Chapter News

  • Thursday, July 08, 2021 10:01 PM | Anonymous

    Join us for...

    Good People. Bad Things.

    What does an Ethical Practice mean to you? Would it mean the same things to clients and potential clients?  To our regulators?

    This Arizona qualified 4 hour INSURANCE ETHICS course will help you explore the topic in a fresh, rich, interactive way while you satisfy your mandatory Insurance specific Ethics licensure renewal requirement.

    Presented by: Melissa Kemp, CFP, AEP, CAP, CNAP

    Date:  Wed, July 21st, 2021

    Time: 12:30 pm to 5:00 pm (no partial credit, must attend full class)

    Cost: Current FPAGP members - No Charge (included in dues)

    Non members: $95 for timely advance registration

    At the door registration (member or not) $125

    Location:  via Chapter Zoom Room, with limited in person, on site option for early registrants who so prefer.

    https://Zoom.US/Join  Meeting | ID: 710 131 6685

    Ethics Course Passcode made available to planners with their registration confirmation

    Register HERE



  • Thursday, July 08, 2021 9:50 PM | Anonymous

    Join us for...

    Understanding Corporate Trusteeship

    What Happens When Traditional Fall Back Options Aren't An Option?

    David Long, JD. President, Zia Trust Company

    Wednesday, July 14
    4pm - 5:30pm

    Partner CEvents provide CE at no cost to our community

    Location: Chapter Zoom Room | Meeting ID 710 131 6685

    ___________________




  • Thursday, April 22, 2021 3:46 PM | Anonymous

    Pro Bono Financial Planning - CFP(R) Professionals - We need You!

    • Regional Chapter FPA of Los Angeles could use your help this Saturday, April 10th, to support a massive set of registered Pro Bono requests.

    To Register:  https://www.fpala.org/event-4246630


  • Thursday, April 22, 2021 3:44 PM | Anonymous

    Chapter Event Calendar through June 2021 (Virtual)

    Mark your calendar now!

    • Chapter Professional Development programming (CEvents, Town Halls, Community Conversations, ...)
    • Chapter volunteer activities and Working Team/General Circle Zoom connections

    ________

    A return to in person gatherings .... slowly. 

    We are seeking Community Hosts, willing to open up their offices conference rooms or meeting rooms to smaller groups of socially distanced members wanting to begin participating in chapter events face to face, safely, commencing at some point over the Summer.

    • Email Stephanie Weadock at admin@FPAofPhoenix.org,
      • Subject line: "FPAGP Community Host"   
      • In the email body, please give the location address, the primary contact for event logistics, and an indication of the room size and safe capacity number.


  • Thursday, April 22, 2021 3:43 PM | Anonymous

    Call for General Circle Leadership – Jun 2021/Jun 2022 [1 yr staggered terms] and Working Team participation

    Want to help Advance the Profession?  We are getting things done – with your help, the sky is the limit!

    And/or

    • Join any April and May Working Team Zoom to explore how we function (also found on our homepage events calendar)

    Community Connections

    Advancing the Profession (includes Advocacy)

    Professional Development

    Communications


  • Thursday, April 22, 2021 3:42 PM | Anonymous

    Call for Board of Directors' Finance or Nominations Committee

    We are expanding board based committee functions, and seeking interested FPAGP members' at large to lend a hand at these strategic level teams.


  • Thursday, April 22, 2021 3:36 PM | Anonymous

    Call for FPAGP Board Leadership– Jan 2022/Dec 23 [2 yr term]

    Interested in developing your leadership skills and knowledge?


  • Wednesday, April 22, 2020 1:32 PM | Anonymous member (Administrator)

    Sad news to post this week. 

    JoLynne Hutchinson, a long time chapter executive, passed away on April 9th.

    Here are links to two of her obituaries:

    https://www.serenicare.com/obituary/JoLynne-Hutchinson

    https://www.legacy.com/obituaries/azcentral/obituary.aspx?n=jo-lynne-hutchinson&pid=195950410

    JoLynne, your contribution to our community is legendary.  Rest in peace.

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: 9:00 am - 1:00 pm


C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261
info@FPAofPhoenix.org


Connect with us on Social Media.....


The essential hub of our financial planning community. 

We connect CFP(R) and associated professionals to the resources they need and the people who need them.



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.