Events

Chapter Events

Upcoming events

    • Thursday, January 04, 2024
    • Thursday, November 07, 2024
    • 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) 

    Via Chapter Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP

    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.


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    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 05, 2024
    • Friday, November 01, 2024
    • 9 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

     Monthly Advocacy Working Team Zoom gatherings

    In General: 1st Fridays of most months at 9:30 am

    No team call in June, July, or December 

    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 08, 2024
    • Monday, December 23, 2024
    • 43 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.

    The May 13, 2024 Hubble is dedicated for the Mentor program debriefing session. 

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    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 08, 2024
    • Monday, December 09, 2024
    • 10 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

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    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.

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

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

    • Thursday, January 11, 2024
    • Thursday, November 14, 2024
    • 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 July 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 18, 2024
    • Thursday, December 19, 2024
    • 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

    Typically No meetings in July or November


    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)

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    Leadership Development:

    Volunteer Development Programming

    starts with Leadership Academies (1 and 2)


     + Professional Development Curriculum



    • Thursday, February 22, 2024
    • Thursday, December 19, 2024
    • 11 sessions
    • Zoom: https://nau.zoom.us/j/86295971855?pwd=TTVqS3c2d1l0dFRuRExpUUFkdUxqZz09 Mtg ID: 862 9597 1855 Passcode: 569710
    Register

    FPAGP Board Governance Committee Calls

    Generally the THIRD THURSDAY of each month at 2:30pm AZ Time.

    Join Zoom: https://nau.zoom.us/j/86295971855?pwd=TTVqS3c2d1l0dFRuRExpUUFkdUxqZz09

    Meeting ID: 862 9597 1855

    Passcode: 569710



    • Tuesday, March 19, 2024
    • Tuesday, December 17, 2024
    • 10 sessions
    • Teams
    Register
    • Thursday, April 18, 2024
    • Thursday, December 12, 2024
    • 9 sessions
    • Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP
    Register


    FPAGP Finance Committee Calls

    Generally the Thursday prior to each monthly board meeting at 9:30am

    Join Zoom Meeting

    https://Zoom.us/Join

    Meeting ID: 710 131 6685

    Passcode (if needed): FPAGP


    • Friday, April 19, 2024
    • Friday, December 20, 2024
    • 9 sessions
    • Chapter Zoom Room: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP
    Register


    FPAGP Metrics That Matter Team Calls

    Generally the Third Friday of Each Month at 2:00pm

    Join Zoom Meeting

    https://us02web.zoom.us/j/84632391692?pwd=cGtwSVhuU2JDeVpzUnl0N0xUZXZndz09

    Meeting ID: 846 3239 1692

    Passcode: 312629

    • Wednesday, May 22, 2024
    • 12:30 PM - 2:00 PM
    • Online: https://Zoom.us/J/710 131 6685
    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.

    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 

    Online  Only

    Join Zoom Meeting

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


    • Wednesday, May 22, 2024
    • 4:00 PM - 5:30 PM
    • Chapter Zoom Room: https://Zoom.us/J/7101316685
    Register