Upcoming events

    • Wednesday, September 27, 2017
    • 7:15 AM - 5:00 PM
    • Desert Willow Conference Center, 4340 E Cotton Center Blvd, Phoenix, AZ 85040

    For Details, keep reading (below) or click here for an 8 minute video review of this years' event.

    For a downloadable Schedule or Marketing Flyer, click on the image

    Who benefits from attending?

    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
    and associated service providers relevant to the Financial Planning Process.

    For financial planners attending the EMoney summit on Sep 25-27,  consider purchasing a half day pass for $75.  Read the articles below and join us by 12:45 pm on 9/27 to participate in the collaborative team discussion, learn how to use Policy Making to support optimal client behavior over time, and bring back implementation ideas that you can employ starting the next day.

    About the Theme: The Profession of Financial Planning

    This conversation started in 1987, with an article by P Kemp Fain.  One Profession - One Designation.

    In 1990, Dick Wagner added to the discourse with this article.  "To Think...Like a CFP"

    In 2000, Elissa Buie continued the thread with this article.  "To Feel...Like a CFP"

    Then the bar was raised again in 2009 with this article by Jeanne Robinson and Charles Hughes.  "To Act...Like a CFP"

    By 2011, Yeske Buie made the argument for an academic home, and the value of research for the profession of financial planning with this article.  "To Learn...Like a CFP"

    Don't have the time and curiosity to re-read them all?   Here's a Concise History - recently published in the Journal of Financial Planning.

    How do the Presenters and Topics Support the Conversation?

    How Will the General Public Recognize our Profession?

    Elissa Buie kicks off our Arizona discussion with a refresher on the origins of the conversation, and tees up the big questions and challenges. What must our community successfully tackle to fully and finally establish what we do - Financial Planning - as a valued profession in the eyes of the general public.

    Why all the emphasis on Academics and Research?

    Is the information that the Journal of Financial Planning places in your mailbox monthly useful to you? Dr. David Yeske teaches us to read research papers like a Phd., and to pull out the pearls of evidence based wisdom that immediately apply to how we practice and make decisions and recommendations.  Here's an article on this discussion.

    How do we connect this to our Planning Practice and Clients?

    Great advice is meaningless if not well received and successfully implemented by our clients.  Next, Dr. John Grable connects evidence based financial advice with what we learned last year about Behavioral Finance - and reminds you how to connect learning to action and productive client behaviors. Grab your July 2017  Journal and finish reading his article relevant to this topic.

    How do we get better at appropriately connecting to each other and working effectively as a part of a multi-disciplinary professional team?

    Over lunch, we will dissect and discuss what changes are required of our own behaviors to effect truly collaborative practice among legal, accounting, and financial professionals.  This is harder than you think.

    How can this information be applied to create better client relationships for you and more success for your clients in financing the life they want to live?

    Following lunch, for those professionals not taking their Ethics course credits, Dr. Yeske explains how using Policy Making practices - derived directly from your client's personal financial objectives - supports their buy in to their own behavioral shifts with consistency over time.  Want a head start?

    What Next?

    The last hour of our day is about implementing what has been learned, cementing A'Ha moments in your memory, and identifying what the chapter and our community can do next to move the Profession of Financial Planning forward in the year ahead.    Let's put the Planning into Financial Planning Practices!

    Your voice in this conversation matters!  

    Join us - be seen, be heard.

    About our Presenters

    Elissa Buie

    Dr. David Yeske

    Dr. John Grable

    Dr. Yeske and Elissa Buie are contributing their honorarium to a student centric purpose - to be decided upon by our chapter. 

    Dr. Grable is attending and presenting at a significantly reduced rate in order to help our chapter bring this conversation to your doorstep affordably and meaningfully.

    Jim Schwartz, CFP(R), has contributed countless hours of time and leveraged his relationships and forward thinking skills to build this lineup for our benefit.

    Jim has assembled talented professionals capable of leading an active discussion during our lunch time about how collaborative practices work and why you will benefit - and your clients will benefit - from learning how to approach truly collaborative planning in teams.

    Attorney Fred Goldinov , an estate and tax planning specialist, has been studying collaborative client practice models for years, and has been putting his training into practice for decades.

    David Rosenthal, CFP(R), CDFA(R), and his professional team, are actively building a collaborative business model practice within their financial planning firm.  They are learning and adopting best practices taught and adhered to by the International Association of Collaborative Professionals -specifically designed for Collaborative Divorce options, but applicable to Elder Law, Estate and Tax Planning, Business Succession Planning, and more.

    Vicki Harris, CPA, Managing Partner with Hunter Hagan, will participate in showcasing situations where a bit of tax history and data can illuminate opportunities and pitfalls critical to identifying optimal solutions - always more likely to help in the planning stages than after the fact.


    About our Partners and the Community Lounge

    AdvisorNet Financial


    BeachFleischman / Pinnacle Plan Design

    FPA Lifelong Learning and Membership Teams


    NexGen, Public Awareness and Pro Bono Teams


    Reverse Mortgage Funding


    Stardust Materials/Stardust Building Foundation



    Vi at Silverstone

    VIP Mortgage

    Zia Trust

    Chapter Members, want the best possible pricing?  

    Our VIP program applies to Symposium registrations, with an extra kick.   

    Starting in April, 2017, the sooner you register, the lower the fee. Registration fees go up by $20 every other month until Sept 10th, when they jump to At the Door pricing.

    Half day only is available for $75 for members, $125 for non members.

    Members' Full Day pricing:

    Apr only - 30 days' Kick Start: 105

    May: 125

    Jun/Jul: 145

    Aug/Sep: 165

    ATD: 190

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

    Register in groups of 4, and receive per unit pricing close to the lowest possible member rates.

    • Saturday, October 21, 2017
    • 9:00 AM - 12:00 PM
    • Prescott Library: 215 E Goodwin Street Prescott

     Register to attend here.

     Register to volunteer here.


    • Wednesday, October 25, 2017
    • 3:00 PM - 6:00 PM
    • Desert Botanical Garden: 1201 N Galvin Parkway

    Does Socially Responsible Investing trade alpha for Good Intentions?

    at the Garden:


    What exactly is Impact Investing?

    How did the DBG Trustee's creatively fund a major project using Impact Investing?

    • Visit this Community Resource: what can they offer for you?
    • Learn how alternative investments working with client values and investment policy statements are coming of age
    • Learn how to use the philanthropic conversation to deepen your planning and professional relationship with your clients.
    Attendance priority given to FPA chapter members, $20 registration fee, capped attendance of 70 attendees.  
    • Thursday, November 16, 2017
    • 2:00 PM - 6:00 PM
    • ASU SkySong:

    Location: Sky Song, Scottsdale and McDowell Rd

    Date and Time:  THURSDAY, Nov 16th,   2 – 6 pm with networking social following CE program

    CE Anticipated: Approved for  for 3 hours of CFP(R) CE; Approved for 3 hours CEfor AZ State Dept. of Ins.

    Price: Members: $28, Non Members: $45, First time guests considering FPA membership: $15

    First 25 registrants receive VIP status

    Special Invitation to Exit Planning Institute members: join us at our member rates for this meeting!

    Program Description

    Learning objectives:

    • Friday, December 08, 2017
    • 3:00 PM - 7:00 PM
    • SVDP: 420 W. Watkins Rd. Phoenix, AZ 85002

    Join fellow chapter members on Friday, December 8th, in the afternoon to kick off the holiday season with the spirit of giving.

    Our chapter volunteers will be making Pizza Pizza Pizza on the St. Vincent de Paul campus, a fun and favorite way to feed the hungry on a Friday night.

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

    We want as many volunteers as possible, because if you are interested in lending a hand, this campus can turn your time and talent into a treasure for someone in our community.

    Join us as we celebrate each other and our wonderful community!

    • Wednesday, December 13, 2017
    • 2:30 PM - 5:00 PM
    • Glencroft
    • 55

    Registration opens at 2:15 pm.

    Ethics course begins promptly at 2:30 pm, and concludes at 5:00 pm

    Mid point break of 30 minutes includes appetizers and a chance to laugh, compare notes, and form your teams for the competitive quiz.

    With the support of Glencroft, we can offer this ethics course to our members for $50, $100 for non-member CFP's.

    Registration opened on August 1st, and advance registration pricing is available through Friday, Dec 8th.

    At the door pricing begins on Saturday, Dec 9th.

    Event Capacity:  55

Past events

Wednesday, August 23, 2017 FPA of GP Field Trip: Arizona Community Foundation
Wednesday, July 26, 2017 FPA of GP Field Trip: Vanguard
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, April 26, 2017 Asset Protection and Jay Adkisson: Joint CE Event with East Valley Estate Planning Council
Wednesday, March 22, 2017 Volunteer Recognition Celebration and Advocacy Workshop
Wednesday, February 22, 2017 Quarterly SUPER CE: February Focus on Retirement Income Planning featuring David Blanchett
Tuesday, February 14, 2017 FPA Chapter Advocacy Day
Wednesday, January 25, 2017 What you need to know about Technology, Compliance, and Cyber Security – but didn’t know to ask!
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
Wednesday, November 16, 2016 Valuation Discounts: Going Once, Going Twice... and Holiday Kick Off Mixer
Saturday, October 22, 2016 Financial Planning Day
Wednesday, September 28, 2016 FPA of Greater Phoenix All Day Symposium
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 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
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
Wednesday, May 04, 2016 April Chapter Meeting (held 1 week later than normal)
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
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
Wednesday, January 27, 2016 January Chapter Meeting
Monday, January 25, 2016 FPA of GP Lifelong Committee Meeting
Tuesday, December 15, 2015 Chapter Social, honoring Partners and Volunteers
Friday, December 11, 2015 New Member Breakfast
Wednesday, November 18, 2015 November Chapter Meeting
Saturday, October 17, 2015 Financial Planning Day
Wednesday, September 23, 2015 September Chapter Meeting
Wednesday, August 26, 2015 August Chapter Meeting
Wednesday, July 22, 2015 July Chapter Meeting
Wednesday, June 24, 2015 June Chapter Meeting
Wednesday, May 27, 2015 May Chapter Meeting
Wednesday, April 29, 2015 FPA of Greater Phoenix All Day Symposium
Wednesday, March 25, 2015 March Chapter Meeting
Wednesday, February 25, 2015 February Chapter Meeting
Wednesday, January 28, 2015 January Chapter Meeting
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of Greater Phoenix

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Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
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