FPA Arizona upcoming events

Meeting ID: 710 131 6685

Passcode (if needed): FPAGP

2026 Professional Development Working Group (18 Jun 2026)

Thu, 18 Jun 2026 22:30:00 GMT

Professional Development

Working Group

Monthly on the 3rd Thursdays at 3:30 pm

This Group manages the chapters' Annual Master Connections Calendar, including

Lifelong Learning and CE events
Learning Hub+ and PDP+ content
Support for all other Working Team Calendaring needs

Working Teams include:

Lifelong Learning

Continuing Education, Practice Management Content

Learning Hub+ and PDP+

Teamwork and Leadership Training

We developed a Learning Hub+ with an aim of delivering Quality Local Learning

(consistently rigorous and engaging content), regardless of presenter or topic.

We created a Professional Development - Practiced (PDP+) workshop series,

based upon the Learning Hub+ principles for leadership skill building.

Hubble - Drop In Zooms - 2026 (22 Jun 2026)

Mon, 22 Jun 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

June Board Meeting (24 Jun 2026)

Wed, 24 Jun 2026 19:30:00 GMT

FPAAZ Board Meeting

Chapter Board Meetings are held in general on the 4th Wed of every month.

All chapter members and our broader community are welcome to attend chapter board meetings.

Board Members: Please proactively RSVP so that we may anticipate expected quorum.

Board members can access the board meeting page here.

12:30-2:00pm

Online Only

Join Zoom Meeting

2026 Advancing the Profession Working Group (25 Jun 2026)

Thu, 25 Jun 2026 22:30:00 GMT

Advancing the Profession
Working Group

Monthly on the 4th Thursdays at 3:30 pm

(no team meetings in July or November/December)

___________

Working Teams include:

Advocacy - meets 1st Fridays

Financial Literacy Initiative - meets 2nd Mondays

Public Awareness - seeking Leader

Pro Bono - seeking Leader

Elevate+ Learning (26 Jun 2026)

Fri, 26 Jun 2026 16:00:00 GMT

Hubble - Drop In Zooms - 2026 (29 Jun 2026)

Mon, 29 Jun 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

2026 Leadership Development Board Committee (8 Jul 2026)

Wed, 08 Jul 2026 19:00:00 GMT

FPAAZ Leadership Development Board Committee

The second Wednesday of each month 12:00pm -1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

These are the regular monthly meetings for the FPAAZ Board’s Leadership Development Committee.

A reminder of our priorities for 2025:

· Board application packet and process/strategy

· Plan to maintain personal recruiting and promotion of board service opportunity

· Board orientation scheduling and content prep

· Board engagement and accountability: open seats, attendance/participation at board meeting, chapter events, committee meetings

FPALA NexGen Sunset Hike (15 Jul 2026)

Thu, 16 Jul 2026 01:00:00 GMT

While FPAAZ takes a programming pause in July and August,
we'll highlight events from our neighboring California chapters.
Wherever summer takes you, you're always welcome in the FPA community.

Headed to the beach? Don’t forget to pencil in a sunset hike. ☀️

Join an evening of breathtaking views, community, and sunset magic. Come enjoy beautiful views, meaningful connections, and a relaxing evening outdoors.

For more information, event details, and registration, click here.

2026 Finance Board Committee (16 Jul 2026)

Thu, 16 Jul 2026 20:00:00 GMT

FPAAZ Finance Committee Calls

Generally the Thursday prior to each monthly board meeting at 1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

Passcode (if needed): FPAGP

FPA Orange County Study Group - Live or In Person (16 Jul 2026)

Thu, 16 Jul 2026 21:00:00 GMT

While FPAAZ takes a programming pause in July and August, we'll highlight events from our neighboring California chapters.

Wherever summer takes you, you're always welcome in the FPA community.

Meet with other professionals for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses. And prior to the meeting, you will receive an agenda and articles.

In person at
Compak Asset Management
1801 Dove St, Newport Beach, CA 92660

Register Here

2026 Professional Development Working Group (16 Jul 2026)

Thu, 16 Jul 2026 22:30:00 GMT

Professional Development

Working Group

Monthly on the 3rd Thursdays at 3:30 pm

This Group manages the chapters' Annual Master Connections Calendar, including

Lifelong Learning and CE events
Learning Hub+ and PDP+ content
Support for all other Working Team Calendaring needs

Working Teams include:

Lifelong Learning

Continuing Education, Practice Management Content

Learning Hub+ and PDP+

Teamwork and Leadership Training

We developed a Learning Hub+ with an aim of delivering Quality Local Learning

(consistently rigorous and engaging content), regardless of presenter or topic.

We created a Professional Development - Practiced (PDP+) workshop series,

based upon the Learning Hub+ principles for leadership skill building.

July Board Meeting (22 Jul 2026)

Wed, 22 Jul 2026 19:30:00 GMT

FPAAZ Board Meeting

Chapter Board Meetings are held in general on the 4th Wed of every month.

All chapter members and our broader community are welcome to attend chapter board meetings.

Board Members: Please proactively RSVP so that we may anticipate expected quorum.

Board members can access the board meeting page here.

12:30-2:00pm

Online Only

Join Zoom Meeting

FPA Orange County: Pop-Up Mixer (22 Jul 2026)

Thu, 23 Jul 2026 00:00:00 GMT

While FPAAZ takes a programming pause in July and August, we'll highlight events from our neighboring California chapters. Wherever summer takes you, you're always welcome in the FPA community.

Mingle, connect, and unwind with financial professionals at Hangar 24's side patio for a fun evening of collaboration and inspiration!

$5 Registration

Register Today

FPALA: South Bay Pop Up Mixer - Lil' Simmzy's on the Deck (23 Jul 2026)

Fri, 24 Jul 2026 00:30:00 GMT

While FPAAZ takes a programming pause in July and August,
we'll highlight events from our neighboring California chapters.
Wherever summer takes you, you're always welcome in the FPA community.

Make room for a Happy Hour Mixer. ✨ Come enjoy a relaxed evening of conversation, community, and new connections.

Click here for more information and how to RSVP.

2026 General Circle (30 Jul 2026)

Thu, 30 Jul 2026 22:30:00 GMT

General Circle

Chapter Zoom: https://zoom.us//j/7101316685

Frequency: Any month with 5 Thursdays (3-4 annually) –

we dedicate that 5^th Thursday to a General Circle.

In 2026, General Circles convene in April, July, Oct, but there WILL NOT be a call in April

General Circles attempt to break down silos across the organization by giving every team leader a chance to hear firsthand what other teams are working on, what hurdles or obstacles they are facing, and discover where we can:

Help each other out
Avoid duplicating things
Pay attention to resources and resource allocation
Build more effective teamwork.

If you are working on recruiting new team members or bringing a current volunteer up into leadership (succession planning) – definitely invite them to the General Circle.

Any/all active volunteers are welcome – but with 90 minutes of time, the agenda prioritizes hearing from:

Communications Group/Team Leader,
Professional Development Group Leader (Lifelong Learning/CE and Learning Hub+ and PDP+),
Advancing the Profession Group Leader (Financial Literacy and Advocacy, Compliance+) and
Community Connections Group Leader (NexGen, Membership, Professional Relations, Partnership/Catalyst).

Hubble - Drop In Zooms - 2026 (3 Aug 2026)

Mon, 03 Aug 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

2026 Community Connections Working Group (6 Aug 2026)

Thu, 06 Aug 2026 22:30:00 GMT

Community Connections

Working Group

Monthly on the 1st Thursdays at 3:30 pm

(no team meetings in January, July or December)

____________

Stakeholders in our Effective

Financial Planning Professional Association

Working Teams include:

Membership

Why Join? How?

Connection and welcome functions

From

NexGen: Emerging or New to Profession Financial Planners

Campus Connections. Mentorships. Internships. Perspective.

Through

Alumni: Retired/Retiring Financial Planners

Alumni community nurtured and encouraged to remain connected locally

and pursue their current ambitions with us.

Partnership

Win Win Win Partnership Platform

Professional Relationships

Organization to Organization MOUs

(non profit and for profit entities)

Relationship Exploration, Documentation, and Support

MOU process and documents created by FPAAZ

Incubator process and agreements created FPAAZ

2026 Advocacy Working Team (7 Aug 2026)

Fri, 07 Aug 2026 16:30:00 GMT

Advocacy Working Team

https://zoom.us//j/7101316685

In General: 1st Fridays of most months at 9:30 am

No team call in July

All other months, watch this website events calendar.

Mark your calendar in advance to connect to this effective group of financial professionals - elevating and advocating for our profession in AZ by protecting your interest and being your voice to the AZ legislature, our Federal representatives, the CFP Board of Standards, state securities regulators, and the Department of Insurance and Financial Institutions.

Note: The Advocacy Working Team is a part of the Advancing the Profession Group

Hubble - Drop In Zooms - 2026 (10 Aug 2026)

Mon, 10 Aug 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

Financial Literacy Initiative 2026 (10 Aug 2026)

Mon, 10 Aug 2026 20:00:00 GMT

Financial Literacy Initiative

2nd Mondays at 1 pm

No Meeting in July, Oct

2026 Leadership Development Board Committee (12 Aug 2026)

Wed, 12 Aug 2026 19:00:00 GMT

FPAAZ Leadership Development Board Committee

The second Wednesday of each month 12:00pm -1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

These are the regular monthly meetings for the FPAAZ Board’s Leadership Development Committee.

A reminder of our priorities for 2025:

· Board application packet and process/strategy

· Plan to maintain personal recruiting and promotion of board service opportunity

· Board orientation scheduling and content prep

· Board engagement and accountability: open seats, attendance/participation at board meeting, chapter events, committee meetings

FPALA NexGen Study Group: "Listicle Topic: Books That Every Advisor Should Read" (12 Aug 2026)

Thu, 13 Aug 2026 00:00:00 GMT

While FPAAZ takes a programming pause in July and August,
we'll highlight events from our neighboring California chapters.
Wherever summer takes you, you're always welcome in the FPA community.

Looking to add something insightful to your schedule?

Join FPA LA’s NexGen Study Group on Zoom as they dive into “Books That Every Advisor Should Read.” Tune in for fresh ideas, professional insights, and great discussion.

For event details and access information, click here.

2026 Communications Working Group and Team (13 Aug 2026)

Thu, 13 Aug 2026 22:00:00 GMT

Communications

Working Group & Team

Monthly on 2nd Thursdays at 3:00 pm

no Team meetings in July or December

__________________

Is on of your ambitions learning how to tell a story or write effectively?

Communications team volunteers will further their own ambitions around

understanding the power and discipline of brand strategy,
improving copy writing and editing skills,
mastering website, print, & social media calendaring & publishing best practices,
networking with local and national communications resources & experts,
developing ownership level project management experience,
building communications campaigns tied to specific, measurable outcomes.

Our Communications team has the largest set of responsibilities and tasks, with the smallest number of active volunteers.

Current Challenges:

Allocate very scarce time and resources to optimal communications channels.
Increase our market visibility toward improved community awareness and understanding of FPAAZ impact and successes.

We have so many powerful stories to tell. Will you help us tell them?

Hubble - Drop In Zooms - 2026 (17 Aug 2026)

Mon, 17 Aug 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

2026 FPAAZ Engagement Board Committee (18 Aug 2026)

Tue, 18 Aug 2026 20:00:00 GMT

FPA Arizona Engagement Committee Meetings

Generally the THIRD Tuesday of each month at 1pm AZ time.

(No Meeting in July)

Join Online:

FPA Orange County: QEC (19 Aug 2026)

Wed, 19 Aug 2026 15:00:00 GMT

2026 FPAAZ Strategic Planning Board Committee (19 Aug 2026)

Wed, 19 Aug 2026 19:00:00 GMT

FPAAZ Strategic Planning Committee Calls

will be held on the Third Wednesday of each month at 12PM AZ Time.

No call in July

Microsoft Teams Need help?

Meeting ID: 219 738 665 506 9

Passcode: nJ2uu94x

2026 Governance Board Committee (19 Aug 2026)

Wed, 19 Aug 2026 21:00:00 GMT

FPAAZ Board Governance Committee Calls

Generally the THIRD WEDNESDAY of each month at

2:00pm AZ Time.

No call in July

Join Zoom Meeting

Meeting ID: 710 131 6685

2026 Finance Board Committee (20 Aug 2026)

Thu, 20 Aug 2026 20:00:00 GMT

FPAAZ Finance Committee Calls

Generally the Thursday prior to each monthly board meeting at 1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

Passcode (if needed): FPAGP

2026 Professional Development Working Group (20 Aug 2026)

Thu, 20 Aug 2026 22:30:00 GMT

Professional Development

Working Group

Monthly on the 3rd Thursdays at 3:30 pm

This Group manages the chapters' Annual Master Connections Calendar, including

Lifelong Learning and CE events
Learning Hub+ and PDP+ content
Support for all other Working Team Calendaring needs

Working Teams include:

Lifelong Learning

Continuing Education, Practice Management Content

Learning Hub+ and PDP+

Teamwork and Leadership Training

We developed a Learning Hub+ with an aim of delivering Quality Local Learning

(consistently rigorous and engaging content), regardless of presenter or topic.

We created a Professional Development - Practiced (PDP+) workshop series,

based upon the Learning Hub+ principles for leadership skill building.

Hubble - Drop In Zooms - 2026 (24 Aug 2026)

Mon, 24 Aug 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

August Board Meeting (26 Aug 2026)

Wed, 26 Aug 2026 19:30:00 GMT

FPAAZ Board Meeting

Chapter Board Meetings are held in general on the 4th Wed of every month.

All chapter members and our broader community are welcome to attend chapter board meetings.

Board Members: Please proactively RSVP so that we may anticipate expected quorum.

Board members can access the board meeting page here.

12:30-2:00pm

Online Only

Join Zoom Meeting

2026 Advancing the Profession Working Group (27 Aug 2026)

Thu, 27 Aug 2026 22:30:00 GMT

Advancing the Profession
Working Group

Monthly on the 4th Thursdays at 3:30 pm

(no team meetings in July or November/December)

___________

Working Teams include:

Advocacy - meets 1st Fridays

Financial Literacy Initiative - meets 2nd Mondays

Public Awareness - seeking Leader

Pro Bono - seeking Leader

Hubble - Drop In Zooms - 2026 (31 Aug 2026)

Mon, 31 Aug 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

2026 Community Connections Working Group (3 Sep 2026)

Thu, 03 Sep 2026 22:30:00 GMT

Community Connections

Working Group

Monthly on the 1st Thursdays at 3:30 pm

(no team meetings in January, July or December)

____________

Stakeholders in our Effective

Financial Planning Professional Association

Working Teams include:

Membership

Why Join? How?

Connection and welcome functions

From

NexGen: Emerging or New to Profession Financial Planners

Campus Connections. Mentorships. Internships. Perspective.

Through

Alumni: Retired/Retiring Financial Planners

Alumni community nurtured and encouraged to remain connected locally

and pursue their current ambitions with us.

Partnership

Win Win Win Partnership Platform

Professional Relationships

Organization to Organization MOUs

(non profit and for profit entities)

Relationship Exploration, Documentation, and Support

MOU process and documents created by FPAAZ

Incubator process and agreements created FPAAZ

2026 Advocacy Working Team (4 Sep 2026)

Fri, 04 Sep 2026 16:30:00 GMT

Advocacy Working Team

https://zoom.us//j/7101316685

In General: 1st Fridays of most months at 9:30 am

No team call in July

All other months, watch this website events calendar.

Note: The Advocacy Working Team is a part of the Advancing the Profession Group

2026 Leadership Development Board Committee (9 Sep 2026)

Wed, 09 Sep 2026 19:00:00 GMT

FPAAZ Leadership Development Board Committee

The second Wednesday of each month 12:00pm -1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

These are the regular monthly meetings for the FPAAZ Board’s Leadership Development Committee.

A reminder of our priorities for 2025:

· Board application packet and process/strategy

· Plan to maintain personal recruiting and promotion of board service opportunity

· Board orientation scheduling and content prep

· Board engagement and accountability: open seats, attendance/participation at board meeting, chapter events, committee meetings

2026 Communications Working Group and Team (10 Sep 2026)

Thu, 10 Sep 2026 22:00:00 GMT

Communications

Working Group & Team

Monthly on 2nd Thursdays at 3:00 pm

no Team meetings in July or December

__________________

Is on of your ambitions learning how to tell a story or write effectively?

Communications team volunteers will further their own ambitions around

understanding the power and discipline of brand strategy,
improving copy writing and editing skills,
mastering website, print, & social media calendaring & publishing best practices,
networking with local and national communications resources & experts,
developing ownership level project management experience,
building communications campaigns tied to specific, measurable outcomes.

Our Communications team has the largest set of responsibilities and tasks, with the smallest number of active volunteers.

Current Challenges:

Allocate very scarce time and resources to optimal communications channels.
Increase our market visibility toward improved community awareness and understanding of FPAAZ impact and successes.

We have so many powerful stories to tell. Will you help us tell them?

Hubble - Drop In Zooms - 2026 (14 Sep 2026)

Mon, 14 Sep 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

Financial Literacy Initiative 2026 (14 Sep 2026)

Mon, 14 Sep 2026 20:00:00 GMT

Financial Literacy Initiative

2nd Mondays at 1 pm

No Meeting in July, Oct

2026 FPAAZ Engagement Board Committee (15 Sep 2026)

Tue, 15 Sep 2026 20:00:00 GMT

FPA Arizona Engagement Committee Meetings

Generally the THIRD Tuesday of each month at 1pm AZ time.

(No Meeting in July)

Join Online:

2026 FPAAZ Strategic Planning Board Committee (16 Sep 2026)

Wed, 16 Sep 2026 19:00:00 GMT

FPAAZ Strategic Planning Committee Calls

will be held on the Third Wednesday of each month at 12PM AZ Time.

No call in July

Microsoft Teams Need help?

Meeting ID: 219 738 665 506 9

Passcode: nJ2uu94x

2026 Governance Board Committee (16 Sep 2026)

Wed, 16 Sep 2026 21:00:00 GMT

FPAAZ Board Governance Committee Calls

Generally the THIRD WEDNESDAY of each month at

2:00pm AZ Time.

No call in July

Join Zoom Meeting

Meeting ID: 710 131 6685

Annual Meeting of the Members (16 Sep 2026)

Thu, 17 Sep 2026 00:00:00 GMT

2026 Finance Board Committee (17 Sep 2026)

Thu, 17 Sep 2026 20:00:00 GMT

FPAAZ Finance Committee Calls

Generally the Thursday prior to each monthly board meeting at 1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

Passcode (if needed): FPAGP

2026 Professional Development Working Group (17 Sep 2026)

Thu, 17 Sep 2026 22:30:00 GMT

Professional Development

Working Group

Monthly on the 3rd Thursdays at 3:30 pm

This Group manages the chapters' Annual Master Connections Calendar, including

Lifelong Learning and CE events
Learning Hub+ and PDP+ content
Support for all other Working Team Calendaring needs

Working Teams include:

Lifelong Learning

Continuing Education, Practice Management Content

Learning Hub+ and PDP+

Teamwork and Leadership Training

We developed a Learning Hub+ with an aim of delivering Quality Local Learning

(consistently rigorous and engaging content), regardless of presenter or topic.

We created a Professional Development - Practiced (PDP+) workshop series,

based upon the Learning Hub+ principles for leadership skill building.

Hubble - Drop In Zooms - 2026 (21 Sep 2026)

Mon, 21 Sep 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

September Board Meeting (23 Sep 2026)

Wed, 23 Sep 2026 19:30:00 GMT

FPAAZ Board Meeting

Chapter Board Meetings are held in general on the 4th Wed of every month.

All chapter members and our broader community are welcome to attend chapter board meetings.

Board Members: Please proactively RSVP so that we may anticipate expected quorum.

Board members can access the board meeting page here.

12:30-2:00pm

Online Only

Join Zoom Meeting

2026 Advancing the Profession Working Group (24 Sep 2026)

Thu, 24 Sep 2026 22:30:00 GMT

Advancing the Profession
Working Group

Monthly on the 4th Thursdays at 3:30 pm

(no team meetings in July or November/December)

___________

Working Teams include:

Advocacy - meets 1st Fridays

Financial Literacy Initiative - meets 2nd Mondays

Public Awareness - seeking Leader

Pro Bono - seeking Leader

Hubble - Drop In Zooms - 2026 (28 Sep 2026)

Mon, 28 Sep 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

Elevate+ Learning (30 Sep 2026)

Wed, 30 Sep 2026 16:00:00 GMT

2026 Community Connections Working Group (1 Oct 2026)

Thu, 01 Oct 2026 22:30:00 GMT

Community Connections

Working Group

Monthly on the 1st Thursdays at 3:30 pm

(no team meetings in January, July or December)

____________

Stakeholders in our Effective

Financial Planning Professional Association

Working Teams include:

Membership

Why Join? How?

Connection and welcome functions

From

NexGen: Emerging or New to Profession Financial Planners

Campus Connections. Mentorships. Internships. Perspective.

Through

Alumni: Retired/Retiring Financial Planners

Alumni community nurtured and encouraged to remain connected locally

and pursue their current ambitions with us.

Partnership

Win Win Win Partnership Platform

Professional Relationships

Organization to Organization MOUs

(non profit and for profit entities)

Relationship Exploration, Documentation, and Support

MOU process and documents created by FPAAZ

Incubator process and agreements created FPAAZ

2026 Advocacy Working Team (2 Oct 2026)

Fri, 02 Oct 2026 16:30:00 GMT

Advocacy Working Team

https://zoom.us//j/7101316685

In General: 1st Fridays of most months at 9:30 am

No team call in July

All other months, watch this website events calendar.

Note: The Advocacy Working Team is a part of the Advancing the Profession Group

Hubble - Drop In Zooms - 2026 (5 Oct 2026)

Mon, 05 Oct 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

2026 Communications Working Group and Team (8 Oct 2026)

Thu, 08 Oct 2026 22:00:00 GMT

Communications

Working Group & Team

Monthly on 2nd Thursdays at 3:00 pm

no Team meetings in July or December

__________________

Is on of your ambitions learning how to tell a story or write effectively?

Communications team volunteers will further their own ambitions around

understanding the power and discipline of brand strategy,
improving copy writing and editing skills,
mastering website, print, & social media calendaring & publishing best practices,
networking with local and national communications resources & experts,
developing ownership level project management experience,
building communications campaigns tied to specific, measurable outcomes.

Our Communications team has the largest set of responsibilities and tasks, with the smallest number of active volunteers.

Current Challenges:

Allocate very scarce time and resources to optimal communications channels.
Increase our market visibility toward improved community awareness and understanding of FPAAZ impact and successes.

We have so many powerful stories to tell. Will you help us tell them?

Financial Literacy Initiative 2026 (12 Oct 2026)

Mon, 12 Oct 2026 20:00:00 GMT

Financial Literacy Initiative

2nd Mondays at 1 pm

No Meeting in July, Oct

2026 Leadership Development Board Committee (14 Oct 2026)

Wed, 14 Oct 2026 19:00:00 GMT

FPAAZ Leadership Development Board Committee

The second Wednesday of each month 12:00pm -1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

These are the regular monthly meetings for the FPAAZ Board’s Leadership Development Committee.

A reminder of our priorities for 2025:

· Board application packet and process/strategy

· Plan to maintain personal recruiting and promotion of board service opportunity

· Board orientation scheduling and content prep

· Board engagement and accountability: open seats, attendance/participation at board meeting, chapter events, committee meetings

2026 Professional Development Working Group (15 Oct 2026)

Thu, 15 Oct 2026 22:30:00 GMT

Professional Development

Working Group

Monthly on the 3rd Thursdays at 3:30 pm

This Group manages the chapters' Annual Master Connections Calendar, including

Lifelong Learning and CE events
Learning Hub+ and PDP+ content
Support for all other Working Team Calendaring needs

Working Teams include:

Lifelong Learning

Continuing Education, Practice Management Content

Learning Hub+ and PDP+

Teamwork and Leadership Training

We developed a Learning Hub+ with an aim of delivering Quality Local Learning

(consistently rigorous and engaging content), regardless of presenter or topic.

We created a Professional Development - Practiced (PDP+) workshop series,

based upon the Learning Hub+ principles for leadership skill building.

Hubble - Drop In Zooms - 2026 (19 Oct 2026)

Mon, 19 Oct 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

2026 FPAAZ Engagement Board Committee (20 Oct 2026)

Tue, 20 Oct 2026 20:00:00 GMT

FPA Arizona Engagement Committee Meetings

Generally the THIRD Tuesday of each month at 1pm AZ time.

(No Meeting in July)

Join Online:

2026 FPAAZ Strategic Planning Board Committee (21 Oct 2026)

Wed, 21 Oct 2026 19:00:00 GMT

FPAAZ Strategic Planning Committee Calls

will be held on the Third Wednesday of each month at 12PM AZ Time.

No call in July

Microsoft Teams Need help?

Meeting ID: 219 738 665 506 9

Passcode: nJ2uu94x

2026 Governance Board Committee (21 Oct 2026)

Wed, 21 Oct 2026 21:00:00 GMT

FPAAZ Board Governance Committee Calls

Generally the THIRD WEDNESDAY of each month at

2:00pm AZ Time.

No call in July

Join Zoom Meeting

Meeting ID: 710 131 6685

2026 Finance Board Committee (22 Oct 2026)

Thu, 22 Oct 2026 20:00:00 GMT

FPAAZ Finance Committee Calls

Generally the Thursday prior to each monthly board meeting at 1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

Passcode (if needed): FPAGP

2026 Advancing the Profession Working Group (22 Oct 2026)

Thu, 22 Oct 2026 22:30:00 GMT

Advancing the Profession
Working Group

Monthly on the 4th Thursdays at 3:30 pm

(no team meetings in July or November/December)

___________

Working Teams include:

Advocacy - meets 1st Fridays

Financial Literacy Initiative - meets 2nd Mondays

Public Awareness - seeking Leader

Pro Bono - seeking Leader

Hubble - Drop In Zooms - 2026 (26 Oct 2026)

Mon, 26 Oct 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

October Board Meeting (28 Oct 2026)

Wed, 28 Oct 2026 19:30:00 GMT

FPAAZ Board Meeting

Chapter Board Meetings are held in general on the 4th Wed of every month.

All chapter members and our broader community are welcome to attend chapter board meetings.

Board Members: Please proactively RSVP so that we may anticipate expected quorum.

Board members can access the board meeting page here.

12:30-2:00pm

Online Only

Join Zoom Meeting

2026 General Circle (29 Oct 2026)

Thu, 29 Oct 2026 22:30:00 GMT

General Circle

Chapter Zoom: https://zoom.us//j/7101316685

Frequency: Any month with 5 Thursdays (3-4 annually) –

we dedicate that 5^th Thursday to a General Circle.

In 2026, General Circles convene in April, July, Oct, but there WILL NOT be a call in April

Help each other out
Avoid duplicating things
Pay attention to resources and resource allocation
Build more effective teamwork.

If you are working on recruiting new team members or bringing a current volunteer up into leadership (succession planning) – definitely invite them to the General Circle.

Any/all active volunteers are welcome – but with 90 minutes of time, the agenda prioritizes hearing from:

Communications Group/Team Leader,
Professional Development Group Leader (Lifelong Learning/CE and Learning Hub+ and PDP+),
Advancing the Profession Group Leader (Financial Literacy and Advocacy, Compliance+) and
Community Connections Group Leader (NexGen, Membership, Professional Relations, Partnership/Catalyst).

Hubble - Drop In Zooms - 2026 (2 Nov 2026)

Mon, 02 Nov 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

2026 Community Connections Working Group (5 Nov 2026)

Thu, 05 Nov 2026 22:30:00 GMT

Community Connections

Working Group

Monthly on the 1st Thursdays at 3:30 pm

(no team meetings in January, July or December)

____________

Stakeholders in our Effective

Financial Planning Professional Association

Working Teams include:

Membership

Why Join? How?

Connection and welcome functions

From

NexGen: Emerging or New to Profession Financial Planners

Campus Connections. Mentorships. Internships. Perspective.

Through

Alumni: Retired/Retiring Financial Planners

Alumni community nurtured and encouraged to remain connected locally

and pursue their current ambitions with us.

Partnership

Win Win Win Partnership Platform

Professional Relationships

Organization to Organization MOUs

(non profit and for profit entities)

Relationship Exploration, Documentation, and Support

MOU process and documents created by FPAAZ

Incubator process and agreements created FPAAZ

2026 Advocacy Working Team (6 Nov 2026)

Fri, 06 Nov 2026 16:30:00 GMT

Advocacy Working Team

https://zoom.us//j/7101316685

In General: 1st Fridays of most months at 9:30 am

No team call in July

All other months, watch this website events calendar.

Note: The Advocacy Working Team is a part of the Advancing the Profession Group

Hubble - Drop In Zooms - 2026 (9 Nov 2026)

Mon, 09 Nov 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

Financial Literacy Initiative 2026 (9 Nov 2026)

Mon, 09 Nov 2026 20:00:00 GMT

Financial Literacy Initiative

2nd Mondays at 1 pm

No Meeting in July, Oct

2026 Leadership Development Board Committee (11 Nov 2026)

Wed, 11 Nov 2026 19:00:00 GMT

FPAAZ Leadership Development Board Committee

The second Wednesday of each month 12:00pm -1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

These are the regular monthly meetings for the FPAAZ Board’s Leadership Development Committee.

A reminder of our priorities for 2025:

· Board application packet and process/strategy

· Plan to maintain personal recruiting and promotion of board service opportunity

· Board orientation scheduling and content prep

· Board engagement and accountability: open seats, attendance/participation at board meeting, chapter events, committee meetings

2026 Finance Board Committee (12 Nov 2026)

Thu, 12 Nov 2026 20:00:00 GMT

FPAAZ Finance Committee Calls

Generally the Thursday prior to each monthly board meeting at 1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

Passcode (if needed): FPAGP

2026 Communications Working Group and Team (12 Nov 2026)

Thu, 12 Nov 2026 22:00:00 GMT

Communications

Working Group & Team

Monthly on 2nd Thursdays at 3:00 pm

no Team meetings in July or December

__________________

Is on of your ambitions learning how to tell a story or write effectively?

Communications team volunteers will further their own ambitions around

understanding the power and discipline of brand strategy,
improving copy writing and editing skills,
mastering website, print, & social media calendaring & publishing best practices,
networking with local and national communications resources & experts,
developing ownership level project management experience,
building communications campaigns tied to specific, measurable outcomes.

Our Communications team has the largest set of responsibilities and tasks, with the smallest number of active volunteers.

Current Challenges:

Allocate very scarce time and resources to optimal communications channels.
Increase our market visibility toward improved community awareness and understanding of FPAAZ impact and successes.

We have so many powerful stories to tell. Will you help us tell them?

Hubble - Drop In Zooms - 2026 (16 Nov 2026)

Mon, 16 Nov 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

2026 FPAAZ Engagement Board Committee (17 Nov 2026)

Tue, 17 Nov 2026 20:00:00 GMT

FPA Arizona Engagement Committee Meetings

Generally the THIRD Tuesday of each month at 1pm AZ time.

(No Meeting in July)

Join Online:

2026 FPAAZ Strategic Planning Board Committee (18 Nov 2026)

Wed, 18 Nov 2026 19:00:00 GMT

FPAAZ Strategic Planning Committee Calls

will be held on the Third Wednesday of each month at 12PM AZ Time.

No call in July

Microsoft Teams Need help?

Meeting ID: 219 738 665 506 9

Passcode: nJ2uu94x

November Board Meeting (18 Nov 2026)

Wed, 18 Nov 2026 19:30:00 GMT

FPAAZ Board Meeting

Chapter Board Meetings are held in general on the 4th Wed of every month.

This November meeting will take place a week earlier due to the Holiday.

The 3rd Wednesday of the Month.

All chapter members and our broader community are welcome to attend chapter board meetings.

Board Members: Please proactively RSVP so that we may anticipate expected quorum.

Board members can access the board meeting page here.

12:30-2:00pm

Online Only

Join Zoom Meeting

2026 Governance Board Committee (18 Nov 2026)

Wed, 18 Nov 2026 21:00:00 GMT

FPAAZ Board Governance Committee Calls

Generally the THIRD WEDNESDAY of each month at

2:00pm AZ Time.

No call in July

Join Zoom Meeting

Meeting ID: 710 131 6685

2026 Professional Development Working Group (19 Nov 2026)

Thu, 19 Nov 2026 22:30:00 GMT

Professional Development

Working Group

Monthly on the 3rd Thursdays at 3:30 pm

This Group manages the chapters' Annual Master Connections Calendar, including

Lifelong Learning and CE events
Learning Hub+ and PDP+ content
Support for all other Working Team Calendaring needs

Working Teams include:

Lifelong Learning

Continuing Education, Practice Management Content

Learning Hub+ and PDP+

Teamwork and Leadership Training

We developed a Learning Hub+ with an aim of delivering Quality Local Learning

(consistently rigorous and engaging content), regardless of presenter or topic.

We created a Professional Development - Practiced (PDP+) workshop series,

based upon the Learning Hub+ principles for leadership skill building.

Hubble - Drop In Zooms - 2026 (23 Nov 2026)

Mon, 23 Nov 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

Hubble - Drop In Zooms - 2026 (30 Nov 2026)

Mon, 30 Nov 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

2026 Advocacy Working Team (4 Dec 2026)

Fri, 04 Dec 2026 16:30:00 GMT

Advocacy Working Team

https://zoom.us//j/7101316685

In General: 1st Fridays of most months at 9:30 am

No team call in July

All other months, watch this website events calendar.

Note: The Advocacy Working Team is a part of the Advancing the Profession Group

Hubble - Drop In Zooms - 2026 (7 Dec 2026)

Mon, 07 Dec 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

2026 Leadership Development Board Committee (9 Dec 2026)

Wed, 09 Dec 2026 19:00:00 GMT

FPAAZ Leadership Development Board Committee

The second Wednesday of each month 12:00pm -1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

These are the regular monthly meetings for the FPAAZ Board’s Leadership Development Committee.

A reminder of our priorities for 2025:

· Board application packet and process/strategy

· Plan to maintain personal recruiting and promotion of board service opportunity

· Board orientation scheduling and content prep

· Board engagement and accountability: open seats, attendance/participation at board meeting, chapter events, committee meetings

2026 Finance Board Committee (10 Dec 2026)

Thu, 10 Dec 2026 20:00:00 GMT

FPAAZ Finance Committee Calls

Generally the Thursday prior to each monthly board meeting at 1:00pm

Join Zoom Meeting

Meeting ID: 710 131 6685

Passcode (if needed): FPAGP

Hubble - Drop In Zooms - 2026 (14 Dec 2026)

Mon, 14 Dec 2026 18:30:00 GMT

No Hubbles on Monday Holidays or in July

2026 FPAAZ Engagement Board Committee (15 Dec 2026)

Tue, 15 Dec 2026 20:00:00 GMT

FPA Arizona Engagement Committee Meetings

Generally the THIRD Tuesday of each month at 1pm AZ time.

(No Meeting in July)

Join Online:

Elevate+ Learning (16 Dec 2026)

Wed, 16 Dec 2026 16:00:00 GMT

2026 FPAAZ Strategic Planning Board Committee (16 Dec 2026)

Wed, 16 Dec 2026 19:00:00 GMT

FPAAZ Strategic Planning Committee Calls

will be held on the Third Wednesday of each month at 12PM AZ Time.

No call in July

Microsoft Teams Need help?

Meeting ID: 219 738 665 506 9

Passcode: nJ2uu94x

December Board Meeting (16 Dec 2026)

Wed, 16 Dec 2026 19:30:00 GMT

FPAAZ Board Meeting

Chapter Board Meetings are held in general on the 4th Wed of every month.

This December meeting will take place a week earlier due to the Holiday.

The 3rd Wednesday of the Month.

All chapter members and our broader community are welcome to attend chapter board meetings.

Board Members: Please proactively RSVP so that we may anticipate expected quorum.

Board members can access the board meeting page here.

12:30-2:00pm

Online Only

Join Zoom Meeting

2026 Governance Board Committee (16 Dec 2026)

Wed, 16 Dec 2026 21:00:00 GMT

FPAAZ Board Governance Committee Calls

Generally the THIRD WEDNESDAY of each month at

2:00pm AZ Time.

No call in July

Join Zoom Meeting

Meeting ID: 710 131 6685

2026 Professional Development Working Group (17 Dec 2026)

Thu, 17 Dec 2026 22:30:00 GMT

Professional Development

Working Group