FPA of Southern Arizona: May Breakfast Meeting

  • Wednesday, May 10, 2017
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719
 





Social Security: Your Client's Questions (Answered)   

 

Presented by: Janet Davis, CPA, CFP® 

 Trusted Advisors Consulting 

 

This presentation focuses on the most common questions our clients ask regarding Social Security retirement benefits:

 

  • Will Social Security be here when I need it?
  • Do I have a choice of benefits?
  • How do I calculate benefits?
  • Should I continue to work to increase benefits?
  • When should I apply for benefits?

  

Wednesday,
May 10th, 2017

           

       

Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719 
520-325-1541 

 

FPA of Southern AZ  

Members $20 / Guests $30    

Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM  

2 Hrs of CE Credits

 

  

RSVP  to Gerry Oldenski by Friday,
May 5, 2017 at  

gerry@dynasetaz.com        

  

 

To prepay with PayPal  go to our website   

We accept checks and cash at the door on the day of the meeting 

No Shows with reservations will be billed for the breakfast unless prepaid


 

 

About the Speaker:

 

Janet Davis, owner and president of Trusted Advisors Consulting, is a Certified Public Accountant and Certified Financial Planner with over 20 years of income, estate and gift tax planning experience.   Her many years of public accounting experience at Arthur Andersen and Clifton Larson Allen have given her a strong compliance background as well, and she continues to prepare all types of individual, trust and business income tax returns.
Janet's current practice works with Certified Financial Planners, Chief Financial Officers and other professionals to jointly meet clients' financial goals in a tax efficient manner.  Areas of specialization include income tax planning and return preparation for professionals as well as for small to mid-size businesses and their 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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