2022 Symposium | November 10, 2022
Venue: Rusty Pelican | In-Person Event
Details to Follow
2022 FPA of Miami Symposium
Thursday, November 10, 2022
The 17th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2022.
Full day event sessions starts at 8:30 am (registration and mixer 8:30-9:00 am), 9 sessions (5 keynote/4 concurrent), qualifies for 7 hours of continuing education credits.
Register at www.fpamiami.com/symposium or contact Beverley Todd at executivedirector@fpamiami.org
Download Agenda HERE
FLEXIBLE CONFERENCE CANCELLATION POLICY
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For a full refund, (less a $20 administrative fee), email your request to executivedirector@fpamiami.org with the subject line “Conference Registration Cancellation” by 10/29/2021. Refunds will be returned to the original payer and in the original method of payment.
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For a partial refund, for change from In-Person ticket to Virtual ticket, email your request to executivedirector@fpamiami.org with the subject line “Conference Registration - Change to Virtual” by 11/3/2021.
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No refunds will be given for no-shows.
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A transfer of your full registration to another individual is permitted prior to the conference start date by submitting a written request to executivedirector@fpamiami.org. The individual submitting the transfer request is responsible for any price difference fees (i.e. member --> non-member). Registration fees cannot be split or badges shared.
FPA of Miami - Symposium 2021 Agenda
Keynote In-Person/Webinar Session | A Journalist’s Take On Retirement Planning
9:00 am - 10:00 am
Dr. Ross A. Riskin
DBA, CPA/PFS, CCFC, MS Tax
The American College of Financial Services
In-Person/Webinar Session | Planning for Change: Tax Updates and Strategies for Success |Webinar
10:00 am - 11:00 am | Concurrent Session 1
Emily Chiang, CFP®, MBA
Owner of EMC Succession Planning, LLC
In-Person/Webinar Session | Succession Planning Panel
10:00 am - 11:00 am | Concurrent Session 2
Drew McMorrow, MBA, CFP®
President & CEO
Ballentine Partners
In-Person/Webinar Session | Succession Planning Panel
10:00 am - 11:00 am | Concurrent Session 2
Marianela Collado
CPA & CERTIFIED FINANCIAL PLANNER™
Tobias Financial Advisors
In-Person/Webinar Session | Succession Planning Panel
10:00 am - 11:00 am | Concurrent Session 2
David M. Freitas, CTFA, CFP®
Vice President & Trust Officer
City National Bank
In-Person/Webinar Session | Succession Planning Panel
10:00 am - 11:00 am | Concurrent Session 2
Bob Veres
Writer/commentator in the financial services industry
Keynote In-Person/Webinar Session | Advisory Firm of the Future | Webinar
11:00 am - 12:00 pm
Ron Baron Chairman,CEO,and Portfolio Manager
Baron Funds
Keynote Webinar Session | Insights on Growth Investing | Webinar
1:00 pm - 2:00 pm
Lenore Reiner
VP Responsible Investment Strategy Specialist
Eaton Vance
In-Person/Webinar Session | Responsible Investing Is Good Business (ESG investing)
2:00 pm - 3:00 pm | Concurrent Session 3
In-Person/Webinar Session | Estate Planning - – Ten Ways to Screw it Up |Webinar
2:00 pm - 3:00 pm | Concurrent Session 4
Dr.David Kelly
Chief Global StrategistJ.P. Morgan
Keynote Webinar Session | Speeding More Slowly: A Guide to the Markets |Webinar
3:00 pm - 4:00 pm
Steve Kurz
Partner & Head of Asset Mgt.
Galaxy Digital
Keynote Webinar Session | Diversifying Across Digital Assets | Webinar
4:00 pm - 5:00 pm