| 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? |
Who? is welcome...We build Community. Everything we do and offer is open to anyone interested. CFP® Professionals and all financial planning advisors, members or not, allied professionals, student or retired - if you are interested in what we do, you are welcome! What? might be of interest...What you elect to attend is dependent upon your ambitions and interests, location, timing, and just plain life as we know it. To decipher among education or social events, leadership volunteer efforts, and operational meetings, see color key below the calendar. Where? locations vary...Currently, active financial planning communities in the Phoenix and Tucson metro areas plan local events ideally 6 months in advance and open marketing and registration 3 months in advance. Any financial planning or allied professional community wanting FPAAZ support to connect and thrive locally may lean upon our infrastructure and systems to make it happen. We care less about your location than your willingness to adopt our Vision, Mission, and Values and willingness to adapt to Dynamic Governance for decision making. When? Wed and Thurs...Community facing chapter connection opportunities like education or social events are on Wednesdays, primarily in the afternoon, but this pattern can vary. Teamwork magic happens primarily on Thursdays at 3:30 pm in our Working Groups, along with other times that work for a more specific Working Team. How? formats vary...Connection opportunities may be Face to Face, Virtual, or Hybrid (rare). For Face to Face gatherings in one metro area, other metro areas may request a Watch Party connection if the base location has the ability to support virtual connections. Our target frequency is 24-30 opportunities for our community to connect annually. In other words, Connection opportunities can be found 2 out of 4 weeks, with reduced local activity over the Summer months. Want to receive out bound emails from the chapter? Subscribe to our Contact List. Communication Norms are in website footer. How Much?$/time/attentionMost connection opportunities are free or low cost to all, primarily depending upon our cost to produce and host the gathering. Some are free only to members, or reserved to Prac members. (eg: Planner2Planner). Why? be a member...Many chapter gatherings may be free to attend, but none are ever free to produce. Membership dues - whether or not you attend any/every chapter gathering - membership dues support the staffing and infrastructure costs to plan and execute a robust series of connections, along with Financial Literacy and Advocacy work. Is a healthy/ active Financial Planning Association something you might need/want? Memberships Invest in FPA today, for tomorrow. Where to Start?Most Mondays at 11:30 am MST
To Suggest Topics or Subject Matter Experts: |
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)
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)
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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.
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