Saturday, October 9

Session Time

Session Details

6:45 AM - 3:00 PM

Academy of Financial Services Annual Meeting:Saturday, October 9, 6:45 a.m. to 3:00 p.m. and Sunday, October 10, 6:45 a.m. to 3:00 p.m.

8:00 AM - 12:00 PM

Applying Behavioral Advice: How to Improve Client Decision-making, Portfolio Performance and Differentiate Yourself in the Industry

8:30 AM - 12:00 PM

Web 2.0 and Social Media Boot Camp 2010

9:00 AM - 11:30 AM

Code of Ethics: Acting Like a Fiduciary Under CFP Board Rule 1.4

1:00 PM - 3:00 PM

Managing and Leveraging Your Social Media Strategy

Insurance Strategies for GLBT, Nontraditional and Unmarried Couples

CFP Code of Ethics

3:30 PM - 5:00 PM

The Upside of Irrationality

Sunday, October 10

Session Time

Session Details

6:45 AM - 3:00 PM

Academy of Financial Services Annual Meeting:Saturday, October 9, 6:45 a.m. to 3:00 p.m. and Sunday, October 10, 6:45 a.m. to 3:00 p.m.

7:00 AM - 8:00 AM

Sponsored Educational Breakfast Session
Navigating the ETF Landscape
Sponsored by iShares

Sponsored Educational Breakfast Session
See the Storm Before It's Coming: How to Evaluate the Strength of an Insurance Company
Sponsored by Chubb Personal Insurance

8:15 AM - 9:30 AM

Values-Based Financial Planning^TM; the Art of Creating an Inspiring Financial Plan

Calculating the Cost of Compensation Trends in the Next Decade

Practicing What We Preach: What the Advisor Retirement Boom Means For You—and Our Industry

What’s Happening Now with Medicare?

CRM Financial Planning Software: Essentials for an Efficient, Profitable Practice

Protecting Income: A Planner’s Look at Disability Income Insurance

Disclaim with No Disdain: It's All in the Family!

A New Economy: Structural Changes and its Aftermath

Emerging Trends in Financial Services Technology

Global Update

9:45 AM - 10:45 AM

Moving from ROI to ROL: A Greater Return on Life

How to Create a Win/Win Media Relations Strategy

Hot Topic

11:00 AM - 12:00 PM

Powerful Communication Skills: Asking the Right Questions and Listening to the Answers

The Financial Planners Guide to Cloud Computing

Breaking Up Is Hard To Do

Ripping Off the Elderly: Protecting Your Older Client with Memory Loss

Return on Technology Investment (ROTI)

Balancing Boomers' Balance Sheets

LLCs Are All The Rage-but is this Entity Right for Everyone?

What You Think You Know Will Hurt You

Everything You Wanted to Know About Hiring or Getting Hired as a NexGen Planner

2:00 PM - 3:15 PM

Sponsored Educational Super Session
The State of the Wealth Management Industry and Opportunities to Enhance Your Business
Sponsored by TD AMERITRADE, Instutional

Sponsored Educational Super Session
Defining The FPA's Fiduciary Ethos
Sponsored by Thornburg Investment Management, FPA Fiduciary Education Initiative Sponsor

4:00 PM - 5:30 PM

Will The Great Recession Be Followed By The Great Stagnation?

Monday, October 11

Session Time

Session Details

7:00 AM - 8:00 AM

Sponsored Educational Breakfast Session
Opportunities and Pitfalls: Investing for Income in an Uncertain World
Sponsored by Thornburg Investment Management

Sponsored Educational Breakfast Session
Prepare for the Coming Compliance Tsunami
Sponsored by Laserfiche Document Imaging

Sponsored Educational Breakfast Session
Advanced Estate Planning
Sponsored by First Command Financial Services, Inc.

8:15 AM - 9:30 AM

Managing Financial Transitions: Trust and Communication Become More Complicated with Clients Facing Major Life Events

The Business of Financial Advice in a Consumer Capitalism Model

Differentiate or Deep Six Your Business!

Managing Health Issues for Aging Clients and Elderly Parents

Achieving Success with CRM

Estate Planning Concepts and Product Funding Alignment

Late Stage College Funding: Unique Strategies for High-Income Families to Reduce Their College Expenses

Investing In Precious Metals: Why and How

The Lifecycle of a Financial Planning Career: Experiences, Milestones & Transitions

10:00 AM - 11:45 AM

Long Distance Clients: How to Keep the Relationships Alive

Information Security: Protect Your Practice Today and Tomorrow

Resolving a Client’s Need for Commissionable Insurance Products While Upholding CFP Board Practice Standards

How Healthcare Reform Affects You and Your Clients

Outsourcing Portfolio Management

Landscape of Innovative Long Term Planning Solutions

Planning for Unmarried Couples

Insulating Your Clients From Volatility

Smooth Sailing, Perfect Storms, and Professional Progress

2:00 PM - 3:15 PM

Sponsored Educational Super Session
Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life
Sponsored by Ameriprise Financial Services, Inc.

Sponsored Educational Super Session
The Evolution of an Advisor’s Office: Integration is the Enabler, Growth is the Key
Sponsored by Charles Schwab Advisor Services

4:00 PM - 5:30 PM

Managing Risk in an Unstable World

Tuesday, October 12

Session Time

Session Details

7:00 AM - 8:00 AM

Sponsored Educational Breakfast Session
Session Title and Speaker to be Announced
Sponsor to be Announced

8:15 AM - 10:15 AM

Living in a Fiduciary World

Enhancing the Planning Experience by Collaborating with a Financial Therapist

The Opportunity You've Been Waiting for - the Mass Affluent Need Your Help!

Bringing You Protected Tomorrows: Your Clients’ Journey Through an Eight-Step Special Needs Planning Program

What Is Rebalancing Software and Why Should I Be Using it in My Practice?

Tax Efficient Charitable Giving: Planning Opportunities for You and Your Clients

Real Life and Portfolio Distributions: Join the Conversation

High Concept, High Touch: The Future of Financial Planning

10:30 AM - 11:45 AM

Re-energize and Renew Your Relationships With High-Impact Client Review Meetings

The Future of Charitable Planning

Reconditioning the Rainmaker in You

Personal Financial Planning for Divorce

Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation for 2010

10:30 AM - 11:45 PM

Insurability Rules! Improving the Rates for Life, Long Term Care, and Disability Insurance