FPA of Southern Arizona: August Breakfast Meeting

  • Wednesday, August 14, 2019
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719

August 14, 2019 Breakfast Meeting Announcement

2019 FPA of Southern Arizona

Officers and Directors  


Robbie Petrillo
Pinnacle Plan Design, LLC


Mark Dragoslovich, CFP®
Tocco Financial Services, Inc


Gordon Reynolds, CFA, CFP®
Wells Fargo Wealth Management Group


Cindy McKearney
Fairway Independent Mortgage Corporation



Tim Daughenbaugh, CFA, CFP®
Northern Trust


Phillip Kaiser, CFA, CFP®,
Raskob Kambourian Financial Advisors

David Bowen,



  Jill Kismet, CRPC® 

Plan For Joy

Alicia Klein, CFP®
Cambridge Financial Group

Richard Pyle
Wellspring Financial Partners


Gerry Oldenski
DynaSet, LLC  


Visit FPA Southern Arizona website  

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The Critical Path of Retirement Spending

Presented by: Brent Burns, Asset Dedication 

Wednesday, August 14th, 2019   



Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719 

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,
August 9, 2019 at  


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: 

Brent Burns is the President and Founding Partner at Asset Dedication and brings more than a decade of financial and investment experience to his work in applying academic research to the development of practical and innovative portfolio strategies. Brent's deep background in empirical finance helped form the basis for all of Asset Dedication's modeling and analysis. His work with Asset Dedication began at the University of San Francisco, where he partnered with co-Founder Stephen Huxley as a McLaren Research Fellow to study portfolio performance and the impact of withdrawal rates, inflation, and market conditions. In addition to his role at Asset Dedication, Brent periodically teaches the Personal Finance courses in the MBA and undergraduate programs at the University of San Francisco School of Management.  Brent holds an MBA with honors from the University of San Francisco and a BS from the University of California, Berkeley. Brent is also a former world-class pole vaulter and was a member of the U.S. National Track and Field Team.

Asset Dedication is a firm that can provide back office solutions for financial planners in addition to providing customized investment strategies to your clients.  Their well-recognized Critical Path® is a decision making framework and reporting system that intuitively reflects the progress that an investor's portfolio is making towards a specific goal or their projected lifetime spending needs.  It provides easily understood tables and figures that should help clients realize why financial advisors must use appropriate time horizons when formulating lifetime financial plans. It also explores the intuitive nature of dedicated portfolios for retirement, and the critical path that splits the future into "safe zones" and "danger zones." 

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 CE for FPA members        


(There are no meetings in June and July)

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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