Join us for our April event in Phoenix!
Friday, April 17, 2026
Please register for CPE sessions by Thursday, Apr. 16 using the link below
Friday 1:00 - 4:00 PM (MST) 3 hours of CPE at
CBIZ Office in Phoenix
4722 N 24th Street
Phoenix AZ, 85016
- 1:00 - 2:00 Chris Pelley (via Zoom)
Chris has been in the financial services industry for over 30 years and enjoys helping investors make better decisions. He spent 9 years working abroad for world-class financial institutions including a major Wall Street firm in London. When he returned to the U.S., he specialized i retirement planning for corporate executives in NYC. Then, Chris founded Capital Investment Management (CIMCO) with the goal of offering client independent investment advice. in 2021, he formed Pelley Group of Apollon.
- 2:00 - 3:00 Jake Guttman, FSCP, CEPA will give latest Economic Forecasts
Jake named Rosevest Financial in honor of his grandmother Rose, a Holocaust survivor who embodied resilience,compassion, and unwavering strength. Her experiences shaped her belief in the importance of security, thoughtfulplanning, and taking care of others—principles that continue to inspire Jake’s work today. He built his firm on thefoundation of putting clients first, helping ensure that their financial well-being is protected with the same level ofcare and dedication his grandmother showed to those around her.
As Founder, CEO and Senior Wealth Strategist, Jake serves clients in a fiduciary capacity, ensuring that everyrecommendation is made with their best interests in mind. He specializes in working with business owners, high-net-worth individuals, and families navigating complex financial decisions. A Certified Exit Planning Advisor(CEPA) ®, he helps entrepreneurs strategically plan for business transitions, mitigate taxes, and optimize wealthpreservation. His experience extends to advanced tax and estate planning, collaborating with CPAs, attorneys, andother professionals to develop sophisticated solutions for clients with intricate financial needs.
A graduate of the University of Arizona, Jake holds a bachelor’s degree in economics and psychology. He is alsoan accredited Financial Services Certified Professional (FSCP®). His ability to distill complex financial conceptsinto clear, actionable strategies has led to features in national media, including The ListTV, Yahoo! News,Advisors Magazine, and Business RadioX, along with multiple local news appearances.
Outside the office, Jake enjoys strength training, reading, traveling, and indulging his passion for sports cars andhorology. Whether exploring Porsche dealerships or admiring handcrafted timepieces, he appreciates the art ofprecision and design. Most of all, he values time spent with his wife, Melanie, their son, Calum, and their dogs,Bubba and Finn.
- 3:00 - 4:00 Group discussion of the two forecast,similarities, differences, and our own projections thereof. Camille Cook will lead discussion.
Zoom link for CPE - Registration required in advance
Register in advance for this meeting:
After registering, you will receive a confirmation email containing information about joining the meeting.
Friday night we will join AZVOTS in their Spring Social which is Mexican Food catered event at McCormick Railroad Park in Scottsdale.
Location: Mccormick-Stillman Railroad Park, 7301 E Indian Bend Road, Scottsdale, AZ
Time: 5:30 pm to 8:00 pm
Advance registration and payment required - $10/adult - Children 10 and under free
Information and Registration through the AZVOTS Chapter Website:
AZVOTS Spring Social - Dinner
Saturday, April 21
Saturday 9am to 12 Noon WWC Board Meeting, live at
CBIZ Office Classroom in Phoenix
4722 N 24th Street
Phoenix AZ, 85016
There will be Zoom access. Details to come
Zoom information for meeting (advance registration is not required):
Topic: IMA WWC Meeting
Time: Apr 18, 2026 08:30 AM Mountain Time (US and Canada)
Join Zoom Meeting
Meeting ID: 812 0691 0187
Passcode: 880823
Saturday 12:00 - 1:00 Quick lunch nearby
Saturday afternoon event TBD
Saturday evening dinner TBD