2020 FPA of Miami Symposium
Thursday, November 19, 2020
The 15th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2020.
Being held virtually. Full day event sessions starts at 9:00 am (registration and mixer 8:00-9:00 am), 13 sessions (4 keynote/9 concurrent), qualifies for 7 hours of continuing education credits.
Register at www.fpamiami.com/symposium or contact Beverley Todd at
FPA of Miami - Symposium 2020 Agenda
Dr. David Kelly | Chief Global Strategist, J.P. Morgan
Keynote Webinar | The pandemic, politics, and policy: A Guide to the Markets
9:00 am - 10. 00 am
Robert Powell CFP® | Renowned Journalist
Webinar | "Cutting-Edge Retirement Planning Strategies"
10:10 am - 11:00 am | Concurrent Session 1
Angela Moore CFP® | Panel discussion with Lauryn Williams CFP®, Michelle Waymire CFA and Garrett Philbin
Webinar | Bridging the Gap with a NexGen Service Model
10:10 am - 11:00 am | Concurrent Session 2
Steve Silverman | Panel Discussion with Richard DeNapoli (Coral Gables Trust), and Linda Lubitz Boone (The Lubitz Financial Group)
Webinar | "What changes has the Virus caused in Estate Planning, Banking and Financial Planning"
10:10 am - 11:00 am | Concurrent Session 3
Charles Goldman | President & CEO, Assetmark
Keynote Webinar | "The Future of Financial Advice"
11:00 am - 12:00 pm | Keynote
Jeff Levine | Director of Advisor Education, Kitces.com
Keynote Webinar | "10 Essential Questions to Lower Clients Tax Liabilities"
1:00 pm - 1:50 pm | Keynote
Emily Chiang, CFP®, MBA| Owner of EMC Succession Planning, LLC
Webinar | "A Step-By-Step Succession Planning Proccess And Procedure"
2:00 pm - 2:50 pm | Concurrent Session 4
Caleb Brown, MBA, CFP®| CEO & Co-Founder New Planner Recruiting "Their Success is Your Success"
Webinar | ‘Recruiting and Managing Talent in a Post Covid-19 World”
2:00 pm - 2:50 pm | Concurrent Session 5
Angie Herbers/ With Brandon Moss | Herbers & Company
Webinar | "Trends Shaping the Profession and the Total Client Experience"
2:00 pm - 2:50 pm | Concurrent Session 6
Dr. Wade Pfau, PhD, CFA, RICP | The American College of Financial Services
Keynote Webinar | "Retirement Planning During COVID-19"
3:00 pm - 3:50 pm |Keynote
Dr. Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax | The American College of Financial Services
Webinar | Education Planning for the Next Decade: Practical Planning Strategies for Success
4:00 pm - 4:50 pm | Concurrent session 7
Elaine King | Panel discussion with Cathy Pareto & Amy Lawrence
Webinar | "A Discussion on Diversity and Inclusion in the Financial Planning Industry from South Florida's Top Female Advisors"
4:00 pm - 4:50 pm | Concurrent session 8
Katherine Doble | Panel Discussion - Digital Marketing CEO, Ingage.Biz
Webinar | The "New Normal" Digital Strategy will be Permanent - and Imperitive - Post Pandemic
4:00 pm - 4:50 pm | Concurrent session 9
2019 Symposium Highlights Video Below
