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  • FPA of GP Field Trip: Desert Botanical Garden

FPA of GP Field Trip: Desert Botanical Garden

  • Wednesday, October 25, 2017
  • 3:00 PM - 5:00 PM
  • Desert Botanical Garden: 1201 N Galvin Parkway

Registration

  • Field Trips with limited space/access are extended first to chapter members and partners, then to additional financial professionals.

What exactly is Impact Investing?


How did the DBG Trustee's creatively fund a major project using Impact Investing?





Does Socially responsible investing really trade alpha for Good Intentions?


at the Garden:

https://www.google.com/maps/place/Desert+Botanical+Garden/@33.460598,-111.947776,14z/data=!4m5!3m4!1s0x0:0x215ce99d25055d17!8m2!3d33.4620773!4d-111.9450977?hl=en-US
  • Visit this Community Resource: what can they offer for you?
  • Learn how alternative investments working with client values and investment policy statements are coming of age
  • Learn how to use the philanthropic conversation to deepen your planning and professional relationship with your clients.
Attendance priority given to FPA chapter members, $20 registration fee, capped attendance of 70 planners.



FPA
of Greater Phoenix
Vision:  The essential hub of the Financial Planning community

 

Ph:  480-483-9035

Mission:  Connect CFP(R) and associated professionals with the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283
info@FPAofPhoenix.org   

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