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Meeting Agenda/Schedule - 2012

Upcoming Meetings - (Please do not call the facilities for information about this session; please call 480/483-9035 for information about FPA activities).

Upcoming Events


February 22nd  Wed. Chapter Meeting at Phoenix Country Club *2:30 PM-5:00PM*
Stay for the Social Hour from 5PM to 6PM

Special Guest Speaker: Bryan Johnson, CFA: Understanding Risk Parity: So, You Think You're Diversified...

The outperformance of Risk Parity strategies during the recent credit crisis has confirmed the benefits of a truly diversified portfolio. Risk Parity focuses on risk allocation rather than dollar allocation, and looks to achieve true diversification by making significant investments in non-equity risk classes.

Bryan Johnson joined AQR Capital Management in 2009 and is a Vice President within the Client Strategies & Portfolio Solutions group. Prior to joining AQR, Bryan was a Regional Director in the RIA channel at Dimensional Fund Advisors.

2 Hrs CFP and AZ Insurance CEs

PLEASE NOTE- If you are only registering YOURSELF, click on your selection and then use the 'Checkout' button.  If you are registering MORE THAN ONE PERSON, begin by clicking on the first person's registration and then use the 'Continue Shopping' button on the next page to add additional registrations.

                         
                         
   

 

We now accept American Express as well as Discover Card, Visa and MasterCard. 

  Members 1st time Guests** Non-Members  
Pay Online by 12:00PM on
Friday, February 17th, 2012
$28.00 $15.00 $45.00  
Pay At The Door (Cash or Check, No Credit Cards) $33.00 $20.00 $50.00  

*Cancellation Policy: Reservations are due by noon on Friday prior to the Chapter meeting.  Reservations made prior to that can be cancelled by noon on Friday prior to the Chapter meeting to be reimbursed for the meeting charges.  After noon on Friday prior to the Chapter meeting, there will be no reimbursements issued.  Please call 480-483-9035 to cancel prior to Friday at noon.

**This is intended as a one-time offer as a means of introducing potential members to the chapter in support of growing membership rather than an ongoing payment plan.

NON-MEMBERS ARE WELCOME TO ATTEND CHAPTER MEETINGS

Like other organizations, our FPA members are the very core of our chapter and we wouldn't exist without them. However, individuals (who are in financial planning and allied industries) who are not currently members of the FPA are also welcome to attend our meetings.

 

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  The Financial Planning Association
  Greater Phoenix Chapter
  4848 E. Cactus Road, #505-815
  Scottsdale, Arizona 85254

Phone:

 480-483-9035

Fax:

 480-483-9035

E-Mail:

 info@fpaofphoenix.org 

       

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