Member Only Events

The Essentials

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Video Training

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Contact Support

If you have any questions about the program, you can contact our Client Concierge by email by clicking the Support link above or by phone at (877) 552-4017.

Build Your CDFA® Business

VBI: Vision, Voice & Value

TBD January 2022

MAX: TBD January 2022

VBI: Vision, Voice & Value

May 21-22, 2021

MAX: May 20, 2021

VBI: Vision, Voice & Value

September 24-25, 2021

MAX: September 23, 2021

Traveling to Phoenix, Arizona

All events will be held in our offices at 202 E. Earll Dr., Ste. 140, Phoenix, AZ 85012. We suggest booking a room at either Embassy Suites by Hilton Phoenix Downtown North or at Hampton Inn Phoenix-Midtown-Downtown Area. Both hotels are 0.4 miles (about a 10-minute walk) from our office. We don’t have anything set up with either hotel, but these are the most convenient options.

Connecting to Phoenix Sky Harbor International Airport

The PHX Sky Train is a free service connecting travelers from the 44th St/Washington light rail station to all terminals and East Economy parking.

Access to the PHX Sky Train can be found on Level 3, where the gates and security checkpoints are located. Valley Metro Rail fare can be purchased at stations, the Sky Train terminal and participating retail locations. A 1-Ride fare is $2 and must be validated before boarding.

Suggested Stops

Thomas/ Central Ave – Stop #10008
*closest to suggested hotels

Osborn/ Central Ave – Stop #10007
*closest to 202 E. Earll office

Route Schedule Link

Uber or Lyft

10-minute ride
$15-20 one-way

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