October 10, 2010
Session Time: 7-8 a.m.
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
Session Time: 8:15-9:30 a.m.
- Values-Based Financial PlanningTM; 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
Session Time: 9:45-10:45 a.m.
- Moving from ROI to ROL: A Greater Return on Life
- How to Create a Win/Win Media Relations Strategy
- Dodd-Frank Financial Reform Bill: What Does it Mean for Your Business and What's Next
Session Time: 11 a.m.-Noon
- 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
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Everything You Wanted to Know About Hiring or Getting Hired as a NexGen Planner
Session Time: 2-3:15 p.m.
Sponsored Educational Super Session
The State of the Wealth Management Industry and Opportunities to Enhance Your Business
Sponsored by TD Ameritrade Institutional
Sponsored Educational Super Session
Defining The FPA's Fiduciary Ethos
Sponsored by Thornburg Investment Management, FPA Fiduciary Education Initiative Sponsor
Session Time: 4-5:30 p.m.
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Will The Great Recession Be Followed By The Great Stagnation?
October 11, 2010
Session Time: 7-8 a.m.
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.
8:15-9:30 a.m.
- 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
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The Lifecycle of a Financial Planning Career: Experiences, Milestones & Transitions
Session Time: 10-11:45 a.m.
- 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
Session Time: 2-3:15 p.m.
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
Session Time: 4-5:30 p.m.
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Managing Risk in an Unstable World
October 12, 2010
Session Time: 7-8 a.m.
Sponsored Educational Breakfast Session
Insight into The Best Practices of the Industry's Best Practices
Sponsored by Quantuvis Consulting Inc.
Session Time: 8:15-10:15 a.m.
- 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
Session Time: 10:30-11:45 a.m.
- 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
- Insurability Rules! Improving the Rates for Life, Long Term Care, and Disability Insurance
