Financial Planning
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Mission: To help CPAs achieve success in financial planning. |
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Section Chairperson Chuck Wold Wold Consulting, PC 10201 S. 51st St., Ste. 110 Phoenix, AZ 85044 |
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SIGN UP FOR SECTION Join now to start receiving benefits of membership.
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Help plan section activities and events for this section. Please contact communications@ascpa.com.
Join the Financial Planning Section to start receiving benefits now. You will receive monthly e-mail newsletters with news and activities.
Join fellow members for study group sessions to learn about various financial planning topics each month.
Upcoming Steering Committee Meetings
The Financial Planning Steering Commitee meets from 7:30 - 9:30 a.m. at the Arizona Society of CPAs offices.
June 10, 2008
August 12, 2008
October 14, 2008
December 9, 2008
February 10, 2009
April 28, 2009
Upcoming Seminar Dates - Save the Date!
All seminars are held at the Society office from 7:30 - 9:30 a.m.
July 15, 2008 - Accumulation Planning - Register
August 29, 2008 - Distribution Planning - Register
September 16, 2008 - Entity Selection - Register
October 21, 2008 - Retirement Plans - Register
November 18, 2008 - Risk Management - Register
December 16, 2008 - Benefits - Register
January 20, 2009 - Human Resources - Register
February 17, 2009 - Marketing & Advertising - Register
