EVENTS CALENDAR

Should you have any questions about programming or ideas you would like to share please email us!

Harris Sinsley
2026 FPA of Charlotte Programming Director

Upcoming events

  • May Lunch and Learn - Navigating Inherited IRAs

    • Wednesday, May 20, 2026
    • 11:30 AM - 1:00 PM
    • Myers Park Country Club
    Register

    Navigating Inherited IRAs

    Speaker: Cathleen Davis-Whitmore

    Navigating Inherited IRAs is a foundational program designed to help financial professionals confidently interpret and apply the complex rules governing Inherited IRAs. Led by Cathleen Davis-Whitmore, MSW, CMO of Financial Cloud Works, LLC, this session explores how the SECURE Act and subsequent IRS guidance have reshaped beneficiary categories, distribution schedules, and tax implications. Through engaging visuals and real-world scenarios, participants will learn how to identify beneficiary types, apply appropriate distribution rules, and implement proactive strategies like Distribution Smoothing™ to optimize client outcomes. The program emphasizes practical guidance for advisors working with both individual and entity beneficiaries, including surviving spouses and successor beneficiaries.

    Members $35
    Nonmembers $50
    Guests $35
    Students $15

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  • August Lunch and Learn

    • Tuesday, August 18, 2026
    • 11:30 AM - 1:00 PM
    • Myers Park Country Club


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  • Annual Symposium

    • Thursday, September 17, 2026
    • Dimensional Fund Advisors - Charlotte


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  • NexGen Event

    • Thursday, October 08, 2026
    • TBD


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  • October Lunch and Learn

    • Tuesday, October 13, 2026
    • 11:30 AM - 1:00 PM
    • TBD


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  • Networking Event

    • Thursday, November 05, 2026
    • 5:30 PM - 7:00 PM
    • TBD


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  • November Lunch and Learn

    • Tuesday, November 10, 2026
    • 11:30 AM - 1:00 PM
    • TBD


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  • Tax Jeopardy

    • Wednesday, December 02, 2026
    • 11:30 AM - 1:00 PM
    • Myers Park Country Club


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Past events

Tuesday, March 17, 2026 March Lunch and Learn - Cash Flow Perspectives at All Stages and Ages
Wednesday, March 11, 2026 NexGen Event
Thursday, February 26, 2026 WEBINAR: Navigating Inherited IRAs
Thursday, February 19, 2026 Networking Event at Legion
Tuesday, January 20, 2026 January Lunch and Learn
Friday, December 19, 2025 Community Service Event at Second Harvest Food Bank
Wednesday, December 10, 2025 December 10 Tax Jeopardy
Thursday, October 23, 2025 FPAC Annual Symposium
Wednesday, October 22, 2025 25th Anniversary Celebration
Tuesday, September 23, 2025 September 23 Lunch & Learn - Driving After Tax Returns
Tuesday, August 19, 2025 August 19 - Ethics Day
Wednesday, July 23, 2025 Classroom Central School Supply Drive
Tuesday, June 03, 2025 June 3 - Private Credit Investing in Volatile Times - Lunch and Learn
Monday, May 05, 2025 May 5 - NexGen @ Top Golf
Tuesday, April 22, 2025 April 22 Lunch & Learn - The Magnificent Seven: Fundamental Retirement Strategy Adjustments
Monday, March 31, 2025 Spring 2025 Pro Bono Teacher Project Advisor SIGN UPS
Tuesday, March 18, 2025 March 18 Lunch & Learn - Key Trends in Private Equity
Tuesday, February 18, 2025 February 18 Lunch & Learn - Creating Alpha Through Tax Cost Ratios
Tuesday, January 21, 2025 January 21 Lunch & Learn - Multi Portfolio Strategist Panel
Wednesday, December 11, 2024 Housing Wealth in Retirement: An Advisor’s Perspective | Offered by FPA of Charlotte Sponsor, Mutual of Omaha
Wednesday, December 04, 2024 Tax Jeopardy & Ugly Sweater Luncheon
Tuesday, November 19, 2024 Lunch & Learn - Municipal bonds: Poised for Growth in a Favorable Market
Tuesday, October 22, 2024 Symposium & Sponsor Exp
Tuesday, September 17, 2024 Lunch & Learn - What Could AI Mean for Investors?
Tuesday, August 20, 2024 Lunch & Learn
Wednesday, July 24, 2024 WEBINAR: Stories That Scale: Everything Advisors Need To Grow With Testimonial Marketing
Thursday, June 06, 2024 NEW DATE: Member Appreciation Lunch
Tuesday, May 21, 2024 Ethics Day
Wednesday, April 17, 2024 Wine Down Wednesday - Toasting the End of Tax Season
Wednesday, April 17, 2024 Alternative Credit Virtual Lunch & Learn Sponsored by First Eagle
Tuesday, April 09, 2024 The ROI of College - How to Think About the Value of College
Monday, April 01, 2024 FPA Charlotte Pro Bono Teacher Project ADVISOR SIGN UP
Tuesday, March 19, 2024 Lunch & Learn - Preparing Your Practice for the Future
Thursday, February 22, 2024 NexGen Event
Tuesday, January 16, 2024 Lunch & Learn
Tuesday, December 12, 2023 SPECIAL EVENT: Screening of New Documentary about the Founding of Dimensional Fund Advisors
Tuesday, December 12, 2023 Tax Jeopardy & Holiday Sweater Event
Wednesday, November 01, 2023 WEBINAR: Empowering Financial Advisors with AI: Scaling Your Practice for Tomorrow's Markets
Monday, October 30, 2023 FPA Charlotte Pro Bono Teacher Project ADVISOR SIGN UP
Tuesday, October 24, 2023 FPA Charlotte Annual Symposium
Tuesday, October 24, 2023 Pre-Symposium Session: Command Attention with the Way You Speak
Thursday, October 19, 2023 FPAC NEXGEN Networking Event | Bowling
Sunday, October 01, 2023 Financial Planning Month
Wednesday, September 27, 2023 FPA Annual Conference
Tuesday, September 12, 2023 FPA Charlotte Lunch & Learn | Charlotte
Tuesday, August 22, 2023 FPA National NexGen Gathering
Tuesday, August 15, 2023 FPA Charlotte Lunch & Learn | Charlotte
Thursday, July 13, 2023 FPAC NexGen Networking Happy Hour
Tuesday, June 20, 2023 FPA Charlotte Members Night at the Knights Game
Tuesday, June 06, 2023 FPAC Lunch & Learn - Student Loan Re-Payment Planning
Tuesday, May 16, 2023 FPA Charlotte Annual Ethics Day
Tuesday, May 09, 2023 FPAC Member Appreciation BBQ
Wednesday, May 03, 2023 Top Golf Outing
Monday, May 01, 2023 Pro Bono Teacher Project Advisor Sign Ups
Monday, May 01, 2023 FPA National Retreat
Tuesday, April 25, 2023 FPA Charlotte Networking Event
Tuesday, March 21, 2023 New Member Reception
Thursday, March 09, 2023 FPAC Lunch & Learn | Secure Act 2.0
Thursday, February 23, 2023 NexGen Career Development Panel Discussion
Friday, February 17, 2023 FPA National: Tax Talk with Larry
Tuesday, February 14, 2023 FPA National: Pride Planners Knowledge Circle
Thursday, February 09, 2023 FPA National: Women & Finance Knowledge Circle
Tuesday, February 07, 2023 FPA Latino Knowledge Circle
Tuesday, February 07, 2023 Member Benefits Webinar
Thursday, January 19, 2023 NexGen Happy Hour
Tuesday, January 17, 2023 Lunch & Learn
Monday, January 16, 2023 FPA Charlotte Offices Closed





FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE | 140 AMICKS FERRY ROAD, SUITE 334 | CHAPIN SC 29036 

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