FPA of Southern Arizona: December Breakfast Meeting

  • Wednesday, December 11, 2019
  • 7:15 AM - 9:30 AM (UTC-07:00)
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719
 



December 11, 2019 Breakfast Meeting Announcement



Trust and Estate Planning

for High Worth Individuals

Presented by: Darla Thompson & Heather Morton, BeachFleischman PC   

  

Wednesday, December 11th, 2019    


       

Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719 
520-325-1541 

Members $15 / CFA Members $10 /Guests $40 (No CE credits for guests)
First time breakfast guest fee - complimentary (No CE credits for guests)       

Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM  

1.5 Hrs of CFP CE Credits for FPA/CFA Members   

RSVP  to Gerry Oldenski by Friday,
December 6, 2019 at  

gerry@dynasetaz.com        

To prepay with PayPal go to our website   

We accept checks and cash at the door on the day of the meeting 

No Shows with reservations will be billed for the breakfast unless prepaid


2020 Programs - Upcoming Meetings 

Mark Your Calendars 

(All Breakfast meetings at the Arizona Inn ) 

Registration and breakfast at 7:15 AM 

Speaker will speak 7:45 AM -9:30 AM - two hours of CFP CE for FPA members        

Date: January 8, 2020

Topic: Financial Fraud and Divorce 


Date: February 12, 2020

Topic: Investing in Opportunity Zones

Date: March 11, 2020

Topic: CFP Ethics

Date: April 8, 2020

Topic: Life Insurance Settlements 

Date:  May 13, 2020

Topic: Tax Uncertainty and Retirement Savings Diversification 


If you have any ideas for topics or speakers, please contact 

  Tim Daughenbaugh



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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