Welcome to the Financial Planning Association (FPA) of Charlotte, North Carolina. Our chapter serves hundreds of industry professionals and is one of 86 nationwide chapters. FPA of Charlotte serves the Charlotte Metropolitan and North Carolina Triad areas as well as the Upstate of South Carolina. Through monthly and annual events, we offer our membership a variety of opportunities to learn and grow professionally. In addition, we offer career center postings and other valuable resources free of charge.

THANK YOU TO OUR 2020 SPONSORS:

fairway logo

 

Chapter Events

June 18 – Monthly Meeting

4:30-5:30pm | VIRTUAL | Topic: Using Real Estate as an Alternative Investment | Jason Tuttle, Nova Capital | 1 CE Credit
REGISTER

August 18 - Monthly Meeting

4:30-5:30pm | VIRTUAL
REGISTER

September 24 - ANNUAL SYMPOSIUM

VIRTUAL

October 20 - Monthly Meeting

11:30am-1:00pm | Location TBD
REGISTER

November 17 - Monthly Meeting

11:30am-1:00pm | Location TBD | Nonprofit Showcase
REGISTER

December 15 - Monthly Meeting

11:30am-1:00pm | Location TBD
REGISTER

Sponsors and Partners

Thank you to our 2020 sponsors and partners!
Fairway Mortgage | Derek Helms
Bank OZK
Foundation for the Carolinas
Invesco
Towne Bank
DPL Financial Partners
Greer Walker CPAs & Business Advisors
Management Services International
Ameritrade