Venue
Desert Willow Conference Center
Desert Willow Conference Center, 4340 E Cotton Center Blvd, Phoenix, AZ 85040, USA

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Event Date Wed Jun 6 EDT (over 6 years ago)
Location Desert Willow Conference Center
4340 E Cotton Center Blvd, Phoenix, AZ 85040, USA
Region Americas
Details

As a CPA providing financial planning services, your clients trust you to offer the best, most objective advice based upon your thorough understanding of the latest issues and information. This conference is designed for practitioners already providing this service, those interested in adding financial planning to their practice and those just wanting to get up to speed on these important issues. Join us as expert speakers explore best practices, challenges and opportunities that prepare you to be the advisor of choice.

Speakers

2018 Speakers

Jason Washo
Conference Committee Chair

John P. Piccard, J.P.
Morgan Asset Management

Michelle Rucker
Arizona Attorney General’s Office

Stephanie A. Bivens
Bivens & Associates, PLLC

Eric V. Franz
Ladner Franz Group, UBS Financial Services, Inc.

Alexander J. Cudzewicz
Oak Brook Asset Management

Philip R. Rupprecht
Aiken Schenk & Ricciardi, PC

Edward K. Zollars
Thomas, Zollars & Lynch, Ltd.

Sponsors & Partners

2018 Sponsors

• Arizona Leadership Foundation