May Chapter Meeting

  • Wednesday, May 25, 2016
  • 2:00 PM - 5:00 PM
  • Phoenix Country Club


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

Registration is closed

Our Lifelong Learning Committee brings you:

"Powerful Investment Policy Statements"

  James Lincoln

Illuminated Funds Group

Program Description:

This experiential learning exercise will extend the discussion of Investment Policy Statements (IPS) to include the power of purposefully incorporating a client’s broader life goals and personal (or corporate) values into the IPS document.

Learn how you can use an IPS to influence the culture of the manager/client relationship.

In the hands of a caring planning professional, an IPS becomes a tool to not only professionally manage an investment portfolio, but the key to establishing an investment and financial planning relationship that fulfills their broader values and personal life goals.

Bonus:  As the Conflict of Interest Rule looms, the IPS may also become a cornerstone compliance document, presenting current and relevant written reference material illustrating what it might mean to put the client's interest FIRST in the investment portfolio decision making thought process.

By the time you exit this event you will:

a.  Understand the most important elements to include in an Investment Policy Statement

b.  Learn how to align/merge a clients’ values and personal life goals into an Investment Policy Statement, and from there, into their investment portfolios.

c.  Complete an Investment Policy Statement connected to Case Study client profiles and real time discussion - a true peer to peer test of your listening and fact gathering skills, your investment policy comfort and drafting skills, and your capacity to link what your clients' value with where you might begin the investment selection process.

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

 This program  is pending 2 hours of  CFP(R) and AZ State Department of Insurance Continuing Education Credits.

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