2021 Community Connections Working Team

  • Thursday, May 06, 2021
  • Thursday, December 02, 2021
  • 7 sessions
  • Thursday, May 06, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Thursday, June 03, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Thursday, July 01, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Thursday, September 02, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Thursday, October 07, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Thursday, November 04, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Thursday, December 02, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Via Chapter Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP

Registration

  • Either a current active paid FPAGP chapter member or active/current Chapter Partner, declared active NexGen Ghost member, or connected to a community MOU.
  • Not a current/active FPAGP member or Partner.

    Interested in leaning in, learning more about our community, lending a hand or idea in a consistent and organized way.

    Non Members are very welcome to participate in our working teams. In order to lead a working team or enjoy membership benefits, moving into an active membership relationship with the chapter is necessary.

Registration is closed

 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

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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



FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: closed
Phone: 480-483-9035
Fax: 480-922-5283


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