Upcoming events

    • Wednesday, July 26, 2017
    • 3:00 PM - 5:00 PM
    • Vanguard Facility in Scottsdale, 14321 N Northsight Blvd, Scottsdale, AZ 85260



    $10 Registration Fee for FPAGP Members

    $20 for non members

    Capacity: 50

    Applying for 1 hour CFP(R) CE credit


    What will a day in our professional life look like in the not so distant future?


    What are the big trends and big data forces shaping the delivery of financial services? 


    We'll tackle 2:  

    Active vs: Passive Portfolio design and  evolving delivery models for financial planning services.   


    What financial services does the consuming public most value presently, and what are they most likely to value 5 years from now? 


    This conversation may help your practice flourish!

    • 2:30 pm: Arrive, Park, Register
    • 2:45 pm: Welcome, Kick Off Remarks, Presenter Intro
    • 3:00 pm: Brian Scott, Senior Strategist: Vanguard's Approach to the Active or Passive Investment Question in Portfolio Management and Design
    • 4:00 pm: Vanguard Professional Services Group:  Where do they see the market for professional financial advisory services going
    • 5 pm: Closing Remarks
    • 5:15 pm: Onsite networking mixer
    • 6:30 pm: Adjourn
    • Wednesday, August 23, 2017
    • 3:00 PM - 5:00 PM
    • ACF Community Room: 2201 E. Camelback Road, Suite 405B Phoenix, AZ 85016

    What is the role of a Community Foundation anyway?


     How do community foundations function?  Who uses them and why?


    What services that they provide are most likely to be useful to you as a financial planner and how can they help you better serve your clients, or even become more adept at gaining/winning new clients?

     



    Join us for an onsite visit and tour of  the ACF offices in Phoenix, and learn firsthand how this local philanthropic resource impacts our community and our financial profession.


    What is a CAP and why should I care?


    Phoenix Office Location:


    • Visit this Community Resource: what can they offer for you?
    • Discuss the primary functions of a Community Foundation and understand how to parse their offerings and value relative to Donor Advised Funds, Supporting Organizations, and Endowment funds.
    • Learn how to use the philanthropic conversation to deepen your planning and professional relationship with your clients.
    Attendance priority given to FPA chapter members, $10 registration fee, capped attendance of 60 planners.
    • 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!


    • Saturday, October 21, 2017
    • 9:00 AM - 1:00 PM
    • Burton Barr Library, Central Ave and Portland, Phoenix
     

    Register to Attend Today!


    Are you looking to give back to your community?  Why not use your skills as a Certified Financial Planner TM at this year’s Financial Planning Day?

                                                                             

    • Wednesday, October 25, 2017
    • 3:00 PM - 5:00 PM
    • Desert Botanical Garden: 1201 N Galvin Parkway

    What exactly is Impact Investing?


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





    Does Socially responsible investing really trade alpha for Good Intentions?


    at the Garden:

    https://www.google.com/maps/place/Desert+Botanical+Garden/@33.460598,-111.947776,14z/data=!4m5!3m4!1s0x0:0x215ce99d25055d17!8m2!3d33.4620773!4d-111.9450977?hl=en-US
    • 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 planners.
    • 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.


    Event Capacity:  55

Past events

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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FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  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
Fx:  480-922-5283

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