Sunday, October 11

7:00 AM - 8:00 AM

Sponsored Breakfast Session
The ETF Revolution: Transforming the way you Invest in Fixed Income
Sponsored by iShares

Matthew Tucker

The ETF market has experienced phenomenal growth in recent years as investors have come to appreciate the advantages of this unique structure to obtain liquid, transparent exposure to a wide variety of markets. Within the fixed income space, ETFs are increasingly being used as an alternative to traditional investment vehicles, like individual bonds and bond mutual funds. Matt Tucker will explore the defining features of fixed income ETFs and the unique benefits that have helped them fundamentally change how investors manage their fixed income exposures.
     Career Stage: All
     Competency: Technical Knowledge
     CFP Topic List: Investment Management
     CFP Board CE credit: 1.0
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7:00 AM - 8:00 AM

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

Jim Fiske

Wealth creates risk and all property and casualty policies are not created equal. By breaking property insurance policies down to their X's and O's and highlighting the coverages that have the greatest financial impact at the time of a claim, this course helps Financial Planners craft a sound personal risk management program.
     Career Stage: All
     Competency: Business and Practice Management, Technical Knowledge
     CFP Topic List: Insurance Planning & Risk Management
     CFP Board CE credit: 1.0
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Monday, October 12

7:00 AM - 8:00 AM

Sponsored Breakfast Session
Compliance Proof Your Business
Sponsored by Laserfiche Document Management

Timothy D. Welsh, CFP®

Financial planners face the dual challenges of maintaining a profitable and sustainable business while meeting compliance requirements. With the right technology and thoughtful planning, you can meet these challenges.

Taking advantage of the latest innovations in technology can enable you to meet the growing challenge of meeting compliance requirements and improve your bottom line. This engaging session will showcase specific, actionable solutions for your firm, as well as highlight best practices among leading financial advisors.
     CFP Board CE credit: 1.0
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7:00 AM - 8:00 AM

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

Brian D. Birdwell

Lt. Col. (Ret.) Birdwell's presentation removes the financial planning and decision-making process from the realm of theory and places it squarely in the midst of his own hard-to-fathom real-life story of 9/11 survival. By doing so, he compels financial planning professionals to consider the consequences of their planning actions, and provides them with a fresh perspective on the vital nature of their work.
     CFP Board CE credit: 1.0
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Tuesday, October 13

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

Moderator: Marion Asnes; Panel: Monica Walker, CPA, Rob Kaimowitz, Jeff Miller, and Dick Cancelmo

Learn how the stimulus will affect equity markets in 2010, how these talented portfolio managers (Large Growth, Large Value, Long/Short) are reacting to a near zero interest rate environment and what types of companies and sectors will emerge as winners in the year ahead.
     Career Stage: All
     Competency: Technical Knowledge, Critical Thinking
      CFP Topic List: General Principles of financial Planning, insurance Planning and Risk management, Investment Planning
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