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
July 30, 2010
July 2010 Meeting at Wilcox Tax
(At Cheryl's Office - 16515 S 40th # 127,Phoenix, AZ 85048)
Welcome new DreamCatcher – John Nanni
Cheryl and Burton – NATP Conference Update
Becky – J. W. Cole inaugural Advisory Council
Chris Bergeron - Oppenheimer Funds -Market overview - Updates
Brad Maurer - Clark Capital -Winning by not Losing
Jim Knollmiller and Jeanine - Estate Planning
August 27, 2010
August 2010 Meeting at C & D Tax
C & D Tax, 1810 S Crimson, Bldg 10, Suite 188, Mesa, AZ 85209 (480-981-3511)
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)