EPG Study Group Financial Planners
When:Thursday, September 14, 2017, 6:00-8:00 PM
Where Blue Water Grill,1720 E Camelback Rd, Phoenix, AZ 85016
Who should attend?
- Financial Planners
- Attorneys
- CPAs
- Insuarance Professionals
Join Erin Itkoe and Ryan Krafczik, of Versant Capital Management, as they facilitate a discussion on financial planning and estate planning. This will be a round table discussion please bring your financial planning questions as we look forward to a great learning experience.. and some fun too.
Erin Itkoe:
Erin provides comprehensive wealth management solutions to a wide range of clients including high net worth individuals, families and their related entities, corporations, executives, pension and profit sharing plans, and other institutional client types.
She is also a member of Versant’s Investment Committee. Erin specializes in various aspects of wealth management, including investments, cash flow planning, estate planning, tax planning and consulting, family governance, and philanthropy. She has a passion for being hands on to help clients navigate the complexities of managing and preserving wealth.
Prior to joining Versant, Erin served in a dual role as Manager of Investment Operations and Relationship Manager for GenSpring Family Offices (formerly Inlign Wealth Management). She’s an Arizona native and a graduate of Arizona State University with a degree in business.
Erin is a Certified Public Accountant®, a CERTIFIED FINANCIAL PLANNER™, and a Personal Financial Specialist.
She is on the board of the Financial Planning Association where she is Treasurer and a member of the Executive Committee. She is a member of the planning committee for the Tax & Legal Seminar, sponsored by the Jewish Community Foundation, the American Institute of CPAs, the Arizona Society of Certified Public Accountants, and the Central Arizona Estate Planning Council.
In 2017 Erin was honored with the Personal Financial Planning (PFP) Standing Ovation award by the American Institute of CPAs (AICPA) for her contributions to personal financial planning. The Standing Ovation program recognizes young CPAs who exhibit outstanding professional achievement in specialization areas.
Erin enjoys spending time with her family and friends, traveling, and is an avid theater, concert, and sporting events attendee
Ryan Krafczik:
As a Portfolio Associate at Versant Capital Management, Ryan oversees the setup and maintenance of accounts, and works with the firm’s Wealth Counselors to provide high-level services to the firm’s clients. Prior to joining Versant in 2015, he was an Account Manager for Insight Global in Scottsdale, where he managed the contractor and client on-boarding processes. Ryan also has a banking background – he was a Client Service Associate at Union Bank in Moorpark, CA, and a Customer Service Associate at Chase Bank in Scottsdale. In these roles he introduced clients to new products and services, and gathered and presented reports to other staff and management.
A Simi Valley, California native, Ryan graduated with a B.A. in Political Science and a minor in Business Management from California State University Channel Islands in Camarillo, CA.
The EPG is sponsored by:
