May Chapter Meeting

  • Wednesday, May 27, 2015
  • 2:00 PM - 5:00 PM
  • Phoenix Country Club


  • For Current board member attendees

Registration is closed

Our Lifelong Learning Committee brings you:

"Tax Return to Financial Return:  Identifying Planning Opportunities Through the 1040"

Program Description:
  This session will walk through a complex
  Form 1040 and identify areas for planning
   opportunities or considerations

   Participants will be able to take a hands on
   approach in learning how to interpret
   information contained in the Form 1040 and
   apply that information to planning strategies.

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

FPA of Greater Phoenix

c/o Premium Organization

PO Box 4130, Scottsdale AZ 85261

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Phone: 480-483-9035

Fax: 480-922-5283

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