Advancing the Profession Working Team

  • Thursday, April 22, 2021
  • Thursday, October 28, 2021
  • 6 sessions
  • Thursday, April 22, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Thursday, May 27, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Thursday, June 24, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Thursday, July 22, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Thursday, September 23, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Thursday, October 28, 2021, 3:30 PM 4:30 PM (UTC-07:00)
  • Via Chapter Zoom: https://financialplanningassociation-org.zoom.us/j/7101316685

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

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.

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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




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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