FPAGP All Day Symposium 2018 - A Blast from the Past

  • Tuesday, September 25, 2018
  • 7:15 AM - 5:15 PM
  • Desert Willow Conference Center, 4340 E Cotton Center Blvd, Phoenix, AZ 85040

Registration

  • Welcome!
  • Welcome!

Registration is closed


We combed your Event Satisfaction Surveys from the past 7 years.

This years' Symposium brings back 3 of your TOP PRESENTERS on new topics.

Dr. Carolyn McClanahan
Jim Rounds
Dimensional Fund Advisors' Experts

For a downloadable Schedule click on the image below

Either 6.5 or 8.5 hours of CFP(R) CE Credit available to attendees

Who benefits from attending?

Any/All Professionals with a seat at the Financial Planning table

CFP(R) Professionals

Non CFP(R) professionals who actively deliver Financial Planning

CFA charterholders and investment management professionals

Accounting and Appraisal professionals

Charitable Gift Planning professionals

Legal Professionals in the following practice areas:

  • Estate Planning
  • Pension and Employee Benefits planning
  • Domestic Relations (collaborative practice professionals in particular)
  • Corporate and Business Law
  • Succession and Business Transfers/Transitions
  • Financial Industry Compliance

and a series of associated service providers relevant to the Financial Planning Process, including:

  • Coaches
  • Academics and Researchers
  • Educators
  • Compliance Practitioners
  • Exit Planning Specialists
  • Credit Recovery and Financial Literacy Specialists
  • Enrolled Agents
  • Industry Reporters and Consumer Advocates
  • Financial Industry Wholesalers and product specialists

Chapter Members, want the best possible pricing?  

Our VIP concept (rewarding those earliest to register) applies to Symposium with an extra kick.

 Members  Dates/Deadlines  Non Members
 125  June  200
 145  July  200
 165  August  240
 185  Sep 1 - 21  240
 200  Sep 22-25  275
4-pak $500  August 31st  4-pak $500
  • Half day only is available for $85 for members, $125 for non members.
  • NexGen Community who are not chapter members and Students pay $85 for full day registration if registered by Aug 31st.
  • Regional Chapter members and marketing collaborators pay $165 through Aug 31st.

Best pricing option for anyone?  Purchase a 4 pak for $500.

About our Presenters

Dr. Carolyn McClanahan
Jim Rounds
DFA: Stephen De Man
DFA: Leigh Jedeikin
DFA: Weston Wellington

About our Partners and the Community Lounge

Alternative Capital Advisors

AdvisorNet Financial

Arizona Community Foundation

BeachFleischman / Pinnacle Plan Design

Cantor Fitzgerald

DPL

Edward Jones

Financier SEO

FP Transitions

J Levine Auction and Appraisal

Morningstar

Nationwide Advisory (formerly Jefferson National)

Reverse Mortgage Funding

Schwab

Stardust Materials/Stardust Building Foundation

Vanguard

VIP Mortgage

Whealth Care Planning

Zia Trust


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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