FPA of Miami 13th Annual Symposium

The 13th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2018. Hosted by Akerman LLP | 98 SE 7th Street | Suite 1100 | Miami FL 33131

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Full day event starts at 8:00 am, includes 9 sessions, qualifies for 7 hours of continuing education credits and ends with an all new exclusive happy hour networking event at East Hotel!

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Register at www.fpamiami.com/symposium or contact Beverley Todd at info@fpamiami.org

Download the Program at: https://docs.wixstatic.com/ugd/e2fd63_29a10deb56af48ffaeaef75b5c8ffb7f.pdf

Agenda:

8:00 - 8:30 | Registration & Breakfast

8:30 - 8:15 | Welcome & Introduction

John Lenahan | FPA of Miami President

8:45 - 9:35 | Vaccines, Judo, & Firefighting: Helping Clients Avoid Mistakes

Dan Egan | Betterment

9:35 - 10:35 | Themes & Concerns Impacting Investors: Economic & Market Update

Dr. David Kelly | J.P. Morgan Asset Management

10:35 - 10:55 | Break & Networking with Sponsors

10:55 - 11:55 | Planning for Incapacity & Guardianship (Concurrent Session)

Richard Milstein, Esq. | Akerman LLP

10:55 - 11:55 | Is it Time to Tilt? Exploring a Fundamental Question in Factor Investing (Concurrent Session)

Ward Bortz | Blackrock

12:00 - 1:15 | Lunch & Networking with Sponsors

1:15 - 2:15 | Living a Life of Significance

Joe Jordan | Inspirational Speaker

2:15 - 3:15 | 2018 Economic Update

Karen Gilmore | Federal Reserve Bank of Atlanta, Miami Branch

3:15 - 3:35 | Break & Networking with Sponsors

3:35 - 4:25 | Better Client Outcomes Through Extraordinary Teamwork (Concurrent Session)

Dr. John Evans, Jr. | Janus Henderson Labs

3:35 - 4:25 | How to Master the New Prospecting Formula (Concurrent Session)

Robert Sofia | Snappy Kraken

4:25 - 5:15 | Top Advisor Panel

Adam Carlin | Morgan Stanley

Elaine King | Family & Money Matters

Linda Lubitz Boone | The Lubitz Financial Group

Moderated by John Lenahan | AB Bernstein

5:15 - 5:30 | Wrap Up & Raffles

5:30 - 7:30 | Happy Hour at East Hotel, 5th Level Pool Deck