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  • FPA of Southern Arizona: December Breakfast Meeting

FPA of Southern Arizona: December Breakfast Meeting

  • Wednesday, December 09, 2015
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719

Annual Tax Update for Financial Planners


Presented by: Janet Davis CPA, CFP(R),

                                   Trusted Advisors Consulting

Our Chapter President, Janet Davis CPA, CFP(R) will be providing an annual update to assist in year-end planning for our clients of 2015 taxes and provide an update on recent tax changes.


Wednesday Dec. 9th, 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(R) CE 


RSVP  to Gerry Oldenski by Friday,
December 4, 2015 at


To prepay with a credit card click here.

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

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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