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Financial Literacy Initiative

Start
8 Jan 2024
End
9 Dec 2024
Schedule
12 sessions
#1.
8 Jan 2024, 1:00 PM 2:00 PM (MST)
#2.
12 Feb 2024, 1:00 PM 2:00 PM (MST)
#3.
11 Mar 2024, 1:00 PM 2:00 PM (MST)
#4.
8 Apr 2024, 1:00 PM 2:00 PM (MST)
#5.
13 May 2024, 1:00 PM 2:00 PM (MST)
#6.
10 Jun 2024, 1:00 PM 2:00 PM (MST)
#7.
8 Jul 2024, 1:00 PM 2:00 PM (MST)
#8.
12 Aug 2024, 1:00 PM 2:00 PM (MST)
#9.
9 Sep 2024, 1:00 PM 2:00 PM (MST)
#10.
14 Oct 2024, 1:00 PM 2:00 PM (MST)
#11.
4 Nov 2024, 1:00 PM 2:00 PM (MST)
#12.
9 Dec 2024, 1:00 PM 2:00 PM (MST)
Location
zoom.us/j/7101316685
Registered
41 registrants

Registration

AZ Financial Planning Community Members

Registration is closed

Monthly Financial Literacy Team gatherings

2nd Monday of most months at 1 pm via Zoom

(No meeting in July and August)

(November 2024 will take place the the first Monday due to Holiday)

_______________

Team Leader Sharon Bumgarner and a volunteer force of more than 17 CFP(R) Professionals work together to advance Financial Literacy in Arizona.

Monthly team check in calls help coordinate these efforts.

The primary past energy has been applied toward improving and delivering a 12 session course (MoneyW!se) via an MOU with Wise of New York and various Valley of the Sun community non profit organizations.

The team has completed a review of multiple financial literacy course options, and proposed a 3 year plan. You can download the plan below.

If you would like to actively participate in extending financial literacy in AZ, this team presents an opportunity to improve your communication of financial literacy basics to our community.

____________

https://Zoom.US/7101316685

Team calls are Drop In Calls - no need to RSVP.

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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