Planner to Planner Round Table - Focus On Tax Loss Harvesting

  • Wednesday, June 07, 2023
  • 4:00 PM - 6:00 PM
  • Industrious Coworking Office Space: 7014 E Camelback Rd


  • As space permits, our active Financial Planning students and NexGen chapter members are welcome to register to learn from practicing professionals.

    Students wishing to attend should contact Lillian Turner to be added to the NexGen list.

    If we reach the registration limit (based upon location capacity), a waitlist will begin. If you are confirmed and find you cannot attend as planned, please Cancel your registrations so someone on the wait list can be given a chance to attend.
  • Planner to Planner Round Table discussions support members who are actively engaged on a daily basis as a focus of their job description and responsibilities on financial planning.

    If you are a PRAC member, type these discussion oriented gatherings intend to place you side by side with other professionals needing to explore and unpack technical current topics.

    Practitioner members have first opportunity to register for these smaller, more focused facilitated discussions.

Registration is closed

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

Connect with Us!

Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns.  We are proud of our ongoing relationship with FPA of Greater Phoenix.