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TZID:America/Phoenix
X-LIC-LOCATION:America/Phoenix
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TZNAME:MST
DTSTART:19700101T000000
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BEGIN:VEVENT
UID:2288912:Event:5068
DTSTAMP:20091229T114504Z
SUMMARY:Executive Wealth Management:
DESCRIPTION:<b><i>Preserving and Growing Your Wealth in these Tough Ec
 onomic Times</i></b>\n\n<a href=\"https://www.blacktie-arizona.com/onl
 ine_sales/rsvp_ticket_purchase.cfm?rsvpid=261\"><b>click here to regis
 ter</b></a>\n\nJoin Valley business leaders and entrepreneurs at Enter
 prise Network’s June Executive Forum, “Executive Wealth Management
 : Preserving and Growing Your Wealth in These Tough Economic Times.”
 \n\nThe discussion, moderated by <b>Mary Martuscelli</b>, president of
  JP Morgan Chase Arizona and regional manager for JP Morgan Private We
 alth Management Group, will cover the basics on what every executive a
 nd entrepreneur should be doing to preserve and then grow their wealth
  in these rocky economic times. The dialogue will serve as an introduc
 tory course on what business leaders should be thinking about and cons
 idering to keep prosperous during economic downturns.\n\nPanelists wil
 l include Matt Donovan an attorney with Snell and Wilmer who specializ
 es in tax, trust, and estate matters and Robert Phelps, an Estate and 
 Wealth attorney with JP Morgan Private Bank and one of JP Morgan’s t
 op national experts. Phelps frequently speaks to groups on topics rela
 ted to tax planning, charitable giving, investments, diversification s
 trategies and estate planning. The panel will also feature Jessica Duf
 f, a director at Deloitte Tax LLP who provides consulting and complian
 ce services to wealthy individuals and their related entities, employe
 d executives, and private business owners related to income, estate, g
 ift, trust, and charitable tax issues.\n\n\n<p style=\"text-align: lef
 t;\"><img src=\"http://api.ning.com/files/a9Z7Ob0LYwH2yvyCi3LUn8iCxvFx
 bUX7Zmg6g3cFoqrHI4wokRv75VYrOQpSKoCnoJXF0oYaj8ck3TnCMfaj4SeBEctW-1XJ/M
 atthewDonovan.jpg\" alt=\"\" width=\"142\" height=\"160\"/></p>\n<i><b
 >Matt Donovan's</b> practice is concentrated in tax, trust, and estate
  matters with emphasis in estate planning, trust and probate administr
 ation, and estate and gift taxation. He provides advice on advanced es
 tate planning techniques, including grantor retained annuity trusts, f
 amily partnerships, limited liability companies, charitable trusts, de
 fective grantor trusts, and insurance planning.\n</i><p style=\"text-a
 lign: left;\"><i><img src=\"http://api.ning.com/files/a9Z7Ob0LYwFnU4mH
 NuQ7tGQtyLyFcqGZHVXyHOUVzC*JCa3tXKR9nbe3EYyrr3f8Umj91JM-QqPGEk5g1k625f
 as1hsKGmuM/JessicaDuff.jpg\" alt=\"\" width=\"138\" height=\"160\"/></
 i></p>\n<i><b>Jessica Duff</b> is a Director at Deloitte Tax LLP and l
 eads the Private Client Advisor practice in Phoenix. She provides cons
 ulting and compliance services to wealthy individuals and their relate
 d entities, employed executives, and private business owners related t
 o income, estate, gift, trust, and charitable tax issues. Jessica hold
 s a Master of Taxation degree from Arizona State University and a Bach
 elor of Arts degree in American Studies from Stanford University. She 
 is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™.
 \n</i><p style=\"text-align: left;\"><i><img src=\"http://api.ning.com
 /files/a9Z7Ob0LYwGHac8I*BtHj9SR7y7fVDFYsBbI-UYdOXVgA1iONr9TXt2bgvIzK2J
 7PrVoUQQQTZVeRaptF1OnVjmclJTW*DLw/RobertPhelps.jpg\" alt=\"\" width=\"
 138\" height=\"160\"/></i></p>\n<i><b>Robert Phelps</b>, Managing Dire
 ctor, joined JPMorgan in 1991 after practicing trusts and estates law 
 in Connecticut for 10 years. Bob is a member of the Wealth Advisory te
 am within the JPMorgan Private Bank. In this capacity he assists clien
 ts and their advisors with analysis that integrates investment, tax an
 d estate planning issues. Bob has overall responsibility for the Priva
 te Bank’s trust business in the Rocky Mountain region (Arizona, Colo
 rado, Idaho, Montana, New Mexico, Utah and Wyoming).</i>\n\nFor more i
 nformation visit http://enterprisenetworkaz.ning.com/events/executive-
 wealth-management
DTSTART;TZID=America/Phoenix:20090618T070000
DTEND;TZID=America/Phoenix:20090618T090000
CATEGORIES:"executive forum", "wealth management"
LOCATION:Lakeview Inn @ Camelback Golf Club
WEBSITE:http://maps.google.com/maps?hl=en&q=7847+N.+Mockingbird+Lane,+
 85253&um=1&ie=UTF-8&split=0&gl=us&sa=X&oi=geocode_result&resnum=1&ct=i
 mage
URL:http://maps.google.com/maps?hl=en&q=7847+N.+Mockingbird+Lane,+8525
 3&um=1&ie=UTF-8&split=0&gl=us&sa=X&oi=geocode_result&resnum=1&ct=image
CONTACT:480-496-4408
ORGANIZER;CN="Enterprise Network":http://enterprisenetworkaz.ning.com/
 profile/2z3eqbvyddyc3
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 rBGMn3CzmEl8xtcAunzu5B8g6C1w7RbEqhFuLr4gVxqcOcnTKjr2m7kdWaMMHAhDT5Qi-V
 SNoXfVFayQ/Martuscelli.jpg
ATTENDEE;ROLE=REQ-PARTICIPANT;PARTSTAT=ACCEPTED;RSVP=TRUE;CN="Enterpri
 se Network":http://enterprisenetworkaz.ning.com/profile/2z3eqbvyddyc3
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