Events

Chapter Events

Upcoming events

    • Thursday, January 06, 2022
    • Thursday, December 01, 2022
    • 11 sessions
    • Via Chapter Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP
    Register

     Connecting Community Working Group

    tackles the following chapter outreach:


    Membership: Why Join?  How to?  Who is?

    Connection and welcome functions

    Membership platform largely determined by FPA nationally per our Chapter Charter

    NexGen:  Emerging or New Financial Planners

    Relationship Continuity, Integration into and with the chapter

    NexGen community impacted by FPA nationally, tailored locally to integrate consistently with FPAGP

    Alumni:  Retired/Retiring Financial Planners

    Relationship Continuity, Integration into and with the chapter

    Alumni community nurtured and nourished locally to remain connected to FPAGP

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    Partnership: Our Investors

    Connection and welcome functions

    Partnership platform created by FPAGP


    Professional Relationships:  Organization to Organization MOUs (non-profits)

    Relationship Exploration, Documentation, and Support

    MOU process and documents created by FPAGP

    Incubator process and agreements created by FPAGP


    Community Relationships: For Profit Entities

    Relationship Exploration, Connections to our Planners and community


    • Friday, January 07, 2022
    • Friday, December 02, 2022
    • 11 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

     Monthly Advocacy Working Team Zoom gatherings.

    https://Zoom.US/Join       

    Meeting ID: 710 131 6685   Passcode (if needed) FPAGP

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

    Mark your calendar and connect to a very professional and determined group of financial professionals - elevating and advocating for our profession in AZ.


    Note:  The Advocacy Working Team participates with other Working Teams toward Advancing the Profession.

    • Monday, January 10, 2022
    • Monday, December 19, 2022
    • 42 sessions
    • Via Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685



    • Thursday, January 13, 2022
    • Thursday, December 08, 2022
    • 10 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

     Monthly Communication Working Group & Team Zoom gatherings.

    https://Zoom.US/Join       

    Meeting ID: 710 131 6685   Passcode (if needed) FPAGP

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

    Mark your calendar and connect to a very professional and determined group of financial professionals - elevating and advocating for our profession in AZ.


    • Thursday, January 20, 2022
    • Thursday, December 15, 2022
    • 11 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

    Professional Development Working Group

    tackles the following chapter outreach:


    Lifelong Learning: Our Weekly Chapter Programs

    Continuing Education, Compliance, Practice Management and Professional Skills content

    We developed our Professional Development Platform via our experiences and experimentation over the last 5 years.

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    Leadership Development: Our Future

    Connection and welcome functions, including New Member Orientations, Chapter connections and working team onboarding, Leadership Academy and Board Member development, General Circle and Board Recruitment


    We developed our robust Professional Development Toolkit via our experiences and experimentation over the last 5 years.


    • Monday, March 14, 2022
    • Monday, December 12, 2022
    • 10 sessions
    • Chapter Zoom Room: https://zoom.us/join Meeting ID: 710 131 6685
    Register


     Monthly Financial Literacy Team Zoom gatherings.

    https://Zoom.US/Join       

    Meeting ID: 710 131 6685   Passcode (if needed) FPAGP

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


    • Wednesday, December 07, 2022
    • 4:00 PM - 6:00 PM
    • Zoom: https://Zoom.us/j/7101316685
    Register



    • Friday, December 16, 2022
    • 6:00 PM - 8:00 PM
    • VFW Post 1433: 7618 N 63rd Avenue Glendale AZ 85301
    Register


    • Wednesday, December 21, 2022
    • 10:00 AM - 12:00 PM
    • via ZOOM, https://financialplanningassociation-org.zoom.us/j/7101316685
    Register



    • Wednesday, December 21, 2022
    • 12:30 PM - 2:00 PM
    • In Person at Ashton Thomas and Virtual
    Register

    FPA of GP Board Meeting

    Chapter Board Meeting

    Please RSVP so that we may anticipate expected quorum.

    Board members can access the board meeting page here 

    12:30-2:00pm 

    In person:  Ashton Thomas

    15279 N Scottsdale Rd Ste B2-215

    Join Zoom Meeting

    https://Zoom.us/Join

    Meeting ID: 710 131 6685

    Passcode (if needed): FPAGP

    When you log into the Zoom.us website and enter a Meeting ID, the list of call in numbers will be visible to choose from.


Past events

Wednesday, November 16, 2022 Annual Meeting of the Members and Social Mixer
Wednesday, November 16, 2022 Advocacy Workshop
Wednesday, November 16, 2022 November Board Meeting
Wednesday, November 09, 2022 Partner Series CEvent: Tax Planning Principles with Dale Walters
Tuesday, November 01, 2022 Dynamic Governance Workshop
Wednesday, October 26, 2022 October Quarterly Strategic Plan Check in Session
Wednesday, October 19, 2022 Postponed: Super CEvent: What's Keeping You Up At Night?
Wednesday, October 12, 2022 Partner Series CEvent: Life Settlements with Lisa Rehburg
Wednesday, October 05, 2022 Chapter Member Mixer by NexGen
Tuesday, October 04, 2022 FPAGP Forward Looking Strategic Planning Session
Wednesday, September 28, 2022 Partner Series Event: Templeton Financial Services Presents "Fixed Income Management in Uncertain Economic Times"
Wednesday, September 28, 2022 September Board Meeting
Wednesday, September 21, 2022 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, September 14, 2022 Partner Series Event: DFA Presents Prospect to Promoter
Tuesday, September 13, 2022 NexGen ASU Panel Discussion
Thursday, August 25, 2022 Collaboration: FPA Orange County Study Group
Wednesday, August 24, 2022 August Board Meeting
Wednesday, August 17, 2022 Collaboration: FPA Orange County Quarterly Education Meeting
Wednesday, August 10, 2022 Collaboration: FPA Los Angeles NexGen Study Group
Wednesday, July 27, 2022 July Strategic Check In Session
Thursday, July 21, 2022 Collaboration: FPA San Diego Par-TEE
Thursday, July 21, 2022 Collaboration: FPA Orange County Study Group
Wednesday, July 13, 2022 Collaboration: FPA Los Angeles NexGen Study Group
Wednesday, July 13, 2022 Leadership Academy - Learn how FPAGP is structured to Meet our Vision and Mission
Wednesday, June 22, 2022 Partner Series CEvent: Cantor Fitzgerald "Understanding 1031 Exchanges"
Wednesday, June 22, 2022 June Board Meeting
Wednesday, June 15, 2022 Community Conversation: CFP(R) Workforce Trends in AZ
Wednesday, June 01, 2022 CFP(R) Ethics Course - Updated April 1 2021
Wednesday, May 25, 2022 May Board Business Meeting
Wednesday, May 11, 2022 Social Event: Brown Bag Lunch in the Railroad Park
Wednesday, May 04, 2022 Partner CEvent: Across the Years: Preparing and Preserving Intergenerational Wealth
Wednesday, April 27, 2022 April Strategic Check In Session
Wednesday, April 20, 2022 Community Conversation: Delivering Financial Literacy with MoneyW!se featuring Virginia Asher and Michael Fischer
Wednesday, April 13, 2022 Placeholder: Partner Series CEvent with Dimensional Fund Advisors
Wednesday, March 30, 2022 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, March 23, 2022 Partner Series CEvent: Reverse Mortgages with Rob Kanyur
Wednesday, March 23, 2022 March Board Meeting
Wednesday, March 09, 2022 Chapter Member Mixer by NexGen
Wednesday, February 23, 2022 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, February 23, 2022 February Board Meeting
Wednesday, February 16, 2022 Symposium: Practical Tax Talk
Wednesday, February 09, 2022 FPAGP offers AZ Life Insurance Ethics Credit - 4 hours
Wednesday, February 02, 2022 2022 FPA Chapter Advocacy Day
Thursday, January 27, 2022 2022 Advancing the Profession Working Group
Wednesday, January 26, 2022 Community Conversation with YWCA Prosperity Programs Director Michelle Ramos
Wednesday, January 26, 2022 January Board Meeting
Wednesday, January 19, 2022 Partner CEvent: Understanding Life Settlements
Thursday, January 13, 2022 2022 Jan Financial Planning Pro Bono Support for Arizona Teachers
Wednesday, January 12, 2022 Exploring the Arizona State Retirement System
Thursday, January 06, 2022 Dynamic Governance Workshop
Wednesday, December 15, 2021 FPAGP Town Hall Event
Wednesday, December 15, 2021 December Board Meeting (One Week Earlier than Normal)
Wednesday, December 08, 2021 FPAGP Annual Meeting of the Members and Social Mixer
Wednesday, December 01, 2021 Partner Series CEvent: Creative Tax & Charitable Planning Strategies using Donor Advised Funds - Arizona Community Foundation
Wednesday, November 17, 2021 Fall Social Season Member Mixer: In Carefree AZ
Wednesday, November 17, 2021 November Board Meeting (One Week Earlier than Normal)
Wednesday, November 03, 2021 Postponed!!! Chapter Member Mixer by NexGen
Tuesday, October 26, 2021 Conversation with AZ Treasurer Kimberly Yee
Wednesday, October 20, 2021 Round Table: Tax Conversations You are Having NOW with your clients
Wednesday, October 20, 2021 October Board Meeting and Strategic Planning Part II
Wednesday, October 06, 2021 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, September 29, 2021 Financial Planning Coalition Advocacy Day
Wednesday, September 22, 2021 Partner CEvent: Cantor Fitzgerald
Wednesday, September 22, 2021 September Board Meeting
Wednesday, September 15, 2021 Partner Series CEvent: Ashton Thomas
Tuesday, September 14, 2021 Workshop: Introduction to Dynamic Governance
Wednesday, September 08, 2021 Advocacy Workshop
Friday, August 27, 2021 2021 Strategic Planning Session
Wednesday, August 25, 2021 Celebration and Graduation: New CFP Professionals and Externship Graduates
Wednesday, August 25, 2021 August Board Meeting
Thursday, August 19, 2021 FPA San Diego NexGen Happy Hour
Thursday, August 19, 2021 Advocacy Meet n Greet with Congressman Schweikert - DATE CHANGE PENDING!
Wednesday, August 18, 2021 Advocacy Meet n Greet with Congressman Stantons Chief of Staff Seth Scott
Wednesday, August 18, 2021 FPA of Orange County quarterly chapter Event
Thursday, August 12, 2021 FPA National NexGen Gathering (virtual)
Wednesday, August 11, 2021 Advocacy: August Recess Rush
Wednesday, July 28, 2021 Virtual Field Trip: Connecting Financial Literacy to the Education of AZ Financial Planners
Wednesday, July 28, 2021 July Board Meeting
Wednesday, July 21, 2021 FPAGP offers AZ Life Insurance Ethics Credit - 4 hours
Wednesday, July 14, 2021 Partner Series CEvent: Exploring Corporate Trusteeship
Wednesday, July 07, 2021 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, June 30, 2021 Partner Series CEvent: Repurposing Existing Annuities
Wednesday, June 23, 2021 June FPAGP Board Meeting
Wednesday, June 16, 2021 CFP(R) Ethics Course - Updated April 1 2021
Saturday, June 05, 2021 Financial Planning Pro Bono Support for Arizona Teachers
Wednesday, June 02, 2021 Pre-Event Pro Bono for Teacher Training Call
Wednesday, May 26, 2021 Partner Series CEvent: Creative Tax & Charitable Planning Strategies using Donor Advised Funds - Arizona Community Foundation
Wednesday, May 26, 2021 May FPAGP Board Meeting
Wednesday, May 19, 2021 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, May 12, 2021 Partner Series CEvent: Post Pandemic Retirement Planning Opportunities for Business Owners
Thursday, May 06, 2021 2021 Community Connections Working Team
Wednesday, May 05, 2021 Community Conversation with William Cerynik
Thursday, April 29, 2021 General Circle
Wednesday, April 28, 2021 April FPAGP Board Meeting
Wednesday, April 28, 2021 FPA Collaborative Event with East Valley Estate Planning Council
Thursday, April 22, 2021 Advancing the Profession Working Team
Wednesday, April 21, 2021 Leadership Academy
Thursday, April 15, 2021 2021 Professional Development Working Team
Wednesday, April 14, 2021 Partner Series CEvent: Pursuing Higher Expected Returns with Dimensional
Wednesday, April 07, 2021 Community Conversation With Dale Walters
Monday, March 29, 2021 Partnership Hubble (5th Mondays)
Wednesday, March 24, 2021 Partner Series CEvent: Reverse Mortgages with Jerry Auippa
Wednesday, March 24, 2021 March FPAGP Board Meeting
Wednesday, March 17, 2021 Town Hall: Financial Literacy Showcase
Wednesday, March 10, 2021 Partner Series CEvent: Municipal Bond Management in Low Interest Rate Environments with Templeton Financial Services
Tuesday, March 09, 2021 2021 Communications Working Team
Friday, March 05, 2021 2021 Advocacy Working Team
Wednesday, March 03, 2021 Happy Hour with Social Media Tips and Tricks
Wednesday, February 24, 2021 Partner Series CEvent: Reverse Mortgages with Rob Kanyur
Wednesday, February 24, 2021 February FPAGP Board Meeting
Wednesday, February 10, 2021 FPAGP Advocacy Day 2021 - a Virtual Visit with our Legislators
Wednesday, February 03, 2021 Community Conversation With Michael Fischer
Wednesday, January 27, 2021 January FPAGP Board Meeting
Monday, January 25, 2021 2021 Monday Hubbles
Wednesday, January 20, 2021 FPAGP offers AZ Life Insurance Ethics Credit - 4 hours
Wednesday, January 13, 2021 Community Conversation with Craig Waugh
Monday, January 11, 2021 Monday Hubbles
Thursday, December 17, 2020 Happy Healthy Holidays
Wednesday, December 16, 2020 CFP(R) Ethics Course - Virtual Delivery via ZOOM
Wednesday, December 16, 2020 December FPAGP Board Meeting
Wednesday, December 02, 2020 2020 Holiday Event: End of Year Celebration and Annual Meeting of the Members
Wednesday, November 18, 2020 November FPAGP Board Meeting
Wednesday, October 28, 2020 October FPA of GP Board Meeting
Friday, October 23, 2020 Life Insurance Settlements
Wednesday, October 21, 2020 Chapter Meeting: Career Path Town Hall
Friday, October 09, 2020 Deep Dive into the work of a County Treasurer
Tuesday, September 29, 2020 Prequel to FPA Annual Conference - a Professional Development Showcase
Friday, September 18, 2020 FPAofGP General Circle Meeting
Thursday, September 17, 2020 FPA of GP Strategic Planning Session II - 2021 Tactics
Thursday, September 17, 2020 NexGen Breakfast Bites
Wednesday, September 16, 2020 Community Conversation with Murray Smith
Friday, September 11, 2020 FPA of GP Financial Literacy Instructor Interest Call
Wednesday, September 09, 2020 Happy Hour - Put your Best Face Forward Pt 3
Wednesday, September 09, 2020 FPA of Southern Arizona Sept 9, 2020 Meeting Announcement
Wednesday, September 02, 2020 Community Conversation with Colleen Hallinan
Wednesday, August 26, 2020 CEvent, Moderated Panelist Town Hall format: Compliance Conversations
Wednesday, August 26, 2020 August FPA of GP Board Meeting / Strategic Planning
Wednesday, August 19, 2020 Happy Hour - Put