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FP Transitions

  • Wednesday, September 09, 2015
  • 11:30 AM
  • Phoenix Airport Marriott





 

PRESENTED BY:

FP TRANSITIONS

 

LOCATION:

Phoenix Airport Marriott

1101 North 44th Street,

Phoenix, AZ 85008

 

DATE/TIME:

September 09, 2015

11:30AM to 2:00 PM

 

FP TRANSITIONS

A PLAN FOR PLANNERS


DO YOU HAVE A PLAN FOR YOUR BUSINESS?

 

 

Your practice may be your single largest personal asset, and it deserves the kind of careful planning any large investment would need.

 

  • Find out how practices are valued and what drives that value.
  • How do you create a plan to help protect the value you have built from a sudden event such as death or disability?
  • Find out how understanding your value, and having a plan to protect it positions, your practice to grow through acquisition.
  • Learn how Succession Planning is changing and how you can realize the value you have created, while controlling how and when you retire.

 

Every day you help your clients create a plan for the future.

You help them plan for growth, for the unexpected, and

ultimately to realize the value of what they have built.

 

Join us for this exclusive event. Seating is limited, so reserve your space early.


FPA
of Greater Phoenix

480-483-9035
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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