The Essential Hub of Our Financial Planning Community

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

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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.

Planner Lifecycles


Planner Ambitions




Our partners help our chapter move our mission forward for you...














FPA Local Chapter Gatherings

Upcoming events

    • Wednesday, January 10, 2018
    • Wednesday, December 12, 2018
    • 9 sessions
    • Arizona Inn, Tucson: http://chapters.onefpa.org/southernarizona/chapter-meetings/



    Date: February 14, 2018
    Topic: Reverse Mortgages


    Date: March 14, 2018
    Topic: Health Insurance Martketplace/Health Savings Accounts


    Date: April 11, 2018
    Topic: Estate Planning


    Date: May 9, 2018

    Topic: Life Settlements/Viatacals


    There are no meetings in June and July 


    Date: September 12, 2018

    Topic: Economic Update 


    Date: October 10, 2018

    Topic: Social Security

     

    Date: November 14, 2018

    Topic: Arizona Retirement Plans

     

    Date: December 12, 2018

    Topic: Complimentary Breakfast


    • Monday, January 22, 2018
    • Monday, December 24, 2018
    • 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 05, 2018
    • Monday, December 03, 2018
    • 10 sessions
    • Via UBER Conference Call: Join the call: https://www.uberconference.com/melissa01 Optional dial in number: 602-456-6642 No PIN needed


    Want to know where to find something on our website or at FPA?


    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: no calls will be held on holidays

    • Monday, February 12, 2018
    • Monday, December 10, 2018
    • 11 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, March 19, 2018
    • Monday, December 17, 2018
    • 10 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

    • Wednesday, July 18, 2018
    • 5:30 PM - 7:30 PM
    • San Diego
       

     - Note: Date changed from July 18 to August 2nd -

    Our Lifelong Learning and our Professional Relations team bring you:

    An opportunity to mix and mingle with our professional peers in San Diego.

     


    August 02, 2018

    5:30 PM - 7:30 PM
    Arterra Restaurant & Lounge 
    11966 El Camino Real
    Del Mar, CA 92168

    If you are a Member of FPA of Greater Phoenix, you may attend just as a member of FPA of San Diego would, using coupon code: fpaphoenixsocial

    If you are not a member of FPA of Greater Phoenix, you may attend as any guest of FPA of San Diego would, using their chapter's registration technology and pricing norms.

    Click here to go the FPA of San Diego Registration site:

    • Wednesday, August 08, 2018
    • 4:30 PM - 6:30 PM
    • Hansen Mortuary Chapel - Phoenix, 8314 N 7th St Phoenix AZ 85020
    • 23
    Register


    Registration:
    Members $10
    Non Members $20 (registration opens to Non Members 7/15)

    At the Door rates: add $10

    • Wednesday, August 15, 2018
    • 8:30 AM - 4:30 PM
    • UCI Student Center, A, 311 W Peltason Dr, Irvine CA 92697

    Our Lifelong Learning and our Professional Relations Teams bring you a collaborative chapter learning opportunity.  

    FPAGP members are treated as FPA of Orange County Members.  When you register in their event registration module, choose "FPA Member".

    __________________________



    • Wednesday, August 15, 2018
    • 4:30 PM - 6:30 PM
    • Hansen Desert Hills Mortuary & Cemetery - 6500 E Bell Rd Scottsdale AZ 85254
    • 31
    Register


    Registration:
    Members $10
    Non Members $20 (registration opens to Non Members 7/31)

    At the Door rates: add $10

    • Tuesday, September 25, 2018
    • 7:15 AM - 5:15 PM
    • Desert Willow Conference Center, 4340 E Cotton Center Blvd, Phoenix, AZ 85040
    Register

    We combed your Event Satisfaction Surveys from the past 7 years.

    This years' Symposium brings back 3 of your TOP PRESENTERS on new topics.

    Dr. Carolyn McClanahan
    Jim Rounds
    Dimensional Fund Advisors' Experts

    For a downloadable Schedule click on the image

    Either 6.5 or 8.5 hours of CFP(R) CE Credit available to attendees

    Who benefits from attending?

    Any/All Professionals with a seat at the Financial Planning table

    CFP(R) Professionals

    Non CFP(R) professionals who actively deliver Financial Planning

    CFA charterholders and investment management professionals

    Accounting and Appraisal professionals

    Charitable Gift Planning professionals

    Legal Professionals in the following practice areas:

    • Estate Planning
    • Pension and Employee Benefits planning
    • Domestic Relations (collaborative practice professionals in particular)
    • Corporate and Business Law
    • Succession and Business Transfers/Transitions
    • Financial Industry Compliance
    and a series of associated service providers relevant to the Financial Planning Process, including:
    • Coaches
    • Academics and Researchers
    • Educators
    • Compliance Practitioners
    • Exit Planning Specialists
    • Credit Recovery and Financial Literacy Specialists
    • Enrolled Agents
    • Industry Reporters and Consumer Advocates
    • Financial Industry Wholesalers and product specialists

    Chapter Members, want the best possible pricing?  

    Our VIP concept (rewarding those earliest to register) applies to Symposium with an extra kick.

     Members  Dates/Deadlines  Non Members
     125  June  200
     145  July  200
     165  August  240
     185  Sep 1 - 21  240
     200  Sep 22-25  275
    4-pak $500  August 31st  4-pak $500
    • Half day only is available for $85 for members, $125 for non members.
    • NexGen and Students pay $85 for full day registration if registered by Aug 31st.
    • Regional Chapter members and marketing collaborators pay $165 through Aug 31st.

    Best pricing option for anyone?  Purchase a 4 pak for $500.

    Register in groups of 4, and receive per unit pricing close to the lowest possible member rates.

    About our Presenters

    Dr. Carolyn McClanahan
    Jim Rounds
    DFA: Stephen De Man
    DFA: Leigh Jedeikin
    DFA: Weston Wellington

    About our Partners and the Community Lounge

    AdvisorNet Financial

    Arizona Community Foundation

    BeachFleischman / Pinnacle Plan Design

    Cantor Fitzgerald

    Dimensional Fund Aadvisors

    DPL

    Edward Jones

    FP Transitions

    J Levine Auction and Appraisal


    FPAGP General Circle

    Morningstar

    Nationwide Advisory (formerly Jefferson National)

    Reverse Mortgage Funding

    Schwab

    SMARSH

    Stardust Materials/Stardust Building Foundation

    Vanguard

    VIP Mortgage

    Whealth Care Planning

    Zia Trust

    • Friday, October 05, 2018
    • 3:30 PM - 6:30 PM
    • SVDP: 420 W. Watkins Rd. Phoenix, AZ 85002
    • 50
    Register

    Join fellow chapter members and our stakeholders on a Friday evening as we roll up our shirtsleeves together at St. Vincent de Paul. Our chapter volunteers may choose between making Pizza Pizza Pizza on the St. Vincent de Paul campus, or serving Pizza Pizza Pizza to families in the Watkins Campus dining room.  Families are welcome; children should be 13 or older to participate in making the Pizza.


    Take a look at our chapter volunteers in action in this short 1 minute video clip.

    Limit of 25 volunteers for Making the Pizza, and 25 volunteers for Serving the Pizza.

    To make the Pizza, show up no later than 3:30 pm.  

    To serve the Pizza, arrive by 4 pm.

    Pizza Fridays:

    Volunteer and learn how to make handmade pizza! Friday Night Pizzas are a beloved tradition at St. Vincent de Paul; we make 150 pizzas every Friday for guests in our family dining room. This volunteer opportunity is a great bonding activity.

    Volunteer duties may include but are not limited to: rolling dough, topping the pizza, slicing and boxing the pizza, cleaning.

    Family Evening Meal:

    Our five dining rooms are strategically located throughout the Valley, from Mesa to El Mirage, to be easily accessible to the people who need them most. Every day, we prepare more than 4,500 nourishing meals free of charge to homeless or low-income individuals and families.

    Volunteer duties include but are not limited to: room preparation, setting up tables and chairs, greeting guests, serving meals, waiting on tables, sorting / giving out essential items to guests (eg, clothing, hygiene kits, etc.), clean up (eg, mopping, taking out garbage, washing dishes, etc). Closed-toe shoes.

    Volunteer Information Sheet

    Watkins Campus Map

    • Wednesday, October 24, 2018
    • 2:45 PM - 5:00 PM
    • Arizona State Capitol

    Our Lifelong Learning and Advocacy Teams bring you: 

    Advocacy in Action, a Workshop Event for FPAGP Members Only.

     



    • Wednesday, November 28, 2018
    • 2:00 PM - 6:00 PM
    • The Phoenix Country Club: 2901 N 7th Street Phoenix AZ

    Our Lifelong Learning Committee brings you

     

    "TBD"


     

    Program Description:
            To Follow
    Learning Objectives:
    To Follow

    Be one of the first 25 to register and receive our VIP welcome!
    ____________________
    Registration opens: TBD

    Speaker Presentation  TBD

    Reception  TBD


    • Friday, December 07, 2018
    • 3:30 PM - 6:30 PM
    • TBD

    Join fellow chapter members and stakeholders and kick off the holiday season with the spirit of giving.



    Take a look at our chapter volunteers in action December 2016, in this short 1 minute video clip.


    Join us as we celebrate each other and our community!





    • Wednesday, December 12, 2018
    • 2:30 PM - 5:00 PM
    • TBD


    Details to follow


    Advance registration pricing is available  


     

    • Friday, January 25, 2019
    • 4:00 PM
    • Sunday, January 27, 2019
    • 4:00 PM
    • UCLA Conference Center at Lake Arrowhead
    Register

    Our Lifelong Learning Team and our Professional Relations Team bring you:

    Inaugural SouthWest Region Advance

    Jan 25-27, 2019

    UCLA Conference Center Lake Arrowhead



Past events

Wednesday, June 27, 2018 Field Trip:Federal Reserve Bank: Phoenix Processing Center
Wednesday, June 13, 2018 Collaborative Event: FPA of San Diego
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
Wednesday, April 18, 2018 Collaborative Event with East Valley Estate Planning Council
Wednesday, April 11, 2018 FPA of Southern Arizona: April Breakfast Meeting
Wednesday, March 28, 2018 Collaborative Workshop Event with Arizona Council on Economic Education
Wednesday, March 14, 2018 FPA of Southern Arizona: March Breakfast Meeting
Tuesday, March 06, 2018 BONUS Collaborative Workshop Event with Phoenix Compliance Roundtable
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
Wednesday, February 14, 2018 FPA Chapter Advocacy Day
Wednesday, February 14, 2018 FPA of Southern Arizona: February Breakfast Meeting
Wednesday, February 07, 2018 Advocacy Day Webinar Training Call
Wednesday, January 24, 2018 Field Trip: The Phoenix Zoo: Exploring Planned Gift Advisory Committees
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
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
Wednesday, May 17, 2017 UofA Financial Planning Degree Program Update Event
Wednesday, May 17, 2017 EVEPC features Blaine Aikin on the Fiduciary Rule
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
Wednesday, April 26, 2017 Asset Protection and Jay Adkisson: Joint CE Event with East Valley Estate Planning Council
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
Wednesday, January 25, 2017 What you need to know about Technology, Compliance, and Cyber Security – but didn’t know to ask!
Wednesday, January 11, 2017 FPA of Southern Arizona: January Program (rescheduled from December 14th)
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 NexGen Breakfast Bites
Wednesday, November 16, 2016 Valuation Discounts: Going Once, Going Twice... and Holiday Kick Off Mixer
Wednesday, November 09, 2016 FPA of Southern Arizona: November Breakfast Meeting
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
Saturday, September 10, 2016 Elections and Economics: An Educator Workshop with FPA of GP and ACEE
Wednesday, August 24, 2016 August Chapter Membership Meeting: Round Table Discussions
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
Wednesday, July 27, 2016 July CE Presentation - Aging and its Financial Planning Implications
Thursday, July 21, 2016 San Diego FPA Chapter July Member Social
Wednesday, July 13, 2016 Advanced Funding and Paying for College UBER Discussion
Wednesday, June 22, 2016 June Chapter Meeting
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 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
Wednesday, March 23, 2016 March Chapter Meeting
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
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
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
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
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


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


Connect with Us!


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