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! Be sure to join the NexGen Slack channel.
2021 Event Schedule
January 2022 Chapter Meeting Details Coming Soon
February 2022 Chapter Meeting Details Coming Soon
March 2022 Chapter Meeting Details Coming Soon
April 2022 Chapter Meeting Details Coming Soon
May 2022 Chapter Meeting Details Coming Soon
June 2022 Chapter Meeting Details Coming Soon
July 2022 Chapter Meeting Details Coming Soon
August 2022 - No Chapter Meeting
FPA of The Triangle Board's Strategic Planning Meeting - Date TBD
September 2022 Chapter Meeting Details Coming Soon
Thursday & Friday, October 21st & 22nd - Fall Symposium of the Carolinas
See full schedule, speakers and sponsors by clicking on below link
Thursday, November 11th - VIRTUAL Chapter Meeting
11:30 a.m. – 1:30 p.m. - 1st presentation: Using Behavioral Finance to Grow Your Practice by Jeff Hybiak, CFA - 2nd Presentation: Details coming soon!
December | No Meeting
FPA of North Carolina Women's Initiative Group
Our Women's Initiative Group is a community of like-minded women financial planners who support, educate and encourage one another. Our group is open to Members of the FPA belonging to a chapter in NC. Meetings are quarterly.
Chapter Leadership
Chapter Partners
Platinum Sponsor
SEM Wealth Management
Gold Sponsors
RevLocal
Management Services International
Thrivent
Prudential
Vernon Capital Partners LLC
Silver Sponsors
Reverse Mortgage Funding
Capitol Financial Solutions
Key Investment Partners
Osterweis Capital Management
Chamaeleo Capital Management LLC
Select Sector SPDRs
TELK Group
Edward Jones
Corporate Sponsor
FPA Insurance Benefits