Chapter Meetings


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Directions to Phoenix Country Club

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

Click Here for complete Symposium details, schedule, and registration fees.



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"