Partner and Collaborator Events


Upcoming events

No events available

Past events

Wednesday, September 12, 2018 Partner Event: Edward Jones-Experiences Growing a Practice
Monday, July 30, 2018 Symposium Tips Call for Partners
Monday, July 30, 2018 Symposium Partnership Information Call
Wednesday, July 18, 2018 Partner Event: Cantor Fitzgerald Capital-CFP CE Credit Presentation
Wednesday, June 13, 2018 Collaborative Event: FPA of San Diego
Wednesday, May 16, 2018 NAPFA Spring Conference
Tuesday, April 24, 2018 Partner Events: Retirement Experts Network Educational Webinars
Wednesday, April 18, 2018 Collaborative Event with East Valley Estate Planning Council
Wednesday, March 28, 2018 Collaborative Workshop Event with Arizona Council on Economic Education
Wednesday, March 21, 2018 Partner Events: Retirement Experts Network Educational Webinars
Wednesday, March 07, 2018 Partner Events: Retirement Experts Network Educational Webinars
Tuesday, March 06, 2018 BONUS Collaborative Workshop Event with Phoenix Compliance Roundtable
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 17, 2017 EVEPC features Blaine Aikin on the Fiduciary Rule
Wednesday, May 10, 2017 West Valley Coalition on Aging
Monday, May 08, 2017 Marketing Collaborator: Planned Giving Round Table of Arizona Annual Conference
Wednesday, April 26, 2017 Asset Protection and Jay Adkisson: Joint CE Event with East Valley Estate Planning Council
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?
Saturday, September 10, 2016 Elections and Economics: An Educator Workshop with FPA of GP and ACEE
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
Tuesday, May 17, 2016 NAPFA Spring Conference
Monday, May 16, 2016 Marketing Collaborator: Planned Giving Round Table of Arizona Annual Planned Giving Conference
Wednesday, May 11, 2016 FPA of Southern Arizona: May Breakfast Meeting
Friday, April 08, 2016 Benedictine University CFP Class Begins
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
Thursday, January 21, 2016 CFA Society Meeting
Wednesday, January 13, 2016 FPA of Southern Arizona: January Breakfast Meeting
Tuesday, December 22, 2015 FAFSA Questions Webinar from RMF
Monday, December 07, 2015 Monday Night Football Cocktail Party
Sunday, December 06, 2015 IMN Global Indexing & ETF's Summitt
Friday, November 13, 2015 Tax & Legal Seminar
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


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PO Box 4130 Scottsdale AZ 85261
info@FPAofPhoenix.org

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