2198 E. Camelback Rd., #315
Phoenix, AZ 85016
Office: 602.296.7222
Fax: 602.296.7135
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Past Events


 

Camelback Wealth Consultants, LLC along with Carlos Hammer of Inland Securities and Jeff Kluve of Prudential, invite you to a 2-hour

CPA Continuing Education Session
followed by Happy Hour

Thursday, October 24, 2019
3:00 p.m. – 6:00 p.m.

at

The Glady
2201 E. Camelback Rd. #108
Phoenix 85016

Please RSVP by October 17, 2019 to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Jeff Gross of Griffin Capital, invite you to an

Opportunity Zone Presentation
followed by Happy Hour

Thursday, October 3, 2019
3:45 p.m. – 6:00 p.m.
3:45 pm - Registration
4:00 pm - Presentation
5:00 pm - Happy Hour

at

Keegan’s Grill
3314 E. Camelback Rd.
Phoenix 85016

Please RSVP by October 2, 2019 to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Michael Basil of First Trust and Jeff Gross of Griffin Financial, invite you to join us for a

CPA Continuing Education Session
and Happy Hour

Wednesday, June 12, 2019
3:00 p.m. – 6:00 p.m.

Anchor Centre Conference Room
2201 E. Camelback Rd.
Phoenix, AZ 85016

Please RSVP by May 31st to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Lincoln Financial and American Funds, invite you to

help fight hunger at

Feed My Starving Children
food packing event

Friday, June 7, 2019
3:30 p.m. – 5:30 p.m.

at

Feed My Starving Children
1345 S. Alma School Road
Mesa 85210

Followed by

Happy Hour at
Los Dos Molinos

at

260 S. Alma School Road, Suite 137
Mesa 85210

Please RSVP by May 31st to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Michael Basil of First Trust and Jeff Gross of Griffin Financial, invite you to join us for a

First Trust Stability Update

at our

Happy Hour Meeting

Thursday, January 17, 2019
6:00 p.m. – 8:00 p.m.
Seating is Limited.

Anchor Centre Conference Room
2201 E. Camelback Rd.
Phoenix, AZ 85016

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Josh McKinley of AEI, invite you to join us for a

1031 Exchange Update

at our next

Lunch Meeting

Wednesday, January 16, 2019
11:30 a.m. – 1:30 p.m.
Seating is Limited.

Location details will be sent soon.

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222, by January 14th.


 

Camelback Wealth Consultants, LLC along with Jeff Coons and Aaron Pisani of Manning & Napier, invite you to join us for an

Economic Update

at our

Breakfast Meeting

Thursday, January 10, 2019
8:00 a.m. – 9:30 a.m.
Seating is Limited.

Adobe Restaurant at the Biltmore
2400 E. Missouri Ave.
Phoenix, AZ 85016

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with John Giblet of Midland National and Matt Stein of Lincoln Financial invite you and a guest to join us for a

Modern Index Investing Update

at our

October Client Event

Wednesday, October 3, 2018
6:00 p.m. – 7:30 p.m.

Food and beverages will be served
Seating is Limited

Anchor Centre
Conference Room
2201 E. Camelback Rd, Phoenix 85016

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222 by September 26.


 

Join us at our next
1031 Exchange Update
Presented By Matt Buzas Bluerock Capital Markets, LLC

Lunch will be provided

 

Wednesday, July 25th, 2018
11:30 a.m. – 1:00 p.m.

Capital Grille
32502 E. Camelback Road
Phoenix, AZ 85016

Please RSVP by July 16, 2018 to 602.296.7222 or jgoralski@camelbackwealthconsultants.com

Join us at our next

1031 Exchange Update

Presented By Simon Brower
Bluerock Capital Markets, LLC

Light appetizers & beverages provided

Thursday, July 19th, 2018
4:30 p.m. – 6:00 p.m.

Seasons 52
3333 Bristol Street, Suite 2802
Costa Mesa, CA 92626

Presented By Matt Buzas
Bluerock Capital Markets, LLC

Lunch will be provided

Wednesday, July 25th, 2018
11:30 a.m. – 1:00 p.m.

Capital Grille
32502 E. Camelback Road
Phoenix, AZ 85016

Please RSVP by July 16th to 602.296.7222 or
jgoralski@camelbackwealthconsultants.com