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• 2019 Monday Hubble - Information Drop In Call A

  • Start
    Monday, January 07, 2019
  •  
  • End
    Monday, November 04, 2019
  •  
  • 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

  
  

  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
• 2019 Monday Hubble - Benefits Drop In Call B

  • Start
    Monday, January 14, 2019
  •  
  • End
    Monday, December 09, 2019
  •  
  • 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
• 2019 FPA Chapter Leader Training Call

  • Start
    Thursday, January 17, 2019
  •  
  • End
    Thursday, December 19, 2019
  •  
  • Schedule
    12 sessions
  • Location
    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
• 2019 Monday Hubble - Benefits Drop In Call D

  • Start
    Monday, January 28, 2019
  •  
  • End
    Monday, December 23, 2019
  •  
  • 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
• 2019 Monday Hubble - Information Drop In Call C

  • Start
    Monday, February 18, 2019
  •  
  • End
    Monday, December 16, 2019
  •  
  • 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

  
  

  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
• FPA of San Diego Summer Social Mixer

  • When
    Wednesday, July 24, 2019
  •  
    5:30 PM - 7:30 PM (PDT)
  • Location
    San Diego Marriott Del Mar (Arterra Restaurant Patio) 11966 El Camino Real San Diego, CA 92130

  
  

  Registration Open! 7/24 FPA Summer Social Mixer at Arterra in Del Mar at the Marriott

  When July 24, 2019 5:30 PM - 7:30 PM Tickets $0.00 Member Price $20.00 Guest Price Directions San Diego Marriott Del Mar (Arterra Restaurant Patio) 11966 El Camino Real San Diego, CA 92130     Join us Wednesday, July 24th from 5:30pm to 7:30pm as we kick off 2018 with our Summer Social Mixer. Enjoy a selection of (we will let you know!) beers on tap! We will provide a selection of appetizers and a friendly environment for you to catch up with local peers in the financial services industry.  Come one come all!  We want to welcome any connections you have that may have interest in joining FPA. A social mixer is a great way to showcase to your friends and colleagues the many benefits available in joining the FPA community.  We are excited to see you there!! Free for Members $20 for Guests

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• Symposium Partners Information Call

  • When
    Monday, July 29, 2019
  •  
    11:30 AM - 12:30 PM
  • Location
    Via UBER: VOIP Join the call and to screen share: https://www.uberconference.com/melissa01 If Preferred Dial in number: 602-456-6642 No PIN needed

  Register

  
  

  
  

  Show details
• Town Hall 1: Career Development

  • When
    Thursday, August 29, 2019
  •  
    4:00 PM - 6:30 PM
  • Location
    Beatitudes Campus:
  • Registered
    19 registrants

  Register

  
  

  

  Want to Sharpen Up on Data?

  Here's some Reference Resources

  CFP(R) Board of Standards:  Center for Financial Planning

  FPA:  2016 Trends in Practice Management

  FPA: 2018 Succession Challenge

  Kitces:  Blogs on the Financial Planning Career

  Academic Colloquium: Insights from Advisors and Students

  Industry Partner Research: TD Ameritrade on People and Pay

  but wait...there's more!    Join us on Aug 29th...

  Show details
• Matthew Jarvis - the Prequel

  • When
    Tuesday, September 24, 2019
  •  
    2:00 PM - 4:00 PM
  • Location
    Junior Achievement - 636 W Southern Ave Tempe, AZ 85282
  • Spaces left
    61

  Register

  
  

  Matthew Jarvis runs a hyper-efficient lifestyle practice.  He is able to support +-150 clients while also taking over 80 days of vacation every year, and maintains a more than 50% profit margin.

  Does this sound like the type of practice you would like to develop?

  Thousands of listeners to the Nerd's Eye View Podcast with Matthew Jarvis thought so.  In case you weren't able to listen then, you can listen now. 

   Link to Kitces Podcast

  More Info:  Jarvis Financial and Jarvis Bio and the Perfect RIA

  This advance session is priced separately from Symposium, and supports Matthews' decision and agreement to leave Washington for a few days and travel to share his insights with our financial planning community, then at Symposium, and then following, on his time and dime, with Nexgen planners in Phoenix and Tucson. 

  As ever, Matthew is already working on delivering massive value to you - not a wasted breath or minute when Matthew leads a discussion!

  

  Registration Rates:

  FPA chapter members: June, July, August:  $199.  As of September 1st: $249

  Not an FPA member? June, July, August: $249.  As of September 1st: $299

  Note:  Anyone attending the Jarvis Prequel is welcome to remain at the JA office and join our Symposium Partners and Presenters mixer, immediately following, at no additional fee.

  Refund Policy for this event is the same as Symposium deadlines.

  Note:  4 pak Symposium purchase does NOT include the Prequel event.

  Show details
• FPAGP Symposium 2019 - Stretching Boundaries

  • When
    Wednesday, September 25, 2019
  •  
    7:15 AM - 5:30 PM
  • Location
    Top Golf, 9500 Talking Stick Way, Scottsdale, AZ 85256

  Register

  

  Featuring Kristy Archuleta, John Diehl, Michael Kitces, & Matthew Jarvis

  View our Symposium Flyer as a magazine, online: here.

  To download 2019 Symposium Flyer, click on the above image.
  

  

  Chapter Members, want the best possible pricing?  Register Now!
  

  Our VIP concept (rewarding those earliest to register) applies to Symposium with an extra kick.
  

  Members	Dates/Deadlines	Non Members
  160	Jun 20	260
  180	June 21 - Jul 31	260
  200	Aug 1 - Sep 20	280
  250	Sep 21-25	300
  4-pak $600	August 31st	4-pak $600

  • Half day only is available for $100 for members, $150 for non members.  Prices increase Sep 21st to include At the Door rates.

  • NexGen Community members who are not chapter members (including students)pay $50 for full day registration if registered by Aug 31st.

  • Regional Chapter members and marketing collaborators pay $180 through Jul 31st

  Best pricing option for anyone?  Purchase a 4 pak for $600.

  
  

  Refund Dates for Symposium:

  On/before Aug 16th: 100%

  Aug 17th - Sep 20th: 50%

  Sep 21 -25th: 0% - please send a substitute

  

  About our Partners

  BeachFleischman / Pinnacle Plan Design
  

  DPL
  

  Edward Jones

  Fairway Mortgage

  FP Transitions

  Longbridge

  Schwab

  Templeton Financial

  Vanguard
  
  Zia Trust
  

  Show details
• NexGen Breakfast Bites: Sequel with Matthew Jarvis

  • When
    Thursday, September 26, 2019
  •  
    7:30 AM - 9:30 AM
  • Location
    Wildflower Bread Company, 7001 N. Scottsdale Road Scottsdale, AZ 85253
  • Spaces left
    21
  • Registered
    2 registrants

  Register

  
  

  REGISTER
  

  Show details
• Workshop: Using Kolbe Indicators to drive Great Teamwork

  • When
    Wednesday, October 09, 2019
  •  
    7:00 AM - 10:30 AM

  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.

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• Workshop: Advocacy In Action

  • When
    Wednesday, October 23, 2019
  •  
    1:00 PM - 4:00 PM
  • Location
    Arizona State Capitol Museum: 1700 W Washington St Phoenix, AZ 85007

  Register

  Our Lifelong Learning and Advocacy Teams present 

  
  

  

  REGISTER

  Show details
• Planner Registration - Pro Bono and Public Awareness Event

  • When
    Saturday, November 02, 2019
  •  
    7:00 AM - 1:00 PM
  • Location
    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, November 2, 2019.

  
  

  Your commitment includes:

  • 45 min Info/Training Q&A Conference Call (date/time TBD) (will be recorded - can be listened to after the fact - you will receive a call invitation in your email inbox).
  • 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

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• Financial Planning Event - for the public

  • When
    Saturday, November 02, 2019
  •  
    8:00 AM - 1:00 PM
  • Location
    Rio Salado Community College Conference Center: 2323 W 14th St, Tempe AZ

  Register

  click Here for a Downloadable PDF poster

  
  

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

  
  

  

  ________________

  
  

  If you are ready to get your financial affairs in order, November'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
• Nov Super CE Event

  • When
    Wednesday, November 20, 2019
  •  
    2:00 PM - 6:30 PM
  • Location
    ASU's Skysong: Scottsdale Rd just south of McDowell
  • Registered
    Be the first

  Register

  Our Lifelong Learning Team brings you:

  A continuation of our Team Building and Efficient Practice series:

  
  

  Understanding and Overcoming Conflict

  featuring Denise Logan

  
  

  REGISTER Be one of the first 25 to register and receive our VIP welcome! ____________________ Registration opens: (2:00) Speaker Presentation  (2:15 - 5:30) Networking Reception  follows

  Pending Approval or Approved for 3 hours of CE for CFP(R) candidates and 2 hours of CE for life insurance professionals.

  Show details
• 2019 Holiday Event: End of Year Celebration/Open House

  • When
    Wednesday, December 04, 2019
  •  
    4:00 PM - 7:00 PM
  • Location
    Executive Directors' Home

  Register

  
  

  

  Sing Karaoke, Play Bocce Ball, & Learn Texas Hold 'em Poker for those who so desire...and, of course, the Pigs will be present!

  Show details
• FPA Chapter Advocacy Day 2020

  • When
    Tuesday, January 21, 2020
  •  
    9:00 AM - 1:00 PM
  • Location
    Arizona Capitol Museum: 1700 W Washington St Phoenix AZ
  • Registered
    Be the first

  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