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  

   

PRESIDENT
Robbie Petrillo
Pinnacle Plan Design, LLC

520/240-1471


 SECRETARY
Mark Dragoslovich, CFP®
Tocco Financial Services, Inc
520/881-1149  

  

TREASURER
Gordon Reynolds, CFA, CFP®
Wells Fargo Wealth Management Group
520/529-5911 

  

MEMBERSHIP CHAIR
Cindy McKearney
Fairway Independent Mortgage Corporation
520/240-9104 

 

PROGRAMS CHAIR

Tim Daughenbaugh, CFA, CFP®
Northern Trust
520/615-2301


SPONSORSHIP CHAIR

Phillip Kaiser, CFA, CFP®,
Raskob Kambourian Financial Advisors
520/690-1999


MEMBERS AT LARGE
David Bowen,

CFP® 

520/572-0256


  Jill Kismet, CRPC® 

Plan For Joy
520/330-4404 

Alicia Klein, CFP®
Cambridge Financial Group
520/878-8456 

Richard Pyle
Wellspring Financial Partners
520/327-1019
          

CHAPTER EXECUTIVE

Gerry Oldenski
DynaSet, LLC  

520/748-2830


Visit FPA Southern Arizona website  

 Join Our Mailing List

  


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 
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,
August 9, 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: 

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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