The FENG Phoenix, AZ Chapter

Next Meeting

When:

03/06/2018 – 3:30 PM to 5:00 PM (Reserve a spot at this event)

Where:

First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

Agenda:

Topics:
1. Economic Outlook for 2018
2. Reexamining the purpose of your current investments given the Tax Cuts and Jobs Act of 2017.

Speaker: Justin Cairns, Wealth Advisor from Raymond James

Presentation:
- Economic Outlook Preview and Predictions for 2018
- New Distribution Provisions for 529 education savings plans
- Retirement Savings Strategies to Adjust your 2018 AGI for your tax benefit

Speaker's bio:
Justin’s career began in January 2006 at Northwestern Mutual in Phoenix before making a transition as a fiduciary wealth management advisor to Raymond James in 2009. His practice focuses on partnering with private clients and business owners to develop custom financial strategies that will help them achieve their personal financial goals – which typically entail retirement, trustee management and charitable giving.

Justin provides financial strategies for real estate buyers looking to access money from their investment portfolios in the most tax efficient manner possible. He also specializes in advanced financial planning and trust management for individuals moving forward with cryogenics who desire their assets be protected, managed, and monitored with strong fiduciary principles.

As a member benefit provider for the State Bar of Arizona, Justin assists attorneys with disability insurance and financial planning for themselves and their clients. He earned concurrent degrees from Arizona State University – a Bachelor of Science in marketing and a Bachelor of Science in management, with a minor in communications, in December 2006.

Justin is a co-chair founding board member of the Private Planned Giving Committee for Make-A-Wish Foundation, a member of the Phoenix Chamber of Commerce and participates in several charity events. Leisure time activities include hiking and country, swing and salsa dancing. He is also a big fan of the National Hockey League and the Arizona Coyotes. Originally from Milwaukee, Wisconsin, Justin lives in Scottsdale.

Justin Cairns, CLU® , ChFC® , AIF®
Raymond James & Associates, Inc
14850 N Scottsdale Road, Suite 250
Scottsdale, AZ 85254
D 480.365.6888
F 480.315.8196
justin-cairns.com

Raymond James:
Raymond James’ philosophy, established in 1962, centers around the financial planning process, which coincides with the approach and disciplined process Justin has implemented with his clients. The process has three distinct steps: Discovery, Design, and Deploy.

Directions

https://maps.google.com/maps?q=First+Western+Trust+Scottsdale,+7025+North+Scottsdale+Road,+Suite+100&hl=en&sll=41.172425,-73.278118&sspn=0.121979,0.338173&t=h&hq=First+Western+Trust&hnear=7025+N+Scottsdale+Rd+%23100,+Scottsdale,+Arizona+85258&z=16


About the Phoenix, AZ Chapter

With 454 members, the FENG Phoenix chapter is continuing to provide support, mentorship, and networking opportunities in the metropolitan Phoenix area. The active membership is comprised primarily of former CFOs among a broad base of industries.

We meet on the 1st Tuesday afternoon of each month. Exceptions: summer hiatus in July.
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale AZ 85253
3:30 pm - 5:30 pm

Contact Chair for more information:
Mark Johnson
(602) 882-3086
mjohnson@b2bcfo.com

Thank you for your interest in the Phoenix chapter.

Chapter Leadership

Mark Johnson
mjohnson@b2bcfo.com
(602) 882-3086
Mark R. Johnson, MBA, brings more than 34 years of diverse financial and operational experiences from closely held small and medium size entities to large public companies serving as a CFO, CPA, and a Project Consultant. His background includes Senior Manager with a Big 4 public accounting firm, senior management positions with several Fortune 500 retailers, as the chief financial officer for a family owned $250 million retailer and two startup ventures here in Arizona as the chief accounting officer. Recently he served as the Project Lead Consultant on Sarbanes-Oxley internal controls documentation and testing for several casinos in Las Vegas and a $2 billion equipment leasing company in Scottsdale. He has also instructed accounting and auditing courses for post graduate students at schools such as Arizona State University and Western International University locally.

As a partner with B2B CFO® for the past five years he has served small family owned business owners in diverse industries including, construction, healthcare, education, hospitality, variable print media, food manufacturing and auto glass repair with bank financing, budgeting strategic planning, due diligence and IT software integration. Mark is a Certified Business Transition Expert™ working with business owners that need assistance and a plan to exit from their business now or in the future.

Future Meetings

04/03/2018
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

05/01/2018
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

06/05/2018
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

08/07/2018
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

09/04/2018
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

10/02/2018
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

11/06/2018
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

12/04/2018
03:30 PM to 05:00 PM
First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253


For Meeting Information, Please Contact:
Mark Johnson
mjohnson@b2bcfo.com
(602) 882-3086

OUR SPONSORS:

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