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  • February Chapter Meeting

February Chapter Meeting

  • Wednesday, February 25, 2015
  • 2:00 PM - 5:00 PM
  • Phoenix Country Club: 2901 N 7th Street, Phoenix AZ


  • Complimentary entry to regularly scheduled chapter meetings for Partner and guest

Registration is closed


Our Lifelong Learning committee brings you:

"An Aging America Presents Opportunities

for Today's Advisors"


Eileen Paddock
President & Founder 

Elderflower Group

 Program Description:

In a rapidly aging America, planners who achieve a broader understanding of aging and caregiving can serve clients in a more meaningful way.

This presentation will help planners: 

  1. Examine their personal biases towards aging, death and disability that can negatively impact client relationships. 
  2. Serve older adults in a more respectful manner.
  3. Understand age-related physical and cognitive disabilities. 
  4. Improve communication with older adults and family caregivers.
  5. Identify and refer family caregivers  to resources that will allow them to stay in the workforce, keeping  their financial goals on track.

This program has been submitted for 2 hours of  CFP(R) and AZ State Department of Insurance Continuing Education Credits-Approval Pending

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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