Thu, Nov 29
|Akerman LLP
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, the full day event starts at 8:00 am, includes 9 sessions, qualifies for 7 hours of CE credit, and features an all-star lineup of presenters.
Time & Location
Nov 29, 2018, 8:00 AM – 5:30 PM
Akerman LLP, 98 SE 7th St #1100, Miami, FL 33131, USA
About The Event
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
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!
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
Tickets
Price
Quantity
Total
Early Bird Ticket - FPA Member
$190
Reduced Rate for FPA Members of $190 through August 31st, then rate increases to $240. Ticket includes one admission to Symposium, breakfast, lunch, break, parking ($50 value) & Happy Hour.
$190
0$0
Student Ticket
$150
Reduced Student Rate of $150 through August 31st, then rate increases to $240. Ticket includes one admission to Symposium, breakfast, lunch, break, parking ($50 value) & Happy Hour.
$150
0$0
FPA of Miami Member
$240
$240
0$0
FPA of Miami - Non-Member
$290
$290
0$0
Total
$0