Matthew Jarvis - the Prequel

  • Tuesday, September 24, 2019
  • 2:00 PM - 4:00 PM
  • Junior Achievement - 636 W Southern Ave Tempe, AZ 85282
  • 36


  • Current FPA chapter members - including FPA of Greater Phoenix, or Southern Arizona, or any Regional FPA financial planners.

    If you are not a member of FPA of Greater Phoenix, contact to get registered at chapter member pricing.
  • MK Matchmaking to help solo attendees who can't afford to attend without a team to join
  • Not a member of FPA of Greater Phoenix, or Southern Arizona, or any of our Regional FPA chapters.

Registration is closed

Matthew Jarvis runs a hyper-efficient lifestyle practice.  He is able to support +-150 clients while also taking over 80 days of vacation every year, and maintains a more than 50% profit margin.

Does this sound like the type of practice you would like to develop?

Thousands of listeners to the Nerd's Eye View Podcast with Matthew Jarvis thought so.  In case you weren't able to listen then, you can listen now. 

 Link to Kitces Podcast

More Info:  Jarvis Financial and Jarvis Bio and the Perfect RIA

This advance session is priced separately from Symposium, and supports Matthews' decision and agreement to leave Washington for a few days and travel to share his insights with our financial planning community, then at Symposium, and then following, on his time and dime, with Nexgen planners in Phoenix and Tucson. 

As ever, Matthew is already working on delivering massive value to you - not a wasted breath or minute when Matthew leads a discussion!

Registration Rates:

FPA chapter members: June, July, August:  $199.  As of September 1st: $249

Not an FPA member? June, July, August: $249.  As of September 1st: $299

Note:  Anyone attending the Jarvis Prequel is welcome to remain at the JA office and join our Symposium Partners and Presenters mixer, immediately following, at no additional fee.

Refund Policy for this event is the same as Symposium deadlines.

Note:  4 pak Symposium purchase does NOT include the Prequel event.

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