The Essential Hub of our Financial Planning Community.


We empower financial planners by connecting them with the resources necessary to elevate their community impact.

What can we connect you with today?


FPAAZ Chapter Connect!

our Mission in Motion

Join us statewide - FPAAZ can connect you with events across Arizona


Click Here for  more information about HOW the chapter programming works


Upcoming events

    • 6 Jan 2025
    • 15 Dec 2025
    • 42 sessions
    • Zoom.us/j/7101316685

    No Hubbles on Monday Holidays or in July


    • 13 Jan 2025
    • 8 Dec 2025
    • 10 sessions
    • Zoom.us//J/7101316685
    Register


    Financial Literacy Initiative

    Zoom.Us//J/7101316685


     2nd Mondays at 1 pm

    No Meeting in July, Oct



    • 16 Jan 2025
    • 11 Dec 2025
    • 12 sessions
    • Zoom: https://Zoom.us/Join Meeting ID: 710 131 6685 Passcode (if needed): FPAGP
    Register

    FPAAZ Finance Committee Calls

    Generally the Thursday prior to each monthly board meeting at 9:30am

    November call will take place on Monday, November 10th.

    Shift two weeks earlier in December due to the holiday.

    Join Zoom Meeting

    https://Zoom.us/Join

    Meeting ID: 710 131 6685

    Passcode (if needed): FPAGP

    • 16 Jan 2025
    • 18 Dec 2025
    • 12 sessions
    • Zoom.us//j/7101316685
    Register

    Professional Development

    Working Group


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


    Monthly on the 3rd Thursdays at 3:30 pm 

    No meetings in December, pending shifts due to Holiday impacts in Q4


    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.

    • 21 Jan 2025
    • 16 Dec 2025
    • 10 sessions
    • Online: Teams
    Register

    FPA Arizona Engagement Committee Meetings

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

    (No Meeting in July)

    Microsoft Teams 

    Join the meeting now

    Meeting ID: 244 668 451 087 5

    Passcode: N9Pf2Fn9

    Dial in by phone

    +1 480-999-2486,,689412360# United States, Phoenix

    Find a local number

    Phone conference ID: 689 412 360#


    • 19 Feb 2025
    • 17 Dec 2025
    • 9 sessions
    • Zoom
    Register


    FPAAZ Strategic Planning Committee Calls

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

    No call in September and November

    Zoom Link to Join:

     https://us06web.zoom.us/j/85984737063?pwd=4Gd7iMjxMtrlnYxQiMFVKzaFP8Dth7.1

    • 19 Feb 2025
    • 17 Dec 2025
    • 10 sessions
    • Zoom: https://nau.zoom.us/j/82040484478?pwd=HHUM69HFS8RbY5VTp0OZRt7rmDFAH8.1
    Register

    FPAAZ Board Governance Committee Calls

    Generally the THIRD WEDNESDAY of each month at 2:00pm AZ Time.

    Join Zoom:https://nau.zoom.us/j/82040484478?pwd=HHUM69HFS8RbY5VTp0OZRt7rmDFAH8.1

    Meeting ID:  82040484478

    Passcode: 374465

    • 14 May 2025
    • 10 Dec 2025
    • 8 sessions
    • Microsoft Teams
    Register

    FPAAZ Leadership Development Board Committee

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

    Click Here to Join

    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

     


    • 10 Dec 2025
    • 8:00 AM - 12:30 PM
    • Camelback Lakes Conference Room: 2730 E Camelback Rd Phoenix AZ 85016
    Register


    • 17 Dec 2025
    • 9:00 AM - 12:00 PM
    • Zoom.us/j/7101316685
    Register


    • 17 Dec 2025
    • 12:30 PM - 2:00 PM
    • https://Zoom.us/J/7101316685
    Register

    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

    https://Zoom.us/j/7101316685


    • 5 Jan 2026
    • 21 Dec 2026
    • 42 sessions
    • Zoom.us/j/7101316685

    No Hubbles on Monday Holidays or in July


    • 7 Jan 2026
    • 3:00 PM - 5:30 PM
    • Zoom.us/j/7101316685
    Register

    • 12 Jan 2026
    • 9 Nov 2026
    • 11 sessions
    • Zoom.us//J/7101316685
    Register


    Financial Literacy Initiative

    Zoom.Us//J/7101316685


     2nd Mondays at 1 pm

    No Meeting in July, Oct



    • 14 Jan 2026
    • 4:00 PM - 6:00 PM
    • Junior Achievement 636 W Southern Ave Tempe AZ 85282
    Register



    • 26 Jan 2026
    • 8:00 AM - 11:00 AM
    • Croft Downtown: 22 E Buchanan St, Phx 85004


    • 10 Feb 2026
    • 8:00 AM - 1:00 PM
    • AZ State Capitol, Senate Hearing Room 1: 1700 W Washington St Phoenix AZ
    Register


    • 27 Mar 2026
    • 9:00 AM - 12:00 PM
    • Zoom.us/j/7101316685
    Register


    • 26 Jun 2026
    • 9:00 AM - 12:00 PM
    • Zoom.us/j/7101316685
    Register


Past events

20 Nov 2025 FPAAZ Holiday Social
19 Nov 2025 November Board Meeting
12 Nov 2025 Board Orientation
5 Nov 2025 Tax Law Shifts, Trusts & Estates Insights: A CPA's Guide for Financial Advisors
29 Oct 2025 Evaluating Your Business Insurance
22 Oct 2025 October Board Meeting
7 Oct 2025 Critical Insights for Advising Clients on Rental Income Properties
24 Sep 2025 September Board Meeting
17 Sep 2025 FPAAZ Annual Member Meeting + Board Slate Election
28 Aug 2025 "Good People. Bad Things." A LearningHub+ course.
27 Aug 2025 August Board Meeting/Strategic Planning Session
23 Aug 2025 Pro Bono Support for Arizona Teachers
20 Aug 2025 FPAOC Quarterly Education Meetings
20 Aug 2025 FPA San Diego Quarterly Education Meeting
6 Aug 2025 Mission Possible: Connecting Planners to Resources for Aging Clients
23 Jul 2025 July Board Meeting
17 Jul 2025 FPALA SouthBay Pop Up Mixer
10 Jul 2025 FPALA MidCity Pop Up Mixer
2 Jul 2025 CFP Board of Standards 2024 Updated Ethics Course
25 Jun 2025 June Board Meeting
18 Jun 2025 Arizona Economic Update with Jim Rounds
4 Jun 2025 Town Hall: Metrics that Matter, a Financial Literacy Initiative Conversation
28 May 2025 May Board Meeting
21 May 2025 Leadership Academy May 2025
14 May 2025 Planning for Clients with Incentive Stock Options
26 Apr 2025 Pro Bono Support for Arizona Teachers
23 Apr 2025 FPAAZ Chapter Partner and Catalyst Mixer
23 Apr 2025 April Board Meeting
16 Apr 2025 Out & About: Maricopa County Tabulation & Elections Center
26 Mar 2025 Community Conversation: Behavioral Coaching and Calm Clients during Market Turbulence
26 Mar 2025 March Board Meeting
12 Mar 2025 Planner2Planner on Alternative Investments
5 Mar 2025 Alternative to What? Where do Alternative Investments Fit in Client Asset Allocations?
26 Feb 2025 Arizona State Retirement System
26 Feb 2025 February Board Meeting
19 Feb 2025 Chapter Social! Honoring our Mentors Mentees Mixer
11 Feb 2025 Advocacy Day at Arizona Capitol
30 Jan 2025 General Circle 2025
29 Jan 2025 Protecting Vulnerable Clients
23 Jan 2025 Advancing the Profession Working Group 2025
22 Jan 2025 Leadership Academy
22 Jan 2025 January Board Meeting
17 Jan 2025 Advocacy Working Team
15 Jan 2025 Planner2Planner: New Clients. Old Problems
9 Jan 2025 Communications Working Group and Team 2025
2 Jan 2025 Community Connections Working Group 2025
24 Dec 2024 Holiday Break
18 Dec 2024 December Board Meeting
11 Dec 2024 FPAAZ Holiday Social
20 Nov 2024 Partner Series CEvent: Advising Clients with Foreign Assets
20 Nov 2024 November Board Meeting
19 Nov 2024 Board Engagement Committee
13 Nov 2024 FPAAZ Dynamic Governance Workshop
6 Nov 2024 Postponed: Protecting our Vulnerable Clients
6 Nov 2024 FPAAZ Board Orientation
30 Oct 2024 Chapter CE: Where Can Indexes-and Factors-Fall Short?
23 Oct 2024 CFP Board of Standards 2024 Updated Ethics Course
23 Oct 2024 October Board Meeting
16 Oct 2024 Postponed! Partner CEvent: Market Movements and Monetary Policy: Navigating the Road Ahead
9 Oct 2024 Postponed: Planner 2 Planner: Focus on New Client Relationships
25 Sep 2024 "A New Normal: FI Strategies in a Higher-for-Longer Rate Environment"
25 Sep 2024 September Board Meeting
19 Sep 2024 Board Governance Committee
18 Sep 2024 Chapter Member Mixer by NexGen
11 Sep 2024 FPAAZ Annual Member Meeting + Board Slate Election
24 Apr 2024 Deepen your Client Relationships with Discovery Questions
15 Apr 2024 Hubble - Drop In Zooms
29 Feb 2024 General Circle
25 Jan 2024 Advancing the Profession Working Group
18 Jan 2024 Professional Development Working Group
11 Jan 2024 Communications Working Group and Team
8 Jan 2024 Financial Literacy Initiative
4 Jan 2024 Community Connections Working Group

Hubbles (Fire Magenta) - Our Virtual Front Door and Welcome Mat

Chapter Learning, Social or other Events & FPA Regional Events (shades of Gray) ~24-30/year


Professional Development+ [PDP+] (Orange)

  • Learning Hub+ principles delivered via a curated series of leadership and teamwork skill building workshops.
  • PDP+ Workshops are the backbone of FPAAZ Board of Directors and General Circle interactions.  We practice what we preach.  Do you want to be your best possible financial planning professional?   Register for every PDP+ Workshop over 36 months to earn a PDP+ Certificate.  When you volunteer - turn these skills into your habits.


Chapter Community Working Teams and General Circle (Midnight Blue)

Board of Director, or BOD Committees and Task Forces (Sky Blue)

Financial Literacy or Consumer Events (Sun Yellow)

____________

Financial Planning Association (FPA) is a national 501(c)(6) non-profit organization.  FPA is Your Partner in Planning TM.

FPA Arizona (FPAAZ) is a state based 501(c)(6) organization, affiliated with FPA via a Chapter Charter and License agreement.

PO Box 4130, Scottsdale AZ 85261 Ph:  480-483-9035 Hours:  M-Th: 9 - 5  Fr: 9 - 1 


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