January Chapter Meeting

  • Wednesday, January 27, 2016
  • 2:00 PM - 5:00 PM
  • Phoenix Country Club


  • Timely RSVP is the Friday prior to the meeting
  • Timely RSVP is the Friday prior to the meeting
  • Timely RSVP is generally the Friday prior to the meeting
  • Timely RSVP is the Friday prior to the meeting

Registration is closed

Our Lifelong Learning Committee brings you:

Best of BE:   our own "Mini BE"

A live viewing of two top rated FPA Boston BE presentations, with facilitated Q&A by local members.

If you've not been able to experience an FPA national conference, here is an opportunity to sample nationally tested and vetted programming, within the convenience of our local meeting setting and pricing.


Eric Roberge, CFP (R) 

Daniel Hill, JD and 
Robert Denny, JD, MBA

Program Description:
Part 1: Millennials are set to inherit trillions of dollars from the baby boomers over the next few decades. This generation has grown up with radically different beliefs and values about money and they are looking for innovative solutions now. New career paths, family dynamics, and communication methods demand that we make adjustments to our businesses to attract this new wave of clients.

Part 2:  Against the backdrop of current cyber security risks and applicable laws for the financial services industry, the SEC’s recent initiative regarding the protection of information will be explored. Every financial adviser is at risk, even if supported by the best and most compliant BD. Practical tips and recommendations on being and staying compliant will be offered.

BONUS Session:  
How to Grow Your Business Using Social Media, 

Presenter:  Brittney Castro, CFP®, CRPC®, AAMS®

Register to attend on Jan 27th, and your end of event survey evaluation will contain a link to view this BONUS session on your own time, FREE.  

In this enlightening breakout session, Brittney will show you exactly how she achieved her success and provide you with the strategies you must know to use social media to grow your own financial planning business.

Chapter Wishlist:  Chapter members willing to become our "reporters and posters" on our Facebook feeds.  Help us make our social media fresh, current, lively, local, useful and fun!  It's an easy way to volunteer...just offer to write down your thoughts about this meeting and post them to our Facebook page the next day.

FPA of Greater Phoenix Membership Value:  The combined purchase value for FPA members of these three sessions is $97.  If you are not an FPA member, you'd pay $217.  

For $28, you receive up to 3 hours of programming, immediately useful to you in your practice, an opportunity to discuss these topics with your peers,  and paid access to our networking cocktail hour following the program.  Join Us!

Be one of the first 25 to register and receive our VIP welcome!  Cookies and prime seating...
Registration opens: 2:00 pm

Committee Shirtsleeves:  2-2:20pm - learn what our committees do
Chapter Business: 2:20 - 2:45 pm - update on chapter goals and initiatives
Presentation 1: 2:45 - 3:40 pm - re-think practice delivery

Hosted Q&A:  3:40-3:55 - add your input

Mini Break

Presentation 2:  4:o0 - 4:50 - strengthen your knowledge

Hosted Q&A:  4:50-5:05 pm - ask your questions

Social Hour: 5:05 - 6:00 pm - make new connections

Program approved for 2 hours of CFP(R) continuing education credit.

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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