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  • FPA of Southern Arizona: November Breakfast Meeting

FPA of Southern Arizona: November Breakfast Meeting

  • Wednesday, November 11, 2015
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719
 


November 11, 2015 Breakfast Meeting Announcement

2015  FPA of Southern Arizona

Officers and Directors

  

  

PRESIDENT
Janet M. Davis, CPA, CFP®
Trusted Advisors Consulting   

520/620-9851

      

PRESIDENT-ELECT, V.P.   

Stephen Hester, CFP®, ChFC®   

Cardinal Pointe Financial Group/Ameriprise
 520/452-9988  

 

 SECRETARY
Sarah Ashby
Nova Financial & Insurance Services
Divorce Financial Consultants
520/396-9832 

  

TREASURER
Lee Cooper, CFP®,  ChFC®  Ameriprise Financial Services, Inc.  

520/327-1055

 

MEMBERSHIP DIRECTOR
Stephen Hester, CFP®,    

ChFC®
Cardinal Pointe Financial Group/Ameriprise
 520/452-9988      

 

PROGRAMS DIRECTOR

John Loeken  

John Loeken CPA, LLC

520/388-0140


PRO BONO DIRECTOR
Patty Carnovale,
CRPC
Ameriprise Financial
520/327-3299

MEMBERS AT LARGE
David Keefe

NOVA Financial & Insurance Services
520/481-3701


Robbie Petrillo
Pinnacle Plan Design, LLC

520/240-1471

 

Mindy Walker

UnitedHealthcare Medicare & Retirement
520/748-5051

 

CHAPTER EXECUTIVE

Gerry Oldenski
DynaSet, LLC  

520/748-2830

  

 

Visit FPA Southern Arizona website  

 

 

Join Our Mailing List


 

Practical Estate Planning: Real Issues and Real Cases

 

Presented by: Craig H. Wisnom, Bogutz & Gordon, P. C.

The presentation will discuss the most common and important current issues for estate planning clients. It will focus on the practical benefits of good planning, and the real-life problems from planning failures. Real cases will be used as examples. The topics covered will include:
1. Staying Out of Court

A. Guardianships/Conversatorship 

B. The Probate Monster- What it Really Means 

2. Protecting What You Leave Behind for Your Beneficiaries with Continuing Trusts
3. Coordinating Retirement Benefits-Taxes, Trusts, Charities, and Minimum Distribution Rules
4. How to deal with separate children for a married couple
5. Biggest Real Life Failures and Problems

Wednesday Nov. 11th, 2015

           

  

       

Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719  

 

FPA of Southern AZ  

Members$15 / Guests $25  

Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM - two hours of  CFP CE  

  

RSVP  to Gerry Oldenski by Friday,
November 6, 2015 at  

gerry@dynasetaz.com        

  

 

To prepay with a credit card  go to our website   

We accept checks and cash at the door on the day of the meeting 

No Shows with reservations will be billed for the breakfast unless prepaid

  

 

About the Speaker 

Craig Hunter Wisnom is an attorney at the law firm of Bogutz & Gordon, P.C., which is in its 31st year of practice in Tucson.   
Craig has practiced for the past 20 years in the areas of estate planning, estate tax, probate, guardianship, trust administration, and elder law.  He is also a licensed fiduciary, and he and the firm regularly serve as Trustee, Power of Attorney, Guardian, or other roles where a professional and independent fiduciary is necessary.  Craig is a Certified Specialist in Trust and Estate law through the State Bar, and a Certified Elder Law Attorney through the National Elder Law Foundation.  Craig's a Tucson native married to a non-practicing real estate attorney, and they have two sons at the Gregory School and Catalina Foothills High School.

       

 

If you have any ideas for topics or speakers, please contact John Loeken at johnloeken@gmail.com 

0r 520-395-8228.

 





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

info@FPAofPhoenix.org   
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