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  • FPA of GP Field Trip: Tempe at Tricks

FPA of GP Field Trip: Tempe at Tricks

  • Wednesday, June 28, 2017
  • 3:00 PM - 5:00 PM
  • House of Tricks, 114 East 7th Street, Tempe


  • Field Trips with limited space/access are extended first to chapter members and partners, then to additional financial professionals. Open to all who are interested one week ahead of event day.

Registration is closed

Understanding the needs of small business owners:

How should a financial planner shift their knowledge and delivery of financial planning services to be more applicable and useful to a small business owner? 

o This years' industry niche is the Food and Beverage industry, in particular, the challenges and pressures faced by restaurant owners.

  • Join local, lively conversations that explore A Day in the Life of a Restauranteur: Restaurants and Pubs don’t run on a 9-5 schedule...

What is a Day in their Life like?

Tempe Location:

Meet Robin Trick, Owner, House of Tricks


3 pm: Gather and Introductions

3:15 - 4:15: Hosted Discussion

4:15 - 5 pm:  Appetizers and Wine Networking

  • When is the most likely time for someone in this industry to meet with financial service professionals?
  • What kinds of things make developing relationships, creating value, more or less possible?
  • Getting Started: capital formation, financial risk mitigation: How a financial planner can help or hurt an entrepreneur at this stage (special knowledge or skills)
  • Expansion: How to help a small business owner manage cash flows in a manner that effectively and affordably offsets the greatest risks and may provide feasible avenues for:
    • Health insurance/Risk management
    • Future sale of the business
    • Retirement planning
    • Affordable/Accessible Employee benefits
  • Exit Strategies: How a financial planner may play a viable/useful role in the successful business succession plans...
    • Extra challenges that a restauranteer may face in exiting or transitioning their business?

  • How do you help planners focus on what is most useful/challenging for you, not what a textbook might say should be done in some specific chronological order?
  • How can you identify successful (profitable) F&B business owners?

of Greater Phoenix

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Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
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