Monday, October 29, 2007

Next Young Financiers Meeting

I wanted to make you all aware of our next YF meeting as we are having bi-monthly meetings now as opposed to quarterly. We are excited to have our guest speaker J.P. Dahdah:

  • share his insights and experience running a wealth management company
  • explore self directed IRA’s
  • provide any other information pertaining to the group’s topics of interest


If you would like to read his biography, please look below the details. Here are the specifics for the meeting:

Who: Young Financiers

What: 3rd Meeting for 2007

When: Tuesday, November 13th, 2007 from 7PM-8PM

Where: Entrust Office (20860 North Tatum Blvd. Suite #240 Phoenix, AZ 85050), NW Corner of Tatum and the 101 @ The Desert Ridge Corporate Center


About J.P.

J.P. Dahdah began his professional career in 1997 as a financial advisor with American Express Financial Advisors, Inc., a Fortune 100 company. He graduated from The University of Arizona, where he earned dual degrees in Finance and Marketing. In 1999 he founded Dahdah Global Wealth Management, LLC, a comprehensive wealth management company which specialized in working with business owners. Throughout his career, Mr. Dahdah has been a featured speaker at various financial workshops throughout the United States, focusing on wealth accumulation, retirement planning, and estate conservation.

In June 2004, Mr. Dahdah founded Entrust Arizona Retirement Plan Administration, LLC, an affiliate of The Entrust Group. Entrust Arizona provides retirement plan administration and record keeping services to individuals and small business owners who wish to include non-traditional assets, such as real estate, as part of their tax-deferred and tax-free portfolios.

Internationally, Mr. Dahdah co-founded Capital Field Business Corporation (“CFB”) in 2005, a Latin American real estate investment company. CFB’s mission is to stimulate capital growth throughout Central America, primarily Guatemala, by creating investment opportunities in the real estate sector.

Mr. Dahdah is actively involved in the Arizona community, as well as, various philanthropic organizations. He is a member of Arizona State University’s School of Global Management & Leadership Dean’s Advisory Council, Treasurer for the Urban Land Institute’s (ULI) Young Leaders Group, and volunteers his time to Big Brothers Big Sisters of Arizona. In 2007, he was selected as a “40 Hispanic Leaders Under 40” Award recipient, presented by The Arizona Hispanic Chamber of Commerce and Univision Radio.

Wednesday, October 3, 2007

Revision From Previous Post

I received some feedback from the last post about the revision of a particular comment.

Michael Kitces was Chair of the 2007 NexGen Conference, but not the Chairman of NexGen Leadership. The role of Chairperson of NexGen Leadership for 2007 belongs to Tara Scottino. Tara was last year's NexGen president.

I appreciate the revisions so we have accurate information on the blog. Thanks for those who have provided insight thus far.