February Super CE Event

  • Thursday, February 27, 2020
  • 2:00 PM - 6:00 PM
  • Skysong 3 135 Synergy II, 1365 N Scottsdale Rd., Scottsdale AZ 85257


  • FPA current Chapter Members, MOU organization staff and bundled members, and NexGen members.
  • for this event, EVEPC, PGRTAZ, SFSP, Society of CFA's, Arizona Council of Economic Educators, or Junior Achievement staff may register at member rates.

    MOU organization registrants may bring up to 4 professionals for their team at member rates.

    Use the code available to you from your organizations' administrator or link to our chapter.
  • Non Members are welcome at Workshops and Field Trips, space permitting.

    As FPA of Greater Phoenix works effectively with MOU organizations, members of those organization may find special registration categories or coupon codes (depending upon event planning in advance) with favorable registration pricing options.
  • Non Members are welcome at Workshops and Field Trips, space permitting.
  • Available to our Partner Members
  • Members or Non Members may buy a 4 pak and create their team of 4 professionals in advance. 4 paks should be purchased by the Friday ahead of the event (ahead of At the Door pricing onset).

    Team tickets are non cancellable, non-refundable. If any team members cannot attend, we encourage you to insert/substitute new team members.

Registration is closed

Which AZ firms already have effective planning teams in place?  Showcase them!  

Solo planners - how might you develop reliable teams when your client's problems most need one?  Meet more team players & planners! 

Using a case study to tee up financial planning problems, you will work with a multi disciplinary team of fellow professionals and build a set of possible solutions. Working together, which solution is optimal?  You'll be challenged to prove it, and then challenged to adapt your plan as conditions change.

FPA Members: $28  Non Members: $45  First Time Guests: $15

At the doors are welcome, space permitting.

FSP members will have a registration code.

Timely RSvP is generally Friday prior to the event.  RSvP's after timely deadline: add $10.

This Super CEvent is expected to qualify for 3 hours of CFP and Arizona Life Insurance CE credit.

Jointly Produced with the support of 

FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283

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