FPA of the Triangle

10/16/2026

📣 Just 1 week to go to register! Join us for the FPA-T 24th Annual Symposium and connect with colleagues, leaders, and professionals from across the financial planning industry. Registration closes October 23 - secure your spot today!
https://www.cognitoforms.com/FPAOfTheTriangle/FPAOfTheTriangle24thAnnualFallSymposium

10/08/2026

A quick welcome to the newest members of FPA of the Triangle!

We're glad you've joined the chapter and look forward to connecting with you at future events! Thanks for being part of our community.

Andrew Van Alstyne, CFP®, E.A., MBA
Georgia Parker
Brandon Tate
Ella Rogers, CFP®
Scott Troolin
Lisa Allen
Mackenzie Bell, CFP®, ChFC®, RICP®
Emily Adair Burgess, CFP®
Brittany M.
Jonathan Bonner

09/25/2026

09/24/2026

Join us for the 2026 FPA of the Triangle Annual Symposium—a full day of education, inspiration, and connection for financial planning professionals.

✨ Earn up to 7 hours of CFP® & NCDOI CE
🎤 Featuring Larry Weaver, Stephanie Bogan, and Adam Van Deusen
🤝 Connect with planners across the Triangle

Register here: https://www.cognitoforms.com/FPAOfTheTriangle/FPAOfTheTriangle24thAnnualFallSymposium

09/17/2026

✨ 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 open. We hope to see you there!
https://www.cognitoforms.com/FPAOfTheTriangle/September242026WomensInitiativeGroupEvent

09/14/2026

🍎 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.

Register here: https://doodle.com/sign-up-sheet/participate/61bd2dd6-85d5-4174-8f1f-a468a6825155/select

✨ Make an impact. Change a classroom. ✨

09/08/2026

📣 Reminder! Our September FPA of the Triangle Chapter Meeting is this week!

Join us on September 10 at the SPARK Training Center in Raleigh for an engaging afternoon of professional development, industry insights, and networking with fellow financial planning professionals.

We're looking forward to hearing from Kristen Sears of NC Planning and Logan Newman of Dimensional Fund Advisors and connecting with members across our community.

We hope to see you there!

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