MAJOR FIRMS SUMMIT
March 14th, 2013
3 West Club (3 West 51st Street)
New York, N.Y.
12:30pm - 1:00pm Registration Opens
1:00pm - 01:15pm Michael Branham/FPA President 2013
Welcome/Opening Remarks
1:15pm - 2:15pm Skip Schweiss/TD Ameritrade Trust Company
"The Decline in Investor Trust in the Financial Services Industry"
2:15pm - 2:30pm Networking Break
2:30pm - 3:30pm Carolyn McClanahan, M.D./Life Planning Partners Inc.
"How to Prepare Your Business and Your Clients for Healthcare Reform"
3:30pm - 3:45pm Networking Break
3:45pm - 4:45pm Scott Smith/Cerulli Associates and Darrin Courtney/CEB TowerGroup
"The Key Drivers of Change in the Retail Advice Market"
4:45pm - 5:00pm Networking Break
5:00pm - 6:00pm Michael Kitces/Pinnacle Advisory Group
"The Future of Financial Planning in the Digital Age"
6:00pm - 7:00pm Reception
