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
Full Schedule & Registration Here

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!
REGISTER HERE

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.
Next Meeting - Nov. 4, 2021 - 12-1pm - Register Here

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