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Directions to Phoenix Country Club

May 23, 2012
Annual FPA Symposium 8:00 AM - 5:00 PM
All-Day Symposium including CFP Ethics

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 27, 2012
Chapter Meeting 2:30 - 5:00 PM
John Becker - "Issues with Creditors in Estate & Trust Administration"
Social immediately following meeting 5:00 to 6:00 PM

Chapter Meeting Archives

April 25, 2012
Chapter Meeting  2:30 - 5:00 PM
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"

Wednesday, November 18, 2009
Chapter Meeting
Donald G. Bennyhoff - "Why Asset Allocation Still Matters"
John Mauldin - "Buy and Hold is Dead"

Wednesday, September 23, 2009
Chapter Meeting
Speaker: David DeVoe - "Mergers, Acquisitions and Transition Planning: An Overview of the Fundamentals"

Wednesday, August 26, 2009
Chapter Meeting
Speaker: Ed Zollars, CPA - "Tax Planning in the Current Environment"

Wednesday, July 22, 2009
Chapter Meeting
Speaker: Karen Sinchak Higby - "The Arizona Trust Code"

Thursday, June 25, 2009
Chapter Meeting
Speaker: Patrick Ritchie - "Answering Client Credit Concerns in Today's Economic Environment"

May 27, 2009
Semi-Annual Symposium
Sharpen Your Saw 

April 17, 2009
Annual FPA/JA Golf Tournament

March 25, 2009
Chapter Meeting
Topic: Pension Design in 2009: A New World

February 25, 2009
Chapter Meeting
Speaker: Steve Moses from the Center for Long-Term Care Reform                                           
Topic: Long-Term Care: Why Your Clients Don't Worry and You Must 

January 28, 2009
Chapter Meeting
Speaker: Weston Wellington from DFA
Topic: Redefining Investment Advice (aka Financial Pornography)

December 17, 2008
Chapter Luncheon Meeting
Speaker: Dr. Stephen Happel and Marianne Jennings, J.D.
Topic: Ethinomics

November 19, 2008
Chapter Luncheon Meeting
Speaker: Robert Fleming, J.D.
Topic: Estate Planning Issues for the Elderly 

November 12, 2008
2 Hours CFP Ethics CE + Annual Social

October 22, 2008
Semi-Annual Symposium
Ross Levin, Dick Wagner, Mike Kitces and Paul Johnson