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?

Tip: the menu items reflect Stakeholders.  The Connect! Menu option is the Chapter Event Calendar.  The dropdown menu option is the Community Calendar.

Advocacy Working Team

  • 17 Jan 2025
  • 7 Nov 2025
  • 9 sessions
  • 17 Jan 2025, 9:30 AM 10:30 AM (MST)
  • 7 Feb 2025, 9:30 AM 10:30 AM (MST)
  • 7 Mar 2025, 9:30 AM 10:30 AM (MST)
  • 4 Apr 2025, 9:30 AM 10:30 AM (MST)
  • 2 May 2025, 9:30 AM 10:30 AM (MST)
  • 1 Aug 2025, 9:30 AM 10:30 AM (MST)
  • 5 Sep 2025, 9:30 AM 10:30 AM (MST)
  • 3 Oct 2025, 9:30 AM 10:30 AM (MST)
  • 7 Nov 2025, 9:30 AM 10:30 AM (MST)
  • https://zoom.us//j/7101316685

Registration

  • Many Hands Make Light Work! You do not need to be a member of FPA or a financial planning professional to volunteer to help on a Working Team. If you want to help, your participation is welcome! The ask is 2-3 hours a month. 1 hour is on the team Zoom, the other 1-2 hours is tackling a task or project. General Circle Leaders do need to be FPAAZ members, as do Board of Directors.

    Unique to Advocacy Volunteers: We advocate for the profession of financial planning, and align with the public policy issues and statements from FPA nationally. While anyone may join, when we speak to regulators and legislators, we speak as one voice in concert with our public policy priorities.

Register

Advocacy Working Team

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

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

January call will take place the third Friday, January 17th

No team call in June, July, or December 

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


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 


Copyright Notice: © 2025:  FPA Arizona reserves all rights to website published original content. 

Our Terms of Use prohibit website users from posting other copyrighted material without prior express written authorization.

  • Home
  • Advocacy Working Team