Mark Your Calendars and RSVP for:

November Coffee Talk

Tuesday, November 14

7:30 - 8:30AM

Panera Bread

8777 N. Scottsdale Rd., Phoenix

Join us for this informal group sharing about

BEST PRACTICES of the Fundamentals of Financial Planning

During the months in between programs, the chapter will organize a venue for networking and mentoring discussions around interesting topics that affect us and help us serve our client's best interest.


No RSVP needed. Just come for all or part of the dialogue!


Note: Panera Bread has a "NO Reservation" large room that we will hope to use on a first come, first serve basis. If you get there early, settle in there.

Questions: Call VP/Membership Chair: Lisa Keylon, Esq. at 480-922-5552 (Office)