Who? is welcome...

We build Community.  Everything we do and offer is open to anyone interested.  

CFP(R) Professionals and all financial planning advisors, members or not, allied professionals, student or retired - if  you are interested in what we do, you are welcome.

What? might be of interest...

What you elect to attend is dependent upon your ambitions and interests, location, timing, and just plain life as we know it. 

To filter among education or social events, leadership volunteer efforts, and operational meetings, see color key below the calendar.

Where? locations vary...

Currently, active financial planning communities in the Phoenix and Tucson metro areas plan local events ideally 6 months in advance and open marketing and registration 3 months in advance. 

Any financial planning or allied professional community wanting FPAAZ support to connect and thrive locally may lean upon our infrastructure and systems to make it happen.

We care less about your location than your willingness to adopt our Vision, Mission, and Values and willingness to adapt to Dynamic Governance for decision making.

When? Wed and Thurs...

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 primarily on Thursdays at 3:30 pm in our Working Groups, along with other times that work for a more specific Working Team.

How? formats vary...

Connection opportunities may be Face to Face, Watch Party, Virtual, or Hybrid (rare). 

Our target frequency is 24-30 opportunities for our community to connect annually. 

In other words, Connection opportunities can be found 2 out of 4 weeks, with reduced local activity over the Summer months.

Want to receive out bound emails from the chapter?  Subscribe to our Contact List.  Communication Norms are in website footer.

How Much?time/attention

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 reserved to Prac members. ( Planner2Planner).

Why? be a member...

Many chapter gatherings may be free to attend, but none are ever 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, along with Financial Literacy and Advocacy work.

Is a healthy/ active

Financial Planning Association something you might need/want?

Memberships Invest in FPA today, for tomorrow.

Hubbles (Fire Magenta) - Our Virtual Front Door and Welcome Mat

Chapter Learning, Social or other Events & FPA Regional Events (shades of Gray) ~24-30/year

Professional Development+ Workshops  PDP+ (Orange)

• LearningHub+ principles delivered via a curated series of leadership and teamwork skill building workshops.
• PDP+ Workshops are the backbone of FPAAZ Board of Directors and General Circle interactions.  We practice what we preach.  Do you want to be your best possible financial planning professional?   Register for every PDP+ Workshop over 36 months to earn a PDP+ Certificate.  When you volunteer - turn these skills into your habits.

Chapter Community Working Teams and General Circle (Midnight Blue)

Board of Director, or BOD Committees and Task Forces (Sky Blue)

• Board and Teamwork gatherings are primarily via the Chapters' Zoom Room.

Financial Literacy or Consumer Events (Sun Yellow)