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Guest Registration for September Chapter Meeting

  • Monday, September 28, 2015
  • 2:00 PM
  • Wednesday, September 30, 2015
  • 5:00 PM
  • Phoenix Country Club


Registration is closed

Our Lifelong Learning Committee brings you:

"Fundamental Building Blocks of Fixed Income Portfolio Management"


David Paulus
Western Asset
Management Company

Program Description:

Our program will attempt to address the fundamental building blocks of Fixed Income portfolio management as well as questions on the minds of investors today, including the implication of lower oil prices, changes in the financial sector and higher interest rates.  Of course, the ability to navigate these investment themes and identify opportunities is key to a successful investment portfolio, and we hope to address that, too.


Be one of the first 25 to register and receive our VIP welcome!
Registration opens: 2:00 pm

Committee Shirtsleeves:  2-2:30pm
Chapter Business: 2:30 - 3:00 pm
Speaker Presentation: 3:00 - 5:00 pm
Social Hour: 5:00 - 6:00 pm

 This program will be reviewed possible 2 hours of  CFP(R) and AZ State Department of Insurance Continuing Education Credits.

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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