October 10, 2018 Breakfast Meeting Announcement
|
How to Secure a Retirement with Social Security and is it Sustainable?
The October program features two well versed speakers.
Helping to Secure Your Client's Retirement. Transforming Social Security Into a Winning Strategy - presented by Rob Kron
A Deep Dive into Social Security Sustainability - presented by Lee D. Cooper, CFP®, ChFC®
Wednesday, October 10th, 2018
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 CE Credits for FPA/CFA Members
RSVP to Gerry Oldenski by Friday,
October 5, 2018 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 Speakers:
Rob Kron is the head of Investment and Retirement Education for BlackRock with responsibilities for the development and delivery of practice management, wealth management and market insight programs.
He has been in the financial services industry for more than 25 years, and offers extensive expertise and experience in all aspects of financial planning and retirement benefits.
Prior to joining BlackRock, Rob spent 17 years at Merrill Lynch. He was most recently the Director of Equity Awards, supporting large public company stock options, restricted and performance share plans as well as services designed to help senior corporate executives manage their benefits. Other achievements included; managing the Individual Retirement Account platform; developing and supporting innovative, industry-changing investment advice; and web-based initiativesto assist plan participants with retirement planning and investing. Rob also played a key role in the development of a comprehensive suite of financial planning tools.
Rob is a regular media spokesperson and his perspectives on Social Security and retirement planning have been featured in numerous broadcast media, including CNBC, Fox, Bloomberg, Advisor TV and various personal finance publications including the WSJ and USA Today.
Rob graduated magna cum laude from the University of Colorado.
Lee D. Cooper, CFP®, ChFC® has been in the financial services industry since 1987. He joined the board of the FPA of Southern Arizona in 2015. Lee has a master's degree from the University of Arizona. Lee earned his CERTIFIED FINANCIAL PLANNER® professional designation in 1994 and his Charter Financial Consultant designation in 2002. During the period of 2000-2008 he was an instructor at the University of Phoenix where he taught courses to students enrolled in the CFP Professional Education Program.
In addition to running his financial-planning practice at Ameriprise Financial he, also, served as a registered principal from 2001 to 2006. He loves spending time in the wilderness. Each year his goal is to spend 5 to 7 weeks backpacking in some America's most-beautiful and rugged wilderness areas. Typically, 2 to 3 of the weeks are spent leading trips for Wilderness Volunteers (WV) which is a non-profit organization which "gives back" through work projects coordinated with the U.S. Park Service, the U.S. Forest Service, the U.S. Fish and Wildlife, and the Bureau of Land Management. He has led over 25 WV trips in Arizona, California, Alaska, Colorado, Texas, and Utah.
When Lee is not gone on a trip, he can be found during his weekends in Saguaro National Park East where he volunteers doing trail patrol, monitoring archaeological sites, and removing invasive plants. Prior to moving to Tucson in 1986, Lee was an international educator which enabled him spend his early years as an industrial nomad traveling the global.
