Partner and Collaborator Events


Upcoming events

    • Monday, July 30, 2018
    • 11:30 AM - 12:30 PM
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed
    Register


    For Symposium Partners, this 60 minute call provides detailed information about what to expect at Symposium, and tips for how to make the most of your partnership experience.

    The agenda leaves lots of room for Q&A.

    The call is recorded, so any partners who are planning on attending Symposium, but are unable to call in, are still able to listen to the event tips at their convenience.


    RSVP'ing ahead of time is not necessary, but is always welcomed.



Past events

Wednesday, July 18, 2018 Partner Event: Cantor Fitzgerald Capital-CFP CE Credit Presentation
Tuesday, April 24, 2018 Partner Events: Retirement Experts Network Educational Webinars
Wednesday, March 21, 2018 Partner Events: Retirement Experts Network Educational Webinars
Wednesday, March 07, 2018 Partner Events: Retirement Experts Network Educational Webinars
Friday, February 23, 2018 JA Bottles for BizTown
Friday, February 23, 2018 Partner Product Webinar: Reverse Mortgages
Wednesday, January 24, 2018 RMF Webinar: Social Security Q&A
Tuesday, January 16, 2018 Marketing Collaborator Planned Giving Round Table of Arizona
Tuesday, August 15, 2017 Partner Event: FREE 2 Hour CFP CE Class followed by Top Golf Happy Hour!
Tuesday, August 15, 2017 Marketing Collaborator Event: "An Intimate Discussion Focused on the Philanthropic Conversation
Thursday, June 15, 2017 Introduction to MyLifeSite and Brad Breeding, CFP(R)
Tuesday, May 23, 2017 Partner Event: Schwab Bank Career Night
Tuesday, May 23, 2017 Partner Event: Schwab Career Networking Event/Interview Night
Wednesday, May 10, 2017 West Valley Coalition on Aging
Monday, May 08, 2017 Marketing Collaborator: Planned Giving Round Table of Arizona Annual Conference
Tuesday, April 18, 2017 Partner Event: Free 2 Hour CFP(R) CE Class with Wine Tasting to Follow
Friday, April 07, 2017 ACEE Mayor's Challenge call for Judges
Tuesday, April 04, 2017 Volunteer at JA You're Hired
Wednesday, November 30, 2016 Allied Organization Event: CFA Society Post-Election Panel Discussion
Thursday, November 17, 2016 Partner Webinar: Ge Your FAFSA Questions Answered by an Expert
Wednesday, November 09, 2016 Partner Webinar: Major Changes Proposed for Retirement Plans, IRAs, Social Security and More
Thursday, October 27, 2016 Partner Event: The Facts on Medicaid Compliant Annuities
Tuesday, October 25, 2016 Partner Event: V.I.P. Mortgage CFP(R) CE Class and Wine Tasting
Tuesday, October 18, 2016 Can we Talk?
Tuesday, August 30, 2016 Partner Event: V.I.P. Mortgage Inc. - CFP(R) CE Credit Presentation - Deb Management and Cash Flow Analysis
Wednesday, July 20, 2016 Partner Webinar: 30 Minute Overview: The Latest CRM and Document Management Technology for RIAs
Wednesday, June 29, 2016 Reverse Funding Presents a Special Webinar for Financial Advisors
Tuesday, June 21, 2016 Marketing Collaborator Planned Giving Round Table of Arizona
Friday, April 08, 2016 Arizona Council on Economic Education Personal Finance Competition
Tuesday, March 29, 2016 By Special Invitiation Only: How to Thrive in the New World of Fiduciary Standard and Digital Advisors
Wednesday, March 16, 2016 Chapter Partner: V.I.P. Mortgage-CFP(R)s Earn 3 Free Hours of CE Credits
Tuesday, March 15, 2016 Partner RMF presents: The New Case for Reverse Mortgages
Tuesday, December 22, 2015 FAFSA Questions Webinar from RMF
Saturday, November 07, 2015 Economic Education Gala
Thursday, October 22, 2015 RIA Trust Education Program
Thursday, September 24, 2015 RIA Trust Education Program
Thursday, August 27, 2015 RIA Trust Education Program


The essential hub of our financial planning community. 

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

C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261
info@FPAofPhoenix.org

 Office Hours:
Mon-Thurs: 9:00 AM - 5:00 PM
Fri: 9:00AM - 1:00 PM
Phone: 480-483-9035
Fax: 480-922-5283


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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.