FPA NexGen 2008 handouts are now available! Handouts will not be available on-site so conference attendees should print their own handouts for sessions they plan to attend. If a session is not listed, check back before you depart since new sessions are posted as they are received by FPA. Please contact FPA Member Services if you have questions or problems.

Friday, July 25

3:15-5 p.m.

The Ten Big Things for Advisors to Think About (PDF | 251KB)
Mark Tibergien
Sponsored by Pershing Advisor Solutions

5:15-6:30 p.m.

Straight Talk on Ownership (PDF | 125KB)
Moderator: Mark Tibergien
Panelists: Sarah Bailey and Jason McGarraugh

Enhancing Volatility: Budgeting Systematic Risk Through Insulated Beta (PDF | 419KB)
Rudy Agilera

Saturday, July 26

7:30-8:30 a.m.

Financial Security in Uncertain Economic Times: Evidence of Hope on the Brink of a Recession (PDF | 131KB)
Cary Lieberman
Sponsored by First Command

8:45-10 a.m.

Life Planning: A Model for Best Practices in Financial Planning (PDF | 494KB)
Amy Mullen

Advanced Concepts and Issues in Long-term Care Insurance Planning (PDF | 114KB)
Michael Kitces

10:30 a.m.-Noon

To Think...Like a CFP® Professional, Circa 2008 (PDF | 71KB)
Richard Wagner

1:45-3 p.m.

Effective Use of Associated Professionals Is the Key to Higher Profitability (PDF | 529KB)
Brent Beene

All You Ever Wanted to Know About Your Client Is in Their 1040 (and 709 and 1065 and 1120-S ...) (PDF | 151KB)
Trudy Turner

3:30-5 p.m.
To Feel Like a CFP® Professional: An Inside Look at Three Firm Models (PDF | 99KB)
Moderator: Mark Johannessen
Panelists: Michael Branham, Jamie McCusker and Mark Van Drunen

Sunday, July 27

8:45-10 a.m.

Going Independent: A Process, Not an Event! (PDF | 43KB)
Timothy Maurer

Leverage, Hedge or Veg?  Technical and Behavioral Decisions Dealing With Concentrated Stock Positions (PDF | 60KB)
Scott Oeth

10:30 a.m.-Noon

To Be a CFP® Professional (PDF | 43KB)
Kyra Morris