The Essential Hub of Our Planning Community

About Membership Join Our Chapter Renew Membership

We connect CFP® and associated professionals to the resources they need and the people who need them.

Our Next Event

   



Our Chapter is with you every step of your financial planning career.

From the moment you realize financial planning is a highly esteemed profession to the moment you retire from it, the FPA of Greater Phoenix is there with the essential resources you need to achieve all of your financial planning ambitions.


Your Journey. Your Ambitions. Achieved.

Professional Development options to enhance your knowledge and your skills.

Advocacy efforts to increase both our legislators and our general publics' awareness of the CFP mark as the premier designation for financial planning professionals and to spotlight the value of financial planning as a key to their future financial security.

Community activities to meaningfully connect us to each other as planners and to our neighborhoods and businesses as citizens and service professionals.

Business Success opportunities and resources to build a foundation of support and innovation available to you on demand.



Our Lifecycles


Our Ambitions




Our partners help our chapter move our mission forward for you...










FPA and Chapter Gatherings

Upcoming events

    • Wednesday, May 23, 2018
    • 1:45 PM - 6:30 PM
    • The Phoenix Country Club: 2901 N 7th Street Phoenix AZ
    Register

    Our Lifelong Learning Committee brings you

     "Financial Planning through Life Transitions"

         
    Program Description: 
    SUPER CEvent: 3 hours of CFP(R) CE approved.  1 hour of AZ Life Insurance approved, 1 additional hour pending approval.

    Welcome to presenters Mark Prendergast, CFP(R), CPA, CDFA and Dr. Kimberly Bridges, PhD, CFP(R), CPWA(R), CDFA(TM), and incoming FPA Board of Directors President Evelyn Zohlen, CFP(R), for an afternoon focused on tactics, details, best practices and tips on how to help clients tackle financial planning decisions and dilemmas when they are facing major life transitions (marriage, second marriage, divorce, death). 

    Bonus:  Meet incoming FPA Board of Directors president Evelyn Zohlen, for an update and Annual Report on the state of our Association.

    Learning Objectives:

    At the conclusion of this presentation attendee shall:

    • Understand the financial risks associated with divorce
    • Identify the factors associated with declines in economic well-being following divorce
    • Recognize the implications of late-life divorce and its impact on retirement readiness
    • Recognize the risks of long-term care expenses on the economic well-being of the healthy spouse and on the desired estate distribution
    • Identify the unique estate planning challenges with a blended family situation
    • Identify pro-active strategies to minimize loss in the event of divorce
    • Understanding the Automatic Restraining Orders and application to estate planning
    • Assessing risk of death/incapacity during divorce proceedings, and what steps a planner can recommend to mitigate undesired outcomes and associated costs of litigation.
    • Specific steps that can be implemented during divorce, such as bifurcation, severing joint tenancies, creating a new will, revoking trusts, and creating new Health Care Directives.
    Timely Registrations ends Friday, May 18th.  
    At the Door Attendees are always welcome.  
    At the Door registration rates begin on May 19th, and add $10.

    ____________________
    Registration opens: 1:45 pm
    Speaker Presentation: 2:00 - 5:30 pm
    Reception: 5:30 - 6:30 pm

    • Wednesday, June 27, 2018
    • 10:45 AM - 12:00 PM
    • Federal Reserve Bank, Phoenix Processing Center: 1550 N 47th Ave Phx 85043
    Register

    Your Lifelong Learning Committee brings you

     

    A Professional Field Trip to the 


    Federal Reserve Bank of San Francisco

    Phoenix Office



     

    Field Trip Description:
    As the essential hub our financial planning community, this field trip offers our members and potential members an opportunity to come together affordably to tour a venue very few people will ever see.
    Dealing with financial issues inherently involves money.  We study the economy, the stock market, investment news, finance and tax strategies, and so much more - but we rarely pay any attention to the actual currency in our hands and moving through our banking system.  It may seem like so much of our financial lives are virtual and cash is no longer king...but don't tell that to the Federal Reserve Banks.
    During  this tour, we will witness cash operations.  Visitors generally witness millions in deposits being counted by vault workers and processed by high speed machines, shredded by highly sensitive lasers, and stored in their vault.
    You will:
    • Re-establish your familiarity with money as a medium of exchange and the importance of creating it, storing it, moving it, and destroying it in a manner that effectively maintains public confidence in its authenticity. 
    • Enjoy the company and learn from the questions of your fellow chapter financial planners and associated professionals.

    This field trip requires a minimum of 10 persons, with a maximum of 25.

    Registration is open to chapter members, partners, and NexGen from 2/20 to 6/19.

    If space remains available, registration for non members is open from 6/1 - 6/19.

    No registrations will be accepted after June 19th.

    1 hour of CFP(R) CE credit will be requested for the Principle Knowledge topic of Cash Flow Management.

    Members: $10
    Non Members: $20


    Warning Card for Bollards

    ____________________
    Registration opens: 10:45 am

    Tour:  11:00 am

    Departure:  12:00 pm


    Field Trip events provide opportunities for our planners to engage with the broader professional advisor community and potential clients or industry stakeholders with fresh ideas, experiential and interactive learning, in fun and stimulating environments. 


    They may on occasion, but are not expected to, provide professional CE credits.

    • Wednesday, August 22, 2018
    • 2:45 PM - 5:00 PM
    • TBD

    Our Lifelong Learning Committee brings you

     


     

    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


    • Tuesday, September 25, 2018
    • 7:45 AM - 5:00 PM
    • Desert Willows Conference Center: 4340 E Cotton Center Blvd, Phoenix, AZ 85040


    2018 Symposium

    • Wednesday, October 03, 2018
    • 8:00 AM
    • Friday, October 05, 2018
    • 5:00 PM
    • Chicago
    Register


    FPA National Conference


    Chicago, Illinois


    • Wednesday, October 24, 2018
    • 2:45 PM - 5:00 PM
    • TBD

    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


    • 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  


     

Past events

Wednesday, May 16, 2018 NAPFA Spring Conference
Wednesday, May 09, 2018 FPA of Southern Arizona: May Breakfast Meeting
Thursday, May 03, 2018 NexGen Breakfast Bites at Wildflower Bread Company
Monday, April 23, 2018 FPA Retreat
Wednesday, April 18, 2018 Collaborative Event with East Valley Estate Planning Council
Wednesday, April 11, 2018 FPA of Southern Arizona: April Breakfast Meeting
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
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
Friday, February 23, 2018 Partner Product Webinar: Reverse Mortgages
Wednesday, February 21, 2018 FPA of Southern Arizona: February Breakfast Meeting
Tuesday, February 20, 2018 NexGen Happy Hour @ Weft & Warp
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, January 24, 2018 RMF Webinar: Social Security Q&A
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
Tuesday, November 07, 2017 NexGen Breakfast Bites November
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 30, 2017 NexGen Happy Hour @ TEN
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
Wednesday, July 19, 2017 NexGen Breakfast Bites
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, 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 10, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-1
Wednesday, May 10, 2017 FPA of Southern Arizona: May Breakfast Meeting
Wednesday, April 26, 2017 Asset Protection and Jay Adkisson: Joint CE Event with East Valley Estate Planning Council
Thursday, April 13, 2017 NexGen Spring Meetup - OHSO
Wednesday, April 12, 2017 FPA of Southern Arizona: April Breakfast Meeting
Tuesday, April 04, 2017 Volunteer at JA You're Hired
Wednesday, March 22, 2017 Volunteer Recognition Celebration and Advocacy Workshop
Saturday, March 11, 2017 NexGen Hike up Piestewa Peak
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
Tuesday, February 14, 2017 FPA Chapter Advocacy Day
Monday, February 13, 2017 FPA Benefits Call for Chapter Members - A
Wednesday, February 08, 2017 FPA of Southern Arizona: February Breakfast Meeting
Thursday, January 26, 2017 NexGen Breakfast Bites
Wednesday, January 25, 2017 What you need to know about Technology, Compliance, and Cyber Security – but didn’t know to ask!
Wednesday, January 11, 2017 FPA of Southern Arizona: January Program (rescheduled from December 14th)
Wednesday, December 14, 2016 A Pragmatic Walk Through the Ethical Looking Glass
Thursday, December 08, 2016 NexGen Holiday Party
Friday, December 02, 2016 Holiday Event: Service Event with St. Vincent de Paul
Thursday, November 17, 2016 Partner Webinar: Ge Your FAFSA Questions Answered by an Expert
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 Southern Arizona: November Breakfast Meeting
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
Saturday, October 22, 2016 Financial Planning Day
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
Tuesday, August 30, 2016 Partner Event: V.I.P. Mortgage Inc. - CFP(R) CE Credit Presentation - Deb Management and Cash Flow Analysis
Wednesday, August 24, 2016 August Chapter Membership Meeting: Round Table Discussions
Wednesday, August 03, 2016 FPA of GP Field Trips: August 3rd CCRC Tours - Choose up to TWO, 1 at 10am and/or 4pm
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 NexGen Summer Gathering
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, July 13, 2016 July 13th CCRC Tours Cancelled! Moved to August 3rd
Wednesday, June 22, 2016 June Chapter Meeting
Wednesday, June 15, 2016 FPA of GP Lifelong Committee Meeting Jun
Wednesday, June 15, 2016 Area Agency on Aging, Region One and FPA Educational Luncheon: Preventing Financial Elder Abuse
Wednesday, May 25, 2016 May Chapter Meeting
Wednesday, May 18, 2016 FPA of GP Lifelong Committee Meeting May
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
Wednesday, May 04, 2016 Quatro de Mayo NexGen event
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
Friday, April 08, 2016 Benedictine University CFP Class Begins
Friday, April 08, 2016 New Member Breakfast
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
Friday, March 11, 2016 New Member Breakfast
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
Wednesday, February 24, 2016 February Chapter Meeting
Friday, February 19, 2016 NexGen Volunteer Event- Junior Achievement BizTown
Wednesday, February 17, 2016 FPA of Southern Arizona: February Breakfast Meeting
Friday, February 12, 2016 New Member Breakfast
Wednesday, January 27, 2016 January Chapter Meeting
Monday, January 25, 2016 FPA of GP Lifelong Committee Meeting
Thursday, January 21, 2016 CFA Society Meeting
Friday, January 15, 2016 New Member Breakfast
Thursday, January 14, 2016 Breakfast Bites
Wednesday, January 13, 2016 FPA of Southern Arizona: January Breakfast Meeting
Tuesday, December 15, 2015 Chapter Social, honoring Partners and Volunteers
Friday, December 11, 2015 New Member Breakfast
Wednesday, December 09, 2015 NexGen Annual Holiday Party
Wednesday, December 09, 2015 FPA of Southern Arizona: December Breakfast Meeting
Monday, December 07, 2015 Monday Night Football Cocktail Party
Sunday, December 06, 2015 IMN Global Indexing & ETF's Summitt
Wednesday, November 18, 2015 November Chapter Meeting
Friday, November 13, 2015 New Member Breakfast
Friday, November 13, 2015 Tax & Legal Seminar
Wednesday, November 11, 2015 FPA of Southern Arizona: November Breakfast Meeting
Saturday, October 17, 2015 Financial Planning Day
Wednesday, October 14, 2015 FP Day Volunteer Interest Conference call
Friday, October 09, 2015 New Member Breakfast
Wednesday, October 07, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 30, 2015 FP Day Volunteer Interest Conference call
Saturday, September 26, 2015 FPA BE in Boston
Thursday, September 24, 2015 NexGen Breakfast Bites
Wednesday, September 23, 2015 September Chapter Meeting
Wednesday, September 16, 2015 FP Day Volunteer Interest Conference call
Friday, September 11, 2015 New Member Breakfast
Wednesday, September 09, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 09, 2015 US/AZ Economic Update Dr. George Hammond, UofA
Friday, August 28, 2015 9th Annual Empowering Today's Accountant Seminar
Wednesday, August 26, 2015 August Chapter Meeting
Friday, August 14, 2015 New Member Breakfast
Wednesday, August 12, 2015 529 Plans: Kevin Ruppprecht and Regina Carmon
Wednesday, July 22, 2015 July Chapter Meeting
Friday, July 10, 2015 New Member Breakfast
Thursday, June 25, 2015 NexGen Happy Hour
Wednesday, June 24, 2015 June Chapter Meeting
Friday, June 12, 2015 New Member Breakfast
Wednesday, May 27, 2015 May Chapter Meeting
Friday, May 08, 2015 New Member Breakfast
Wednesday, April 29, 2015 NexGen Q&A Session with Michael Kitces
Wednesday, April 29, 2015 FPA of Greater Phoenix All Day Symposium
Friday, April 10, 2015 New Member Breakfast
Wednesday, March 25, 2015 March Chapter Meeting
Friday, March 13, 2015 New Member Breakfast
Wednesday, March 11, 2015 NexGen Social Event
Friday, February 27, 2015 New Member Breakfast
Wednesday, February 25, 2015 February Chapter Meeting
Wednesday, January 28, 2015 January Chapter Meeting
Wednesday, November 12, 2014 FPA of Greater Phoenix NexGen Meeting
Wednesday, July 09, 2014 FPA of Greater Phoenix NexGen
Wednesday, May 14, 2014 FPA of Greater Phoenix NexGen Meeting

FPA of Greater Phoenix

c/o Premium Organization

PO Box 4130, Scottsdale AZ 85261

Email Us: info@fpaofphoenix.org

Office Hours:

Mon-Thurs: 9:00AM - 5:00PM

Fri: 9:00AM - 1:00PM

Phone: 480-483-9035

Fax: 480-922-5283


Connect with Us!