The Essential Hub of Our Financial Planning Community

About Membership Join Our Chapter Renew Membership

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

Our Next Event

  • Wednesday, November 20, 2019 2:00 PM ASU's Skysong: Scottsdale Rd just south of McDowell




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.

    

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...































FPA Local Chapter Gatherings

Event Key

Hubble Conference Calls

Chapter Education Events

Chapter Community Building Activities

Financial Industry


Upcoming events

    • Monday, January 14, 2019
    • Monday, December 09, 2019
    • 12 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed


    Membership and Partnership Benefits are ready for you to use!


    Our Monday "HUBbles" are drop in calls - no need to register.


    Call in on Mondays at 11:30 am and discover new tools for you.



    Image courtesy of Creative Commons Public Domain


    FPA of Greater Phoenix: 

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


    Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

    Optional dial in number: 602-456-6642,  No PIN needed


    Note:  Calls are not held on holidays.

    • Monday, January 28, 2019
    • Monday, December 23, 2019
    • 12 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed


    Membership and Partnership Benefits are ready for you to use!


    Our Monday "HUBbles" are drop in calls - no need to register.


    Call in on Mondays at 11:30 am and discover new tools for you.



    Image courtesy of Creative Commons Public Domain


    FPA of Greater Phoenix: 

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


    Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

    Optional dial in number: 602-456-6642,  No PIN needed


    Note:  Calls are not held on holidays.

    • Monday, February 18, 2019
    • Monday, December 16, 2019
    • 11 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed


    Have a question about our chapter?


    Our Monday "HUBbles" are drop in calls - no need to register.


    Call in on Mondays at 11:30 am and ask away!




    FPA of Greater Phoenix: 

    The Essential Hub of our Financial Planning Community


    Join the call via VOIP:  https://www.uberconference.com/melissa01 - chrome is optimal browser

    Optional dial in number: 602-456-6642,  No PIN needed


    note: Hubble calls are not held on Holidays

    • Friday, March 01, 2019
    • Friday, December 06, 2019
    • 10 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    Monthly Membership Team Check in Call


    1st Fridays at 9:30 am

    • Thursday, March 07, 2019
    • Thursday, December 05, 2019
    • 10 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    Lifelong Learning Team monthly conference call

    • Thursday, March 14, 2019
    • Thursday, December 12, 2019
    • 10 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    PARTNERSHIP TEAM MONTHLY CK IN CALL

    • Thursday, March 28, 2019
    • Thursday, December 26, 2019
    • 10 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    Monthly Membership Team Check in Call


    4th Thursdays except when the date falls on a holiday.

    • Tuesday, September 17, 2019
    • Tuesday, December 17, 2019
    • 4 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed

    Communications Team monthly conference call

    • Wednesday, November 20, 2019
    • 2:00 PM - 6:30 PM
    • ASU's Skysong: Scottsdale Rd just south of McDowell
    Register

    Our Lifelong Learning Team brings you:

    A continuation of our Team Building and Efficient Practice series:


    REGISTER

    As humans, we are wired for connection; it is essential to our survival.  It is also inevitable that we will experience occasional disruption in our essential attachments.  Our efforts to restore and retain connection and approval are, likewise, adaptations we learn early in life.  Understanding our unique patterns and how they interact with those of the people closest to us aids in restoring equilibrium in ourselves and our teams.

    We each bring with us the attachment styles and coping mechanisms from our early years into our later relationships, including our work.  Understanding the relational dynamics that form in early development, how to manage and repair the occasional and unavoidable ruptures in adult connections, and discerning the rewards that bestow the greatest sense of appreciation can transform individual participants into thriving teams and strengthen our client connections.

    Using interactive evaluative tools that apply neuroscience, attachment theory and the biology which affects how people act and react in relationship to reduce threat and danger in an effort to seek security or establish mutuality and connection, we will explore the unique methods and tools each team member needs to maximize connection, security and performance. 

    Unlike rigid binary assessment tools, like DISC or Meyers-Briggs, this approach allows participants the flexibility to see how their unique dynamics in different relationships trigger differing responses.  It also allows leaders to approach team interactions in a more relational way, allowing team members to feel the leader’s presence with them as an important source of connection rather than as a system to be implemented upon them.

    While this exploration will deepen any team’s experience of working together, each individual will also apply this knowledge into their own personal relationships and to the dynamics of conflict which arise– recognizing the patterns being acted out by clients and advisors.

    My style as a presenter is to offer information in digestible bites, interwoven with relevant vignettes and stories and encouraging participants to share at the level each is comfortable.  Active participation in forms of playshop encourages humor interspersed with appropriate vulnerability to deepen learning and internalize the concepts in ways that will naturally emerge in each participant’s subsequent interactions.

    Short Bio: Denise Logan has worked with more than 900 professionals as they navigate and answer the question “What’s Next?” Her clients are investment professionals, attorneys, company founders - the common thread being a persistent thought “There’s got to be more to life than this!”  With her keen sense of empathy, time as an insider in the industry and an uncanny knack for asking playful and provocative questions, Denise will help you cut to the heart of the issue.  Learn more at www.chase-what-matters.com

    ________________

    Be one of the first 25 to register and receive our VIP welcome!
    ____________________
    Registration opens: (2:00)

    Speaker Presentation  (2:15 - 5:30)

    Networking Reception  follows

    Pending Approval or Approved for 3 hours of CE for CFP(R) candidates and 2 hours of CE for life insurance professionals.

    • Thursday, November 21, 2019
    • 3:30 PM - 4:30 PM
    • Uber conference: 602-456-6642 Join the call online: www.uberconference.com/melissa01
    Register

    NexGen Team calls are held the third Thursday of each month 3:30-4:30pm

    Call in:  602-456-6642 (No PIN required)

    Join the call online:  www.uberconference.com/melissa01

    • Wednesday, December 04, 2019
    • 7:30 AM - 9:00 AM
    • Hyatt Regency at Gainey Ranch
    • Wednesday, December 04, 2019
    • 4:00 PM - 7:00 PM
    • Executive Directors' Home
    Register


    Sing Karaoke, Play Bocce Ball, & Learn Texas Hold 'em Poker for those who so desire...and, of course, the Pigs will be present!

    • Wednesday, December 04, 2019
    • 6:00 PM - 8:00 PM
    • The Blind Pig, 3370 N Hayden Rd, Scottsdale, AZ 85251
    Register


    • Wednesday, December 18, 2019
    • 8:00 AM - 3:00 PM
    • TBD
    Register


    Wed, Dec 18th, 8 am to 3 pm

    Orientation: Draft Agenda

    Click below for a downloadable .pdf

    • Thursday, December 19, 2019
    • 3:30 PM - 4:30 PM
    • Uber conference: 602-456-6642 Join the call online: www.uberconference.com/melissa01
    Register

    NexGen committee calls are held the third Thursday of each month 3:30-4:30pm

    Call in:  602-456-6642 (No PIN required)

    Join the call online:  www.uberconference.com/melissa01

    • Tuesday, January 21, 2020
    • 9:00 AM - 1:00 PM
    • Arizona Capitol Museum: 1700 W Washington St Phoenix AZ
    Register


    photo from Flickr Creative Commons: Jon Mathies

    Join us as we build greater awareness of FPA and the profession of financial planning overall with our Arizona state legislators. 

    Let’s show our elected officials that we can serve as a resource to them when it comes to financial issues and legislation, and also continue building our relationships with those who make decisions that affect our profession and our clients' financial lives and well being.

    What does this involve?

    • Participating in a 60 minute training conference call
    • Being in Phoenix at our delegated meeting location by 9 am for our team organizing session.
    • Preparing to effectively utilize material developed by FPA nationally for the day.
    • Meeting with your legislators’ in their offices and sharing with them how the FPA and the profession of financial planning impacts lives and futures for Arizona citizens for the better.
    • Smiling for Photo Shots and Celebrations of our teamwork!

    We will complete our legislator appointments by 1 p.m.  We must clear out of our Museum Staging room by noon.

    Please register to join by 5 pm on December 31st,  if you would like to participate and be able to reach out to your legislators and request an appointment timely enough to be likely to get an appointment with them.

    • Wednesday, March 25, 2020
    • 7:00 AM - 10:30 AM
    • ASU's Skysong, just south of Scottsdale and McDowell
    Register

    Our Lifelong Learning and NexGen Working Teams Present

    Team Building and Skill Building:

    Using Kolbe to improve workplace efficiency and satisfaction

    _________________


    REGISTER

    Workshop Itinerary:


    7:00 am Registration Opens

    7:15 am Breakfast 

    8:15: Workshop Begins


    10:15:  Workshop Concludes

    10:30 Adjourn

    Note:  Workshop events provide opportunities for our planners to interact with experiential learning experts.  The topics are chosen because they can help us solve problems, improve productivity or profitability, reduce risk, ease compliance, or in some way help you work less, earn more, and produce better results for your clients.  Workshops are intended to provide you with immediate takeaways and new resources.  They may on occasion, but are not expected to, provide professional CE credits.

    • Saturday, April 11, 2020
    • 7:00 AM - 1:00 PM
    • Rio Salado Community College Conference Center: 2323 West 14th Street, Tempe, AZ 85281
    Register

    Call for CFP(R) Professionals and Volunteers

    Extending professional financial planning into our community builds awareness with the general public about our profession and its power to transform their lives. 

    We will come together to offer public awareness workshops and 1:1 Pro Bono financial planning (30 minute sessions) to community members seeking financial planning assistance on Saturday, April 11, 2020


       

    Your commitment includes:

    • 45 min Info/Training Q&A Conference Call (call to be scheduled).
    • Your Signature on a Pro Bono volunteer agreement
    • Approximately 4 hours of availability on Saturday, November 2nd, to provide Pro Bono financial planning to community members seeking your help or host a Public Awareness workshop.
    Notes: 
    If you are a CFP(R) professional, but not an active chapter member, you are more than welcome to offer your skills and time for this event.  Our intention is to serve our greater community and to showcase the value of financial planning and our ability to transform lives.

    If you are not a CFP(R) professional, but you would like to assist, there are volunteer opportunities that do not include offering 1:1 Financial Planning advice, so your time and talent will be welcomed and well used.


    Foundation for Financial Planning Pro Bono Course Link

    • Saturday, April 11, 2020
    • 8:00 AM - 1:00 PM
    • Rio Salado Community College Conference Center: 2323 W 14th St, Tempe AZ
    Register

    Click here to download the flyer


    We couldn't do this without our Community partners....


    ________________


    If you are ready to get your financial affairs in order, April's Financial Planning Day is a great time to begin.

    Free to the public, our chapters' Public Awareness and Pro Bono Financial Planning events connect CFP(R) Professionals into our community.

    Expect a series of workshops that help our attendees understand topics like how to manage a budget and create a spending plan, how to take control of your finances now in order to build a better future, how to manage your credit and debts and build a stronger credit score, how to pay for education and college, how to mitigate your largest risks. This list a sample of the types of financial topics you can learn about - when you register you can vote for the topic areas you most want to attend.

    Expect access to solid, fact based information about how financial services are delivered and what you need to know as a wise consumer. Learn the top three questions to ask any potential financial advisor before you elect to work with them.

    Want to meet with a Financial Planning Professional for a (free) 30 minute session - a chance to ask your specific questions? Just register in advance and watch for a confirmation email noting your reserved time slot. Then get to work thinking about where you most need some guidance - retirement planning - estate planning - taxes - insurance - paying for college - investments? Your CFP(R) professional has been tested and proven knowledgeable in a wide variety of critical financial subject areas.

    No sales. No pitches. No obligations. No Nonsense. We are here to help our community and advance our profession by promoting broader financial literacy for every Arizonan.

Past events

Wednesday, November 13, 2019 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, November 06, 2019 Partner Event: Financial Advisor Conference
Thursday, October 24, 2019 Partner Event: Edward Jones - Financial Advisor Opportunity Luncheon
Wednesday, October 23, 2019 Workshop: Advocacy In Action
Thursday, October 17, 2019 FPAofGP NexGen Team Call
Wednesday, October 16, 2019 Partner Event: The Changing Retirement Income Landscape and Housing Wealth
Tuesday, October 15, 2019 Partner Event: MasterClass for RIAs: Retirement Income
Wednesday, October 09, 2019 FPA of Southern Arizona: October Breakfast Meeting
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
Wednesday, September 11, 2019 FPA of Southern Arizona: September Breakfast Meeting
Thursday, August 29, 2019 Town Hall 1: Career Development
Thursday, August 15, 2019 FPAofGP NexGen Team Call
Wednesday, August 14, 2019 FPA of Southern Arizona: August Breakfast Meeting
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
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, May 08, 2019 FPA of Southern Arizona: May Breakfast Meeting
Thursday, April 25, 2019 Partner Event: Edward Jones' - Career Event
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
Wednesday, April 10, 2019 FPA of Southern Arizona: April Breakfast Meeting
Thursday, March 21, 2019 FPAofGP NexGen Committee Call
Tuesday, March 19, 2019 Field Trip: Amazon Fulfillment Center
Wednesday, March 13, 2019 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 12, 2019 NexGen Breakfast Bites with Eric Roberge
Tuesday, March 05, 2019 Partner Event: FP Transitions M & A Lunch
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
Wednesday, February 13, 2019 FPA of Southern Arizona: February Breakfast Meeting
Wednesday, January 30, 2019 FPA Chapter Advocacy Day
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
Wednesday, January 16, 2019 Public Awareness: Financial Coaching Presentation
Wednesday, January 09, 2019 Advocacy Day Preparation Call
Wednesday, January 09, 2019 FPA of Southern Arizona: January Breakfast Meeting
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
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
Friday, October 19, 2018 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, October 10, 2018 Public Awareness: Financial Coaching Presentation
Wednesday, October 10, 2018 (FPA of Southern Arizona: October Breakfast Meeting
Friday, October 05, 2018 2018 Service Event with St. Vincent de Paul
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
Wednesday, September 12, 2018 Partner Event: Edward Jones-Experiences Growing a Practice
Wednesday, September 12, 2018 FPA of Southern Arizona: August Breakfast Meeting
Thursday, September 06, 2018 Pro Bono Public Awareness & Advocacy Info Calls 3
Tuesday, August 21, 2018 Pro Bono Public Awareness & Advocacy Info Calls 2
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
Wednesday, August 08, 2018 FPA of Southern Arizona: August Breakfast Meeting
Thursday, August 02, 2018 FPAGP and FPA of San Diego Collaborative Membership Event
Monday, July 30, 2018 Symposium Tips Call for Partners
Monday, July 30, 2018 Symposium Partnership Information Call
Thursday, July 26, 2018 NexGen Happy Hour at The Porch
Wednesday, July 18, 2018 Partner Event: Cantor Fitzgerald Capital-CFP CE Credit Presentation
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
Wednesday, May 09, 2018 FPA of Southern Arizona: May Breakfast Meeting
Friday, May 04, 2018 FPAofGP Advocacy Team Calls
Tuesday, April 24, 2018 Partner Events: Retirement Experts Network Educational Webinars
Wednesday, April 11, 2018 FPA of Southern Arizona: April Breakfast Meeting
Friday, April 06, 2018 FPAofGP Advocacy Team Calls
Wednesday, March 21, 2018 Partner Events: Retirement Experts Network Educational Webinars
Monday, March 19, 2018 Monday Hubble - Information Drop In Call
Wednesday, March 14, 2018 FPA of Southern Arizona: March Breakfast Meeting
Wednesday, March 07, 2018 Partner Events: Retirement Experts Network Educational Webinars
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
Friday, February 23, 2018 Partner Product Webinar: Reverse Mortgages
Wednesday, February 14, 2018 FPA Chapter Advocacy Day
Wednesday, February 14, 2018 FPA of Southern Arizona: February Breakfast Meeting
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
Wednesday, January 24, 2018 RMF Webinar: Social Security Q&A
Monday, January 22, 2018 Monday Hubble - Benefits Drop In Call
Thursday, January 18, 2018 Monthly Communications Team Check in Call
Wednesday, January 10, 2018 FPA of Southern Arizona Events
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, November 08, 2017 FPA of Southern Arizona: November Breakfast Meeting
Wednesday, October 25, 2017 FPA of GP Field Trip: Desert Botanical Garden
Saturday, October 21, 2017 2017 Financial Planning Day
Wednesday, October 11, 2017 FPA of Southern Arizona: October Breakfast Meeting
Wednesday, September 27, 2017 FPA of Greater Phoenix All Day Symposium 2017
Wednesday, September 13, 2017 FPA of Southern Arizona: September Breakfast Meeting
Wednesday, August 23, 2017 FPA of GP Field Trip: Arizona Community Foundation
Tuesday, August 15, 2017 Partner Event: FREE 2 Hour CFP CE Class followed by Top Golf Happy Hour!
Wednesday, August 09, 2017 FPA of Southern Arizona: August Breakfast Meeting
Wednesday, July 26, 2017 FPA of GP Field Trip: Vanguard
Thursday, July 20, 2017 FPA of San Diego Quarterly Networking social event
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, June 21, 2017 National Advocacy Day with FPA
Wednesday, June 14, 2017 FPA of San Diego Quarterly Education Event
Wednesday, May 24, 2017 Quarterly SUPER CE: May Focus on Fiduciary Rule and Compliance Support
Tuesday, May 23, 2017 Partner Event: Schwab Bank Career Night
Tuesday, May 23, 2017 Partner Event: Schwab Career Networking Event/Interview Night
Wednesday, May 17, 2017 UofA Financial Planning Degree Program Update Event
Tuesday, May 16, 2017 FPA of San Diego Joint Event with CFA Society
Wednesday, May 10, 2017 A Pragmatic Walk Through the Ethical Looking Glass 2017-1
Wednesday, May 10, 2017 FPA of Southern Arizona: May Breakfast Meeting
Tuesday, April 18, 2017 Partner Event: Free 2 Hour CFP(R) CE Class with Wine Tasting to Follow
Wednesday, April 12, 2017 FPA of Southern Arizona: April Breakfast Meeting
Wednesday, March 22, 2017 Volunteer Recognition Celebration and Advocacy Workshop
Wednesday, March 08, 2017 FPA of Southern Arizona: March Breakfast Meeting
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
Wednesday, February 08, 2017 FPA of Southern Arizona: February Breakfast Meeting
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
Wednesday, January 11, 2017 FPA of Southern Arizona: January Program (rescheduled from December 14th)
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 Partner Webinar: Ge Your FAFSA Questions Answered by an Expert
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
Wednesday, November 09, 2016 Partner Webinar: Major Changes Proposed for Retirement Plans, IRAs, Social Security and More
Wednesday, November 09, 2016 FPA of Southern Arizona: November Breakfast Meeting
Friday, November 04, 2016 Partnership Committee Calls
Thursday, October 27, 2016 Partner Event: The Facts on Medicaid Compliant Annuities
Tuesday, October 25, 2016 Partner Event: V.I.P. Mortgage CFP(R) CE Class and Wine Tasting
Monday, October 17, 2016 Professional Relations Committee Event at ACEE
Wednesday, October 12, 2016 FPA of Southern Arizona: October Breakfast Meeting
Wednesday, September 28, 2016 FPA of Greater Phoenix All Day Symposium
Wednesday, September 14, 2016 FPA of Southern Arizona: September Breakfast Meeting
Tuesday, August 30, 2016 Partner Event: V.I.P. Mortgage Inc. - CFP(R) CE Credit Presentation - Deb Management and Cash Flow Analysis
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
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 San Diego FPA Chapter July Member Social
Wednesday, July 20, 2016 FPA of GP Lifelong Committee Meeting Jul
Wednesday, July 20, 2016 Partner Webinar: 30 Minute Overview: The Latest CRM and Document Management Technology for RIAs
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 29, 2016 Reverse Funding Presents a Special Webinar for Financial Advisors
Wednesday, June 22, 2016 June Chapter Meeting
Wednesday, June 15, 2016 FPA of GP Lifelong Committee Meeting Jun
Wednesday, June 15, 2016 San Diego FPA Chapter June Quarterly Meeting
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)
Friday, April 29, 2016 IACP Two Day Introductory Interdisciplinary Collaborative Practice Training
Wednesday, April 20, 2016 FPA of Southern Arizona: April Breakfast Meeting
Tuesday, March 29, 2016 By Special Invitiation Only: How to Thrive in the New World of Fiduciary Standard and Digital Advisors
Wednesday, March 23, 2016 March Chapter Meeting
Wednesday, March 16, 2016 Chapter Partner: V.I.P. Mortgage-CFP(R)s Earn 3 Free Hours of CE Credits
Tuesday, March 15, 2016 Partner RMF presents: The New Case for Reverse Mortgages
Wednesday, March 09, 2016 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 08, 2016 Intro to Pro Bono
Wednesday, February 24, 2016 February Chapter Meeting
Wednesday, February 17, 2016 FPA of Southern Arizona: February Breakfast Meeting
Wednesday, January 27, 2016 January Chapter Meeting
Monday, January 25, 2016 FPA of GP Lifelong Committee Meeting
Tuesday, December 22, 2015 FAFSA Questions Webinar from RMF
Tuesday, December 15, 2015 Chapter Social, honoring Partners and Volunteers
Wednesday, December 09, 2015 FPA of Southern Arizona: December Breakfast Meeting
Wednesday, November 18, 2015 November Chapter Meeting
Wednesday, November 11, 2015 FPA of Southern Arizona: November Breakfast Meeting
Thursday, October 22, 2015 RIA Trust Education Program
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 FP Day Volunteer Interest Conference call
Thursday, September 24, 2015 RIA Trust Education Program
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
Wednesday, September 09, 2015 US/AZ Economic Update Dr. George Hammond, UofA
Thursday, August 27, 2015 Guest Registration for August Chapter Meeting
Thursday, August 27, 2015 RIA Trust Education Program
Wednesday, August 26, 2015 August Chapter Meeting
Wednesday, August 12, 2015 529 Plans: Kevin Ruppprecht and Regina Carmon
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
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




The primary aim of FPA is to elevate the profes​​​sion that transforms lives through the power of financial planning


FPA of Greater Phoenix

c/o Premium Organization

PO Box 4130, Scottsdale AZ 85261

Email Us: info@fpaofphoenix.org

Office Hours:

Mon-Thurs: 9:00AM - 5:00PM

Fri: 9:00AM - 1:00PM

Phone: 480-483-9035

Fax: 480-922-5283


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