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!  This year's NexGen meetings will be held March 9th, June 15th, September 28th and December 7th.
Registration links will be posted below, under Chapter Events when registration opens.  E-blasts will also be sent out as registrations open.

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.  It is a place for female planning professionals to empower one another, collaborate, network, and learn.  Our 2023 meetings will be held quarterly with an in-person meeting on February 16th, then virtual meetings on May 4th, August 3rd and November 2nd.  Registration links will be posted below,  under Chapter Events when registration opens.  E-blasts will also be sent out as registrations open.


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

Chapter Events

McKimmon Center

21st Annual Fall Symposium - Registration open!

In-person event
Financial Planning Association, Triangle Chapter will conduct a day long Symposium where thought leaders in the industry will present and mingle with...

Chapter Partners

Platinum Sponsor
Allianz Life
Boomer Insurance Group
Vanguard Financial Advisor Services
SEM Wealth Management

Gold Sponsors
PGIM Investments
VR Business Brokers

Silver Sponsors
Fabric Risk
Horizon Investments
Longbridge Financial
Select Sector SPDR
West Town Bank & Trust