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.

Chapter Events

August 4 - Actionable Roth Business Building Strategies 2020

12pm-1pm | VIRTUAL
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August 25 - Annuities 101: How & When to Use Commission-Free Annuities in a Holistic Financial Plan

12pm-1pm | VIRTUAL
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September 9 -Recruiting and Managing Talent for Your Firm in a Post Covid-19 World

12pm-1pm | VIRTUAL
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September 23 & 24 - ANNUAL SYMPOSIUM

8am-12pm Both Days | VIRTUAL | Dynamic Speakers, Sponsor Expo, & Virtual Networking
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October 7 - Untying the Financial Knot

12pm-1pm | VIRTUAL
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October 21 - Captive Insurance Updates and Operations

12pm-1pm | VIRTUAL
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December 1 - Cybercrime: It's a Growth Industry - Awareness & Prevention

12pm-1pm | VIRTUAL
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December 15 - Tax Jeopardy

12pm-1pm | VIRTUAL

Chapter Leaders

Sponsors and Partners

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