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 2018.  Being held at the Rusty Pelican | 3201 Rickenbacker Causeway | Grand Ballroom | Key Biscayne,| FL 33149.

Complimentary Valet Parking is available at the Venue.

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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.

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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