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
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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
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
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