FPA Charlotte 2022 Programs
Regardless of where you are in your career, FPA is where you start or continue your journey to mastering the practice and business of financial planning, and being a part of driving the profession forward. FPA of Charlotte offers a variety of continuing education opportunities throughout the year.
Upcoming Events
All events are in person unless otherwise stated.
Mastering LinkedIn Webinar Series (April-July)
Hear from two experts who have made a career out of helping financial advisors make the most of LinkedIn.
May 16
Member Appreciation BBQ Lunch - 6101 Carnegie Blvd, Charlotte - in the parking lot
May 17 - Ethics Day
Annual Ethics for CFP and INS - Location: 1515 S Tryon Street - DFA offices
June 14 - Member Outing at Charlotte Knights
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August 23-25- Regional Lunch & Learns
Charlotte, Asheville, Greensboro
September 27
Practice Management with Taylor Schulte
October 18 - Annual Symposium & Sponsor Expo
November 16
Practice Management - Succession Planning with Brooklyn Brock
Dates TBD
December | Second Harvest Community Service Days
