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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 |
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.
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.
2018 Sponsors
• Arizona Leadership Foundation