Phoenix CFA Society Members' Area
Want to share a valuable opportunity with the PCFAS membership? Have a news item that would benefit others? Email it to info@phoenixcfa.org, and it just might end up here!
You can also ask that a member accomplishment be posted here, subject to board approval.
Please note: This page is not for business advertisements. Phoenix CFA Society and CFA Institute reserve the right to modify or restrict content on this page. Neither Phoenix CFA Society nor CFA Institute endorse or take responsibility for any items members submit.
MEMBER ACCOLADES
Laurie Bagley was listed on Worth Magazine’s Top Advisors list for the 6th time this winter and was also named one of the 50 Distinguished Women in Wealth Management by Wealth Manager magazine in 2008.
Our very own John Rice was recently selected by the Financial Planning Association to be the Chair of the Americas group of FPA Global. FPA Global in the international outreach arm of the US based FPA.
CONFERENCES AND BENEFITS
Forbes is offering PCFAS members free access to a 2-day online conference on June 29th and 30th. Their first ever Financial Advisor iConference is called "Building Wealth with Innovative Ideas and Advice."
There will be more than 30 presenters and, like any face-to-face conference, there will be opportunities to interact with the experts.
Besides a keynote address by Steve Forbes, you will hear from such luminaries as Princeton Economics Professor Burton Malkiel, economist Gary Shilling, real estate investor Martin Cohen, Web marketing guru Anne Holland and value investor John Buckingham. There will be panels devoted to such topics as exchange-traded funds, real estate, building your business and the best technology tools of the trade. For more details on the iConference agenda and speakers, please visit www.forbes.com/advisor.
Our Forbes Advisor iConference will also give you the opportunity to obtain up to 10 continuing education(CE) hours recognized by the CFP Board.
For the registration link and free access code, please contact Tree Houle.