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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
• Field Trip: Amazon Fulfillment Center

  • When
    Tuesday, March 19, 2019
  •  
    9:45 AM - 11:00 AM
  • Location
    5050 West Mohave St, Phoenix AZ 85043
  • Spaces left
    2
  • Registered
    33 registrants

  Registration is closed

  Your Lifelong Learning Committee brings you a Field Trip:

  
  

  
  

  This field has a maximum of 35 people (no one under age 6).

  
  

  Registration is open exclusively to chapter members, partners, and NexGen until 2/28.

  
  

  If space remains available, registration for non members begins 3/1.

  
  

  Members: $10

  Non Members: $20

  Note: registration fees support the chapters' efforts to produce this field trip. They do not go to Amazon.

  Visitor Information Guidelines ____________________ Registration opens: 9:45 am Tour:  10:00 am - 11 am (if you are late, you aren't coming in) Lunch:  11:15 am - 12:3o pm Field Trip events provide opportunities for our planners to engage with the broader professional advisor community and potential clients or industry stakeholders with fresh ideas, experiential and interactive learning, in fun and stimulating environments.  They may on occasion, but are not expected to, provide professional CE credits.

  
  

  Visitor Information Guidelines ____________________ Registration opens: 9:45 am Tour:  10:00 am - 11 am (if you are late, you aren't coming in) Lunch:  11:15 am - 12:3o pm Field Trip events provide opportunities for our planners to engage with the broader professional advisor community and potential clients or industry stakeholders with fresh ideas, experiential and interactive learning, in fun and stimulating environments.  They may on occasion, but are not expected to, provide professional CE credits.

  Show details
• Volunteer Judge: Mayors Challenge for Economic Education

  • When
    Friday, April 05, 2019
  •  
    8:00 AM - 2:30 PM
  • Location
    Mesa Community College

  Register

  

  

  To watch an event video - get an idea of what this Mayors Challenge is about, and what your day will be like, click here to watch last years' video.  In it, you will see Murray Smith and CJ Miller at work at a judges table.

  ACEE is seeking 4-6 volunteer judges from FPA of Greater Phoenix, ideally CFP(R) professionals.  If you would like to volunteer, contact Elena Zee directly, at 

  elenazee@azecon.org

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

  • When
    Saturday, April 20, 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

  April is Financial Literacy Month Nationally. 

  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 20th, 2019.

  
  

  Your commitment includes:

  • 45 min Info/Training Q&A Conference Call on [SET DATE] (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, April 20th, 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.

  
  

  
  

  

  
  

  Show details
• Financial Planning Event - for the public

  • When
    Saturday, April 20, 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 partner....

  

  
  

  Show details
• Demystifying Blockchain: Collaborative Event w/ East Valley Estate Planning Council

  • When
    Wednesday, April 24, 2019
  •  
    7:00 AM - 8:30 AM
  • Location
    Mesa Country Club: 660 W Fairway Drive Mesa AZ 85201

  Register

  Our Lifelong Learning Team brings you

   

  
  

  ____________________ Registration opens: 7:00am Speaker Presentation:  7:30am Adjourn:  8:30am Pending 1 hour of CFP(R) CE credit

  Show details
• May Super CEvent

  • When
    Wednesday, May 22, 2019
  •  
    2:00 PM - 6:30 PM
  • Location
    SkySong: 1301-1475 N Scottsdale Rd, Scottsdale AZ 85257
  • Registered
    Be the first

  Register

  Our Lifelong Learning Team brings you:

  
  

  Be one of the first 25 to register and receive our VIP welcome! More Detail:  Our May event continues our January discussion around serving and protecting our senior clients and their family members. Three Arizona State representatives will discuss ABLE accounts for disabled family members receiving government assistance, best practices and resources to detect, report and manage senior financial abuse, and resources to support exhausted family caregivers. Lastly, what does a client-in-need do when they have no trusted family or friends to make critical healthcare and financial decisions on their behalf? Who can manage and settle their estate and trusts once they are gone? A very special fourth speaker will educate us on the ins and outs of using a private fiduciary. 2:15pm Introduction by our chapter leaders 2:30pm Barbi Diehl Rouen, AZ DES, ABLE Accounts 3:00pm Rita M. De Luca, AZ DES, Elder Financial Abuse and AZ State Resources 3:30pm Scott Hawthornthwaite, AZ DES & AAA, Family Caregiver Support resources 4:00pm 10-minute Break 4:10pm Charles L. “Chick” Arnold, Private Fiduciary discussion and education 5:25pm End of program; start of Happy Hour ____________________ Registration opens: (2:00) Speaker Presentation  (2:15 - 5:30) Reception  (5:30)

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

  Show details
• Ethics Workshop for CFP Exam Takers

  • When
    Wednesday, June 26, 2019
  •  
    2:00 PM - 5:30 PM
  • Location
    Edward Jones Training Center: 8640 S River Pkwy Tempe, AZ 85284-2609

  Register

  Our Lifelong Learning and NexGen Teams present:

  An Extended Ethics Workshop - for CFP(R) Exam Takers and professionals

  

  
  

  Show details
• Field Trip OR Workshop: TBD

  • When
    Wednesday, August 28, 2019
  •  
    2:30 PM - 5:30 PM
  • Location
    TBD

  Registration is closed

  Our Lifelong Learning and Advocacy Teams present:

  TBD

  

  
  

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

  • When
    Wednesday, December 04, 2019
  •  
    4:30 PM - 6:30 PM
  • Location
    TBD

  Register

  
  

  Details to Be Announced

  December 4, 2019

  End of Year Celebration

  
  

  Show details