Upcoming events

    • Wednesday, May 10, 2017
    • 2:30 PM - 5:00 PM
    • Vi at SilverStone: 23005 N 74th St, Scottsdale, AZ 85255
    • 44



    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 Vi at Silverstone, we can offer this ethics course to our members for $50, $100 for non-member CFP's.


    Complimentary Valet Parking.


    Event Capacity:  55

    • Wednesday, May 24, 2017
    • 2:00 PM - 6:00 PM
    • Phoenix Country Club: 2901 N 7th Street Phoenix




    Location: Phoenix Country Club

    Date and Time:  May 24th,  2 – 6 pm with networking social following CE program

    CE: Pending for 3 hours of CFP(R) CE; pending 3 hours CE(R) for AZ State Dept. of Ins.


    Price: Members: $28, Non Members: $45, First time guests $25


    First 25 registrants receive VIP status




    • Wednesday, June 28, 2017
    • 3:00 PM
    • One Hour Discussions followed by Mixers at Varied Options across the Valley

    Understanding the needs of small business owners:

    How should a financial planner shift their knowledge and delivery of financial planning services to be more applicable and useful to a small business owner? 



    o This years' industry niche is the Food and Beverage industry, in particular, the challenges and pressures faced by restaurant owners.


    •Join local and lively conversations that explore A Day in the Life of a Restauranteur:

    Restaurants don’t run on a 9-5 schedule...

    What is a Day in their Life like?


    •  When is the most likely time for someone in this industry to meet with financial service professionals
    • What kinds of things make developing relationships, creating value, more or less possible?
    • Getting Started: capital formation, financial risk mitigation: How a financial planner can help or hurt an entrepreneur at this stage (special knowledge or skills)
    • Expansion: How to help a small business owner manage cash flows in a manner that effectively and affordably offsets the greatest risks and may provide feasible avenues for:
      • Health insurance/Risk management
      • Future sale of the business
      • Retirement planning
      • Affordable/Accessible Employee benefits
    • How do you help planners focus on what is most useful/challenging for you, not what a textbook might say should be done in some specific chronological order
    • Exit Strategies: How a financial planner may play a viable/useful role in the successful business succession plans
      • Extra challenges that a restauranteer may face in exiting or transitioning their business


     
    East Valley


    West Valley

     
    North Valley


    South Valley


    • Wednesday, September 27, 2017
    • 7:45 AM - 5:00 PM
    • Desert Willow Conference Center, 4340 E Cotton Center Blvd, Phoenix, AZ 85040

    On Sep 27, 2017, FPA of GP Symposium  - The Profession of Financial Planning -delivers nationally acclaimed experts Dr. David Yeskie and Elizabeth Buie in the academic research and practice management side of the topic to your front door.

     

    What strategic moves remain - for our industry to implement - to seal your position as the most trusted advisor at your client's planning table - the professional team member widely recognized as being the most capable of delivering optimal future financial results for your clients and their families?

     

    Round table discussions support moving this theory into the art, science and practice of Financial Planning with your team and in your office.

     

    As always, attendees also benefit from the opportunity to attain 2 hours of Ethics specific continuing education from our own nationally acclaimed interactive and fun course.  Come prepared to participate in ways you've never participated before.





    Chapter Members, want the best possible pricing?  


    Register first, register NOW.


    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: 105

    May: 125

    Jun/Jul: 145

    Aug/Sep: 165

    ATD: 190


    Non Members Best pricing?  Purchase a 4 pak for $500.

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

    Your Lifelong Learning Committee set specific goals and metrics for this years' event that directly support our chapters' Vision, Mission, and strategic plan. 


    Several of those metrics concern making this day as valuable, affordable, and impactful for chapter members as possible.  


    For our members, we've LOWERED the pricing below prior year's rates, matching our 2016 rates, and ramped up the exposure and connections you can expect by attending even further.  If you are a member, we can't wait to hear your comments!  If you aren't yet a member, you'll want to sign up ahead of this years' Symposium!


Past events

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
  • Home
  • FPA Chapter Events Calendar



FPA
of Greater Phoenix
Vision:  The essential hub of the Financial Planning community

 

Ph:  480-483-9035

Mission:  Connect CFP(R) and associated professionals with the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283
info@FPAofPhoenix.org   

Copyright (c) 2016   FPA of Greater Phoenix                                          Terms of Use     Privacy Policy