The Financial Planning Association of the Triangle is a professional organization of more than 200 financial planning professionals from coastal North Carolina to Greensboro. The Financial Planning Association® (FPA®) is the membership organization and professional home for committed practitioners who want to master the practice of financial planning and help shape the future of the profession. We meet in the Raleigh area on a bi-monthly basis to network, discuss advances in the profession and earn CE credits.
BECOME AN ACTIVE MEMBER OF OUR NEXGEN 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 in our Triangle and Charlotte chapters. It is a place for planning professionals to empower one another, collaborate, network, and learn. Our 2024 meetings will be held quarterly on February 1, May 2, August 1, and November 7.
Register here for our February Happy Hour! Micah McDonald with RBC will be sponsoring drinks. We will have a chance to learn about Micah’s work in Global Asset Management and informally network and get to know each other! Join us at Vita Vite on February 1, from 4:30-6:30!
Stay tuned for more information on our May meeting where we will discuss asset protection with Lauren Maxie from NC Planning and our August Zoom Meeting to learn more about the major changes to the college process in 2024 from Cozy Wittman with College Inside track. E-blasts will be sent out as registrations open.
Please email firstname.lastname@example.org if you are a member and would like your name added to our NexGen or Women's Group email list.
Chapter Meetings - Coming Soon!
- Thursday, March 14, 2024, 11:30am
- Thursday, May 16, 2024, 11:30am
- Thursday, July 11 2024, 11:30am
- Thursday, September 12, 2024, 11:30am
- Thursday, November 14, 2024, 11:30am
- Thursday, December 12, 2024, 11:30am
The Chapter Symposium is October 24, 8:00am-5:00pm. More details to follow!