• Home
  • May Chapter Meeting

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

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

Copyright (c) 2017   FPA of Greater Phoenix                                          Terms of Use     Privacy Policy