Thu, Nov 21
|Rusty Pelican Miami
FPA of Miami 14th Annual Symposium
The 14th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2019. The event will be held at the Rusty Pelican, Key Biscayne (8am start) - 9 sessions, qualifies for 7 hours of CE credit, and features an all-star lineup of presenters.

Time & Location
Nov 21, 2019, 8:00 AM – 4:00 PM
Rusty Pelican Miami , 3201 Rickenbacker Causeway, Key Biscayne, FL 33149, USA
About The Event
The 14th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2018. Being held at the Rusty Pelican | 3201 Rickenbacker Causeway | Grand Ballroom | Key Biscayne,| FL 33149.
Complimentary Valet Parking is available at the Venue.
Full day event starts at 8:00 am (7.15 - 8:00 am registration), includes 9 sessions, qualifies for 7 hours of continuing education credits.
Register at www.fpamiami.com/symposium or contact Beverley Todd at info@fpamiami.org.
Download the Program at:
Agenda:
FPA of Miami 14th Annual Symposium
November 21st, 2019
Rusty Pelican
Proposed Agenda:
7:15 AM – 8:00 AM
Registration & Networking
Breakfast will be served
8:00 AM – 8:10 AM | Welcome & Introductions
8:10 AM – 9:00 AM
The 7 Mindsets of Success - How to Build a Wildly Successful Business and Life You Love
Stephanie Bogan | CEO & Founder, Educe, Inc.
9:00 AM – 9:10 AM | Recognize (3) sponsors & introduce speaker
9:10 AM – 10:00 AM
Build a Better Path: Making Investment Choices in a New Market Landscape
Richard Brink, CFA | SVP & Market Strategist, AllianceBernstein LP
10:00 AM – 10:10 AM | Recognize (3) sponsors & introduce speaker
10:10 AM – 10:20 AM | BREAK - Visit with Sponsors
10:20 AM – 10:25 AM | Introduce Concurrent Speakers
10:25 AM – 11:15 AM | Concurrent Session 1
Planning with Private Placement Life Insurance & Variable Annuities (PPLI/PPVA)
Jarrett Bostwick | General Counsel and Co-Founder of Spearhead Capital
10:25 AM – 11:15 AM | Concurrent Session 2
Advanced Roth Planning; How to Squeeze More Juice Out of the Tax Lemon
Jeffrey Levine | Director of Advisor Education, Kitces.com
11:15 AM – 11:25 AM 10:00 AM | Recognize (3) sponsors & Introduce Concurrent Speakers
11:25 AM – 12:15 PM | Concurrent Session 3
The Education of an Index Investor
Rick Ferri, CFA | Founder of Rick Ferri, LLC
11:25 AM – 12:15 PM | Concurrent Session 4
Hiring Your Firm's NexGen Talent-Spotliight on University Degree Programs
John Salter, PhD| Associate Professor of Financial Planning, Texas Tech University
12:20 PM – 12:35 PM | Recognize sponsors
12:35 PM – 1:25 PM | LUNCH PRESENTATION
Increasing your Cultural Competency to Better Serve Clients
Rianka Dorsainvil | Founder & President at Your Greatest Contribution (YGC)
1:25 PM – 1:35 PM | VISIT WITH SPONSORS
1:35 PM – 1:45 PM | Recognize (3) sponsors & Introduce Speaker
1:45 PM – 2:45 PM
9 Critical IRA Errors Advisors Must Avoid
Jeffrey Levine | Director of Advisor Education, Kitces.com
2:45 PM – 2:55 PM | Recognize (3) sponsors & Introduce Speaker
2:55 PM – 3:45 PM
Centimillionaire Migraines: Top Headaches of $100M+ Families and the $1M Mistakes these Families Often Make
Richard Wilson | CEO, Family Office Club Association
3:45 PM – 4:00 PM
Closing Remarks, recognize (3) sponsors & Raffle
Tickets
Price
Quantity
Total
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.
$150
0$0
FPA of Miami Member
$240
$240
0$0
FPA of Miami - Non-Member
$290
$290
0$0
Total
$0