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Workshop: Financial Elder Abuse and Your Role as a Financial Advisor and Planner

When
Wednesday, January 23, 2019
2:30 PM - 5:30 PM
Location
Friendship Village in Tempe: 2645 East Southern Avenue Tempe, AZ 85282

Registration

At the Door Non Member but Financial Planning Professional Community Member – $30.00
Non Members are welcome at Workshops and Field Trips, space permitting.
Members – $10.00
FPA current Chapter Members
Non Member but Financial Planning Professional Community Member – $20.00
Non Members are welcome at Workshops and Field Trips, space permitting.
Partner Attendee
Available to our Partner Members
Phoenix Compliance Round Table Members – $10.00
Self Identified (honor system) Phoenix Compliance Round Table members - same pricing as FPA chapter members
Phoenix Compliance Round Table Members - At the Door – $20.00
Self Identified (honor system) Phoenix Compliance Round Table members - same pricing as FPA chapter members

Registration is closed

Our Lifelong Learning and Advocacy Teams , along with the Phoenix Compliance Round Table, present:

Workshop Itinerary:

2:30: Registration

3:00: NRS - Compliance Expectations when serving Seniors

4:00: Current Enforcement Examples and Discussion -

Better to Be Wise by the Mistakes of Others

5:00 Continuing Q&A with our experts and Social Hour

5:30 Adjourn

Note: Workshop events provide opportunities for our planners to interact with experiential learning experts. The topics are chosen because they can help us solve problems, improve productivity or profitability, reduce risk, ease compliance, or in some way help you work less, earn more, and produce better results for your clients. Workshops are intended to provide you with immediate takeaways and new resources. They may on occasion, but are not expected to, provide professional CE credits.

FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: closed
Phone: 480-483-9035
Fax: 480-922-5283

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