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• FPA of Southern Arizona Events

  • Start
    Wednesday, January 10, 2018
  •  
  • End
    Wednesday, December 12, 2018
  •  
  • Schedule
    9 sessions
  • Location
    Arizona Inn, Tucson: http://chapters.onefpa.org/southernarizona/chapter-meetings/

  
  

  
  

  Date: February 14, 2018
  Topic: Reverse Mortgages

  
  Date: March 14, 2018
  Topic: Health Insurance Martketplace/Health Savings Accounts

  
  Date: April 11, 2018
  Topic: Estate Planning

  
  Date: May 9, 2018

  Topic: Life Settlements/Viatacals

  
  

  There are no meetings in June and July 

  
  

  Date: September 12, 2018

  Topic: Economic Update 

  
  Date: October 10, 2018

  Topic: Social Security
  

   

  Date: November 14, 2018

  Topic: Arizona Retirement Plans

   

  Date: December 12, 2018

  Topic: Complimentary Breakfast

  
  

  Show details
• FPA Chapter Leader Training Call

  • Start
    Thursday, January 18, 2018
  •  
  • End
    Thursday, December 20, 2018
  •  
  • Schedule
    12 sessions
  • Location
    Conference Call: Adobe Connect - https://fpa.adobeconnect.com/_a1120003297/chaptercall/

  FPA Chapter Leader Training Call
  

  
  

  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
• Monday Hubble - Benefits Drop In Call

  • Start
    Monday, January 22, 2018
  •  
  • End
    Monday, December 24, 2018
  •  
  • Schedule
    12 sessions
  • Location
    Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

  
  

  Membership and Partnership Benefits are ready for you to use!

  
  

  Our Monday "HUBbles" are drop in calls - no need to register.

  
  

  Call in on Mondays at 11:30 am and discover new tools for you.

  
  

  
  

  Image courtesy of Creative Commons Public Domain

  
  

  FPA of Greater Phoenix: 

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

  
  

  Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

  Optional dial in number: 602-456-6642,  No PIN needed

  
  

  Note:  Calls are not held on holidays.

  Show details
• Monday Hubble - Information Drop In Call

  • Start
    Monday, February 05, 2018
  •  
  • End
    Monday, December 03, 2018
  •  
  • Schedule
    9 sessions
  • Location
    Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

  
  

  Want to know where to find something on our website or at FPA?

  
  

  Our Monday "HUBbles" are drop in calls - no need to register.

  
  

  Call in on Mondays at 11:30 am and ask away!

  
  

  
  

  
  

  FPA of Greater Phoenix: 

  The Essential Hub of our Financial Planning Community

  
  

  Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

  Optional dial in number: 602-456-6642,  No PIN needed

  
  

  note: no calls will be held on holidays

  Show details
• Monday Hubble - Benefits Drop In Call

  • Start
    Monday, February 12, 2018
  •  
  • End
    Monday, December 10, 2018
  •  
  • Schedule
    11 sessions
  • Location
    Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

  
  

  Membership and Partnership Benefits are ready for you to use!

  
  

  Our Monday "HUBbles" are drop in calls - no need to register.

  
  

  Call in on Mondays at 11:30 am and discover new tools for you.

  
  

  
  

  Image courtesy of Creative Commons Public Domain

  
  

  FPA of Greater Phoenix: 

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

  
  

  Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

  Optional dial in number: 602-456-6642,  No PIN needed

  
  

  Note:  Calls are not held on holidays.

  Show details
• Monday Hubble - Information Drop In Call

  • Start
    Monday, March 19, 2018
  •  
  • End
    Monday, December 17, 2018
  •  
  • Schedule
    10 sessions
  • Location
    Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

  
  

  Have a question about our chapter?

  
  

  Our Monday "HUBbles" are drop in calls - no need to register.

  
  

  Call in on Mondays at 11:30 am and ask away!

  
  

  
  

  
  

  FPA of Greater Phoenix: 

  The Essential Hub of our Financial Planning Community

  
  

  Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

  Optional dial in number: 602-456-6642,  No PIN needed

  
  

  note: Hubble calls are not held on Holidays

  Show details
• Quarterly Super CE Program

  • When
    Wednesday, November 28, 2018
  •  
    2:00 PM - 6:00 PM
  • Location
    The Phoenix Country Club: 2901 N 7th Street Phoenix AZ
  • Registered
    38 registrants

  Register

  Our Lifelong Learning Committee brings you

  

  Featuring Local Planner Dana Anspach and Morningstar's Christine Benz

  Be one of the first 25 to register and receive our VIP welcome! ____________________ Registration opens: 2:00 Speaker Presentation:  2:30 Reception:  5:30

  Show details
• 2018 Holiday Event: Open House

  • When
    Friday, December 07, 2018
  •  
    4:30 PM - 6:30 PM
  • Location
    8001 E Via Marina, Scottsdale AZ 85258 (near Hayden and Via de Ventura in McCormick Ranch)

  Register

  
  

  
  

  Show details
• CFP(R) Board of Standards Updated Ethics Course

  • When
    Monday, December 17, 2018
  •  
    2:00 PM - 5:00 PM
  • Location
    4248 N Craftsman Court #200 Scottsdale AZ 85251
  • Spaces left
    16

  Register

  
  

  
  

  
  

   

  Show details
• Workshop: Financial Elder Abuse and Your Role as a Financial Advisor and Planner

  • When
    Wednesday, January 23, 2019
  •  
    2:30 PM - 5:30 PM
  • Location
    Friendship Village in Tempe: 2645 East Southern Avenue Tempe, AZ 85282

  Register

  Our Lifelong Learning and Advocacy Teams , along with the Phoenix Compliance Round Table, present:

  

  Workshop Itinerary:

  2:30: Registration

  
  

  3:00: NRS - Compliance Expectations when serving Seniors

  
  

  4:00: Current Enforcement Examples and Discussion - 

  Better to Be Wise by the Mistakes of Others

  
  

  5:00  Continuing Q&A with our experts and Social Hour

  
  

  5:30 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.

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• FPA Southwest Regional Advance

  • Start
    Friday, January 25, 2019
  •  
    4:00 PM
  • End
    Sunday, January 27, 2019
  •  
    4:00 PM
  • Location
    UCLA Conference Center at Lake Arrowhead
  • Registered
    5 registrants

  Register

  Our Lifelong Learning Team and our Professional Relations Team bring you:

  Inaugural SouthWest Region Advance

  Jan 25-27, 2019

  UCLA Conference Center Lake Arrowhead

  
  

  
  

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• FPA Chapter Advocacy Day

  • When
    Wednesday, January 30, 2019
  •  
    9:00 AM - 1:00 PM
  • Location
    Arizona Capitol Museum: 1700 W Washington St Phoenix AZ

  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 with FPA National Advocacy Director, Karen Nystrom.
  • 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!

  FPA National will help make this an easy lift and provide us with training, materials, badges and folders to give to your elected officials. 

  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