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General Circle 2025

  • 30 Jan 2025
  • 30 Oct 2025
  • 4 sessions
  • 30 Jan 2025, 3:30 PM 5:00 PM (MST)
  • 29 May 2025, 3:30 PM 5:00 PM (MST)
  • 31 Jul 2025, 3:30 PM 5:00 PM (MST)
  • 30 Oct 2025, 3:30 PM 5:00 PM (MST)
  • Zoom.us//j/7101316685
  • 5 registrants

Registration

  • Board of Directors - Officers, At Large, and/or Liaisons are welcome as guests at General Circles.
  • FPAAZ values Trust and operates continually in a manner that builds and preserves trust.

    That calls for Transparency and Inclusion.

    If you are interested in the work of the chapter, you are welcome!
  • There are 4 Group Leaders in the General Circle:

    Communications
    Professional Development
    Advancing the Profession
    Community Connections
  • Working Teams:

    Channel Masters (Communications)

    Lifelong Learning/CE (Professional Development)
    Learning Hu+ and PDP+ (Professional Development)

    Advocacy (Advancing the Profession)
    Financial Literacy Initiative (Advancing the Profession)
    Compliance Hub+ (Advancing the Profession)
    Public Awareness (Advancing the Profession)
    Pro Bono (Advancing the Profession)

    Membership and NexGen (Community Connections)
    Campus Life (Community Connections)
    Partnerships/Catalysts (Community Connections)
    Professional Relations/MOUs(Community Connections)
    Career Hub+ (Community Connections)
Register

General Circle

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


Frequency: Any month with 5 Thursdays (3-4 annually) –

we dedicate that 5th Thursday to a General Circle.


In 2025, General Circles convene in Jan, May, July, Oct


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 90 minutes of time, the agenda prioritizes hearing from:

  1. Communications Group/Team Leader,
  2. Professional Development Group Leader  (Lifelong Learning/CE and Learning Hub+ and PDP+),
  3. Advancing the Profession Group Leader (Financial Literacy and Advocacy, Compliance+) and
  4. Community Connections Group Leader  (NexGen, Membership, Professional Relations, Partnership/Catalyst).


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.

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