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  • FPA of Greater Phoenix Annual Symposium - Planning in the New Age

FPA of Greater Phoenix Annual Symposium - Planning in the New Age

  • Wednesday, May 28, 2014
  • 8:00 AM - 5:00 PM
  • Phoenix Country Club


Planning in the New Age - Current Trends in Gifting, Markets, and Advice

Joe Duran - 'Firm of the Future'

There is a revolution taking place in our society, consumers are demanding unique and personalized products and services. Joe Duran will discuss a practical approach to this competitive shift instead of expecting consumers to behave how they have in the past. Joe will provide a lively discussion on pro-actively changing marketing, deliverables and approach to guidance to give consumers what they are demanding.

Dylan Metzner and Bill Waller, Attorneys at Law - Directed/Delegated Trusts
Jerry Paul, CFA - Interest Rate Outlook
Ed Knight, JD - Charitable Remainder Trusts
Dan Candura - Ethics
Practice Management with Partners
Jim Paveltich - Social Security

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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