Any/all FPA of Greater Phoenix Chapter members who spend time in San Diego during the Summer months are welcome and invited to keep current with FPA by joining our fellow planners in San Diego at their chapter events.
Just register through their chapter admin, and let them know that you are a fellow FPA member from Sunny Arizona.
SD FPA Quarterly Education Meeting
Wed, June 15, 12:30 – 18:00
SDSU Alumni Center
SD FPA Quarterly Education meeting. Details and registration will be available in mid-late May.
Revisiting the Case for Commodities
Christopher J. Sidoni, CFA, CFP®
Do you use Commodities in your portfolios? Are they lowering volatility/enhancing returns? Or….perhaps the opposite? Should we abandon them now after years of low return? Do they even belong in a diversified portfolio?
“Come hear Christopher J. Sidoni, CFA, CFP® who is a Partner and Chief Investment Officer at Gibson Capital address a very important industry topic. He will focus on how the asset class became mainstream, what we have learned since that time and what we should do going forward.”
Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation
Amy Mullen, Vice President of Money Quotient
Cash flow management and life planning are processes that provide immeasurable value to financial planning clients. By integrating user-friendly systems that link these two processes, you will engage your clients and empower them to affect positive change in their lives. Help your clients to focus on what is truly most important to them and provide tools that will allow them to survive and thrive in all market conditions
Client Acquisition thru social selling
More than likely, referrals and individuals you have met are “Googling” you. What do they find? Is your online brand relatable, authentic and different? Learn how to stand out among the rest!
Social media is equivalent to the biggest networking event you’ll ever attend. As with any event, it’s all about how you present yourself – appearance and actions. Ensure that your content is relevant and tell your story in a way that sets yourself apart. Be memorable, make a connection and then stay top of mind, tip of tongue!