Annual Symposium

2014 FPA of North Alabama Symposium


Thursday, May 8, 2014 from 8:00am to 5:00pm at the 
Harbert Center in Birmingham, AL

The Harbert Center - 2019 4th Avenue North, Birmingham, AL 35203.


Guests will include:

  • Ken Zahn, renowned CFP review instructor, will present "A Financial Planning Case: Asset Protection", an estate tax planning presentation entitled "Windows of Opportunity" and will also present our annual Ethics course.
  • Lesley McClure, of the Birmingham Federal Reserve, will present "Economic Update 2014".
  • Suzette Rothberg, of American Funds will present "A Tale of Two Minds"
  • Scott Steele of PIMCO, will present "Putting Markets In Perspective".
  • Michael Darling, of Lord Abbett, will present "The Informed Fiduciary - Fiduciary Responsibilities in the 401(k) Plan Market".


Attendees will have opportunity to earn 6 hours of CFP CE and 2 hours CFP Ethics.

Approved for 8 hours business related CPE CE credits.  

Member cost*: $100.00

Non-Member cost*: $125.00



Send payment to:

FPA of North Alabama, PO Box 26607, Birmingham, AL 35260

Or pay online .

*Cost includes breakfast, lunch and parking.


Contact Kyle Whittington if you have any questions at 205-967-4200.