Phoenix, AZ
Next Meeting
RESERVE A SPOT
Date:
Tuesday December 7, 2021 3:30pm - 5:00pm US/Mountain
Location:
ZOOM MEETING

You must register on The FENG website by noon, the Monday before the meeting, to receive the Zoom instructions.

You will be sent the Zoom link late afternoon the day before the meeting.
If you miss the deadline or do not receive the link (make sure you check your SPAM folder), please contact:

Mark Johnson
Phoenix Chapter Chair
mjonhson@b2bcfo.com
Agenda:

Topic: “Current Economic Environment & Upcoming Trends for 2022”

Speaker: Justin Cairns, Financial Advisor and Owner of Next Chapter Advisory in Scottsdale, AZ  
 

Presentation:  
 A review of the good, the bad and the ugly for 2021.

- Concerns for 2022 regarding taxes and inflation

- Forecast trends for 2022 to minimize risk and protect asset value

- Questions and Answers

Speaker's bio:

Justin’s career began in January 2006 at Northwestern Mutual in Phoenix before making a transition as a wealth management advisor to Raymond James in 2009. Beginning in 2018, he formed Next Chapter Advisory Group, a DBA under Capital Wealth Alliance LLC, which focuses on partnering with private clients and business owners to manage portfolios and develop custom financial strategies that are designed to help them achieve their personal financial goals in the most efficient manner. Client goals focus on retirement, trust portfolio management and charitable giving. 

“Solely focusing on what is in the client’s best interests and not being pressured by any proprietary investment products or services allows me to uphold my fiduciary principles, which I bestow when working with my clients” Justin said. 

The approach and disciplined process Justin has implemented with his clients help to minimize emotions that can derail clients from achieving their goals. The process has three distinct steps: Discovery, Design and Deploy. 

“My goal is to instill confidence that the custom plans we create may allow clients to achieve the financial outcomes they desire,” he said. 

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. In December 2006, Justin 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. 

Justin is the previous co-chair and a founding board member of the Make-A-Wish Foundation Private Planned Giving Committee, a member of the Phoenix Chamber of Commerce and a participant in several charity events. Leisure time activities include hiking, as well as 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.a

 

JUSTIN CAIRNS, CLU® , ChFC® , AIF® Financial Advisor 
17015 N Scottsdale Road // Suite 250 // Scottsdale, AZ 85255 
D 480.779.7969 // O 480.948.7590 // F 480.948.6998
 

Justin Cairns CLU, ChFC, AIF
Justin Cairns, Financial Advisor and Owner of Next Chapter Advisory in Scottsdale, AZ  
Chapter Description

With 430 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. 2021 Meeting Schedule: As we continue to social distance, we will be meeting via Zoom. We generally meet the 1st Tuesday afternoon of each month. Exc...

With 430 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.

2021 Meeting Schedule: As we continue to social distance, we will be meeting via Zoom. We generally meet the 1st Tuesday afternoon of each month. Exceptions: summer hiatus in July and August, and November is the 2nd Tuesday.

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

Thank you for your interest in the Phoenix chapter.

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot Current Economic Environment & Upcoming Trends for 2022 Dec 07
3:30pm - 5:00pm US/Mountain
10 Not registered Free
Finance + Marketing: Partnering for Success Nov 02
3:30pm - 5:00pm US/Pacific
11 Not registered Free
Challenges of Selling a Small Business: The Lessons Learned Oct 05
3:30pm - 5:00pm US/Pacific
19 Not registered Free
The Employee Retention Tax Credit (ERTC) Sep 14
3:30pm - 5:00pm US/Pacific
24 Not registered Free
“Myths of SBA Lending" Jun 01  -  Jun 02
4:30pm - 6:00pm US/Pacific
31 Not registered Free
Thriving During COVID-19 and Beyond May 04
3:30pm - 5:00pm
8 Not registered Free
Digital Marketing for 2021 and Beyond Apr 06
3:30pm - 5:00pm
16 Not registered Free
A/P Best Practices Mar 02
3:30pm - 5:00pm
16 Not registered Free
Phoenix Feb 02
3:30pm - 5:00pm
12 Not registered Free
Jan 05
3:30pm - 5:00pm
15 Not registered Free
Dec 08, 2020
3:30pm - 5:00pm
18 Not registered Free
Nov 03, 2020
3:30pm - 5:00pm
28 Not registered Free
Oct 06, 2020
3:30pm - 5:00pm
19 Not registered Free
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Member Stats

Total Members 413
Alumni (61%) 252
Active (35%) 144
Associate (1%) 3
Retired (3%) 14