FPA of Southern Arizona: May Breakfast Meeting

  • Wednesday, May 08, 2019
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719
 



May 8, 2019 Breakfast Meeting Announcement


Obliquity and Business Owners: A New Approach for Wealth Management

Presented by: Allie Taylor, PhD, Orange Kiwi  

Successful business owners are essential creators of wealth in the US economy. As such they are highly prized clients for wealth management firms. Most often, however, the majority of the business owner's wealth is tied up in their business. Many of these business owners are baby boomers on the verge of exiting their business.

The average wealth manager recognizes this . . . and leads with a strategy for "diversifying your asset base" and thus, completely misses the point and only creates resistance from the business owner.

We present a new approach for wealth management firms and advisors that puts the business owner truly at the center of the puzzle. Rather than taking a direct, technical expert approach, we suggest an oblique approach that focuses more on the holistic needs of the business owner. In so doing, advisors learn how to increase their AUM and serve this population more effectively.   

Wednesday, May 8th, 2019   


     

  

Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719 
520-325-1541 

Members $15 / CFA Members $25 /Guests $40 (No CE credits for guests)
First time breakfast guest fee - complimentary (No CE credits for guests)       

Registration and Breakfast 7:15 AM
Speakers will speak 7:45 AM -9:30 AM  

2 Hrs of CFP CE Credits for FPA/CFA Members    

 

RSVP  to Gerry Oldenski by Friday,
May 3, 2019 at  

gerry@dynasetaz.com        

To prepay with PayPal  go to our website   

We accept checks and cash at the door on the day of the meeting 

No Shows with reservations will be billed for the breakfast unless prepaid

About the Speaker: 

Allie Taylor, PhD is a Business Psychologist & Trusted Leadership Advisor: she helps successful middle market owners and their management teams identify and overcome inherent transition barriers that derail success. Built on the fundamental insight that the greatness of a firm will be directly proportional to the greatness of its leader(s) the focus is on ensuring that owners have the necessary clarity to transform themselves, their management teams and their organization to beat the odds and achieve success at points of significant transition (scale/sale/succession).

Allie's background in business, science, and psychology has 3 things in common: a) working with others to solve complex problems; b) using a systems thinking approach; and c) applying a disciplined people first process for maximizing results. At Orange Kiwi our methodology is built on real world experience combined with academic rigor that gets results for our busy clients.


2019 Programs - Upcoming Meetings 

Mark Your Calendars 

(All Breakfast meetings at the Arizona Inn ) 

Registration and breakfast at 7:15 AM 

Speaker will speak 7:45 AM -9:30 AM - two hours of CFP CEfor FPA members        

  

There are no meetings in June and July

 

Date: August 14, 2019

Topic: TBD

 

Date: September 11, 2019

Topic: Behavioral Portfolio Design

 

Date: October 9, 2019
Topic: Economic & Market Update


Date: November 13, 2019

Topic: Rewirement, Rethinking Retirement

 

Date: December 11, 2019

Topic: TBD 

 

If you have any ideas for topics or speakers, please contact 

  Tim Daughenbaugh


FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283


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