Partnership Platform

The Objective:  Win Win Win Outcomes for You, our Members, and our Chapter

Let our chapter be your


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Relationship Host

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Visibility Amplifier 

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Optional Special Additions (priced separately) only for our Annual Chapter Partners:  Bring us your ideas!

  • Financial Planning Day(s) - October
  • Financial Literacy Month - April
  • Holiday and Membership Socials
  • NexGen events
  • Media Visibility and Awareness Blitz
  • Pro Bono efforts for our broader general public
  • Extended CE options (eg: local collective viewing of webinar series)
  • Study Group Support
  • Membership Initiatives (chapter financial book club and review, Mentorship program, chapter based scholarship programs, Advocacy efforts)
  • Allied Professional Collaborative Events
  • Community Outings (a day at the races for Kentucky Derby, service days at Junior Achievement, participation in Arizona Council on Economic Education case study challenges)
  • Golf  or other sporting Tournaments
  • Virtual Conferences
  • You Tell Us!

For more information, call Melissa at the chapter number below, or 

e-mail and/or Rey Martinez at

12 month Partnership Fee $3,000 (from anniversary date)

Enroll Now

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   

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