FPA of The Triangle
Raleigh , NC
Chapter News
For up-to-date news, please visit our Facebook and LinkedIn pages.
FPA of The Triangle NexGen Group
Our NexGen group holds bimonthly Mastermind sessions for community and collaboration for members in their first 8 years in the profession! Check out our NexGen Facebook and LinkedIn pages for more information and join the NexGen Slack channel.
2020 Event Schedule
Thursday, January 9th | Lunch & Program
11:30 a.m. – 1:30 p.m. 1 hour session with networking
Thursday, February 13th | Lunch & Program
11:30 a.m. – 1:30 p.m. (2) 1 hour sessions with networking
Monday, March 9th | Interactive Ethics Lunch & Program
11:30 a.m. – 1:30 p.m. 2 hour ethics session with networking
Thursday, April 23rd | New Member Breakfast (CANCELLED)
7:30 a.m. – 9:00 a.m.
Thursday, May 21st | Virtual Chapter Meeting
11:30 a.m. – 1:30 p.m. 1 CFP & 1 NCDOI CE credit approved
Thursday, June 11th | Virtual Lunch & Program
11:30 a.m. – 1:30 p.m
Thursday, July 9th | Summer Sizzler Virtual CE Event
2:00 p.m. – 4:00 p.m. @ NY Life Raleigh General Office
Thursday, August 20th | No Chapter Meeting Member Dinner (CANCELLED)
Thursday, September 10th | Virtual Chapter Meeting
11:30 a.m. – 1:30 p.m.
December | No Meeting
Chapter Meetings will include 1-2 hours of CFP Board of Standards accepted CE and NC Insurance CE (when applicable) unless otherwise noted.
All monthly meetings will begin at 11:30 am and conclude by 1:30 pm unless otherwise noted.
Chapter Leadership
Chapter Partners
Platinum Sponsor
Management Services International
Technology Sponsor
The TEK, LLC
Gold Sponsors
Reverse Mortgage Funding
Select Sector SPDR’s
SEM Wealth Management
North State Law
RevLocal
Performance System & Associates
Jackson Financial
Silver Sponsors
VR Business Solutions
Live Oak Bank
DWC