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April Monthly Program: "Joint Program with the Financial Planning Association of Greater Phoenix"

  • 19 Apr 2023
  • 7:30 AM - 8:45 AM
  • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

Registration


Registration is closed

Continuing our Joint Annual April Gathering Tradition...

Continuing Supporting Teamwork...

Continuing Cross Discipline Connections and Networking...

Our Collaborative Case Study Event 

East Valley Estate Planning Council

and

The Financial Planning Association of Greater Phoenix

A joint leadership task force has planned a fun and useful morning for our estate and financial planners. 

Utilizing a case study prepared in advance and some client conundrums to resolve, we will work in teams, at your breakfast table.

Task Force members will use a Mentimeter feedback response tool that everyone in the room can view, all will share their "Aha" moments and innovative solutions.  We will call out the most unique or intriguing ones for further dialogue and fun exploration.

Time permitting, we'll tackle the next conundrum.

Join us.

Experience the best of what we can learn from each other.

Your thoughtful Task Force:


Otto Shill

Samuel DiPietro

Robert Skousen

Lisa Stratton

Melissa Kemp

Event Format:  Small Teams attack an Estate Planning Problem Together

Date:  Wed, Apr 19th, 2023

Time:  7:30 am to 9 am (check in opens at 7 am)

Cost: $3o for FPAGP and EVEPC members

$45 for FPAGP or EVEPC guests

1 hour of pre-approved CFP(R) CE credit will be applied for.

Tip:  Be sure to note your most apt professional discipline when you register, as we will be creating multi disciplinary teams in advance. 

Prepare to meet some new professionals!

Huge THANK YOU to the Program's Sponsor


East Valley Estate Planning Council

www.evepc.wildapricot.org

evepc@premiumorganization.com

602-840-2900 X1

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