Symposium
2019 FPA of Miami Symposium | Thursday, November 21, 2019
The 14th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2019.
Being held at the Rusty Pelican| 3201 Rickenbacker Causeway | Key Biscayne | Grand Ballroom | FL 33149.
Full day event starts at 8:00 am (registration 7:15-8:00 am), includes 9 sessions, qualifies for 7 hours of continuing education credits.
Register at www.fpamiami.com/symposium or contact Beverley Todd at
Stephanie Bogan | CEO & Founder, Educe, Inc.
The 7 Mindsets of Success How to build a wildly successful business and life you love
8:10 am - 9. 00 am
Richard Brink, CFA | AllianceBernstein
Build a Better Path: Making Investment Choices in a New Market Landscape
9:10 am - 10:00 am
Jarrett Bostwick | Co-Founder of Spearhead Capital
Planning with Private Placement Life Insurance & Variable Annuities (PPLI/PPVA)
10:25 am - 11:15 am | Concurrent Session 1
Jeffrey Levine | Director of Advisor Education, Kitces.com
Advanced Roth Planning; How to Squeeze More Juice Out of the Tax Lemon
10:25 am - 11:15 am
Concurrent Session 2
Rick Ferri, CFA | Founder of Rick Ferri, LLC
The Education of an Index Investor
11:25 am - 12:15 pm | Concurrent Session 3
John Salter, PhD| Associate Professor of Financial Planning, Texas Tech University
Hiring Your Firm’s NexGen Talent: Spotlight on University Degree Programs
11:25 am - 12:15 pm | Concurrent Session 4
Rianka Dorsainvil | Founder & President at Your Greatest Contribution (YGC)
Increasing your Cultural Competency to Better Serve Clients
12:35 pm - 1:25 pm | LUNCH PRESENTATION
Jeffrey Levine | Director of Advisor Education, Kitces.com
9 Critical IRA Errors Advisors Must Avoid
1:45 pm - 2:45 pm
Richard Wilson | CEO, Family Office Club Association
Centimillionaire Migraines: Top Headaches of $100M+ Families and the $1M Mistakes these Families Often Make
2:55 pm - 3:45 pm