FPA of Southern Arizona: September Breakfast Meeting

  • Wednesday, September 11, 2019
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719

September 11, 2019 Breakfast Meeting Announcement

Managing Investor Behavior 

Presented by Ryan Connolly and Dan Kullman, Toews Corporation 


The Toews Corporation will introduces current research on behavioral science to help advisors build a process for training and managing investor behavior.  Our approach to investor behavior encompasses:
Positioning yourself as a behavioral coach who comprehensively addresses market risks. 

Understanding and tracking investors' behavioral tendencies.  Building portfolios that attempt to anticipate market dislocations, and that meet both the behavioral and economic needs of your investors.  Discussing with your investors plans of action for market disruptions in advance, and asking them to make pre-commitments to take certain actions when market challenges emerge.  Providing ongoing investor behavioral collateral to help advisors guide investors through market stress events. 


Wednesday, September 11th, 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
Speaker will speak 7:45 AM -9:30 AM  

2 Hrs of CFP CE Credits for FPA/CFA Members   

RSVP  to Gerry Oldenski by Friday,
September 6, 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

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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