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  • FPA of Southern Arizona: March Breakfast Meeting

FPA of Southern Arizona: March Breakfast Meeting

  • Wednesday, March 09, 2016
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719

March 9, 2016 Breakfast Meeting Announcement


Helping Clients Understand Portfolio Risk After a Long Bull Market

Presented by Aladin Abughazaleh

The purpose of the program is to introduce some risk oversight concepts and techniques that go beyond the current practice of most advisors.  Another important goal is to help advisors to think about portfolio risk in a way that is both structured and actionable and to understand how making broad assumptions can limit their perception of potentially rare but severe downside outcomes.

Learning Objectives: 

-    Develop a high-level understanding of the strengths and weaknesses of some commonly used risk modeling techniques and develop a healthy skepticism about finding a single "correct" answer.

-    Understand the reasoning for multi-model approach since no single risk modeling technique is likely to perfectly fit all portfolios and instrument types in all market environments.

-    Develop critical thinking skills that can help an advisor better understand when a portfolio mix may not be reflecting the risk tolerance of a client.

-    Understand how risk, for certain types of portfolios, could materially fluctuate between scheduled clients meetings and how to engage with clients about that reality.

-    Learn how structured thinking and continual evaluation of risk can help clients stay on plan and minimize the impact of emotions when thinking about, and reacting to, low probability but high impact events.



Wednesday, March 9, 2016




Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719  


FPA of Southern AZ  

Members $20 / Guests $30    

Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM - two hours of  CFP CE  


RSVP  to Gerry Oldenski by Friday,
March 4, 2016 at  

of Greater Phoenix

Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

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