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• September 23 Lunch & Learn - Driving After Tax Returns

  • When
    Tuesday, September 23, 2025
  •  
    11:30 AM - 1:00 PM
  • Location
    Myers Park Country Club

  Register

  
  

  Driving After Tax Returns

  Join us for a research-based exploration of tax-loss harvesting as a foundational strategy in today’s advisory landscape. This session will highlight how advisors have shifted from focusing solely on market outperformance to delivering measurable value through financial planning, behavioral coaching, and tax-efficient strategies.

  Speaker: Ben Hammer, CFA
  Head of Client Development, Vanguard Personalized Indexing
  Vanguard 

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• 25th Anniversary Celebration

  • When
    Wednesday, October 22, 2025
  •  
    5:30 PM - 7:30 PM
  • Location
    Brewers at Yancey

  Register

  
  

  FPA is celebrating 25 years!

  Join us as we mark this milestone.

  Wednesday, October 22 | 5:00pm
  Brewers at Yancey

  Food and beverage provided.

  MEMBERS FREE
  NONMEMBERS $20
  GUESTS $20

  MUST BE 21 OR OVER TO ATTEND

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• FPAC Annual Symposium

  • When
    Thursday, October 23, 2025
  •  
    7:00 AM - 4:30 PM
  • Location
    Sonesta Charlotte Executive Park

  Register

  

  Get ready—another incredible line-up awaits you at the 2025 FPA of Charlotte Annual Symposium & Sponsor Expo! We've packed the day with fresh, relevant, and thought-provoking content—from AI to Financial Therapy—all designed to help you grow and thrive as a financial professional.

  Topics include:

  • Financial Therapy

  • Artificial Intelligence

  • Estate Planning

  • Risk Management

  • Reverse Mortgages

  • Navigating Social Security with Nervous Clients

  • Economic & Tax Update

  ✔️ You spoke, we listened: We’re starting earlier and wrapping up sooner to better fit your schedule.
  ✔️ And of course, our amazing sponsors will be there, ready to share the latest in tools, resources, and support.

  Mark your calendar—it’s going to be a powerful, productive, and energizing day!

  Rates go up AGAIN on October 15!

  Register NOW and save!

  Members: $365
  Nonmembers $465
  Students: $30

  All registrations include an invitation to our 25th Anniversary Celebration on October 22 at Brewers at Yancey.  

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• November 18 Lunch & Learn

  • When
    Tuesday, November 18, 2025
  •  
    11:30 AM - 1:00 PM
  • Location
    Myers Park Country Club

  Register

  
  

  Details coming soon!

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• December 10 Tax Jeopardy

  • When
    Wednesday, December 10, 2025
  •  
    11:30 AM - 1:30 PM
  • Location
    Myers Park Country Club

  
  

  Details coming soon!

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