March Chapter Meeting

  • Wednesday, March 25, 2015
  • 2:00 PM - 5:00 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


  • For this collaborative meeting with the CFA Society, we are offering one special price for members of either association, $25.

    If you are not a member of either association, you may come either as a first time guest for $15, or at the non-member fee of $45.

    This pricing includes:
    CE program (2 hours)
    Networking Cocktail Social Hour, inc. appetizers and 1 drink coupon
  • Available to partners according to partnership subscription. A registration code is required and can be obtained by calling the administrative office at 602-840-2900 or emailing
  • Registration code required and can be obtained by contacting the administrative office at 602-840-2900 or email

Registration is closed

Our Lifelong Learning Committee brings you:

"5 Investment Questions that Bug You (and your clients)"

It takes more than luck for successful investing!

Program Description:

  This two part presentation
  begins with an overview of what
  makes one individual investor
  successful and not another.

 The  second part covers five
  investment strategy questions
  including, "Is your home a good
  substitute for REITs?"  "Should I
  own bonds or a bond fund?"
  What is Smart Beta and should I
  use it?" and more.

Richard A Ferri, CFA
Founder, Managing Partner & CCO
Portfolio Solutions(R)

This program has been submitted for 2 hours of  CFP(R) and AZ State Department of Insurance Continuing Education Credits-Approval Pending

This meeting is produced and brought to you in collaboration with:

FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us:

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283

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