Our primary focus is serving as a holistic adviser to clients, offering integrated tax, estate,
and personal financial planning in addition to investment advisory services.
 

Arizona Dreamcatchers

Calendar of Upcoming Events
March 10-12, 2010
GFWM - March 10-12, 2010
Mastery (Investment)Held in Chicago, IL
March 24 - 26, 2010
GFWM - March 24 -26, 2010
Mastery (Practice Management) Held in Houston, TX
March 26, 2010
March 2010 Meeting
Wells Realestate Funds- given by Scott Blackman
April 21, 2010
GFWM PC Meeting - April 2010
Held in Orlando, FL - More Info to follow...
April 22 - 25th, 2010
FPA Retreat
April 22-25, 2010, San Antonio, Texas
May 5-7, 2010
GFWM - May 5-7, 2010
Mastery (Investment)Held in Los Angeles, CA
May 14th - 16th, 2010
May 2010 - Retreat to Puerto Penasco
Retreat to Puerto Penasco
May 19 - 21, 2010
GFWM - May 19 - 21, 2010
Mastery (Practice Management)Held in Stanford, CT
June 4, 2010
2010 - AZ NATP Spring Seminar – Radisson Hotel – P
AZ NATP Spring Seminar – Radisson Hotel – Phoenix Airport
June 16-18, 2010
GFWM - June 16 - 18, 2010
Mastery (Investment)(East coast location to be decided)
June 25, 2010
June 2010 Meeting
To be Announced...
July 19 - 22, 2010
2010 National Conference - Austin, TX
National Conference - Austin, TX
July 23, 2010
July 2010 Meeting
(At Cheryl's Office)
July 28, 2010
GFWM PC Meeting - July 28, 2010
Held in Orlando, FL - More Info to follow...
August 27, 2010
August 2010 Meeting
To Be Announced...
September 23-24, 2010
2010 AZ-NATP Annual Conference – Chandler AZ
AZ-NATP Annual Conference – Chandler AZ
October 6-8, 2010
GFWM - October 6-8, 2010
Mastery (Practice Management) Held in Atlanta, GA
October 9 - 12, 2010
Denver, Colo. 2010 FPA Annual Conference & Exp
Denver, Colo. FPA Annual Conference & Expo
October 20, 2010
GFWM PC Meeting - October 20, 2010
Held in Orlando, FL - More Info to follow
November 19, 2010
November 2010 Meeting
To Be Announced...(Third Friday)
December 10, 2010
2010 - AZ-NATP Arizona Update – Tempe, AZ
AZ-NATP Arizona Update – Tempe, AZ
December 17, 2010
December 2010 Meeting
DreamCatcher meeting and Celebration of GREAT 2010
Past Arizona Dreamcatchers Events
Pictures from Kingman Meeting
Legend of the Dreamcatcher
(click to read)