FPA Arizona (FPAAZ)

Chapter Curated Continuing Education Calming Clients during Turbulent Times When are clients most able to value you and your work??? When financial markets are tumultuous and the earth seems to be shifting below our very feet. Knowing this doesn't make calming clients and maintaining your own presence of mind easy to do or communicate, though. Seeking some fresh ideas for communicating the value of long term time horizons? Needing a sanity check and a reminder to exhale? Stumble across an "A Ha!" moment that will shift how you deliver financial planning services going forward? Join this facilitated virtual community conversation.?? Ask your questions - offer your insights and ideas.?? Support each other as we support our clients. Register:?https://lnkd.in/gD84Pmfh Date:?Wed, Mar 26, 2025 Time: 4 pm - 5:30 pm Location: Chapter Zoom Room https://lnkd.in/eCbUbAXc Cost: -0- + your wisdom Anticipated CFP(R) CE:?1 hour of CFP CE will be sought Other:?Format will be facilitated conversation, Q&A among and between professionals

Social Celebration! What are we celebrating? End of Tax Season Not Yet Summer Graduations Pending Advocacy Advances Financial Literacy Course Successes Partners Catalysts Volunteers Students Mentors Wednesday, April 23, 2025 4:00pm - 6:00pm Camelback Lakes - Amenity Lounge 2730 E Camelback Rd Phoenix AZ?85016 FPA Members/Partners/Catalyst Volunteers/Students/Mentors $0 (each can bring one guest at no cost) Additional and All Other Guests:?$15 Anticipated CE:?-0- Hosted Appetizers and Beverages Games Music Camaraderie! To Register:?https://lnkd.in/g-___kyE

Call for CFP??Professionals as Volunteers for 30-45 minute (Zoom) Pro Bono Financial Planning sessions with our Arizona Public School Teachers Pro Bono for teachers - You may volunteer your time on Saturday in 60 minute increments.?Even if you can only help for 1 or 2 hours, you will help our Arizona teachers a great deal. Date:?Saturday, April 26th Time: 8:30 am to Noon Location:?ACEE Zoom Cost: -0- Anticipated CFP CE: -0- You must be a CFP? Professional in order to provide 1:1 Pro Bono support, but you do not need to be a current FPAAZ member. If you are a CFP? Professional volunteering on this date, but not a chapter member, you will want to pay attention to your firms' E&O coverage. If you are not a CFP(R) Professional but would like to support this event, there are some options available to do so.?Join any Hubble to inquire about these options. Through the work of our Professional Relations team, the chapter happily connects with the Arizona Council on Economic Education.?? Their connection to our teaching community, and their desire to support and promote this event, makes this day possible. We will brief interested financial planning professional volunteers for this Pro Bono effort on Monday, Feb 10th, at 1 pm, during our monthly Financial Literacy Initiative Working Team zoom, via the Chapter Zoom Room. Mark your calendars now for Mon, Feb 10th, at 1 pm. Financial Literacy Initiative Team Leader Sharon Bumgarner penned an article with some helpful background information about this event, posted to our Community at Work website pages.?To view article:?https://lnkd.in/geiXK4h9 Teachers have some unusual cash flow and salary options, and some distinct retirement benefits.?? If you want to refresh yourself on Pension Plans and benefits options, join us on Wed, Feb 26th, at 4 pm, for a Virtual Continuing Education session with the Arizona State Retirement System, reviewing the nature of Pension Benefit plans and the variety of benefits options to consider.??

Chapter Curated Continuing Education: Arizona State Retirement System For more than 70 years, the Arizona State Retirement System has provided retirement security to Arizona's public servants, including teachers, municipal workers, and other government employees.?The ASRS proudly serves more than a 650,000 members, including more than 175,000 retired members. In April, FPAAZ will offer Pro Bono for teachers working with the Arizona Council on Economic Education.?As our volunteers prepare to help, this session is an ideal and timely opportunity to update any financial planning professionals around the Guaranteed Nature of the Benefits, Retirement Payment Options, Survivor Benefits and more.? Date:?Wed, Feb 26, 2025 Time: 4 pm - 5:30 pm Location: Zoom.Us//j/7101316685 Cost: Members -0- Non Members $25 Anticipated CFP(R) CE: 1.5 CFP CE hours Other:?If you would like to volunteer for our Pro Bono for Teachers event in April, this continuing education has been scheduled specifically to assist our planners in coming fully up to speed and current on Retirement Questions from public school teachers. To Register:??https://lnkd.in/gRdAQrYH

FPAAZ Advocacy Day: Championing Financial Planning at the Arizona State Capitol ??Our FPAAZ Advocacy Team had a powerful day at the Arizona State Capitol, meeting with legislators and regulators to advance the financial planning profession in Arizona. ??8 volunteers scheduled 13 legislator meetings in advance. We successfully met with 10 legislators and will follow up with 20+ others to continue the conversation. ??9 Legislative Districts across Arizona were represented. ??Our team is monitoring 3 key bills, with one likely to receive an official "Support" stance from FPAAZ. ?? We engaged in valuable discussions with Securities Regulators at the Arizona Corporation Commission on upcoming rulemaking and the Arizona review process. ??A key focus was on updating marketing rules for state-regulated RIAs to align with SEC regulations, ensuring a level playing field. ??Advocacy is essential to protecting and advancing our profession. By building relationships, staying informed, and actively engaging in policy discussions, FPAAZ is making an impact. A huge thank you to our volunteers and everyone who contributed to this successful day! #FPAAZ #AdvocacyDay #FinancialPlanning #AZLeg #SecuritiesRegulation #RIA #Legislation #MakingAnImpact

FPAAZ Advocacy Day: Championing Financial Planning at the Arizona State Capitol ??Our FPAAZ Advocacy Team had a powerful day at the Arizona State Capitol, meeting with legislators and regulators to advance the financial planning profession in Arizona. ??8 volunteers scheduled 13 legislator meetings in advance. We successfully met with 10 legislators and will follow up with 20+ others to continue the conversation. ??9 Legislative Districts across Arizona were represented. ??Our team is monitoring 3 key bills, with one likely to receive an official "Support" stance from FPAAZ. ?? We engaged in valuable discussions with Securities Regulators at the Arizona Corporation Commission on upcoming rulemaking and the Arizona review process. ??A key focus was on updating marketing rules for state-regulated RIAs to align with SEC regulations, ensuring a level playing field. ??Advocacy is essential to protecting and advancing our profession. By building relationships, staying informed, and actively engaging in policy discussions, FPAAZ is making an impact. A huge thank you to our volunteers and everyone who contributed to this successful day! #FPAAZ #AdvocacyDay #FinancialPlanning #AZLeg #SecuritiesRegulation #RIA #Legislation #MakingAnImpact

Advocacy Day at the Arizona Capitol February 11, 2025 8:30 AM - 1:00 PM 1700 W Washington St, Phoenix, AZ 85007-2800, United States Join our active Advocacy Volunteer team at the Capitol as we meet with legislators and Advance the Profession of Financial Planning.

Chapter Curated Continuing Education - Tucson In-Person & Virtual Alternative to What? 1. Where do Alternative Investments Fit in Client Asset Allocations? ? ? Understanding the value of private markets and when to utilize different types of alternative investments has become critical for wealth managers looking to acquire HNW clients. ? ? Your ability to help educate and guide client conversations when Alternative Investments come up improves when you have access to reliable data through a broad educational platform, a curated menu of highly diligenced alternative investment options, unbiased research, and analytics tools to quantify the portfolio impact. Date: Wed, March 5th, 2025 4 pm -gather 4:30 pm - CE Session 6:00 pm - close Location: Northern Trust 3450 E Sunrise Dr Suite 100, Tucson, AZ 85718 Cost: -0- Members, Partners, Catalysts $25: Non Member Community Anticipated CFP(R) CE: 1 hr CFP CE credit will be applied for. Other: Free, onsite surface parking. To Register:?https://lnkd.in/gC9kTEHj F&B Water, Coffee and a snack selection will be available. Coming early or staying awhile post presentation supports networking and social time. _______ Watch Party Interest Dependent upon Location Ability to Support Virtual For FPAAZ members outside of the Metro area, if you want to be able to participate remotely, email [email protected] after registering to request a Zoom Link.

Community Social Mixer - Join fellow chapter members and guests as we honor our mentors for sharing their time and knowledge, and to honor our mentees for their dedication to learning new skills!?This event is Wednesday, February 19, 2025, 4:30pm to 6:30pm at Hundred Mile Brewing Company, 690 N Scottsdale Rd, Tempe, AZ 85288.?To Register:?https://lnkd.in/gJYwaSFj

Arizona Financial Planning Professionals - when you onboard new clients, how do you handle discussing your assessment of a prior advisors work? FPAAZ is starting off the New Year with a Planner2Planner session around Professionalism! https://lnkd.in/g3-WD2Vu