Chapter Local and Regional Events


Upcoming events

    • Tuesday, January 09, 2018
    • Tuesday, December 11, 2018
    • 12 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    PARTNERSHIP TEAM MONTHLY CK IN CALL

    • Wednesday, January 10, 2018
    • Wednesday, December 12, 2018
    • 9 sessions
    • Arizona Inn, Tucson: http://chapters.onefpa.org/southernarizona/chapter-meetings/



    Date: February 14, 2018
    Topic: Reverse Mortgages


    Date: March 14, 2018
    Topic: Health Insurance Martketplace/Health Savings Accounts


    Date: April 11, 2018
    Topic: Estate Planning


    Date: May 9, 2018

    Topic: Life Settlements/Viatacals


    There are no meetings in June and July 


    Date: September 12, 2018

    Topic: Economic Update 


    Date: October 10, 2018

    Topic: Social Security

     

    Date: November 14, 2018

    Topic: Arizona Retirement Plans

     

    Date: December 12, 2018

    Topic: Complimentary Breakfast


    • Thursday, January 18, 2018
    • Thursday, December 20, 2018
    • 12 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    Monthly Communications Team Check in Call

    • Monday, January 22, 2018
    • Monday, December 24, 2018
    • 12 sessions
    • 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.

    • Thursday, January 25, 2018
    • Thursday, December 27, 2018
    • 12 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    Monthly Membership Team Check in Call


    4th Thursdays except when the date falls on a holiday.

    • Thursday, February 01, 2018
    • Thursday, December 06, 2018
    • 11 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    Monthly LifeLong Learning Team Check In Call

    • Monday, February 05, 2018
    • Monday, December 03, 2018
    • 10 sessions
    • 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

    • Monday, February 12, 2018
    • Monday, December 10, 2018
    • 11 sessions
    • 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.

    • Monday, March 19, 2018
    • Monday, December 17, 2018
    • 10 sessions
    • 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

    • Friday, July 06, 2018
    • Friday, December 07, 2018
    • 6 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    Advocacy Team Monthly check in call

    • Tuesday, August 21, 2018
    • 4:00 PM
    • Via UBER Conference call: Dial in number: 602-456-6642 No PIN needed
    Register





    • Thursday, September 06, 2018
    • 4:00 PM
    • Via UBER Conference call: Dial in number: 602-456-6642 No PIN needed
    Register




    • Tuesday, September 18, 2018
    • 4:00 PM
    • Via UBER Conference call: Dial in number: 602-456-6642 No PIN needed
    Register




    • Tuesday, September 25, 2018
    • 7:15 AM - 5:15 PM
    • Desert Willow Conference Center, 4340 E Cotton Center Blvd, Phoenix, AZ 85040
    Register


    We combed your Event Satisfaction Surveys from the past 7 years.

    This years' Symposium brings back 3 of your TOP PRESENTERS on new topics.

    Dr. Carolyn McClanahan
    Jim Rounds
    Dimensional Fund Advisors' Experts

    For a downloadable Schedule click on the image below

    Either 6.5 or 8.5 hours of CFP(R) CE Credit available to attendees

    Who benefits from attending?

    Any/All Professionals with a seat at the Financial Planning table

    CFP(R) Professionals

    Non CFP(R) professionals who actively deliver Financial Planning

    CFA charterholders and investment management professionals

    Accounting and Appraisal professionals

    Charitable Gift Planning professionals

    Legal Professionals in the following practice areas:

    • Estate Planning
    • Pension and Employee Benefits planning
    • Domestic Relations (collaborative practice professionals in particular)
    • Corporate and Business Law
    • Succession and Business Transfers/Transitions
    • Financial Industry Compliance

    and a series of associated service providers relevant to the Financial Planning Process, including:

    • Coaches
    • Academics and Researchers
    • Educators
    • Compliance Practitioners
    • Exit Planning Specialists
    • Credit Recovery and Financial Literacy Specialists
    • Enrolled Agents
    • Industry Reporters and Consumer Advocates
    • Financial Industry Wholesalers and product specialists

    Chapter Members, want the best possible pricing?  

    Our VIP concept (rewarding those earliest to register) applies to Symposium with an extra kick.

     Members  Dates/Deadlines  Non Members
     125  June  200
     145  July  200
     165  August  240
     185  Sep 1 - 21  240
     200  Sep 22-25  275
    4-pak $500  August 31st  4-pak $500
    • Half day only is available for $85 for members, $125 for non members.
    • NexGen Community who are not chapter members and Students pay $85 for full day registration if registered by Aug 31st.
    • Regional Chapter members and marketing collaborators pay $165 through Aug 31st.

    Best pricing option for anyone?  Purchase a 4 pak for $500.

    About our Presenters

    Dr. Carolyn McClanahan
    Jim Rounds
    DFA: Stephen De Man
    DFA: Leigh Jedeikin
    DFA: Weston Wellington

    About our Partners and the Community Lounge

    Alternative Capital Advisors

    AdvisorNet Financial

    Arizona Community Foundation

    BeachFleischman / Pinnacle Plan Design

    Cantor Fitzgerald

    DPL

    Edward Jones

    Financier SEO

    FP Transitions

    J Levine Auction and Appraisal

    Morningstar

    Nationwide Advisory (formerly Jefferson National)

    Reverse Mortgage Funding

    Schwab

    Stardust Materials/Stardust Building Foundation

    Vanguard

    VIP Mortgage

    Whealth Care Planning

    Zia Trust

    • Friday, October 05, 2018
    • 3:30 PM - 6:30 PM
    • SVDP: 420 W. Watkins Rd. Phoenix, AZ 85002
    • 50
    Register

    Join fellow chapter members and our stakeholders on a Friday evening as we roll up our shirtsleeves together at St. Vincent de Paul. Our chapter volunteers may choose between making Pizza Pizza Pizza on the St. Vincent de Paul campus, or serving Pizza Pizza Pizza to families in the Watkins Campus dining room.  Families are welcome; children should be 13 or older to participate in making the Pizza.


    Take a look at our chapter volunteers in action in this short 1 minute video clip.

    Limit of 25 volunteers for Making the Pizza, and 25 volunteers for Serving the Pizza.

    To make the Pizza, show up no later than 3:30 pm.  

    To serve the Pizza, arrive by 4 pm.

    Pizza Fridays:

    Volunteer and learn how to make handmade pizza! Friday Night Pizzas are a beloved tradition at St. Vincent de Paul; we make 150 pizzas every Friday for guests in our family dining room. This volunteer opportunity is a great bonding activity.

    Volunteer duties may include but are not limited to: rolling dough, topping the pizza, slicing and boxing the pizza, cleaning.

    Family Evening Meal:

    Our five dining rooms are strategically located throughout the Valley, from Mesa to El Mirage, to be easily accessible to the people who need them most. Every day, we prepare more than 4,500 nourishing meals free of charge to homeless or low-income individuals and families.

    Volunteer duties include but are not limited to: room preparation, setting up tables and chairs, greeting guests, serving meals, waiting on tables, sorting / giving out essential items to guests (eg, clothing, hygiene kits, etc.), clean up (eg, mopping, taking out garbage, washing dishes, etc). Closed-toe shoes.

    Volunteer Information Sheet

    Watkins Campus Map

    • Saturday, October 20, 2018
    • 7:00 AM - 10:00 AM
    • Rio Salado Community College
    Register


    Call for CFP(R) Professionals to volunteer

       

    During Financial Planning Days, we come together to offer 1:1 Pro Bono financial planning (30 minute sessions) to community members seeking help.

    Your commitment includes:

    • 45 min Info Q&A Conference Call with our Public Awareness & Pro Bono team
    • Pro Bono Boot Camp webinar from the Foundation for Financial Planning
    • 4 hours of availability on Saturday, Oct 20th, to provide Pro Bono financial planning


    • Wednesday, October 24, 2018
    • 2:45 PM - 5:00 PM
    • Arizona State Capitol

    Our Lifelong Learning and Advocacy Teams bring you: 

    Advocacy in Action, a Workshop Event for FPAGP Members Only.

     



    • Tuesday, October 30, 2018
    • 9:00 AM - 2:00 PM
    • Junior Achievement, 636 W Southern Ave Tempe AZ 85282
    Register

    Seeking 10 CFP(R) Professionals to mentor students on October 30th


    Our JA Finance Park® program invests in youth now so they can navigate the financial waters in the future. An experiential, real-life simulation, JA Finance Park first provides a series of lessons in the classroom to middle and high school students where they all aspects of personal finance including learning about balancing a family budget, interest rates, how education affects their earning potential, and how saving today can affect their future.

    Then, students come to our simulation learning facility to put their new knowledge into action. During this half-day experience, students assume randomly-assigned family and income scenarios and visit businesses to gather information for their personal financial decision-making. They utilize banking services, purchase housing, transportation, insurance, furnishings, health care, and other expenses, as well as make investment decisions.

    Assisted by volunteer mentors, students work to balance their personal budget and learn to make choices that support their future goals. This hands-on experience lays a solid foundation for students’ future decision-making.

    More than 4,000 Arizona students will experience JA Finance Park this year.

    _______________________________

    The students will really appreciate having you as a mentor for the day!

    Time:  Arrive at 9:00. The simulation should end around 2:00 (TENTATIVE TIMINGS)

    Location:  636 W. Southern Ave., TEMPE, AZ 85282

    • We will train you prior to the students’ arrival to prepare you for the day. 
    • Please wear comfortable shoes (tennis shoes are fine) and business casual clothes (jeans are fine too).
    • Remember to bring a lunch! A brown bag or insulated lunch bag works great as we are unable to provide refrigeration. We have soda and water available for adults for a $1.00 donation.

    The day will keep you busy, but is incredibly rewarding both for you and the students.  Please be prepared to dedicate 100% of your time to the kids by turning off your phone during the activity.

    • Wednesday, November 28, 2018
    • 2:00 PM - 6:00 PM
    • The Phoenix Country Club: 2901 N 7th Street Phoenix AZ

    Our Lifelong Learning Committee brings you

     

    "TBD"


     

    Program Description:
            To Follow
    Learning Objectives:
    To Follow

    Be one of the first 25 to register and receive our VIP welcome!
    ____________________
    Registration opens: TBD

    Speaker Presentation  TBD

    Reception  TBD


    • Friday, December 07, 2018
    • 3:30 PM - 6:30 PM
    • TBD

    Join fellow chapter members and stakeholders and kick off the holiday season with the spirit of giving.



    Take a look at our chapter volunteers in action December 2016, in this short 1 minute video clip.


    Join us as we celebrate each other and our community!





    • Wednesday, December 12, 2018
    • 2:30 PM - 5:00 PM
    • TBD


    Details to follow


    Advance registration pricing is available  


     

    • Friday, January 25, 2019
    • 4:00 PM
    • Sunday, January 27, 2019
    • 4:00 PM
    • UCLA Conference Center at Lake Arrowhead
    Register

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

    Inaugural SouthWest Region Advance

    Jan 25-27, 2019

    UCLA Conference Center Lake Arrowhead



Past events

Wednesday, August 15, 2018 Hansen Desert Hills Mortuary & Cemetery - Scottsdale Field Trip
Wednesday, August 15, 2018 FPA Orange County Collaborative Event Option
Thursday, August 09, 2018 Pro Bono Public Awareness & Advocacy Info Calls
Wednesday, August 08, 2018 Hansen Mortuary Phoenix Field Trip
Wednesday, August 08, 2018 FPA of Southern Arizona: August Breakfast Meeting
Thursday, August 02, 2018 FPAGP and FPA of San Diego Collaborative Membership Event
Thursday, July 26, 2018 NexGen Happy Hour at The Porch
Wednesday, June 27, 2018 Field Trip:Federal Reserve Bank: Phoenix Processing Center
Wednesday, June 13, 2018 Collaborative Event: FPA of San Diego
Friday, June 01, 2018 FPAofGP Advocacy Team Calls
Wednesday, May 23, 2018 Quarterly Super CE Program: Financial Planning for Clients in Transition
Wednesday, May 09, 2018 FPA of Southern Arizona: May Breakfast Meeting
Friday, May 04, 2018 FPAofGP Advocacy Team Calls
Wednesday, April 18, 2018 Collaborative Event with East Valley Estate Planning Council
Wednesday, April 11, 2018 FPA of Southern Arizona: April Breakfast Meeting
Friday, April 06, 2018 FPAofGP Advocacy Team Calls
Wednesday, March 28, 2018 Collaborative Workshop Event with Arizona Council on Economic Education
Wednesday, March 14, 2018 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 06, 2018 BONUS Collaborative Workshop Event with Phoenix Compliance Roundtable
Friday, March 02, 2018 FPAofGP Advocacy Team Calls
Wednesday, February 28, 2018 Quarterly Super CE Program: Dissecting the Tax Cuts and Jobs Act of 2017: A Phoenix Tax Workshop Roadshow for Financial Planners
Wednesday, February 14, 2018 FPA Chapter Advocacy Day
Wednesday, February 14, 2018 FPA of Southern Arizona: February Breakfast Meeting
Wednesday, February 07, 2018 Advocacy Day Webinar Training Call
Wednesday, January 24, 2018 Field Trip: The Phoenix Zoo: Exploring Planned Gift Advisory Committees
Wednesday, December 13, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-3
Friday, December 08, 2017 2017 Holiday Event: Service Event with St. Vincent de Paul
Thursday, November 16, 2017 Quarterly SUPER CE: Nov Focus on Business Succession Planning
Wednesday, November 08, 2017 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, October 25, 2017 FPA of GP Field Trip: Desert Botanical Garden
Saturday, October 21, 2017 2017 Financial Planning Day
Wednesday, October 11, 2017 FPA of Southern Arizona: October Breakfast Meeting
Wednesday, September 27, 2017 FPA of Greater Phoenix All Day Symposium 2017
Wednesday, September 13, 2017 FPA of Southern Arizona: September Breakfast Meeting
Wednesday, August 23, 2017 FPA of GP Field Trip: Arizona Community Foundation
Wednesday, August 09, 2017 FPA of Southern Arizona: August Breakfast Meeting
Wednesday, July 26, 2017 FPA of GP Field Trip: Vanguard
Thursday, July 20, 2017 FPA of San Diego Quarterly Networking social event
Monday, July 17, 2017 Deadline: Board Nominations for FPA of Greater Phoenix 2018/19 Board Service
Wednesday, June 28, 2017 FPA of GP Field Trip: Tempe at Tricks
Wednesday, June 28, 2017 FPA of GP Field Trip: Scottsdale at Terroir
Wednesday, June 21, 2017 National Advocacy Day with FPA
Wednesday, June 14, 2017 FPA of San Diego Quarterly Education Event
Wednesday, May 24, 2017 Quarterly SUPER CE: May Focus on Fiduciary Rule and Compliance Support
Wednesday, May 17, 2017 UofA Financial Planning Degree Program Update Event
Wednesday, May 17, 2017 EVEPC features Blaine Aikin on the Fiduciary Rule
Tuesday, May 16, 2017 FPA of San Diego Joint Event with CFA Society
Wednesday, May 10, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-1
Wednesday, May 10, 2017 Public Awareness/Pro Bono Presentation: Budgeting 101 - A Balancing Act
Wednesday, May 10, 2017 FPA of Southern Arizona: May Breakfast Meeting
Wednesday, April 26, 2017 Public Awareness Pro Bono Presentation: Financial Fire Drill (SPANISH)
Wednesday, April 26, 2017 Public Awareness/Pro Bono Presentation: 10 Strategies for Improving Your Finances
Wednesday, April 26, 2017 Asset Protection and Jay Adkisson: Joint CE Event with East Valley Estate Planning Council
Tuesday, April 25, 2017 Public Awareness/Pro Bono Presentation: 10 Strategies for Improving Your Finances
Tuesday, April 18, 2017 Public Awareness Pro Bono Presentation: Taking Control of Your Finances in 8 Steps
Thursday, April 13, 2017 Public Awareness Pro Bono Presentation: Taking Control of Your Finances in 8 Steps
Wednesday, April 12, 2017 FPA of Southern Arizona: April Breakfast Meeting
Monday, March 27, 2017 Public Awareness Pro Bono Presentation: Estate Planning - Introduction to the Essentials
Saturday, March 25, 2017 Public Awareness Pro Bono Presentation: Taking Control of Your Finances in 8 Steps
Wednesday, March 22, 2017 Volunteer Recognition Celebration and Advocacy Workshop
Wednesday, March 08, 2017 FPA of Southern Arizona: March Breakfast Meeting
Monday, February 27, 2017 FPA Benefits Call for Chapter Members - B
Wednesday, February 22, 2017 Quarterly SUPER CE: February Focus on Retirement Income Planning featuring David Blanchett
Monday, February 20, 2017 Arizona Partnership Platform Tour and Benefits Call - B
Tuesday, February 14, 2017 FPA Chapter Advocacy Day
Monday, February 13, 2017 FPA Benefits Call for Chapter Members - A
Wednesday, February 08, 2017 Advocacy Day Training Call
Wednesday, February 08, 2017 FPA of Southern Arizona: February Breakfast Meeting
Monday, February 06, 2017 Arizona Partnership Platform Tour and Benefits Call - A
Thursday, January 26, 2017 Membership Committee Meeting
Wednesday, January 25, 2017 What you need to know about Technology, Compliance, and Cyber Security – but didn’t know to ask!
Thursday, January 19, 2017 Communications Committee Meeting
Thursday, January 12, 2017 Partnership Committee Meeting
Wednesday, January 11, 2017 FPA of Southern Arizona: January Program (rescheduled from December 14th)
Thursday, January 05, 2017 FPA of GP Lifelong Learning Committee Meeting
Wednesday, January 04, 2017 FPA of GP Public Awareness/Pro Bono Committee Meeting
Wednesday, December 14, 2016 A Pragmatic Walk Through the Ethical Looking Glass
Friday, December 02, 2016 Holiday Event: Service Event with St. Vincent de Paul
Thursday, November 17, 2016 NexGen Breakfast Bites
Wednesday, November 16, 2016 Valuation Discounts: Going Once, Going Twice... and Holiday Kick Off Mixer
Wednesday, November 09, 2016 FPA of GP Lifelong Learning Committee Meeting
Wednesday, November 09, 2016 FPA of Southern Arizona: November Breakfast Meeting
Friday, November 04, 2016 Partnership Committee Calls
Tuesday, November 01, 2016 Pro Bono Counseling Opportunity - Trellis - One on One Counseling During 2016:
Saturday, October 22, 2016 Financial Planning Day
Monday, October 17, 2016 Professional Relations Committee Event at ACEE
Friday, October 14, 2016 Financial Planning Day Volunteer Training Call
Wednesday, October 12, 2016 FPA of Southern Arizona: October Breakfast Meeting
Wednesday, September 28, 2016 FPA of Greater Phoenix All Day Symposium
Wednesday, September 14, 2016 FPA of Southern Arizona: September Breakfast Meeting
Saturday, September 10, 2016 Elections and Economics: An Educator Workshop with FPA of GP and ACEE
Wednesday, August 24, 2016 August Chapter Membership Meeting: Round Table Discussions
Wednesday, August 10, 2016 FPA of GP Public Awareness Committee Call
Monday, August 08, 2016 Partnership Benefits Call
Wednesday, August 03, 2016 FPA of GP Field Trips: August 3rd CCRC Tours - Choose up to TWO, 1 at 10am and/or 4pm
Sunday, July 31, 2016 Deadline: Board Nominations for FPA of Greater Phoenix 2017 Board Service
Friday, July 29, 2016 FPA of GP Public Awareness Committee Call
Wednesday, July 27, 2016 July CE Presentation - Aging and its Financial Planning Implications
Friday, July 22, 2016 FPA of GP Public Awareness Committee Call
Thursday, July 21, 2016 San Diego FPA Chapter July Member Social
Wednesday, July 20, 2016 FPA of GP Lifelong Committee Meeting Jul
Wednesday, July 13, 2016 FPA of GP Public Awareness Committee Call
Wednesday, July 13, 2016 Advanced Funding and Paying for College UBER Discussion
Wednesday, June 22, 2016 Pro Bono Opportunity - Vista Del Camino Community Center - Coping With Death: Financial Considerations in a Time of Need
Wednesday, June 22, 2016 June Chapter Meeting
Wednesday, June 15, 2016 FPA of GP Lifelong Committee Meeting Jun
Wednesday, June 15, 2016 San Diego FPA Chapter June Quarterly Meeting
Wednesday, June 15, 2016 Area Agency on Aging, Region One and FPA Educational Luncheon: Preventing Financial Elder Abuse
Wednesday, May 25, 2016 Pro Bono Opportunity - Vista Del Camino Community Center - Financially Surviving a Job Loss
Wednesday, May 25, 2016 May Chapter Meeting
Wednesday, May 18, 2016 FPA of GP Lifelong Committee Meeting May
Wednesday, May 04, 2016 Quatro de Mayo NexGen event
Wednesday, May 04, 2016 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances in 8 Steps
Wednesday, May 04, 2016 April Chapter Meeting (held 1 week later than normal)
Friday, April 29, 2016 IACP Two Day Introductory Interdisciplinary Collaborative Practice Training
Wednesday, April 20, 2016 FPA of Southern Arizona: April Breakfast Meeting
Wednesday, March 23, 2016 March Chapter Meeting
Tuesday, March 22, 2016 Military Assistance Mission: Opportunity to Present on behalf of the FPA of Greater Phoenix
Saturday, March 19, 2016 Military Assistance Mission: Opportunity to Present on behalf of the FPA of Greater Phoenix
Saturday, March 19, 2016 Pro Bono Presentation Opportunity - Trellis - Taking Control fo Your Finances in 8 Steps
Wednesday, March 09, 2016 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 08, 2016 Intro to Pro Bono
Sunday, March 06, 2016 Wounded Warrior Project: Opportunity to Present on behalf of the FPA of Greater Phoenix
Thursday, March 03, 2016 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances in 8 Steps
Saturday, February 27, 2016 Pro Bono Presentation Opportunity - Trellis - Taking Control fo Your Finances in 8 Steps
Wednesday, February 24, 2016 Pro Bono Opportunity - Vista Del Camino Community Center - Real World Retirement Planning
Wednesday, February 24, 2016 February Chapter Meeting
Wednesday, February 17, 2016 FPA of Southern Arizona: February Breakfast Meeting
Wednesday, January 27, 2016 January Chapter Meeting
Monday, January 25, 2016 FPA of GP Lifelong Committee Meeting
Thursday, January 07, 2016 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances in 8 Steps
Tuesday, December 15, 2015 Chapter Social, honoring Partners and Volunteers
Wednesday, December 09, 2015 FPA of Southern Arizona: December Breakfast Meeting
Wednesday, November 18, 2015 November Chapter Meeting
Wednesday, November 11, 2015 Pro Bono Opportunity - ComPsych - Managing Personal Finances
Wednesday, November 11, 2015 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, October 28, 2015 Pro Bono Opportunity - City of Scottsdale Human Services - Spanish Presentation - Taking Control of Your Finances
Saturday, October 17, 2015 Financial Planning Day
Wednesday, October 14, 2015 FP Day Volunteer Interest Conference call
Wednesday, October 07, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 30, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 23, 2015 September Chapter Meeting
Wednesday, September 16, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 09, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 09, 2015 US/AZ Economic Update Dr. George Hammond, UofA
Thursday, August 27, 2015 Guest Registration for August Chapter Meeting
Wednesday, August 26, 2015 August Chapter Meeting
Wednesday, August 12, 2015 529 Plans: Kevin Ruppprecht and Regina Carmon
Wednesday, July 22, 2015 July Chapter Meeting
Wednesday, June 24, 2015 June Chapter Meeting
Wednesday, May 27, 2015 May Chapter Meeting
Wednesday, May 20, 2015 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances
Wednesday, April 29, 2015 FPA of Greater Phoenix All Day Symposium
Wednesday, April 22, 2015 Pro Bono Opportunity - City of Scottsdale Human Services - Taking Control of Your Finances
Wednesday, April 15, 2015 Pro Bono Opportunity - Arizona Department of Administration - Financial Planning for Life
Thursday, April 09, 2015 Pro Bono Opportunity - Valley of the Sun United Way - Taking Control of Your Finances
Wednesday, April 08, 2015 Pro Bono Opportunity - Glendale Community College - Financial Literacy
Tuesday, April 07, 2015 Pro Bono Opportunity - Gateway Community College - Taking Control of Your Finances
Wednesday, March 25, 2015 March Chapter Meeting
Wednesday, February 25, 2015 February Chapter Meeting
Wednesday, January 28, 2015 Pro Bono Opportunity - City of Scottsale Human Services - Budgeting 101
Wednesday, January 28, 2015 January Chapter Meeting
Wednesday, November 19, 2014 FPA of Greater Phoenix November Chapter Meeting
Saturday, October 25, 2014 Financial Planning Day
Wednesday, September 24, 2014 FPA of Greater Phoenix September Chapter Meeting
Wednesday, August 27, 2014 August Chapter Meeting - Sameer Jain on 'Asset Allocation in Alternative Investments' and 'Durable Income'
Wednesday, July 23, 2014 FPA of Greater Phoenix July Chapter Meeting
Wednesday, June 25, 2014 FPA of Greater Phoenix June Chapter Meeting
Wednesday, May 28, 2014 FPA of Greater Phoenix Annual Symposium - Planning in the New Age
Wednesday, April 23, 2014 FPA of Greater Phoenix April Chapter Meeting - How Does Life Insurance Fit into a Financial Plan?
Wednesday, March 26, 2014 FPA of Greater Phoenix March Chapter Meeting


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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