Quarterly Super CE Program: Financial Planning for Clients in Transition

  • Wednesday, May 23, 2018
  • 2:00 PM - 6:30 PM
  • The Phoenix Country Club: 2901 N 7th Street Phoenix AZ



Our Lifelong Learning Committee brings you


"Financial Planning through Life Transitions"



Program Description: SUPER CEvent: at least 3 hours of CFP(R) CE 

                Welcome to presenters Mark Prendergast, CFP(R), CPA, CDFA and Dr. Kimberly Bridges, PhD, CFP(R), CPWA(R), CDFA(TM), and incoming FPA Board of Directors President Evelyn Zohlen, CFP(R), for an afternoon focused on tactics, details, best practices and tips on how to help clients tackle financial planning decisions and dilemmas when they are facing major life transitions (marriage, second marriage, divorce, death). 
Bonus:  Meet incoming FPA Board of Directors president Evelyn Zohlen, for an update and Annual Report on the state of our Association.
Learning Objectives:
To Follow

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

Speaker Presentation: 2:30 - 5:30 pm

Reception: 5:30 - 6:30 pm

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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