| The Essential Hub of our Financial Planning Community. Empower financial planners by connecting them with the resources necessary to elevate their community impact. What can we connect you with today? |
Who?Calendared connection opportunities identify where and how you can connect to us. Everything we offer is open to anyone interested. CFP(R) Professionals or not, members or not, financial planners or allied professionals, students or retired - if you are interested in what we are doing, you are welcome. | What?What you elect to attend is dependent upon your ambitions and interests, location, timing, and just plain life as we know it. To help you filter between education or social events, chapter volunteer efforts, and operational meetings, there is a color key below the calendar. | How?Connection opportunities may be Face to Face, Virtual, Watch Party, or Hybrid. Our target frequency is 30-36 opportunities for our community to connect annually. In other words, 3 out of 4 weeks, connection opportunities can be found, with less local activity over the Summer months. |
How Much?Most 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 may be reserved to Practitioner members. (eg: Planner2Planner). | When?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 on Thursday afternoons at 3:30 pm, along with other times that work for the volunteers leading the charge. | Why?Just because a chapter gathering is free to attend doesn't mean it is 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. |
Where to Start?
Chapter Events, Partner and Catalyst Events, Regional Events (varying shades of gray)
Financial Literacy or Consumer Events (Sun Yellow)
Chapter Community Working Teams (Midnight Blue) Teamwork gatherings are primarily via the Chapters' Zoom Room.
Hubble (Fire Magenta) and Board of Director, or BOD Committees and General Circle (varying shades of magenta or sky blue)
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