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Upcoming Meetings - (Please do not call the facilities for
information about this session; please call 480/483-9035 for information
about FPA activities).
Upcoming Events
September 22nd
Wed. Chapter Meeting at
Phoenix Country Club
*2:15PM-5:00PM*
Special Guest Speaker:
J.P. Dahdah:
"Self-Directed
Retirement Plans: How to Purchase Alternative Investments in an IRA"
Mr. Dahdah is president of Entrust Arizona. Entrust Arizona is
Arizona's premiere retirement plan administration company, specializing in
record keeping services for individuals and small business owners who wish
to include non-traditional assets within their tax-deferred and tax free
portfolios. Mr. Dahdah has been a featured speaker at various
financial workshops throughout the united states. He is also the host
of the weekly radio show on Arizona's financial news station KFNN 1510 AM,
called "Wealth Wednesdays."
Special Guest Speaker: Jack Lawless, CPA:
"Understanding the Alphabet Soup: DB's, DC's, PSP's and 401(k)'s.
How They Mix in PPA"
Jack is a certified public accountant and an associated professional member
of the American Society of Pension Professionals and Actuaries. He has
been both a lecturer and author on qualified plan issues. Jack is a
partner with Pension Strategies, LLC, a Phoenix based third party
administration firm. Jacks focus is on qualified plan design for
closely held companies.
1Hour of CFP and Arizona Insurance CEs for each of the two 1-hour
presentations.
PLEASE NOTE- If you are only registering YOURSELF, click on your
selection and then use the 'Checkout'
button. If you are registering MORE THAN ONE PERSON, begin by clicking
on the first person's registration and then use the 'Continue Shopping'
button on the next page to add additional registrations.
***If you
ARE attending the social, use the following registration.***
PLEASE SEE THE BOTTOM OF THIS FORM FOR CLARIFICATION OF NON-MEMBER FEES.
***If you are NOT attending the social, use this
registration.***
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Members |
1st Time Non-Member** |
2nd Time Non-Members |
Repeat Non-Members |
| Pay Online by 12:00PM on Friday, Sept 17th,
2010 |
$25.00 |
$15.00 |
$30.00 |
$35.00 |
| Pay At The Door (Cash or Check, No Credit
Cards) |
$30.00 |
$15.00 |
$35.00 |
$40.00 |
*Cancellation Policy:
Reservations are due by noon on Friday prior to the Chapter meeting.
Reservations made prior to that can be cancelled by noon on Friday prior to
the Chapter meeting to be reimbursed for the meeting charges. After
noon on Friday prior to the Chapter meeting, there will be no reimbursements
issued.
**This is intended as a one-time offer to introduce potential
members to the chapter in support of growing membership rather than an
ongoing payment plan.
NON-MEMBERS ARE WELCOME TO ATTEND CHAPTER MEETINGS
Like other organizations, our FPA members are the very core of our
chapter and we wouldn't exist without them. However, individuals (who are in
the financial planning and allied industries) who are not currently members
of the FPA are also welcome to attend our meetings.
First-time Non-Members pay $15
2nd-time Non-Members pay $30
Repeat Non-Members pay $35
Please select the appropriate fee. The fee you pay to attend the meeting
allows you to attend the social following it. The online system ask you to
register by indicating whether or not you intend to stay for the social
following the meeting.
If you have questions, please call 480-483-9035.
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