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Chapter Meetings


FPA of Southern Arizona

2014 Program Schedule

 

All presentations begin at 2:30 pm (unless a luncheon) and are held at the Tucson Jewish Community Center (3800 E River Rd, Tucson, AZ 85718) 


Topic: How a Financial Planner Gets Sued

 

Presented By: Bruce Heurlin, Esq. and Kevin M. Sherlock, Heurlin Sherlock, PC

 

Wednesday, May 21, 2014
(Please note this is the 3rd Wednesday of the month)

  Presentation from

2:30 pm to 5:00 pm


  Please arrive at least 15 minutes early to check-in.  

 

TJCC

 

 

 Location: Tucson Jewish Community Center 

3800 E River Rd
Tucson, AZ 85718


FPA of Southern AZ Member
Free / Guest $25 / Includes  CFP CE credits

      

Pay online in advance with a credit card 


RSVP  to Gerry Oldenski at
gerry@dynasetaz.com     

 

About the Speakers:

Bheurinweb.jpegBruce R. Heurlin practices primarily in the areas of complex business litigation, real estate litigation, securities arbitration and litigation, and white collar criminal defense, such as mortgage fraud, Foreign Corrupt Practices Act, and False Claims Act.

Mr. Heurlin, a former federal prosecutor, also maintains an active practice in the areas of federal white-collar criminal defense and security clearance litigation. Throughout his career, Mr. Heurlin has represented both individuals and entities on a wide array of complex business matters involving both litigation and business transactions, in all state and federal courts. Mr. Heurlin has tried approximately 50 jury trials and argued approximately 60 appeals, most in the federal courts. Mr. Heurlin is a former Arizona licensed real estate agent, has represented Coldwell Banker and was counsel for the Tucson Association of Realtors.

Mr. Heurlin has earned the prestigious "AV" peer review rating from Martindale Hubbell, signifying the highest standards of ethical and legal ability. He has been chosen by his peers as one of THE BEST LAWYERS IN AMERICA, for Commercial Litigation, Criminal Defense; White Collar and Litigation – Securities, was named one of Tucson's Best Lawyers, was named a Southwest Super Lawyer in Business Litigation, Securities Litigation, Criminal Defense; White Collar, was named by Professional Research Services as a Top Lawyer in Tucson, is rated 10 out of 10 by Avvo.


SherlockWebKevin M. Sherlock practices in the areas of business litigation, entity formation, and formation and dissolution of business transactions, and employment law. Mr. Sherlock has extensive experience in drafting entity formation documents and advising businesses and individuals on the best entity to choose to meet their business needs. Mr. Sherlock also advises both employers and employees on issues relating to employment contracts, restrictive covenants not to compete, anti-piracy covenants, and other employment law issues.

Mr. Heurlin, a former federal prosecutor, also maintains an active practice in the areas of federal white-collar criminal defense and security clearance litigation. Throughout his career, Mr. Heurlin has represented both individuals and entities on a wide array of complex business matters involving both litigation and business transactions, in all state and federal courts. Mr. Heurlin has tried approximately 50 jury trials and argued approximately 60 appeals, most in the federal courts. Mr. Heurlin is a former Arizona licensed real estate agent, has represented Coldwell Banker and was counsel for the Tucson Association of Realtors.

Mr. Heurlin has earned the prestigious "AV" peer review rating from Martindale Hubbell, signifying the highest standards of ethical and legal ability. He has been chosen by his peers as one of THE BEST LAWYERS IN AMERICA, for Commercial Litigation, Criminal Defense; White Collar and Litigation – Securities, was named one of Tucson's Best Lawyers, was named a Southwest Super Lawyer in Business Litigation, Securities Litigation, Criminal Defense; White Collar, was named by Professional Research Services as a Top Lawyer in Tucson, is rated 10 out of 10 by Avvo.

- See more at: http://www.aztoplawyers.com/attorney-profiles/#sthash.UUT7snv2.dpuf

 

 

Upcoming Meetings

Mark Your Calendars!

June and July
Summer Break - There will be no meetings.

If you have any ideas for topics or speakers, please contact Janet Davis at janetdavis@trustedadvisorsconsulting.com   (or 520-620-9851).

 

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