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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?

Our National and Regional FPA community, our Arizona student clubs and associations, as well as our Partner, Catalyst, and MOU community frequently have activities of interest.  When we know about those activities, we post them here.

If your organization would like to share activities for posting to our Community Calendar, Zoom in to a Hubble, or the next Community Connections working team, to learn more about formally connecting the work of your organization to the work of the chapter.

Community Gatherings

  • Postponed! Partner CEvent: Market Movements and Monetary Policy: Navigating the Road Ahead

    • 16 Oct 2024
    • 4:00 PM - 6:00 PM
    • Junior Achievement, Tempe AZ
    • 9 registrants

    Postponed

    Due to the busy time of year for our financial planning community members, this event is being pushed back for now, and re-scheduled in early 2025.


    Show details

  • "Join us for Unlocking Global Investment Potential"

    • 17 Oct 2024
    • 7:45 AM - 9:00 AM
    • 2200 E. Elm St. Tucson AZ 85719


    Please join us on Thursday, October 17 for a breakfast event with Matt McLaughlin, Portfolio Specialist with Diamond Hill.  He will cover the following topics –

     

    • Avoid overweighting of richly priced US stocks and overemphasis on brand recognition in asset allocation decisions.
    • Consider investing outside of the US in regions with higher projected economic growth rates, more attractive equity prices and more investable opportunities.
    • Consider country risk and currency risks in valuation assessments.
    • Consider the benefits of investing in local companies vs global companies
    • Consider the natural hedging opportunities in a multinational company.

    To view the Speaker's bio - click here!

    Agenda:
    7:45am – Registration
    8:00am – Breakfast/welcome
    8:05 –     9:00am – Presentation
    9:00am – Program ends

     Click Here to Register


    Show details

  • October Board Meeting

    • 23 Oct 2024
    • 12:30 PM - 2:00 PM
    • Online: https://Zoom.us/J/710 131 6685
    • 5 registrants
    Register

    FPA of GP Board Meeting

    Chapter Board Meetings are held in general on the 4th Wed of every month.

    All chapter members and our broader community are welcome to attend chapter board meetings.

    Board Members:  Please proactively RSVP so that we may anticipate expected quorum.

    Board members can access the board meeting page here.  

    12:30-2:00pm 

    Online  Only

    Join Zoom Meeting

    https://Zoom.us/J/710 131 6685


    Show details

  • CFP Board of Standards 2024 Updated Ethics Course

    • 23 Oct 2024
    • 3:30 PM - 6:00 PM
    • Chapter Zoom Room: https://Zoom.us/j/7101316685
    • 18 registrants
    Register



    Show details

  • Chapter CE: Where Can Indexes-and Factors-Fall Short?

    • 30 Oct 2024
    • 4:30 PM - 6:00 PM
    • Camelback Lakes Training Room: 2730 E Camelback Road Phoenix AZ 85016
    • 4 registrants
    Register



    Show details

  • FPAAZ Board Orientation

    • 6 Nov 2024
    • 9:00 AM - 12:00 PM
    • Ashton Thomas: 8605 E Raintree Drive Ste 280 Scottsdale AZ 85260
    • Be the first
    Register

    FPAAZ Board Orientation

    Wednesday, November 6, 2024

    9:00am - 12:00pm

    Lunch will be provided after orientation

    In Person:

    Ashton Thomas

    8605 E Raintree Drive Ste 280

    Scottsdale AZ  85260

    Parking spaces throughout the parking structure (free parking) – which is behind the building. Avoid “reserved” spots.

    Online:

    https://at-pw.zoom.us/j/81448502076?pwd=Y41log4qFYjZWUpGYw0kB6gFpQty2s.1

    Meeting ID: 814 4850 2076
    Passcode: 289770

    Show details

  • IN PERSON Ethics Course: FPA of Greater Memphis

    • 6 Nov 2024
    • 2:00 PM - 4:00 PM
    • Face to Face

    Click Here for More Information


    Show details

  • Protecting our Vulnerable Clients

    • 6 Nov 2024
    • 4:00 PM - 6:00 PM
    • Priority Financial Group: 3200 N Central Ave #200 Phoenix AZ 85012
    • Be the first
    Register



    Show details

  • FPAAZ Dynamic Governance Workshop

    • 13 Nov 2024
    • 9:30 AM - 2:00 PM
    • Camelback Lakes Conference Room: 2730 E Camelback Rd Phoenix AZ 85016
    • Be the first
    Register

    FPAAZ Dynamic Governance Workshop

    Wednesday, October 13, 2024

    9:30am - 2:00pm

    Lunch will be provided

    In Person Space is Limited

    No cost to attend for FPA Leadership, Future Leaders, Chapter Members 

    $45 for Financial Community Guests

    Camelback Lakes Conference Room

    2730 E Camelback Rd. Phoenix AZ 85016

    Ample free guest Parking available on surface parking lot. 

    Park South of the building and use the East Entrance

    (indicated by a giant "E")

    Join Online:

    Join Zoom Meeting

    https://zoom.us/j/7101316685

    Meeting ID: 710 131 6685

    Show details

  • IN PERSON Ethics Course: FPA of Greater Indiana

    • 15 Nov 2024
    • 9:10 AM - 11:10 AM
    • Face to Face

    Click Here for More Information


    Show details

  • VIRTUAL Ethics Course: FPA Greater Kansas City

    • 20 Nov 2024
    • 11:00 AM - 1:00 PM
    • Virtual

    Click Here for More Information


    Show details

  • November Board Meeting

    • 20 Nov 2024
    • 12:30 PM - 2:00 PM
    • Online: https://Zoom.us/J/710 131 6685
    • 2 registrants
    Register

    FPAAZ Board Meeting

    A week earlier than normal due to the holiday

    Chapter Board Meetings are held in general on the 4th Wed of every month.

    All chapter members and our broader community are welcome to attend chapter board meetings.

    Board Members:  Please proactively RSVP so that we may anticipate expected quorum.

    Board members can access the board meeting page here.  

    12:30-2:00pm 

    Online  Only

    Join Zoom Meeting

    https://Zoom.us/J/710 131 6685


    Show details

  • Partner Series CEvent: Advising Clients with Foreign Assets

    • 20 Nov 2024
    • 4:00 PM - 6:00 PM
    • Spencer Fane: 2415 E Camelback Rd Ste 600 Phoenix AZ 85016
    • 3 registrants
    Register


    Show details

  • Holiday Mixer - Southern AZ

    • 4 Dec 2024
    • 4:30 PM - 6:30 PM
    • Tucson


    Show details

  • Holiday Mixer

    • 11 Dec 2024
    • 4:30 PM - 6:30 PM
    • Drake Qualls' Home - Moon Valley, Phx


    Show details

  • December Board Meeting

    • 18 Dec 2024
    • 12:30 PM - 2:00 PM
    • Online: https://Zoom.us/J/710 131 6685
    Register

    FPA of GP Board Meeting

    A week earlier than normal due to the holiday

    Chapter Board Meetings are held in general on the 4th Wed of every month.

    All chapter members and our broader community are welcome to attend chapter board meetings.

    Board Members:  Please proactively RSVP so that we may anticipate expected quorum.

    Board members can access the board meeting page here.  

    12:30-2:00pm 

    Online  Only

    Join Zoom Meeting

    https://Zoom.us/J/710 131 6685


    Show details

These gatherings are where and how you can connect to the broader financial planning community, depending upon your ambitions and interests.

Partner and Catalyst Events, Regional Events (varying shades of gray)

Financial Literacy or Consumer Events (Sun Yellow)


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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