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  • Quarterly Super CE Program: Financial Planning for Clients in Transition

Quarterly Super CE Program: Financial Planning for Clients in Transition

  • Wednesday, May 23, 2018
  • 2:00 PM - 6:30 PM
  • The Phoenix Country Club: 2901 N 7th Street Phoenix AZ



Our Lifelong Learning Committee brings you


"Financial Planning through Life Transitions"



Program Description: SUPER CEvent: at least 3 hours of CFP(R) CE 

                Welcome to presenters Mark Prendergast, CFP(R), CPA, CDFA and Dr. Kimberly Bridges, PhD, CFP(R), CPWA(R), CDFA(TM), and incoming FPA Board of Directors President Evelyn Zohlen, CFP(R), for an afternoon focused on tactics, details, best practices and tips on how to help clients tackle financial planning decisions and dilemmas when they are facing major life transitions (marriage, second marriage, divorce, death). 
Bonus:  Meet incoming FPA Board of Directors president Evelyn Zohlen, for an update and Annual Report on the state of our Association.
Learning Objectives:
To Follow

Be one of the first 25 to register and receive our VIP welcome!
Registration opens: 2:00 pm

Speaker Presentation: 2:30 - 5:30 pm

Reception: 5:30 - 6:30 pm

of Greater Phoenix

Vision:  The essential hub of our Financial Planning community.

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

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