GREATER PHOENIX Chapter of the Society of Financial Service Professionals presents a SPECIAL 3 Hour CE Event, with CE, CLE, CPE, CFP and PACE continuing education credits! Members, non-members and other professionals are invited!
THANK YOU TO OUR Meeting Host, Junior Achievement, and our Corporate Sponsor, Equitable!
DATE: Thursday, September 29, 2022
TIME: 10:00 am – 2:00 pm – Light lunch included, courtesy of our sponsor, Brian Crockett, Equitable
WHERE: Junior Achievement facility, 636 W. Southern Ave., Tempe, AZ 85282
COST: $25 for SFP Members; $40 for non-members (payable at the door by cash, check or credit card – call 602-317-4438 to prepay)
RSVP: Please respond by Friday, September 23 to: Chapter.Executive@sfsp-phx.org or call Betty at 602-317-4438
SCHEDULE of EVENTS:
10:00 – 10:05 Meeting begins/SFSP Chapter update
10:05 – 10:15 Joss Francheterre/Junior Achievement introduction
10:15 – 10:25 Equitable sponsor, Ken Senica, Internal Wholesaler
10:30 – 11:30 Opportunities for Business Owners in 2022 & Beyond
Andrew Rinn, CFP, ChFC, CLU, JD
11:30 – 11:45 Break- See Junior Achievement’s BizTown operating
11:45 – 12:45 How, When, and Why to Present a Cash Balance Plan
Mark Massey
12:45 – 1:00 Break- See Junior Achievement’s BizTown operating
1:00 – 2:00 Expanding Your Business Client Opportunities with Nonqualified Benefits
Chris Nyland and Kenneth DePaola
Meeting Host: Joss Francheterre, Senior Vice President, Major Gifts, Junior Achievement
Corporate Sponsor: Brian Crockett, Sr. Reg’l Vice Pres., Equitable and Ken Senica, Internal Wholesaler
