FPA of GP Field Trip: Scottsdale at Terroir

  • Wednesday, June 28, 2017
  • 3:00 PM - 5:00 PM
  • Terroir Wine Pub, 7001 North Scottsdale Road, #157


  • Field Trips with limited space/access are extended first to chapter members and partners, then to additional financial professionals. Open to all comers 1 week in advance.

Registration is closed

Understanding the needs of small business owners:

How should a financial planner shift their knowledge and delivery of financial planning services to be more applicable and useful to a small business owner? 

o This years' industry niche is the Food and Beverage industry, in particular, the challenges and pressures faced by restaurant owners.

  • Join local, lively conversations that explore A Day in the Life of a Restauranteur: Restaurants and Pubs don’t run on a 9-5 schedule...

What is a Day in their Life like?

Scottsdale Location:

Meet Brian Mahoney, Proprietor, Terroir Wine Pub


3 pm: Gather and Introductions

3:15 - 4:15: Hosted Discussion

4:15 - 5 pm:  Appetizers and Wine Networking

  • When is the most likely time for someone in this industry to meet with financial service professionals?
  • What kinds of things make developing business relationships, creating value, more or less possible?
  • Getting Started: capital formation, financial risk mitigation: How a financial planner can help or hurt an entrepreneur at this stage (special knowledge or skills)
  • Expansion: How to help a small business owner manage cash flows in a manner that effectively and affordably offsets the greatest risks and may provide feasible avenues for:
    • Health insurance/Risk management
    • Future sale of the business
    • Retirement planning
    • Affordable/Accessible Employee benefits
  • Exit Strategies: How a financial planner may play a viable/useful role in the successful business succession plans...
    • Extra challenges that a restauranteur may face in exiting or transitioning their business?

  • How do you help planners focus on what is most useful/challenging for you, not what a textbook might say should be done in some specific chronological order?
  • How can you identify successful (profitable) F&B business owners?

FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

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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