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



Does Financial Literacy Matter?

Should our chapter connect to and support financial literacy in Arizona?

Tell us what you think:

www.surveymonkey.com/r/AZFinancialLiteracy

20 questions

5-8 minutes


Tip: 

Click on the image to the right

to download your .jpg Financial Literacy Survey infographic. 

Help us spread the word - share with your professional networks.


We will update the counts on Mondays.


Weeks Remaining:

LAST WEEK

Survey Responses:

67


Before our chapter can seriously contemplate expending time, talent, and focus in support of a major Financial Literacy Initiative, we want greater insight into how our broader professional, and even consuming, public views financial literacy and chapters' role in advancing it in Arizona.  Won't you please share your thoughts with us?


Next!



Note: The pandemic has a way of changing our plans.  The  Website Event Calendar is the most current source for accurate detail.

July '21 - Feb '22 Programming Calendar

Strategic Plan:

Our Strategic Plan:
Note:  Click on the image to download.


Values:

Trust

Collaboration

Leadership

Stewardship


adopted Aug/21

Note:  Click on the image to view a 40 second video of our values as they relate to YOU


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.

    

Note: some home page graphics depict the prior FPA brand color palette.

Your Journey. Your Ambitions. Achieved.

Professional Development options to enhance your knowledge and your skills.

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

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.

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

Our Lifecycle


Our Ambitions



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

You can connect with our Partner representatives through our Membership Directory, or by visiting our Partners' Page.

These community members are investing in us...

Upcoming events

    • Monday, January 25, 2021
    • Monday, December 20, 2021
    • 40 sessions
    • Via Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685



    • Tuesday, March 09, 2021
    • Thursday, December 09, 2021
    • 9 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

     Monthly Communication Working Team Zoom gatherings.

    https://Zoom.US/Join       

    Meeting ID: 710 131 6685   Passcode (if needed) FPAGP

    Team calls are Drop In Calls - no need to RSVP.

    Mark your calendar and connect to a very professional and determined group of financial professionals - elevating and advocating for our profession in AZ.


    • Thursday, April 15, 2021
    • Thursday, December 16, 2021
    • 8 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

    Professional Development Working Team

    tackles the following chapter outreach:


    Lifelong Learning: Our Weekly Chapter Programs

    Continuing Education, Compliance, Practice Management and Professional Skills content

    We developed our Professional Development Platform via our experiences and experimentation over the last 5 years.

    ____________


    Leadership Development: Our Future

    Connection and welcome functions, including New Member Orientations, Chapter connections and working team onboarding, Leadership Academy and Board Member development, General Circle and Board Recruitment


    We developed our robust Professional Development Toolkit via our experiences and experimentation over the last 5 years.


    • Thursday, April 29, 2021
    • Thursday, September 29, 2022
    • 7 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

    General Circle


    Any 5th Thursday 


    Note:  in 2021 -

    the final 5th Thursday is during the week between Christmas and the New Year....

    we will push the General Circle into the 4th week of 2022.


    • Wednesday, December 15, 2021
    • 12:30 PM - 2:00 PM
    • In Person: DLA Piper LLP and Chapter Zoom Room
    Register

    FPA of GP Board Meeting

    Chapter Board Meeting

    Please RSVP so that we may anticipate expected quorum.

    Present norm is 90 minute meetings

    Board members can access the board meeting page here 

    In person: 

    DLA Piper LLP

    2525 E Camelback Rd Ste 1000

    Phoenix AZ  85016

    Join Zoom Meeting

    https://Zoom.us/Join

    Meeting ID: 710 131 6685

    Passcode (if needed): FPAGP

    When you log into the Zoom.us website and enter a Meeting ID, the list of call in numbers will be visible to choose from.


    • Wednesday, December 15, 2021
    • 4:00 PM - 6:00 PM
    • Zoom: https://Zoom.us/j/7101316685
    Register


    Register here to join the Zoom Town Hall revealing the Survey Results.

    REGISTER

    Click on the image below to download your copy of the infographic to share with your firm and professional network.

    • Thursday, January 06, 2022
    • 8:00 AM - 12:30 PM
    • TBD
    Register



    • Thursday, January 06, 2022
    • Thursday, December 01, 2022
    • 11 sessions
    • Via Chapter Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP
    Register

     Connecting Community Working Team

    tackles the following chapter outreach:


    Membership: Why Join?  How to?  Who is?

    Connection and welcome functions

    Membership platform largely determined by FPA nationally per our Chapter Charter

    NexGen:  Emerging or New Financial Planners

    Relationship Continuity, Integration into and with the chapter

    NexGen community impacted by FPA nationally, tailored locally to integrate consistently with FPAGP

    Alumni:  Retired/Retiring Financial Planners

    Relationship Continuity, Integration into and with the chapter

    Alumni community nurtured and nourished locally to remain connected to FPAGP

    ____________


    Partnership: Our Investors

    Connection and welcome functions

    Partnership platform created by FPAGP


    Professional Relationships:  Organization to Organization MOUs (non-profits)

    Relationship Exploration, Documentation, and Support

    MOU process and documents created by FPAGP

    Incubator process and agreements created by FPAGP


    Community Relationships: For Profit Entities

    Relationship Exploration, Connections to our Planners and community


    • Friday, January 07, 2022
    • Friday, December 02, 2022
    • 10 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

     Monthly Advocacy Working Team Zoom gatherings.

    https://Zoom.US/Join       

    Meeting ID: 710 131 6685   Passcode (if needed) FPAGP

    Team calls are Drop In Calls - no need to RSVP.

    Mark your calendar and connect to a very professional and determined group of financial professionals - elevating and advocating for our profession in AZ.


    Note:  The Advocacy Working Team participates with other Working Teams toward Advancing the Profession.

    • Monday, January 10, 2022
    • Monday, December 19, 2022
    • 42 sessions
    • Via Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685



    • Wednesday, January 12, 2022
    • 4:00 PM - 5:30 PM
    • TBD
    Register

    A Chapter Produced Continuing Education Event in support of our Pro Bono for Teachers on Jan 13th.

    Join staff members from the Arizona State Retirement System for a review of this Pension Plan for any/all state employees.


    Learn how the plan is funded and protected by the Arizona State Constitution.

    Understand the funding assumptions and mortality and risk assumptions that make this pension benefit very hard, if not impossible, to replicate outside of ASRS.

    Tour the ASRS website and organizational structure so that you know where/who/how to go for definitive answers and support for your clients.

    Meet some of the professionals making a comfortable retirement a more feasible reality for so many Arizonans.

    • Thursday, January 13, 2022
    • Thursday, December 08, 2022
    • 11 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

     Monthly Communication Working Team Zoom gatherings.

    https://Zoom.US/Join       

    Meeting ID: 710 131 6685   Passcode (if needed) FPAGP

    Team calls are Drop In Calls - no need to RSVP.

    Mark your calendar and connect to a very professional and determined group of financial professionals - elevating and advocating for our profession in AZ.


    • Thursday, January 13, 2022
    • 5:00 PM - 7:00 PM
    • Via Arizona Council on Economic Education Zoom
    Register


    • Wednesday, January 19, 2022
    • 4:00 PM - 5:30 PM
    • Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685


    Partner CEvent: Rehburg 

    • Thursday, January 20, 2022
    • Thursday, December 15, 2022
    • 11 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

    Professional Development Working Team

    tackles the following chapter outreach:


    Lifelong Learning: Our Weekly Chapter Programs

    Continuing Education, Compliance, Practice Management and Professional Skills content

    We developed our Professional Development Platform via our experiences and experimentation over the last 5 years.

    ____________


    Leadership Development: Our Future

    Connection and welcome functions, including New Member Orientations, Chapter connections and working team onboarding, Leadership Academy and Board Member development, General Circle and Board Recruitment


    We developed our robust Professional Development Toolkit via our experiences and experimentation over the last 5 years.


    • Wednesday, January 26, 2022
    • 4:00 PM - 5:30 PM

    Community Conversation

    • Thursday, January 27, 2022
    • Thursday, October 27, 2022
    • 10 sessions
    • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register

    Advancing the Profession Working Team

    tackles the following chapter outreach:


    Advocacy: Regulatory and Legislative Focus

    In concert with FPA nationally, the development, communication, and follow up on positions/initiatives impacting the legal and regulatory environment we practice in.


    note:  our Advocacy Team is solid and functioning super well with Advocacy Specific meetings the first Friday morning of every month - which will continue.  As any Advocacy team member may be able to join the Advancing the Profession team calls, they can update all on critical issues and planned initiatives, and gain input from these team members relevant to supporting successful future Advocacy efforts.


    At some point in time, if we keep building trust, credibility and efficiency with our volunteers, every one of our working teams will mirror the Advocacy team standing and norms.

    ____________


    Pro Bono: 1:1 Personal Financial Planning

    Within the overall framework set by FPA nationally and tailored to our own volunteer passions, interests, and our chapter connections.



    Public Awareness: 1:many Personal Financial Planning, via consumer oriented workshops

    Within the overall framework set by FPA nationally and tailored to our own volunteer passions, interests, and our chapter connections.


    Career Hub: Connecting today to tomorrow's financial planners

    Our unique and purposeful approach to connecting our educational institutions and students to our community, our employers, and each other



    • Wednesday, February 02, 2022
    • 9:00 AM - 1:00 PM
    • Arizona Capitol Museum: 1700 W Washington St Phoenix AZ
    Register


    • Wednesday, February 16, 2022
    • 9:00 AM - 2:00 PM
    • Virtual


    • Wednesday, February 23, 2022
    • 4:00 PM - 5:30 PM
    • Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685
    Register


    • Wednesday, March 02, 2022
    • 4:00 PM - 5:30 PM
    • Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685


    Partner CEvent:

    • Wednesday, March 16, 2022
    • 4:00 PM - 5:30 PM
    • Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685


    Partner CEvent:

    • Wednesday, April 06, 2022
    • 4:00 PM - 5:30 PM
    • Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685


    Partner CEvent:

    • Wednesday, April 20, 2022
    • 4:00 PM - 5:30 PM
    • Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685


    Partner CEvent:

    • Wednesday, May 04, 2022
    • 4:00 PM - 5:30 PM
    • Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685


    Partner CEvent:

    • Wednesday, May 18, 2022
    • 4:00 PM - 5:30 PM
    • Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685


    Partner CEvent:

    • Wednesday, June 08, 2022
    • 4:00 PM - 5:30 PM
    • Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685


    Partner CEvent:

    • Wednesday, June 22, 2022
    • 4:00 PM - 5:30 PM
    • Chapter Zoom Room: https://financialplanningassociation-org.zoom.us/j/7101316685


    Partner CEvent:

    • Thursday, November 17, 2022
    • 9:00 AM
    • Sunday, November 20, 2022
    • 5:00 PM
    • Face to Face


    FPA's National Chapter Leaders Conference

    2022 CLC Save the Date

    CLC 2022 will be in person at the Westin Westminster, Nov 17-20, 2022. The room rate for the hotel is $174 plus fees/taxes. Registration will be $225, BUT! We'll be offering each chapter executive and chapter president (or president-elect, your choice) a complimentary registration.  


Past events

Wednesday, December 08, 2021 FPAGP Annual Meeting of the Members and Social Mixer
Wednesday, December 01, 2021 Partner Series CEvent: Creative Tax & Charitable Planning Strategies using Donor Advised Funds - Arizona Community Foundation
Wednesday, November 17, 2021 Fall Social Season Member Mixer: In Carefree AZ
Wednesday, November 17, 2021 November Board Meeting (One Week Earlier than Normal)
Thursday, November 04, 2021 FPA CLC Day Two
Wednesday, November 03, 2021 Postponed!!! Chapter Member Mixer by NexGen
Wednesday, November 03, 2021 FPA's National Chapter Leader Conference
Tuesday, October 26, 2021 Conversation with AZ Treasurer Kimberly Yee
Wednesday, October 20, 2021 Round Table: Tax Conversations You are Having NOW with your clients
Wednesday, October 20, 2021 October Board Meeting and Strategic Planning Part II
Wednesday, October 06, 2021 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, September 29, 2021 Financial Planning Coalition Advocacy Day
Wednesday, September 22, 2021 Partner CEvent: Cantor Fitzgerald
Wednesday, September 22, 2021 September Board Meeting
Wednesday, September 15, 2021 Partner Series CEvent: Ashton Thomas
Tuesday, September 14, 2021 Workshop: Introduction to Dynamic Governance
Wednesday, September 08, 2021 Advocacy Workshop
Friday, August 27, 2021 2021 Strategic Planning Session
Wednesday, August 25, 2021 Celebration and Graduation: New CFP Professionals and Externship Graduates
Wednesday, August 25, 2021 August Board Meeting
Thursday, August 19, 2021 FPA San Diego NexGen Happy Hour
Thursday, August 19, 2021 Advocacy Meet n Greet with Congressman Schweikert - DATE CHANGE PENDING!
Wednesday, August 18, 2021 Advocacy Meet n Greet with Congressman Stantons Chief of Staff Seth Scott
Wednesday, August 18, 2021 FPA of Orange County quarterly chapter Event
Thursday, August 12, 2021 FPA National NexGen Gathering (virtual)
Wednesday, August 11, 2021 Advocacy: August Recess Rush
Wednesday, July 28, 2021 Virtual Field Trip: Connecting Financial Literacy to the Education of AZ Financial Planners
Wednesday, July 28, 2021 July Board Meeting
Wednesday, July 21, 2021 FPAGP offers AZ Life Insurance Ethics Credit - 4 hours
Wednesday, July 14, 2021 Partner Series CEvent: Exploring Corporate Trusteeship
Wednesday, July 07, 2021 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, June 30, 2021 Partner Series CEvent: Repurposing Existing Annuities
Wednesday, June 23, 2021 June FPAGP Board Meeting
Wednesday, June 16, 2021 CFP(R) Ethics Course - Updated April 1 2021
Monday, June 07, 2021 Virtual Externship
Saturday, June 05, 2021 Financial Planning Pro Bono Support for Arizona Teachers
Wednesday, June 02, 2021 Pre-Event Pro Bono for Teacher Training Call
Wednesday, May 26, 2021 Partner Series CEvent: Creative Tax & Charitable Planning Strategies using Donor Advised Funds - Arizona Community Foundation
Wednesday, May 26, 2021 May FPAGP Board Meeting
Wednesday, May 19, 2021 Leadership Academy - Learn how to Lean in to FPAGP
Wednesday, May 12, 2021 Partner Series CEvent: Post Pandemic Retirement Planning Opportunities for Business Owners
Thursday, May 06, 2021 2021 Community Connections Working Team
Wednesday, May 05, 2021 Community Conversation with William Cerynik
Wednesday, April 28, 2021 April FPAGP Board Meeting
Wednesday, April 28, 2021 FPA Collaborative Event with East Valley Estate Planning Council
Thursday, April 22, 2021 Advancing the Profession Working Team
Wednesday, April 21, 2021 Leadership Academy
Wednesday, April 14, 2021 Partner Series CEvent: Pursuing Higher Expected Returns with Dimensional
Wednesday, April 07, 2021 Community Conversation With Dale Walters
Monday, March 29, 2021 Partnership Hubble (5th Mondays)
Wednesday, March 24, 2021 Partner Series CEvent: Reverse Mortgages with Jerry Auippa
Wednesday, March 24, 2021 March FPAGP Board Meeting
Wednesday, March 17, 2021 Town Hall: Financial Literacy Showcase
Wednesday, March 10, 2021 Partner Series CEvent: Municipal Bond Management in Low Interest Rate Environments with Templeton Financial Services
Friday, March 05, 2021 2021 Advocacy Working Team
Wednesday, March 03, 2021 Happy Hour with Social Media Tips and Tricks
Wednesday, February 24, 2021 Partner Series CEvent: Reverse Mortgages with Rob Kanyur
Wednesday, February 24, 2021 February FPAGP Board Meeting
Wednesday, February 10, 2021 FPAGP Advocacy Day 2021 - a Virtual Visit with our Legislators
Wednesday, February 03, 2021 Community Conversation With Michael Fischer
Wednesday, January 27, 2021 Partner Series CEvent: Life Settlements Featuring Lisa Rehburg
Wednesday, January 27, 2021 January FPAGP Board Meeting
Wednesday, January 20, 2021 FPAGP offers AZ Life Insurance Ethics Credit - 4 hours
Wednesday, January 13, 2021 Community Conversation with Craig Waugh
Monday, January 11, 2021 Monday Hubbles
Thursday, December 17, 2020 Happy Healthy Holidays
Wednesday, December 16, 2020 CFP(R) Ethics Course - Virtual Delivery via ZOOM
Wednesday, December 16, 2020 December FPAGP Board Meeting
Wednesday, December 02, 2020 2020 Holiday Event: End of Year Celebration and Annual Meeting of the Members
Wednesday, November 18, 2020 November FPAGP Board Meeting
Tuesday, November 17, 2020 Vanguard's ESG ETFs: Helping Clients make an Impact
Monday, November 02, 2020 The Financial Planning Association of Minnesota-ASCEND Conference
Wednesday, October 28, 2020 October FPA of GP Board Meeting
Friday, October 23, 2020 Life Insurance Settlements
Wednesday, October 21, 2020 Chapter Meeting: Career Path Town Hall
Friday, October 09, 2020 Deep Dive into the work of a County Treasurer
Wednesday, September 30, 2020 FPA Annual Conference - 3 Day Event - Phoenix
Tuesday, September 29, 2020 Prequel to FPA Annual Conference - a Professional Development Showcase
Friday, September 18, 2020 FPAofGP General Circle Meeting
Thursday, September 17, 2020 FPA of GP Strategic Planning Session II - 2021 Tactics
Thursday, September 17, 2020 NexGen Breakfast Bites
Wednesday, September 16, 2020 Community Conversation with Murray Smith
Friday, September 11, 2020 FPA of GP Financial Literacy Instructor Interest Call
Wednesday, September 09, 2020 Happy Hour - Put your Best Face Forward Pt 3
Wednesday, September 09, 2020 FPA of Southern Arizona Sept 9, 2020 Meeting Announcement
Wednesday, September 02, 2020 Community Conversation with Colleen Hallinan
Wednesday, August 26, 2020 CEvent, Moderated Panelist Town Hall format: Compliance Conversations
Wednesday, August 26, 2020 August FPA of GP Board Meeting / Strategic Planning
Wednesday, August 19, 2020 Happy Hour - Put your Best Face Forward Pt 2
Wednesday, August 12, 2020 Community Conversation with Matt Benson
Wednesday, August 05, 2020 Happy Hour - Put your Best Face Forward
Monday, August 03, 2020 Monday Hubbles
Thursday, July 16, 2020 Partner Webcast: Q2 Market Review—Fixed Income
Thursday, July 16, 2020 Partner Webcast: "Q2 Market Review - Fixed Income""
Tuesday, July 14, 2020 Partner Webcast: "Using Your Website to Win New Clients"
Tuesday, July 14, 2020 Partner Webinar: "Charitable Giving: Good for your practice, good for the world"
Tuesday, July 14, 2020 Partner Webcast: "Using Your Website to Win New Clients"
Thursday, July 09, 2020 Partner Webinar: Four M&A Case Studies: Creative Strategies for 2020
Thursday, July 09, 2020 West Valley Coalition on Aging: Current Legislation re: Financial Elder Abuse
Tuesday, July 07, 2020 Partner Webcast: Q2 Market Review—Equities
Tuesday, June 30, 2020 AZ Community Conversation - Murray Smith
Thursday, June 25, 2020 Partner Event: Dimensional Webcasts
Wednesday, June 24, 2020 Partner Event: Dimensional Webcasts
Wednesday, June 24, 2020 Partner Event: Dimensional Webcasts
Tuesday, June 23, 2020 Partner Event: Reverse Mortgages
Tuesday, June 23, 2020 Partner Event: Dimensional Webcasts
Thursday, June 18, 2020 Partner Webinar: Vanguard Live Q & A Event
Wednesday, June 17, 2020 FPA Florida Statewide Webinar on New CFP Board Compliance Toolkit
Wednesday, June 10, 2020 CFP(R) Ethics Course - Virtual Delivery via ZOOM
Tuesday, June 09, 2020 Partner Webinars: Vanguard Live Q & A Events
Thursday, June 04, 2020 Partner Webinars: Vanguard Live Q & A Events
Thursday, May 28, 2020 Form CRS Virtual Workshop
Thursday, May 14, 2020 NexGen Breakfast Bites
Thursday, May 07, 2020 Partner Q & A Sessions: Vanguard
Tuesday, May 05, 2020 Partner Webinar: The Sell and Stay Approach: A Versatile Deal Structure
Tuesday, May 05, 2020 FPA Professional Development Webinar: Vanguard Advisor's Alpha: How to Be an Effective Behavioral Coach When Your Clients Need it the Most
Wednesday, April 29, 2020 Collaborative Event w/ East Valley Estate Planning Council
Friday, April 24, 2020 Partner Webinar: Understanding Recent Market Volatility with Apollo Lupescu
Thursday, April 23, 2020 Partner Webinar: Funds in Focus: International and Emerging Market Equitites
Wednesday, April 22, 2020 Partner Webinar: Perspectives on COVID-19 and Market Volatility with Apollo Lupescu
Tuesday, April 21, 2020 Partner Webinar: Navigating Your Advisory Business through the Coronavirus Crisis
Tuesday, April 21, 2020 Partner Webinar: Nobel Laureate Robert Merton on the Financial Markets
Wednesday, April 15, 2020 Partner Webinar: Reverse Mortgage Loan Vaccine For the Financial Virus?
Thursday, April 09, 2020 Partner Webcasts: Dimensional Fund Advisors
Wednesday, April 08, 2020 (copy) Partner Webinars: Vanguard Virtual Q & As
Saturday, April 04, 2020 Partner Webinar: Longbridge Financial - Home Equity 101: What Your clients Need to know About Reverse Mortgages
Friday, April 03, 2020 Partner Webinars: Vanguard Virtual Q & As
Wednesday, April 01, 2020 Webinar: Navigating the CARES Act for nonprofit organizations
Wednesday, April 01, 2020 Partner Webinars: Vanguard Virtual Q & As
Wednesday, April 01, 2020 Partner Webinar: The Financial Vaccine in Retirement
Tuesday, March 31, 2020 Partner Webinar Series: Ameritrade Institutional
Tuesday, March 31, 2020 Partner Webinars: Vanguard Virtual Q & As
Tuesday, March 31, 2020 Partner Webcasts: Dimensional Fund Advisors
Friday, March 27, 2020 Partner Webinars: Vanguard Virtual Q & As
Monday, March 16, 2020 2020 Monday Hubble - Information Drop In Call C
Thursday, March 12, 2020 West Valley Coalition on Aging
Thursday, February 27, 2020 February Super CE Event
Thursday, February 20, 2020 NexGen Breakfast Bites - the SECURE Act
Wednesday, February 19, 2020 Membership Orientation and Leadership Academy
Thursday, February 06, 2020 2020 Monthly Membership Team Check in Call
Monday, January 27, 2020 2020 Monday Hubble - Benefits Drop In Call D
Friday, January 24, 2020 2020 CFP(R) Board of Standards Updated Ethics Course
Thursday, January 23, 2020 NexGen Working Team Calls
Wednesday, January 22, 2020 Workshop: CyberSecurity Compliance
Tuesday, January 21, 2020 2020 Monthly Communications Team Check in Call
Tuesday, January 21, 2020 FPA Chapter Advocacy Day 2020
Thursday, January 16, 2020 2020 Monthly Lifelong Learning Team Check in Call
Wednesday, January 15, 2020 2020 Advocacy Day Preparation Call
Monday, January 13, 2020 2020 Monday Hubble - Benefits Drop In Call B
Friday, January 10, 2020 2020 Monthly Advocacy Team Check in Call
Thursday, January 09, 2020 2020 Monthly Partnership Team Check in Call
Monday, January 06, 2020 2020 Monday Hubble - Information Drop In Call A
Thursday, December 19, 2019 FPAofGP NexGen Committee Call
Wednesday, December 18, 2019 December FPA of GP Orientation/Training/Board Meeting
Wednesday, December 04, 2019 2019 NexGen Holiday Party
Wednesday, December 04, 2019 2019 Holiday Event: End of Year Celebration/Open House
Wednesday, December 04, 2019 CFP Board Public Forum in Phoenix
Thursday, November 21, 2019 FPAofGP NexGen Team Call
Wednesday, November 20, 2019 Nov Super CE Event
Wednesday, October 23, 2019 Workshop: Advocacy In Action
Thursday, October 17, 2019 FPAofGP NexGen Team Call
Thursday, September 26, 2019 NexGen Breakfast Bites: Sequel with Matthew Jarvis
Wednesday, September 25, 2019 FPAGP Symposium 2019 - Stretching Boundaries
Tuesday, September 24, 2019 Matthew Jarvis - the Prequel
Thursday, September 19, 2019 FPAofGP NexGen Team Call
Tuesday, September 17, 2019 Monthly Communications Team Check in Call
Thursday, August 29, 2019 Town Hall 1: Career Development
Thursday, August 15, 2019 FPAofGP NexGen Team Call
Monday, July 29, 2019 Symposium Partners Information Call
Wednesday, July 24, 2019 FPA of San Diego Summer Social Mixer
Thursday, July 18, 2019 FPAofGP NexGen Team Call
Wednesday, June 26, 2019 Ethics Workshop for CFP Exam Takers
Thursday, June 20, 2019 FPAofGP NexGen Committee Call
Friday, May 24, 2019 CFP Board Reception and Town Hall Event
Wednesday, May 22, 2019 May Super CEvent
Monday, May 20, 2019 Financial Planning Pro Bono and Public Awareness Event Team Debriefing Call
Friday, May 17, 2019 FPAofGP General Circle Meeting
Thursday, May 16, 2019 FPAofGP NexGen Committee Call
Wednesday, April 24, 2019 Demystifying Blockchain: Collaborative Event w/ East Valley Estate Planning Council
Saturday, April 20, 2019 Financial Planning Event - for the public
Saturday, April 20, 2019 Planner Registration - Pro Bono and Public Awareness Event
Thursday, April 18, 2019 FPAofGP NexGen Committee Call
Wednesday, April 10, 2019 2019 Public Awareness Pro Bono Event Day Logistics Call
Thursday, March 28, 2019 Monthly Membership Team Check in Call
Thursday, March 21, 2019 FPAofGP NexGen Committee Call
Tuesday, March 19, 2019 Field Trip: Amazon Fulfillment Center
Thursday, March 14, 2019 Monthly Partnership Team Check in Call
Tuesday, March 12, 2019 NexGen Breakfast Bites with Eric Roberge
Thursday, March 07, 2019 Monthly Lifelong Learning Team Check in Call
Friday, March 01, 2019 Monthly Advocacy Team Check in Call
Wednesday, February 27, 2019 February Super CEvent
Tuesday, February 26, 2019 NexGen Breakfast Bites on Business Succession: Purchasing a Practice
Thursday, February 21, 2019 FPAofGP NexGen Committee Call
Monday, February 18, 2019 2019 Monday Hubble - Information Drop In Call C
Wednesday, January 30, 2019 FPA Chapter Advocacy Day
Monday, January 28, 2019 2019 Monday Hubble - Benefits Drop In Call D
Friday, January 25, 2019 FPA Southwest Regional Advance
Wednesday, January 23, 2019 Workshop: Financial Elder Abuse and Your Role as a Financial Advisor and Planner
Tuesday, January 22, 2019 Live LOCAL OneFPA Network Listening Tour
Friday, January 18, 2019 VIRTUAL OneFPA Network Listening Tour
Thursday, January 17, 2019 2019 FPA Chapter Leader Training Call
Wednesday, January 16, 2019 Public Awareness: Financial Coaching Presentation
Monday, January 14, 2019 2019 Monday Hubble - Benefits Drop In Call B
Wednesday, January 09, 2019 Advocacy Day Preparation Call
Monday, January 07, 2019 2019 Monday Hubble - Information Drop In Call A
Tuesday, December 18, 2018 Pro Bono Financial Planning Event - hosted by Trellis
Monday, December 17, 2018 CFP(R) Board of Standards Updated Ethics Course
Friday, December 07, 2018 FPAofGP NexGen Holiday AfterBurner
Friday, December 07, 2018 2018 Holiday Event: Open House
Wednesday, November 28, 2018 Public Awareness: Financial Coaching Presentation
Wednesday, November 28, 2018 Quarterly Super CE Program
Thursday, November 15, 2018 FPA Media Training fall 2018
Friday, November 02, 2018 FPA Chapter Leadership Conference
Tuesday, October 30, 2018 JA Finance Park Volunteer Opportunity
Wednesday, October 24, 2018 Workshop: Advocacy In Action
Saturday, October 20, 2018 Pro Bono Financial Planning Event - for the public
Wednesday, October 10, 2018 Public Awareness: Financial Coaching Presentation
Friday, October 05, 2018 2018 Service Event with St. Vincent de Paul
Wednesday, October 03, 2018 FPA National Conference
Tuesday, September 25, 2018 FPAGP All Day Symposium 2018 - A Blast from the Past
Tuesday, September 18, 2018 Pro Bono Public Awareness & Advocacy Info Calls 4
Thursday, September 06, 2018 Pro Bono Public Awareness & Advocacy Info Calls 3
Tuesday, August 21, 2018 Pro Bono Public Awareness & Advocacy Info Calls 2
Thursday, August 16, 2018 FPA Media Training
Wednesday, August 15, 2018 Hansen Desert Hills Mortuary & Cemetery - Scottsdale Field Trip
Wednesday, August 15, 2018 FPA Orange County Collaborative Event Option
Thursday, August 09, 2018 Pro Bono Public Awareness & Advocacy Info Calls
Wednesday, August 08, 2018 Hansen Mortuary Phoenix Field Trip
Thursday, August 02, 2018 FPAGP and FPA of San Diego Collaborative Membership Event
Thursday, July 26, 2018 NexGen Happy Hour at The Porch
Friday, July 06, 2018 Monthly Advocacy Team Check in Call
Wednesday, June 27, 2018 Field Trip:Federal Reserve Bank: Phoenix Processing Center
Friday, June 01, 2018 FPAofGP Advocacy Team Calls
Wednesday, May 23, 2018 Quarterly Super CE Program: Financial Planning for Clients in Transition
Friday, May 04, 2018 FPAofGP Advocacy Team Calls
Monday, April 23, 2018 FPA Retreat
Friday, April 06, 2018 FPAofGP Advocacy Team Calls
Monday, March 19, 2018 Monday Hubble - Information Drop In Call
Friday, March 02, 2018 FPAofGP Advocacy Team Calls
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
Wednesday, February 14, 2018 FPA Chapter Advocacy Day
Monday, February 12, 2018 Monday Hubble - Benefits Drop In Call
Wednesday, February 07, 2018 Advocacy Day Webinar Training Call
Monday, February 05, 2018 Monday Hubble - Information Drop In Call
Thursday, February 01, 2018 Monthly LifeLong Learning Team Check In Call
Thursday, January 25, 2018 Monthly Membership Team Check in Call
Wednesday, January 24, 2018 Field Trip: The Phoenix Zoo: Exploring Planned Gift Advisory Committees
Monday, January 22, 2018 Monday Hubble - Benefits Drop In Call
Thursday, January 18, 2018 Monthly Communications Team Check in Call
Thursday, January 18, 2018 FPA Chapter Leader Training Call
Tuesday, January 09, 2018 Monthly Partnership Team Check in Call
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, October 25, 2017 FPA of GP Field Trip: Desert Botanical Garden
Saturday, October 21, 2017 2017 Financial Planning Day
Wednesday, September 27, 2017 FPA of Greater Phoenix All Day Symposium 2017
Wednesday, August 23, 2017 FPA of GP Field Trip: Arizona Community Foundation
Wednesday, July 26, 2017 FPA of GP Field Trip: Vanguard
Monday, July 17, 2017 Deadline: Board Nominations for FPA of Greater Phoenix 2018/19 Board Service
Monday, July 17, 2017 Comments Welcome! FPA Member Survey
Wednesday, June 28, 2017 FPA of GP Field Trip: Scottsdale at Terroir
Wednesday, June 28, 2017 FPA of GP Field Trip: Tempe at Tricks
Wednesday, June 21, 2017 National Advocacy Day with FPA
Wednesday, May 24, 2017 Quarterly SUPER CE: May Focus on Fiduciary Rule and Compliance Support
Thursday, May 18, 2017 All-Member Virtual Update
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
Tuesday, May 09, 2017 FPA Award Nominations Now Open Through June 1st
Wednesday, March 22, 2017 Volunteer Recognition Celebration and Advocacy Workshop
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
Monday, February 20, 2017 Arizona Partnership Platform Tour and Benefits Call - B
Tuesday, February 14, 2017 FPA Chapter Advocacy Day
Monday, February 13, 2017 FPA Benefits Call for Chapter Members - A
Wednesday, February 08, 2017 Advocacy Day Training Call
Monday, February 06, 2017 Arizona Partnership Platform Tour and Benefits Call - A
Thursday, January 26, 2017 Membership Committee Meeting
Wednesday, January 25, 2017 What you need to know about Technology, Compliance, and Cyber Security – but didn’t know to ask!
Thursday, January 19, 2017 Communications Committee Meeting
Thursday, January 12, 2017 Partnership Committee Meeting
Thursday, January 05, 2017 FPA of GP Lifelong Learning Committee Meeting
Wednesday, January 04, 2017 FPA of GP Public Awareness/Pro Bono Committee Meeting
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
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 GP Lifelong Learning Committee Meeting
Friday, November 04, 2016 Partnership Committee Calls
Monday, October 17, 2016 Professional Relations Committee Event at ACEE
Wednesday, September 28, 2016 FPA of Greater Phoenix All Day Symposium
Wednesday, September 14, 2016 BE Baltimore 2016: FPA Annual Conference
Wednesday, August 24, 2016 August Chapter Membership Meeting: Round Table Discussions
Wednesday, August 10, 2016 FPA of GP Public Awareness Committee Call
Monday, August 08, 2016 Partnership Benefits Call
Wednesday, August 03, 2016 FPA of GP Field Trips: August 3rd CCRC Tours - Choose up to TWO, 1 at 10am and/or 4pm
Sunday, July 31, 2016 Deadline: Board Nominations for FPA of Greater Phoenix 2017 Board Service
Friday, July 29, 2016 FPA of GP Public Awareness Committee Call
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 Financial Planning Coalition Webinar: The DOL Fiduciary Rule: What Are the Practical Implications?
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, 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 Quatro de Mayo NexGen event
Wednesday, May 04, 2016 April Chapter Meeting (held 1 week later than normal)
Monday, April 25, 2016 FPA National Retreat at the Wigwam
Wednesday, April 06, 2016 FPA Webinar April 6
Wednesday, March 23, 2016 March Chapter Meeting
Friday, March 18, 2016 Advance Registration Deadline: FPA National Retreat at the Wigwam
Tuesday, March 08, 2016 Intro to Pro Bono
Wednesday, February 24, 2016 February Chapter Meeting
Wednesday, January 27, 2016 January Chapter Meeting
Wednesday, January 27, 2016 FPA National Webinar Jan 27
Monday, January 25, 2016 FPA of GP Lifelong Committee Meeting
Thursday, January 21, 2016 FPA Webinar Jan 21
Tuesday, January 12, 2016 FPA Webinar Jan 12
Tuesday, December 15, 2015 Chapter Social, honoring Partners and Volunteers
Friday, November 20, 2015 FPA Chapter Leadership Conference
Wednesday, November 18, 2015 November Chapter Meeting
Saturday, October 17, 2015 Financial Planning Day
Wednesday, October 14, 2015 FP Day Volunteer Interest Conference call
Wednesday, October 07, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 30, 2015 FPA Retreat Discount for 2016 Retreat: Discount Deadline September 30, 2015
Wednesday, September 30, 2015 FP Day Volunteer Interest Conference call
Saturday, September 26, 2015 FPA BE in Boston
Wednesday, September 23, 2015 September Chapter Meeting
Wednesday, September 16, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 09, 2015 FP Day Volunteer Interest Conference call
Thursday, August 27, 2015 Guest Registration for August Chapter Meeting
Wednesday, August 26, 2015 August Chapter Meeting
Wednesday, July 22, 2015 July Chapter Meeting
Tuesday, July 07, 2015 Early Bird Registration for BE in Boston ends
Wednesday, July 01, 2015 FPA national board of directors nomination deadline
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
Monday, April 20, 2015 FPA Retreat 2015
Wednesday, March 25, 2015 March Chapter Meeting
Wednesday, February 25, 2015 February Chapter Meeting
Wednesday, January 28, 2015 January Chapter Meeting
Wednesday, November 19, 2014 FPA of Greater Phoenix November Chapter Meeting
Saturday, October 25, 2014 Financial Planning Day
Wednesday, September 24, 2014 FPA of Greater Phoenix September Chapter Meeting
Wednesday, August 27, 2014 August Chapter Meeting - Sameer Jain on 'Asset Allocation in Alternative Investments' and 'Durable Income'
Wednesday, July 23, 2014 FPA of Greater Phoenix July Chapter Meeting
Wednesday, June 25, 2014 FPA of Greater Phoenix June Chapter Meeting
Wednesday, May 28, 2014 FPA of Greater Phoenix Annual Symposium - Planning in the New Age
Wednesday, April 23, 2014 FPA of Greater Phoenix April Chapter Meeting - How Does Life Insurance Fit into a Financial Plan?
Wednesday, March 26, 2014 FPA of Greater Phoenix March Chapter Meeting

Event Key

Chapter Gatherings are open to and for any/all financial planning industry professionals - CFP's or not, members or not, financial planners or not.  We welcome new professionals and alumni, active practitioners and those who support them, allied and associated professionals, comprehensive planners and specialists. 

These gatherings are where and how you can connect to us.  Starting August 1, 2020, all chapter online gatherings are via ZOOM.

Chapter Hubble Conference Calls (gray)

Chapter Education and Networking Events (Sun Yellow)

Chapter Community Teamwork Activities (Midnight Blue)

FPA nationally (Fire Magenta)

Mon - Thu 9 am to 4:30 pm

Fri - closed

ph: 480-483-9035


The Essential Hub

of our Financial Planning Community

FPA of Greater Phoenix

c/o Premium Organization

PO Box 4130, Scottsdale AZ 85261

Email Us: info@fpaofphoenix.org