Friday, October 9

Session Time

Session Details



7:00 AM - 5:30 PM
Academy of Financial Services Annual Meeting:
Friday, October 9, 7:00 a.m. to 7:00 p.m. and
Saturday, October 10, 7:00 a.m. to 12:30 p.m.



8:00 AM - 5:00 PM
Becoming a Behavioral Advisor; Delivering Superior Portfolio Performance for Your Clients



Saturday, October 10

Session Time

Session Details



8:00 AM - 3:15 PM
Becoming a Behavioral Advisor; Delivering Superior Portfolio Performance for Your Clients


 
ETF Managed Solutions Conference, sponsored and presented by iShares



8:00 AM - 12:00 PM
Lessons In Retirement Income Planning: Part 1


 
Institutional Portfolio Construction and Investment Policy: A New Paradigm for Serving the Needs of Endowment and Foundation Clients



11:30 AM - 1:30 PM
Diversity Summit Knowledge Cafe



1:00 PM - 3:00 PM
Lessons In Retirement Income Planning: Part 2


 
Trends in Private Wealth Management-Advanced Preservation and Distribution Strategies



3:30 PM - 5:00 PM
Optimism Can Take You Anywhere



5:30 PM - 6:00 PM
Exhibitor Presentation
Reengineering the Financial Planner with Today's Mobile Technologies
Pyxis Mobile



6:15 PM - 7:00 PM
Exhibitor Presentation
What's New at Morningstar
Morningstar


 
Live Presentation
Get Involved! Student Chapters



Sunday, October 11

Session Time

Session Details



7:00 AM - 8:00 AM
Sponsored Breakfast Session
The ETF Revolution: Transforming the way you Invest in Fixed Income
Sponsored by iShares


 
Sponsored Educational Session
The X's and O's of Personal Property and Casualty Policies
Sponsored by Chubb Personal Insurance



8:15 AM - 9:30 AM
Multi-Generational Planning: Get the Kids Involved


 
The Financial Planning Profession: Yesterday, Today and Tomorrow


 
High Trust Leadership: Thinking and Acting Like the CEO of a Financial Planning Firm


 
Managing Client Expectations Using Investment Policy Statements


 
Wealth Management: Delivering on the Promise


 
The Missing Piece of Financial Planning: Personal Property & Casualty


 
2009 Federal Tax Update


 
Buy and Hold is Dead (Again)



9:45 AM - 10:45 AM
Life Insurance as an Asset Class: A Value-added Component of an Asset Allocation


 
Planning and Preparing for Your Client's Healthcare Costs


 
The Toughest Client Questions Ever



10:00 AM - 12:00 PM
Global Update



11:00 AM - 12:00 PM
Calming Clients in a Volatile Market


 
Why You Need a Study Group Now


 
The Leader in the Mirror


 
Becoming a Valuable Planner for the Third Age of Life


 
The Expanding Role of CRM Software in Advisor's Offices


 
Life Settlements as a Financial Planning Tool


 
Evaluating the Benefits of Roth Conversions


 
Morningstar’s Approach to Fund Analysis



12:15 PM - 1:00 PM
Exhibitor Presentation
Enhance your Practice with Equity Options Strategies
Institute for Management and Executive Development Rutgers, The State University of New Jersey and The Options Industry Council


 
Live Presentation
Relationship Intelligence - Using Google, the Invisible Web, and Social Media to Know More About Your Prospects and Clients



1:00 PM - 2:00 PM
Financial Planning Coalition Advocacy Update



1:15 PM - 2:00 PM
Exhibitor Presentation
Scottrade Advisor Services/Portfolio Director
Scottrade Advisor Services


 
Live Presentation
FPA Twitter Live! With Industry Thought Leaders



2:00 PM - 3:00 PM
Sponsored Educational Super Session
Advisor Perspectives - Benchmarking Study Insights
Sponsored by Charles Schwab


 
Sponsored Educational Super Session
Retirement Income Planning: Does Your Retirement Income Strategy Have What It Takes?
Sponsored by New York Life Insurance Company



3:00 PM - 3:40 PM
Live Presentation
Living in a Fiduciary World



3:10 PM - 3:40 PM
Exhibitor Presentation
Achieve Your Business Vision with TD AMERITRADE Institutional
TD AMERITRADE Institutional



3:45 PM - 5:15 PM
I.O.U.S.A.: America on the Brink of Financial Crisis



5:30 PM - 6:30 PM
VLC Rebroadcast
Client Care for Difficult Times




5:45 PM - 6:45 PM
Exhibitor Presentation
Investing in the Global Economy
iShares



Monday, October 12

Session Time

Session Details



7:00 AM - 8:00 AM
Sponsored Breakfast Session
Compliance Proof Your Business
Sponsored by Laserfiche Document Management


 
Sponsored Breakfast Session
Financial Planning: Critical to Your Survival!
Sponsored by First Command Financial Services



8:15 AM - 9:30 AM
Using Creative Presentations to Build Client Trust and Commitment


 
Five Steps to Five-Star Service for Financial Professionals


 
Why Leadership Matters in Financial Planning-Now More Than Ever!


 
Journey into Elderhood: Helping Clients Prepare for the Second Half of Life with Meaning and Purpose


 
Securing Information Amidst the Regulatory Landscape


 
Retirement Income Planning


 
The Role of The Advisor in Exit Planning for Their Business Owner Clients


 
The Debate on Socially Responsible Investing: Myth and Reality



10:00 AM - 11:45 AM
Roadmap to Success: Speaking the Language of Trust


 
Shifting Demographics: Connecting With the New Financial Consumer


 
Organizational Leadership: How Different Practice Sizes Determine the Decisions of Owners


 
You Think Your Client has Dementia: Now What


 
The Best Friend and Worst Enemy: Creating Successful Partnerships


 
Applications of Life Expectancy Analysis in Financial Planning


 
Estate Planning in the Financial Planning Process


 
Alternative Thinking About Investments



11:45 AM - 12:30 PM
Live Presentation
Finding Internships/Employment in Challenging Times




11:45 AM - 12:45 PM
VLC Rebroadcast
Fiduciary Standards for Financial Planning



12:35 PM - 1:15 PM
Exhibitor Presentation
Simplifying IT - Financial Planning made easy!
Finance Logix



12:50 PM - 1:50 PM
VLC Rebroadcast
Alternative Investments for Retirement Plans



1:00 PM - 2:00 PM
Capitol Update Live



1:20 PM - 1:50 PM
Exhibitor Presentation
Selecting a CRM: Real Stories on What Works (and What Doesn't)
Actifi & TD AMERITRADE Institutional



2:00 PM - 3:00 PM
Sponsored Educational Super Session
Why People Do What They Do With Their Money
Sponsored by Ameriprise Financial


 
Sponsored Educational Super Session
What's Next? The Future of the Financial Services Industry and the Implications for RIAs
Sponsored by TD AMERITRADE Institutional



3:00 PM - 3:45 PM
VLC Rebroadcast
Managing Employees & Personnel Reductions in Challenging Times




3:15 PM - 3:45 PM
Live Presentation
Getting the Most Out of FPA's Career Development Resources



3:45 PM - 5:15 PM
The Economy 2009: A Roadmap to Recovery



Tuesday, October 13

Session Time

Session Details



7:30 AM - 8:30 AM
Sponsored Breakfast Session
Responding to Uncertainty: How Three Portfolios Managers are Positioning Their Strategies for 2010
Sponsored by Foreside Advisory Network



8:45 AM - 10:15 AM
Preparing Individuals and Families for Inherited Wealth


 
Developing a Client-Centered Financial Life Planning Practice


 
Providing Services to Financial Planners


 
Everything You Wanted to Know About Social Security Retirement Benefits, But Didn't Know Who to Ask!


 
The Brand Called "You"


 
Annuities: Waging War On The Risks



8:45 AM - 10:45 AM
Prominence to Prison: Why Smart People Can Do Such Dumb Things



8:45 AM - 10:15 AM
Stock Options and Grants: The Advisor's Guide to Equity Compensation



10:30 AM - 11:45 AM
Financial Frontier Award Winner Presentation
Constructing and Defending Core Portfolios in Chaotic Markets


 
Financial Frontier Award Winner Presentation
Purchase a Time-Share Interval or Rent Rooms?


 
GOTCHA: Hidden Treasures and Traps in Retirement Income Generation