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.

General Circle

  • 29 Feb 2024
  • 31 Oct 2024
  • 4 sessions
  • 29 Feb 2024, 3:30 PM 4:30 PM (MST)
  • 30 May 2024, 3:30 PM 4:30 PM (MST)
  • 29 Aug 2024, 3:30 PM 4:30 PM (MST)
  • 31 Oct 2024, 3:30 PM 4:30 PM (MST)
  • Chapter Zoom: https://zoom.us//j/7101316685

Registration


Registration is closed

FPAAZ General Circle Zoom

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

Any month with 5 Thursdays (3-4 annually) – we dedicate that 5th Thursday to a General Circle.  

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 60 minutes of time, the agenda prioritizes hearing from Communications, Professional Development, Advancing the Profession (Financial Literacy and Advocacy) and Community Connections (NexGen, Membership, Professional Relations).


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
  • General Circle