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Directions to Phoenix Country Club

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.

2013 FPA Symposium Details

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

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 - Current Long Term Care Issues 

Chapter Meeting Archives

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"

December, 2011
No Chapter Meeting

Wednesday, November 16, 2011
Chapter Meeting
Denise Hughes, MACP, Certified Financial Counselor - "The Neuroscience of Overspending"

Mesa Financial Planning Day, Saturday, October 22, 2011
National FPA Conference and Financial Planning Week Activities 

Wednesday, September 28, 2011
Chapter Meeting
Tom Langdon, JD - "Asset Allocation Protection Tools And Techniques For Practitioners"

Wednesday, August 24, 2011
Chapter Meeting
Dave Hargett and Tim Alward - "Simple Tools to Manage Stock Market Expectations: Blending Fundamental and Quantitative Research in Building Stock Portfolios for Individual Investors"

Wednesday, July 27, 2011
Chapter Meeting
Ed Zollars, CPA - "Summer 2011 Tax Developments Update"

Wednesday, June 22, 2011
Chapter Meeting
Marty Kurtz, National President of FPA and Marv Tuttle, Executive Director and CEO of FPA National
"The Standard of Care and What it Means for the Future of Financial Planning" and "Listening Tour"

Wednesday, May 25, 2011
Annual FPA Symposium
2011 FPA Symposium Details

Friday, April 29, 2011
Charity Golf Outing

Wednesday, March 23, 2011
Chapter Meeting
Melissa Kemp, CFP®, AEP - "The In's and Out's of ILITS"

Wednesday, February 23, 2011
Chapter Meeting
Bob Burger, CFP, CDFA & Belinda Daniels, CDFA - "Divorce Conversation"

Wednesday, January 26, 2011
Chapter Meeting
Robert Holcomb - "Plan Sponsor & Participant Fee Disclosure Requirements & Other Recent Regulatory Guidance"

December 2010
No Chapter Meeting

Wednesday, November 17, 2010
Chapter Meeting 
Craig Israelsen - "7 Twelve Portfolio"

Mesa Financial Planning Day, Saturday, October 23, 2010
National FPA Conference and Financial Planning Week Activities 

Wednesday, September 22, 2010
Chapter Meeting
J.P. Dahdah - "Self-Directed Retirement Plans: How to Purchase Alternative Investments in an IRA"
Jack Lawless - "Understanding the Alphabet Soup: DB's, DC's, PSP's and 401(k)'s..How They Mix in PPA.

Wednesday, August 25, 2010
Chapter Meeting
Thomas P. Langdon - "Income, Retirement and Estate Planning in the Face of Uncertainty: Planning in a Rising Tax Rate Environment"

Wednesday, July 28, 2010
Chapter Meeting
Nicholas Hodges, "Charitable Planning: A Tax-Smart Secret to Successful Wealth Management"

Wednesday, June 23, 2010
Chapter Meeting
Amy Florian - "Prepare to Meet Thy Boom"

Wednesday, May 26, 2010
Annual Symposium
Uncharted Waters: Navigating Through a Sea of Change
8:00AM to 4:30 PM

Friday, May 7, 2010
Charity Golf Classic

Wednesday, March 24, 2010
Chapter Meeting
Jay Adkisson, J.D. - "Asset Protection: Avoiding the Land Mines"

Wednesday, February 24, 2010
Chapter Meeting
David John - "Building Annuities into 401(k) Plans"

Wednesday, January 27, 2010
Chapter Meeting
Kathleen McBride - "Get Ready, Get Set: Changes are Coming from Washington"