Community Connections Working Group
Monthly on the 1st Thursdays at 3:30 pm via ZOOM
(no team meetings in August or December)
Membership: Why Join? How to? Who is?
Connection and welcome functions
Membership platform is largely determined by FPA nationally.
We participate per our Chapter Charter.
Promise:
Our chapter is with you at every stage of your financial planning journey.
from
NexGen: Emerging or New to Profession Financial Planners
Relationship Continuity, Integration into and with the chapter
NexGen community significantly influenced by FPA nationally,
yet nurtured locally to really connect with FPAGP members and community
as a whole.
to
Alumni: Retired/Retiring Financial Planners
Relationship Continuity, Integration into and with the chapter
Alumni community welcomed, nurtured and encouraged locally to remain connected to their remaining career ambitions through FPAGP activities.
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Stakeholders in a Successful Financial Planning Professional Community
Commercial Partnerships:
Relationship Centric Partnership platform created by FPAGP
Professional Relationships:
Organization to Organization MOUs
(non-profits entities)
Relationship Exploration, Documentation, and Support
MOU process and documents created by FPAGP
Incubator process and agreements created by FPAGP
Community Relationships:
Organization to Organization MOUs
(For Profit Entities)
Relationship Exploration, Connections to our Planners and community