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
Thursday, January 14th - Virtual Chapter Meeting
11:30 a.m. – 1:30 p.m. - Topic: Economic Update with Dr. Michael Walden
Thursday, February 11th - Virtual Chapter Meeting
11:30 a.m. – 1:30 p.m. - Topics: Fixed Income Investing in a Pandemic Economy & Overview of Charitable Giving
Thursday, March 11th - Virtual Chapter Meeting
11:30 a.m. – 1:30 p.m. - Topic: Ethics with Jeff Rattiner, CPA, CFP, MBA
Thursday, April 22nd - Virtual Chapter Meeting
11:30 a.m. - 1:30 p.m. - Topics: Mastering Client Acquisition & Unlocking Cannabis Investments 2021
Thursday, May 13th - Virtual Chapter Meeting
11:30 a.m. – 1:30 p.m. Topic: Federal Reserve Update
Thursday, June 10th - Virtual Chapter Meeting
11:30 a.m. – 1:30 p.m. - Topics: New Planner Recruiting & Wake County Economic Development
Thursday, July 15th - Chapter meeting
11:30 a.m. to 1:30 p.m. details and registration link to follow
Thursday, August 12th - TBD
Thursday, September 16th - Virtual Chapter Meeting
11:30-1:30pm - details and registration link to follow
Thursday & Friday, October 21st & 22nd - Fall Symposium of the Carolinas
more information to follow! stay tuned!
Thursday, November 11th - Virtual Chapter Meeting
11:30 a.m. – 1:30 p.m. details and registration link to follow
December | No Meeting
Chapter Leadership
Chapter Partners
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SEM Wealth Management
Gold Sponsors
RevLocal
Management Services International
Thrivent
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Silver Sponsors
Reverse Mortgage Funding
Capitol Financial Solutions
Key Investment Partners
Osterweis Capital Management
Chamaeleo Capital Management LLC
Select Sector SPDRs
Corporate Sponsor
FPA Insurance Benefits