to all Members:
are grateful to our exceptional group of speakers who have shared their wisdom
and experience with us this year, as well as our sponsors and members who make
our meetings possible.
the end of the year approaches, I want to invite you to join us for our final
two events. On April 26th, we are introducing a new joint event with the
Financial Planning Association of Greater Phoenix*. There, we will
have the opportunity to receive updates from Jay Adkisson on Asset
Protection, and collaborate with financial professionals from across the
valley. We hope you will join us for this new event!
May, Blain Aiken, (Chair of the CFP Board of Directors) will present on
the topic of the Department of Labor's new Conflict of Interest Rule for
investment fiduciaries. Mr. Aiken will help us all understand
the new regulation, and how the Trump administration may affect its
look forward to seeing you in April and May!
Membership dues do not include registration for this joint event, but do
provide for a reduced registration fee.
Siler Kruzel PC