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  • November Chapter Meeting

November Chapter Meeting

  • Wednesday, November 18, 2015
  • 2:00 PM - 5:00 PM
  • Phoenix Country Club


  • Timely RSVP is the Friday prior to the meeting
  • Timely RSVP is the Friday prior to the meeting
  • Timely RSVP is the Friday prior to the meeting

Registration is closed

Our Lifelong Learning Committee brings you:

"What Happens When Your Client Becomes a Vulnerable Adult"


Emily Kile

Kile &
 Kupiszewski,  LLC


Kile & Kupiszewski,  LLC
Program Description:
 Learn about what to do when your client may have diminished
 mental capacity; how to deal with agents and trustees, and what to
 expect if a court action is filed that impacts your client.

Be one of the first 25 to register and receive our VIP welcome!
Registration opens: 2:00 pm

Committee Shirtsleeves:  2-2:30pm
Chapter Business: 2:30 - 3:00 pm
Speaker Presentation: 3:00 - 5:00 pm
Social Hour: 5:00 - 6:00 pm

Program approved for 2 hours of CFP(R) and and AZ State Department of Insurance Continuing Education Credit

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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