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RIA Trust Education Program

  • Thursday, September 24, 2015
  • 9:45 AM
  • 16767 N Perimeter Dr #200 Scottsdale AZ

Be Our Guest

Join us on the 4th Thursday of each month for our RIA Trust Education Program as professionals  provide valuable education in the area of trust and estate planning specifically designed for Registered Investment Advisors.

Be our guest and receive 1.5 hours of CFP CE by attending this free class.


 Sept 24 - Recent Developments in Estate Planning


Hosted by 



16767 N Perimeter Drive, Suite 200, Scottsdale, AZ


To secure your CFP CE space for any session, respond to RSVPEducation@bokf.com or (844) 866-0728

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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