Chapter News

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BECOME AN ACTIVE MEMBER OF OUR NEX GEN GROUP
Our NexGen group holds quarterly sessions for members in their first 8 years in the profession!  Be sure to join our NexGen Slack channel.
Our 2022 meetings will be held at 4pm on March 17th, June 16th, September 29th and December 15th.  Social events tentatively planned for May 19th (coffee chat at 8:30am) and August 18th (happy hour at 4:00pm).  Details TBD.  Registration links will be posted below on our Calendar of Events when the registration opens.

JOIN OUR NC WOMEN'S INITIATIVE GROUP
Our NC Women's Initiative Group is open to all women members of the FPA of the Triangle or FPA of Charlotte Chapters.  Our 2022 meetings will be held at noon on February 3rd, May 5th, August 4th and November 3rd.  Details TBD.  Registration links will be posted below on our Calendar of Events when the registration opens.

Please email csosa@onefpa.org if you are a member and would like your name added to our NexGen or Women's Group email list.

2022 Calendar of Events

June 2022 In-Person Chapter Meeting- Thursday, June 9, 2022 - 11:30am-1:30pm

Speaker #1- David Marra, Markin Asset Management- Topic- Asset Allocation in a Time of Stress (approved for 1 CFP and 1 NCDOI CE credit) and Speaker #2 - Pawan Mishra, Mudra Capital- Topic- A Case for Crypto (Pending CFP & NCDOI CE)
REGISTER HERE

July 2022 In-Person Chapter Meeting- Thursday, July 14, 2022- 11:30am- 1:30pm

Speaker #1- Andy Esser, Edward Jones- Topic- The Four Pillars of the New Retirement (approved for 1 CFP & 1 NCDOI CE credit) and Speaker #2- Bryan Gay, Boomer Insurance Group- Topic- Why is Medicare so Confusing? (approved for 1 CFP and 1 NCDOI CE credit)
REGISTER HERE

August 2022 - No Chapter Meeting

FPA of The Triangle Board's Strategic Planning Meeting - Date TBD

September 2022 Chapter Meeting Details Coming Soon

Fall Annual Symposium - SAVE THE DATE - October 13, 2022

Details and Registration to follow

November 2022 Chapter Meeting Details Coming Soon

December 2022 New Member Event Details Coming Soon

Women's Initiative Virtual Group Meeting - Thursday August 4, 2022- 12:00pm-1:00pm

Topic- Guiding Women Through Divorce- Group discussion led by Amanda Campbell. Registration is OPEN and FREE to all Women of the FPA of the Triangle and Charlotte Chapters in NC.
REGISTER HERE

Chapter Partners

Platinum Sponsor
SEM Wealth Management
Prudential
Bitwise Investments

Gold Sponsors
Management Services International
Horizon Investments
Boomer Insurance Group
Osterweis Capital Management

Silver Sponsors
Edward Jones
TELK Group
Reverse Mortgage Funding
Simplify
SIT Mutual Funds
Mudra Capital

Joint Chapter Sponsor
Markin Asset Management