FPA of the Triangle

09/05/2026

08/31/2026

🍎 Save the Date: Pro Bono Planning for Teachers 2026! 🍎

Teachers dedicate so much of their time to shaping future generations. This fall, we have the opportunity to give back by helping educators gain confidence in their financial futures.

📅 Advisor Sign-Ups: September 1–15, 2026
📅 Teacher Planning Meetings: October 5–16, 2026

Whether you're a seasoned planner or newer to the profession, your expertise can make a meaningful difference in a teacher's life. Join us as we support educators through personalized financial planning conversations and strengthen our community one classroom at a time.

Stay tuned for advisor registration details and learn how you can get involved!

✨ Make an impact. Change a classroom. ✨

08/28/2026

📅 Join FPA of the Triangle for our September Chapter Meeting!

📍 SPARK Training Center, Raleigh, NC
🗓 September 10, 2026
⏰ 11:00 AM - 1:30 PM

Gain valuable insights from industry professionals Kristen Sears of NC Planning and Logan Newman of Dimensional Fund Advisors while connecting with fellow financial planning professionals.

✅ Register today: https://www.cognitoforms.com/FPAOfTheTriangle/_2026SeptemberFPATChapterMeeting

08/27/2026

✨ Join us for an insightful Women's Initiative event hosted by FPA of the Triangle! ✨

Medicare season is almost here!

Join the FPA Triangle Women's Initiative on September 24 for Helping Clients Navigate Medicare: Insights for Financial Professionals with guest speaker Marlene Slieter of Slieter Solutions. We'll explore Medicare decisions, healthcare planning, and fraud awareness strategies that can help clients make informed choices

📅 September 24, 2026
🕟 4:30 PM
📍 Chapel Hill Country Club, Franklin Room
🍽️ Heavy hors d'oeuvres & beverages provided

🔗 Registration is now open. We hope to see you there!
https://www.cognitoforms.com/FPAOfTheTriangle/September242026WomensInitiativeGroupEvent

08/25/2026

Join us next week for our FPA of the Triangle NexGen Event at Ponysaurus Brewing Company!

📅 Thursday, September 3
⏰ 4:00-6:00 PM
📍 Ponysaurus Brewing Company, Raleigh Iron Works

We hope to see you there!

08/21/2026

📅 Join FPA of the Triangle for our September Chapter Meeting!

📍 SPARK Training Center, Raleigh, NC
🗓 September 10, 2026
⏰ 11:00 AM - 1:30 PM

Gain valuable insights from industry professionals Kristen Sears of NC Planning and Logan Newman of Dimensional Fund Advisors while connecting with fellow financial planning professionals.

✅ Register today: https://www.cognitoforms.com/FPAOfTheTriangle/_2026SeptemberFPATChapterMeeting

08/19/2026

Join FPA of the Triangle NexGen on September 3rd from 4:00 PM - 6:00 PM at Ponysaurus Brewing Company in Raleigh Iron Works for an opportunity to connect with fellow financial planning professionals and students in the area.

Whether you're growing your career, pursuing your CFP®, or simply looking to expand your network, we'd love to see you there!

📍 Raleigh, NC
✅ Register: https://www.cognitoforms.com/FPAOfTheTriangle/FPATNexGenEventThursdaySeptember3

08/11/2026

📣 Session Spotlight: Kyle Frizzelle

Beyond the Documents: Helping Clients Avoid Estate Planning Mistakes

Kyle will share his expertise during this insightful session as part of our September Chapter Meeting.

📍 SPARK Training Center, Raleigh, NC

🗓 September 10, 2026

⏰ 11:00 AM - 1:30 PM

A special thank you to Capital Group & Hilltop Wealth Advisors for sponsoring this session.

✅ Register today: https://www.cognitoforms.com/FPAOfTheTriangle/_2026SeptemberFPATChapterMeeting

08/05/2026

📅 Join FPA of the Triangle for our September Chapter Meeting!

📍 SPARK Training Center, Raleigh, NC

🗓 September 10, 2026

⏰ 11:00 AM - 1:30 PM

Gain valuable insights from industry professionals Kristen Sears of NC Planning and Logan Newman of Dimensional Fund Advisors while connecting with fellow financial planning professionals.

✅ Register today: https://www.cognitoforms.com/FPAOfTheTriangle/_2026SeptemberFPATChapterMeeting

08/03/2026

Join us tomorrow for Sip & Socialize!

📅 Tuesday, August 4
⏰ 4:30 PM – 6:30 PM
📍 To***co Wood Brewing Co., Durham, NC

Co-hosted by the NC Association of CPAs (NCACPA) and the Financial Planning Association (FPA) Triangle.

We look forward to seeing you there!