December 11, 2019 Breakfast Meeting Announcement
Trust and Estate Planning
for High Worth Individuals
Presented by: Darla Thompson & Heather Morton, BeachFleischman PC
Wednesday, December 11th, 2019
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719 520-325-1541
Members $15 / CFA Members $10 /Guests $40 (No CE credits for guests) First time breakfast guest fee - complimentary (No CE credits for guests)
Registration and Breakfast 7:15 AM Speaker will speak 7:45 AM -9:30 AM
1.5 Hrs of CFP CE Credits for FPA/CFA Members
RSVP to Gerry Oldenski by Friday, December 6, 2019 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
2020 Programs - Upcoming Meetings
Mark Your Calendars (All Breakfast meetings at the Arizona Inn ) Registration and breakfast at 7:15 AM Speaker will speak 7:45 AM -9:30 AM - two hours of CFP CE for FPA members Date: January 8, 2020 Topic: Financial Fraud and Divorce Date: February 12, 2020 Topic: Investing in Opportunity Zones Date: March 11, 2020 Topic: CFP Ethics Date: April 8, 2020 Topic: Life Insurance Settlements Date: May 13, 2020 Topic: Tax Uncertainty and Retirement Savings Diversification If you have any ideas for topics or speakers, please contact Tim Daughenbaugh
Mark Your Calendars
(All Breakfast meetings at the Arizona Inn )
Registration and breakfast at 7:15 AM
Speaker will speak 7:45 AM -9:30 AM - two hours of CFP CE for FPA members
Date: January 8, 2020
Topic: Financial Fraud and Divorce
Date: February 12, 2020
Topic: Investing in Opportunity Zones
Date: March 11, 2020
Topic: CFP Ethics
Date: April 8, 2020
Topic: Life Insurance Settlements
Date: May 13, 2020
Topic: Tax Uncertainty and Retirement Savings Diversification
If you have any ideas for topics or speakers, please contact
Tim Daughenbaugh
Office Hours:Mon-Thurs: 9:00AM - 5:00PMFri: closedPhone: 480-483-9035Fax: 480-922-5283
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