Partner and Collaborator Events


Upcoming events

    • Tuesday, March 31, 2020
    • Tuesday, May 26, 2020
    • 10 sessions
    • Webcasts

    Webcasts

    Click here to access webpage for registering for webcasts.

    Enhancing Exit Strategies with Options

    Tuesday, March 31, 2020, 04:30 PM EDT

    Protecting and Repairing a Portfolio in a High Volatility Environment

    Wednesday, April 01, 2020, 04:00 PM EDT

    Contrarian Technical Indicators

    Tuesday, April 07, 2020, 04:30 PM EDT

    State of the Market from a Technical Lens

    Tuesday, April 14, 2020, 04:30 PM EDT

    Selling Cash-Secured Puts for Income or Stock Acquisition

    Tuesday, April 21, 2020, 04:30 PM EDT

    Determining Trends and Targets using Price Patterns

    Tuesday, April 28, 2020, 04:30 PM EDT

    Income and Protection Strategies Using Index Options

    Tuesday, May 05, 2020, 04:30 PM EDT

    Price Point Forecasting with Fibonacci Levels

    Tuesday, May 12, 2020, 04:30 PM EDT

    Taking Stock of the U.S. Consumer

    Tuesday, May 19, 2020, 04:30 PM EDT

    Maximizing Potential Yield with Covered Strangles

    Tuesday, May 26, 2020, 04:30 PM EDT


    • Thursday, April 09, 2020
    • Friday, April 17, 2020
    • 4 sessions
    • Webcasts

    • Thursday April 9, 1:00 PM CT Market Perspective Webcast register here
      • Dimensional’s Jake DeKinder and Mark Gochnour discuss realized vs. expected returns, the behavior of the premiums, and a global perspective on investing.
      • Audience- Investment Professionals and End-Clients
    • Monday April 13, 1:00 PM CT Investment Update Webcast register here
      • Gerard O’Reilly and Mark Gochnour host a detailed discussion of recent investment performance across the equity markets, including sectors and premiums.
      • Audience- Investment Professionals
    • Thursday, Apr 16, 3:00 PM CT Quarterly Market Review: Fixed Income Webcast register here
      • Gerard O'Reilly reviews fixed income market and portfolio performance for the first quarter.
      • Audience- Investment Professionals
    • Friday, Apr 17, 1:00 PM CT Market Perspectives Webcast register here
      • Mark Gochnour and Bryce Skaff host a discussion with Dave Goetsch, Executive Producer of The Big Bang Theory, on market events from the perspective of practitioners and investors, with topics including how to manage emotions in investing and the role of professional advice in the investor experience.
      • Audience- Investment Professionals and End-Clients
    • Wednesday, April 29, 2020
    • 7:30 AM - 8:30 AM
    • Virtual Town Hall Via UBER, using Mentimeter
    Register


    • Wednesday, May 06, 2020
    • 8:00 AM
    • Friday, May 08, 2020
    • 5:00 PM
    • The Holiday Inn Madison at The American Center: 5109 W Terrace Dr Madison, WI

    REMINDER--ONE WEEK LEFT!

    MAY 6-8 in the Beautiful Corporate Office Madison WI--

    UNTIL Feb 29-- use code Fairway on the Real Wealth website--and your advisor can get 800 bucks off the 2000 price tag and learn from the top financial advisor speakers in the country surrounded by Fairway at our offices!!!!  Generous discount!!

    Price includes their hotel-- and Fairway or Real Wealth are covering most meals---- 

    Great deal and they will come back indoctrinated on how reverses can be used to help their clients situation.

    But of course they learn about a number of other topics that is cutting edge for advisors

    Share this with your advisors!!!!!

    https://realwealthmarketing.com/symposium/


Past events

Wednesday, April 08, 2020 (copy) Partner Webinars: Vanguard Virtual Q & As
Saturday, April 04, 2020 Partner Webinar: Longbridge Financial - Home Equity 101: What Your clients Need to know About Reverse Mortgages
Friday, April 03, 2020 Partner Webinars: Vanguard Virtual Q & As
Wednesday, April 01, 2020 Partner Webinar: The Financial Vaccine in Retirement
Wednesday, April 01, 2020 Partner Webinars: Vanguard Virtual Q & As
Tuesday, March 31, 2020 Partner Webinars: Vanguard Virtual Q & As
Tuesday, March 31, 2020 Partner Webcasts: Dimensional Fund Advisors
Friday, March 27, 2020 Partner Webinars: Vanguard Virtual Q & As
Wednesday, March 25, 2020 Partner Webinar-Longbridge Financial: Empowering Clients to Tap into their Home Equity
Thursday, March 12, 2020 West Valley Coalition on Aging
Wednesday, January 22, 2020 Partner Event: Fairway Independent Mortgage Corp. Reverse Mortgage Webinar
Wednesday, November 06, 2019 Partner Event: Financial Advisor Conference
Thursday, October 24, 2019 Partner Event: Edward Jones - Financial Advisor Opportunity Luncheon
Wednesday, October 16, 2019 Partner Event: The Changing Retirement Income Landscape and Housing Wealth
Tuesday, October 15, 2019 Partner Event: MasterClass for RIAs: Retirement Income
Monday, July 29, 2019 Symposium Partners Information Call
Thursday, May 16, 2019 Active Aging: Discover What's Next for You
Wednesday, May 15, 2019 Caring for Your Aging Parents: Are You Ready?
Wednesday, May 15, 2019 Collaborative Event: FPA of Orange County
Thursday, May 09, 2019 West Valley Coalition on Aging - Breakfast and Speaker
Thursday, April 25, 2019 Partner Event: Edward Jones' - Career Event
Wednesday, April 24, 2019 Demystifying Blockchain: Collaborative Event w/ East Valley Estate Planning Council
Friday, April 05, 2019 Volunteer Judge: Mayors Challenge for Economic Education
Tuesday, March 05, 2019 Partner Event: FP Transitions M & A Lunch
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
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
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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