Chapter Meetings

 

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May 28, 2014
May Symposium - "Planning in the New Age"
8:00 AM - 5:00 PM with a CFP® Ethics session.

Listen to Neal Van Zutphen, CFP® Board Ambassador for Phoenix, discuss Financial Planning Days and general CFP topics on KFNN radio. Click here to listen.


Upcoming Chapter Meetings

June 25, 2014
To Be Determined

July 23, 2014
Dr. John Salter - "Reverse Mortgages and Related other Research"

August 27, 2014
To Be Determined

September 24, 2014
Jeffery H. Rattiner, CPA, CFP®, MBA, RFC, "Personal Financial Planning for Divorce"

October 2014
No Chapter Meeting: Financial Planning Day

November 19, 2014
Matt Neubert, Director of Securities for the Arizona Corporation Commission - Securities Regulations

December 2014
No Chapter Meeting


Chapter Meeting Archives

Wednesday April 23rd, 2014
Chapter Meeting
Doug Lerner - "How Does Life Insurance Fit Into a Financial Plan?"

Wednesday March 26th, 2014
Chapter Meeting
Michael E. Kitces, MSFS, MTAX, CFP® , CLU, ChFC, RHU, REBC, CASL - "Rethinking Risk Tolerance" and "Should Equities Decline in Retirement, Or Is a Rising Equity Glidepath Actually Best?"

Wednesday, February 26, 2014
Chapter Meeting
Ike Devji - "Asset Protection Issues For Arizona Financial Advisors"

Wednesday, January 22, 2014
Chapter Meeting
Kim Bridges- "Retirement Planning From a Female Perspective"

Wednesday, November 20, 2013
Chapter Meeting
Joe Hurley - "A Few Planning Gems Using 529 Plans"

October, 2013
No Chapter meeting
FPA Experience October 19-21
FP Days October 26

Wednesday, September 25, 2013
Chapter Meeting
Jim Rounds - Arizona Economic Update

Wednesday, August 28, 2013
Chapter Meeting
Roy Farmer - "Employee Stock Ownership Plans:  An Integrated Planning Approach"

Wednesday, July 24, 2013
Chapter Meeting 2:30 - 5:00 PM with a Social to follow from 5:00 to 6:00 PM.
Glen Spencer - The Affordable Care Act in 2013

Wednesday, June 26, 2013
Chapter Meeting 2:30 - 5:00 PM with a Social to follow from 5:00 to 6:00 PM.
Nicole Gurley - Practical Long-Term Care Expense Planning

Wednesday, May 22, 2013
May Symposium - "The Art and Science of Financial Planning"
8:00 AM - 5:00 PM with a CFP(r) Ethics session.

Wednesday, April 24, 2013
Chapter Meeting
Tom Langdon - Estate Planning

Wednesday, March 27, 2013
Chapter Meeting
Laura Sonderup - "Keys to Communicating with the New American Marketplace"

February 27, 2013
Chapter Meeting
Michael E. Kitces, MSFS, MTAX, CFP® , CLU, ChFC, RHU, REBC, CASL - "Cutting Edge Tax Planning 

January 23, 2013
Chapter Meeting
Jim Pavletich - Maximize Your Social Security (Inside Revelations)
 

December, 2012
No Chapter Meeting

November 28, 2012
Chapter Meeting
Laura S. Leopardi, CPA, ABV and Dan Mahoney
-"Business Valuation and Succession Planning"

October, 2012
No Chapter meeting
FPA Days

September 20, 2012
Chapter Meeting 
Dr. Jerry Webman, Ph.D. - "Annual Economic Update"

August 22, 2012 Chapter Meeting
Robin Farrell - "Unique Risk Management Planning Challenges of the Affluent" and Reg King -  "Kidnap, Ransom and Extortion" Class

July 25, 2012
Chapter Meeting
Karen Schenone, CFA - "Navigating the New Fixed Income Landscape" and "Fixed Income ETF's: Market Update & Price Discovery"

June 27, 2012
Chapter Meeting
John Becker - "Issues with Creditors in Estate & Trust Administration"

May 23, 2012
Annual FPA Symposium
All-Day Symposium including CFP Ethics

April 25, 2012
Chapter Meeting
David Blanchett - “Making Retirement Income Work"

March 28, 2012
Chapter Meeting
"The 411 of Life Transition Planning - What Advisors Need to Know About Death, Divorce & Conservatorship"

February 22, 2012
Chapter Meeting 2:30 - 5:00 PM
Bryan Johnson, CFA - “The Risk Parity Approach to Asset Allocation"

January 25, 2012
Chapter Meeting
Michael Kitces,CFP® - “Cutting Edge Tax Planning Developments and Opportunities"

 

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