, 2019 West Valley Coalition on Aging - Breakfast and Speaker
Wednesday, May 08, 2019 FPA of Southern Arizona: May Breakfast Meeting
Thursday, April 25, 2019 Partner Event: Edward Jones' - Career Event
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
Wednesday, April 10, 2019 FPA of Southern Arizona: April Breakfast Meeting
Friday, April 05, 2019 Volunteer Judge: Mayors Challenge for Economic Education
Tuesday, March 19, 2019 Field Trip: Amazon Fulfillment Center
Wednesday, March 13, 2019 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 12, 2019 NexGen Breakfast Bites with Eric Roberge
Tuesday, March 05, 2019 Partner Event: FP Transitions M & A Lunch
Wednesday, February 27, 2019 February Super CEvent
Tuesday, February 26, 2019 NexGen Breakfast Bites on Business Succession: Purchasing a Practice
Wednesday, February 13, 2019 FPA of Southern Arizona: February Breakfast Meeting
Wednesday, January 30, 2019 FPA Chapter Advocacy Day
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 09, 2019 Advocacy Day Preparation Call
Wednesday, January 09, 2019 FPA of Southern Arizona: January Breakfast Meeting
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 Quarterly Super CE Program
Thursday, November 15, 2018 FPA Media Training fall 2018
Tuesday, November 06, 2018 CFP(R) Exam Fall 2018 Testing Window
Friday, November 02, 2018 FPA Chapter Leadership Conference
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
Friday, October 19, 2018 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, October 10, 2018 (FPA of Southern Arizona: October Breakfast Meeting
Friday, October 05, 2018 2018 Service Event with St. Vincent de Paul
Wednesday, October 03, 2018 FPA National Conference
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
Wednesday, September 12, 2018 Partner Event: Edward Jones-Experiences Growing a Practice
Wednesday, September 12, 2018 FPA of Southern Arizona: August Breakfast Meeting
Thursday, September 06, 2018 Pro Bono Public Awareness & Advocacy Info Calls 3
Tuesday, August 21, 2018 Pro Bono Public Awareness & Advocacy Info Calls 2
Thursday, August 16, 2018 FPA Media Training
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
Wednesday, August 08, 2018 FPA of Southern Arizona: August Breakfast Meeting
Thursday, August 02, 2018 FPAGP and FPA of San Diego Collaborative Membership Event
Monday, July 30, 2018 Symposium Tips Call for Partners
Monday, July 30, 2018 Symposium Partnership Information Call
Thursday, July 26, 2018 NexGen Happy Hour at The Porch
Wednesday, July 18, 2018 Partner Event: Cantor Fitzgerald Capital-CFP CE Credit Presentation
Wednesday, June 27, 2018 Field Trip:Federal Reserve Bank: Phoenix Processing Center
Wednesday, June 13, 2018 Collaborative Event: FPA of San Diego
Wednesday, May 23, 2018 Quarterly Super CE Program: Financial Planning for Clients in Transition
Wednesday, May 16, 2018 NAPFA Spring Conference
Wednesday, May 09, 2018 FPA of Southern Arizona: May Breakfast Meeting
Tuesday, April 24, 2018 Partner Events: Retirement Experts Network Educational Webinars
Monday, April 23, 2018 FPA Retreat
Wednesday, April 18, 2018 Collaborative Event with East Valley Estate Planning Council
Wednesday, April 11, 2018 FPA of Southern Arizona: April Breakfast Meeting
Wednesday, March 28, 2018 Collaborative Workshop Event with Arizona Council on Economic Education
Wednesday, March 21, 2018 Partner Events: Retirement Experts Network Educational Webinars
Monday, March 19, 2018 Monday Hubble - Information Drop In Call
Wednesday, March 14, 2018 FPA of Southern Arizona: March Breakfast Meeting
Wednesday, March 07, 2018 Partner Events: Retirement Experts Network Educational Webinars
Tuesday, March 06, 2018 BONUS Collaborative Workshop Event with Phoenix Compliance Roundtable
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
Friday, February 23, 2018 JA Bottles for BizTown
Friday, February 23, 2018 Partner Product Webinar: Reverse Mortgages
Wednesday, February 14, 2018 FPA Chapter Advocacy Day
Wednesday, February 14, 2018 FPA of Southern Arizona: February Breakfast Meeting
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
Wednesday, January 24, 2018 Field Trip: The Phoenix Zoo: Exploring Planned Gift Advisory Committees
Wednesday, January 24, 2018 RMF Webinar: Social Security Q&A
Monday, January 22, 2018 Monday Hubble - Benefits Drop In Call
Thursday, January 18, 2018 FPA Chapter Leader Training Call
Tuesday, January 16, 2018 Marketing Collaborator Planned Giving Round Table of Arizona
Wednesday, January 10, 2018 FPA of Southern Arizona Events
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, November 08, 2017 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, October 25, 2017 FPA of GP Field Trip: Desert Botanical Garden
Saturday, October 21, 2017 2017 Financial Planning Day
Wednesday, October 11, 2017 FPA of Southern Arizona: October Breakfast Meeting
Wednesday, September 27, 2017 FPA of Greater Phoenix All Day Symposium 2017
Wednesday, September 13, 2017 FPA of Southern Arizona: September Breakfast Meeting
Wednesday, August 23, 2017 FPA of GP Field Trip: Arizona Community Foundation
Tuesday, August 15, 2017 Partner Event: FREE 2 Hour CFP CE Class followed by Top Golf Happy Hour!
Tuesday, August 15, 2017 Marketing Collaborator Event: "An Intimate Discussion Focused on the Philanthropic Conversation
Wednesday, August 09, 2017 FPA of Southern Arizona: August Breakfast Meeting
Thursday, July 27, 2017 Your Input Needed: Proposed Changes to CFP Board's Standards of Professional Conduct
Wednesday, July 26, 2017 FPA of GP Field Trip: Vanguard
Thursday, July 20, 2017 FPA of San Diego Quarterly Networking social event
Monday, July 17, 2017 Deadline: Board Nominations for FPA of Greater Phoenix 2018/19 Board Service
Monday, July 17, 2017 Comments Welcome! FPA Member Survey
Friday, July 14, 2017 CFP Board's Business Update Webinar
Wednesday, June 28, 2017 FPA of GP Field Trip: Tempe at Tricks
Wednesday, June 28, 2017 FPA of GP Field Trip: Scottsdale at Terroir
Wednesday, June 21, 2017 National Advocacy Day with FPA
Thursday, June 15, 2017 Introduction to MyLifeSite and Brad Breeding, CFP(R)
Wednesday, June 14, 2017 FPA of San Diego Quarterly Education Event
Wednesday, May 24, 2017 Quarterly SUPER CE: May Focus on Fiduciary Rule and Compliance Support
Tuesday, May 23, 2017 Partner Event: Schwab Bank Career Night
Tuesday, May 23, 2017 Partner Event: Schwab Career Networking Event/Interview Night
Thursday, May 18, 2017 All-Member Virtual Update
Wednesday, May 17, 2017 UofA Financial Planning Degree Program Update Event
Wednesday, May 17, 2017 EVEPC features Blaine Aikin on the Fiduciary Rule
Tuesday, May 16, 2017 FPA of San Diego Joint Event with CFA Society
Wednesday, May 10, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-1
Wednesday, May 10, 2017 Public Awareness/Pro Bono Presentation: Budgeting 101 - A Balancing Act
Wednesday, May 10, 2017 West Valley Coalition on Aging
Wednesday, May 10, 2017 FPA of Southern Arizona: May Breakfast Meeting
Tuesday, May 09, 2017 FPA Award Nominations Now Open Through June 1st
Monday, May 08, 2017 Marketing Collaborator: Planned Giving Round Table of Arizona Annual Conference
Wednesday, April 26, 2017 Public Awareness Pro Bono Presentation: Financial Fire Drill (SPANISH)
Wednesday, April 26, 2017 Public Awareness/Pro Bono Presentation: 10 Strategies for Improving Your Finances
Wednesday, April 26, 2017 Asset Protection and Jay Adkisson: Joint CE Event with East Valley Estate Planning Council
Tuesday, April 25, 2017 Public Awareness/Pro Bono Presentation: 10 Strategies for Improving Your Finances
Tuesday, April 18, 2017 Public Awareness Pro Bono Presentation: Taking Control of Your Finances in 8 Steps
Tuesday, April 18, 2017 Partner Event: Free 2 Hour CFP(R) CE Class with Wine Tasting to Follow
Thursday, April 13, 2017 Public Awareness Pro Bono Presentation: Taking Control of Your Finances in 8 Steps
Wednesday, April 12, 2017 FPA of Southern Arizona: April Breakfast Meeting
Friday, April 07, 2017 ACEE Mayor's Challenge call for Judges
Tuesday, April 04, 2017 Volunteer at JA You're Hired
Monday, March 27, 2017 Public Awareness Pro Bono Presentation: Estate Planning - Introduction to the Essentials
Saturday, March 25, 2017 Public Awareness Pro Bono Presentation: Taking Control of Your Finances in 8 Steps
Wednesday, March 22, 2017 Volunteer Recognition Celebration and Advocacy Workshop
Wednesday, March 08, 2017 FPA of Southern Arizona: March Breakfast Meeting
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
Wednesday, February 08, 2017 FPA of Southern Arizona: February Breakfast Meeting
Monday, February 06, 2017 Arizona Partnership Platform Tour and Benefits Call - A
Wednesday, January 25, 2017 What you need to know about Technology, Compliance, and Cyber Security – but didn’t know to ask!
Wednesday, January 11, 2017 FPA of Southern Arizona: January Program (rescheduled from December 14th)
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
Wednesday, November 30, 2016 Allied Organization Event: CFA Society Post-Election Panel Discussion
Thursday, November 17, 2016 Partner Webinar: Ge Your FAFSA Questions Answered by an Expert
Thursday, November 17, 2016 NexGen Breakfast Bites
Wednesday, November 16, 2016 Valuation Discounts: Going Once, Going Twice... and Holiday Kick Off Mixer
Tuesday, November 15, 2016 CFP Exam Dates: Nov
Wednesday, November 09, 2016 Partner Webinar: Major Changes Proposed for Retirement Plans, IRAs, Social Security and More
Wednesday, November 09, 2016 FPA of Southern Arizona: November Breakfast Meeting
Tuesday, November 01, 2016 Pro Bono Counseling Opportunity - Trellis - One on One Counseling During 2016:
Thursday, October 27, 2016 Partner Event: The Facts on Medicaid Compliant Annuities
Tuesday, October 25, 2016 Partner Event: V.I.P. Mortgage CFP(R) CE Class and Wine Tasting
Saturday, October 22, 2016 Financial Planning Day
Tuesday, October 18, 2016 Can we Talk?
Friday, October 14, 2016 Financial Planning Day Volunteer Training Call
Wednesday, October 12, 2016 FPA of Southern Arizona: October Breakfast Meeting
Wednesday, September 28, 2016 FPA of Greater Phoenix All Day Symposium
Wednesday, September 14, 2016 FPA of Southern Arizona: September Breakfast Meeting
Wednesday, September 14, 2016 BE Baltimore 2016: FPA Annual Conference
Saturday, September 10, 2016 Elections and Economics: An Educator Workshop with FPA of GP and ACEE
Tuesday, August 30, 2016 Partner Event: V.I.P. Mortgage Inc. - CFP(R) CE Credit Presentation - Deb Management and Cash Flow Analysis
Wednesday, August 24, 2016 August Chapter Membership Meeting: Round Table Discussions
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
Wednesday, July 27, 2016 July CE Presentation - Aging and its Financial Planning Implications
Tuesday, July 26, 2016 CFP Exam Dates: July
Thursday, July 21, 2016 San Diego FPA Chapter July Member Social
Thursday, July 21, 2016 Financial Planning Coalition Webinar: The DOL Fiduciary Rule: What Are the Practical Implications?
Wednesday, July 20, 2016 Partner Webinar: 30 Minute Overview: The Latest CRM and Document Management Technology for RIAs
Wednesday, July 13, 2016 Advanced Funding and Paying for College UBER Discussion
Wednesday, June 29, 2016 Reverse Funding Presents a Special Webinar for Financial Advisors
Wednesday, June 22, 2016 Pro Bono Opportunity - Vista Del Camino Community Center - Coping With Death: Financial Considerations in a Time of Need
Wednesday, June 22, 2016 June Chapter Meeting
Tuesday, June 21, 2016 Marketing Collaborator Planned Giving Round Table of Arizona
Wednesday, June 15, 2016 San Diego FPA Chapter June Quarterly Meeting
Wednesday, June 15, 2016 Area Agency on Aging, Region One and FPA Educational Luncheon: Preventing Financial Elder Abuse
Wednesday, May 25, 2016 Pro Bono Opportunity - Vista Del Camino Community Center - Financially Surviving a Job Loss
Wednesday, May 25, 2016 May Chapter Meeting
Tuesday, May 17, 2016 NAPFA Spring Conference
Monday, May 16, 2016 Marketing Collaborator: Planned Giving Round Table of Arizona Annual Planned Giving Conference
Wednesday, May 11, 2016 FPA of Southern Arizona: May Breakfast Meeting
Wednesday, May 04, 2016 Quatro de Mayo NexGen event
Wednesday, May 04, 2016 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances in 8 Steps
Wednesday, May 04, 2016 April Chapter Meeting (held 1 week later than normal)
Friday, April 29, 2016 IACP Two Day Introductory Interdisciplinary Collaborative Practice Training
Monday, April 25, 2016 FPA National Retreat at the Wigwam
Wednesday, April 20, 2016 FPA of Southern Arizona: April Breakfast Meeting
Friday, April 08, 2016 Benedictine University CFP Class Begins
Friday, April 08, 2016 Arizona Council on Economic Education Personal Finance Competition
Wednesday, April 06, 2016 FPA Webinar April 6
Tuesday, March 29, 2016 By Special Invitiation Only: How to Thrive in the New World of Fiduciary Standard and Digital Advisors
Wednesday, March 23, 2016 March Chapter Meeting
Tuesday, March 22, 2016 Military Assistance Mission: Opportunity to Present on behalf of the FPA of Greater Phoenix
Saturday, March 19, 2016 Military Assistance Mission: Opportunity to Present on behalf of the FPA of Greater Phoenix
Saturday, March 19, 2016 Pro Bono Presentation Opportunity - Trellis - Taking Control fo Your Finances in 8 Steps
Friday, March 18, 2016 Advance Registration Deadline: FPA National Retreat at the Wigwam
Wednesday, March 16, 2016 Chapter Partner: V.I.P. Mortgage-CFP(R)s Earn 3 Free Hours of CE Credits
Tuesday, March 15, 2016 Partner RMF presents: The New Case for Reverse Mortgages
Tuesday, March 15, 2016 CFP Exam Dates
Wednesday, March 09, 2016 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 08, 2016 Intro to Pro Bono
Sunday, March 06, 2016 Wounded Warrior Project: Opportunity to Present on behalf of the FPA of Greater Phoenix
Thursday, March 03, 2016 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances in 8 Steps
Saturday, February 27, 2016 Pro Bono Presentation Opportunity - Trellis - Taking Control fo Your Finances in 8 Steps
Wednesday, February 24, 2016 Pro Bono Opportunity - Vista Del Camino Community Center - Real World Retirement Planning
Wednesday, February 24, 2016 February Chapter Meeting
Wednesday, February 17, 2016 FPA of Southern Arizona: February Breakfast Meeting
Wednesday, January 27, 2016 January Chapter Meeting
Wednesday, January 27, 2016 FPA National Webinar Jan 27
Thursday, January 21, 2016 FPA Webinar Jan 21
Thursday, January 21, 2016 CFA Society Meeting
Wednesday, January 13, 2016 FPA of Southern Arizona: January Breakfast Meeting
Tuesday, January 12, 2016 FPA Webinar Jan 12
Thursday, January 07, 2016 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances in 8 Steps
Tuesday, December 22, 2015 FAFSA Questions Webinar from RMF
Tuesday, December 15, 2015 Chapter Social, honoring Partners and Volunteers
Wednesday, December 09, 2015 FPA of Southern Arizona: December Breakfast Meeting
Monday, December 07, 2015 Monday Night Football Cocktail Party
Sunday, December 06, 2015 IMN Global Indexing & ETF's Summitt
Friday, November 20, 2015 FPA Chapter Leadership Conference
Wednesday, November 18, 2015 November Chapter Meeting
Friday, November 13, 2015 Tax & Legal Seminar
Wednesday, November 11, 2015 Pro Bono Opportunity - ComPsych - Managing Personal Finances
Wednesday, November 11, 2015 FPA of Southern Arizona: November Breakfast Meeting
Saturday, November 07, 2015 Economic Education Gala
Wednesday, October 28, 2015 Pro Bono Opportunity - City of Scottsdale Human Services - Spanish Presentation - Taking Control of Your Finances
Thursday, October 22, 2015 RIA Trust Education Program
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 FPA Retreat Discount for 2016 Retreat: Discount Deadline September 30, 2015
Wednesday, September 30, 2015 FP Day Volunteer Interest Conference call
Saturday, September 26, 2015 FPA BE in Boston
Thursday, September 24, 2015 RIA Trust Education Program
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
Wednesday, September 09, 2015 US/AZ Economic Update Dr. George Hammond, UofA
Thursday, August 27, 2015 Guest Registration for August Chapter Meeting
Thursday, August 27, 2015 RIA Trust Education Program
Wednesday, August 26, 2015 August Chapter Meeting
Wednesday, August 12, 2015 529 Plans: Kevin Ruppprecht and Regina Carmon
Wednesday, July 22, 2015 July Chapter Meeting
Tuesday, July 07, 2015 Early Bird Registration for BE in Boston ends
Wednesday, July 01, 2015 FPA national board of directors nomination deadline
Wednesday, June 24, 2015 June Chapter Meeting
Wednesday, May 27, 2015 May Chapter Meeting
Wednesday, May 20, 2015 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances
Wednesday, April 29, 2015 FPA of Greater Phoenix All Day Symposium
Wednesday, April 22, 2015 Pro Bono Opportunity - City of Scottsdale Human Services - Taking Control of Your Finances
Monday, April 20, 2015 FPA Retreat 2015
Wednesday, April 15, 2015 Pro Bono Opportunity - Arizona Department of Administration - Financial Planning for Life
Thursday, April 09, 2015 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances
Wednesday, April 08, 2015 Pro Bono Opportunity - Glendale Community College - Financial Literacy
Tuesday, April 07, 2015 Pro Bono Opportunity - Gateway Community College - Taking Control of Your Finances
Wednesday, March 25, 2015 March Chapter Meeting
Wednesday, February 25, 2015 February Chapter Meeting
Wednesday, January 28, 2015 Pro Bono Opportunity - City of Scottsale Human Services - Budgeting 101
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


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.

C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261
info@FPAofPhoenix.org

 Office Hours:
Mon-Thurs: 9:00 AM - 5:00 PM
Fri: 9:00AM - 1:00 PM
Phone: 480-483-9035
Fax: 480-922-5283


Connect with Us!


Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns.  We are proud of our ongoing relationship with FPA of Greater Phoenix. 


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.