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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
• Live LOCAL OneFPA Network Listening Tour

  • When
    Tuesday, January 22, 2019
  •  
    10:00 AM - 12:00 PM
  • Location
    Most Probable: Versant Conference Room, 2394 E Camelback Rd suite 100, Phoenix, AZ 85016
  • Registered
    2 registrants

  Register

  

  No CE is anticipated for this event

  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.

  Show details
• 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
    6 registrants

  Register

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

  Inaugural South West Region Advance

  Jan 25-27, 2019

  UCLA Conference Center Lake Arrowhead

  $550 covers our Advance, and your food/lodging.

  If you would like to attend, send your check for $550 immediately to 
  South West Regional Advance

  c/o Mark Prendergast
  5011 Argosy Ave #7
  Huntington Beach, CA  92649-1002
  

  
  

  Advance Program Schedule (click on image below to download)

  
  

  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
• 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
  • Registered
    20 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 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
• 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
• NexGen Breakfast Bites on Business Succession: Purchasing a Practice

  • When
    Tuesday, February 26, 2019
  •  
    7:30 AM - 9:00 AM
  • Location
    Wildflower Bread Company: 7001 N Scottsdale Road Scottsdale AZ 85253
  • Registered
    Be the first

  Register

  

  REGISTER
  

  Show details
• February Super CEvent

  • When
    Wednesday, February 27, 2019
  •  
    2:00 PM - 6:00 PM
  • Location
    Phoenix Country Club, 7th St and Thomas in Phoenix
  • Registered
    12 registrants

  Register

  Our Lifelong Learning Team brings you:

  
  

  REGISTER In 2018, FPA released a white paper on Succession Planning: DOWNLOAD Be one of the first 25 to register and receive our VIP welcome! ____________________ Registration opens: (2:00) Speaker Presentation  (2:15 - 5:45) Reception  (6:00)

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

  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
    32
  • Registered
    3 registrants

  Register

  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

  
  

  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.

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• Field Trip OR Workshop: TBD

  • When
    Wednesday, June 26, 2019
  •  
    2:30 PM - 5:30 PM
  • Location
    TBD

  Register

  Our Lifelong Learning and Advocacy Teams present:

  TBD

  

  
  

  Show details
• Field Trip OR Workshop: TBD

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

  Register

  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