Planner to Planner Event: Why, How, When... Cash Flow Planning

  • Wednesday, September 06, 2023
  • 4:00 PM - 6:00 PM
  • 7014 E Camelback Road Suite B100a, Room A Scottsdale, AZ 85251
  • 10 registrants

Registration

  • As space permits, our active Financial Planning students and NexGen chapter members are welcome to register to learn from practicing professionals. Students wishing to attend should contact Lillian Turner to be added to the NexGen list. If we reach the registration limit (based upon location capacity), a waitlist will begin. If you are confirmed and find you cannot attend as planned, please Cancel your registrations so someone on the wait list can be given a chance to attend.
  • Planner to Planner discussions support members who are actively engaged on a daily basis as a focus of their job description and responsibilities on financial planning. If you are a PRAC member type these discussion oriented gatherings intend to place you side by side with other professionals needing to explore and unpack technical current topics. Practitioner members have first opportunity to register for these smaller, more focused facilitated discussions.
Registration is closed

Why, How, When...

Cash Flow Planning 


Hop into a direct conversation with financial planners on best practices and strategies to gather meaningful cash flow data in order to help make the best recommendations possible. Come prepared to share your best strategies for gathering cash flow and examples of times you put more focus or less focus on the cash flow planner with your clients. 

Learning Objectives:

  • Get and share tips on best data gathering processes.
  • Learn and give examples of times when and when not to dive as deep into cash flow.
  • Debate the trade-offs of diving deep into cash flow for modeling purposes.


Event Format:  Planner-to-Planner Event

Date:  Wed, September 6, 2023

Time:  4:00 pm to 6:00 pm

Cost: No cost to our financial planning community with timely registration

Location:  Industrious – 7014 E Camelback Road Suite B100a, Room A

Scottsdale, AZ 85251

(Suggested parking: Garage below or by Dick’s Sporting Goods, enter through mall by Apple Store. Parking is free. Click here for map.)

CE: Approved for 1 hour CFP(R) CE



FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261

Office Hours:
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Fri: closed
Phone: 480-483-9035
Fax: 480-922-5283


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