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November, 2018 Thursday

FPA Annual Symposium

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Nov 29, 8:00 AM – 5:30 PM Akerman LLP, 98 SE 7th St #1100, Miami, FL 33131, USA About The Event The 13th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2018. Hosted by Akerman LLP | 98 SE 7th Street | Suite 1100 […]

Nov 29, 8:00 AM – 5:30 PM
Akerman LLP, 98 SE 7th St #1100, Miami, FL 33131, USA

About The Event

The 13th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2018. Hosted by Akerman LLP | 98 SE 7th Street | Suite 1100 | Miami FL 33131

Full day event starts at 8:00 am, includes 9 sessions, qualifies for 7 hours of continuing education credits and ends with an all new exclusive happy hour networking event at East Hotel!

Register at www.fpamiami.com/symposium or contact Beverley Todd at info@fpamiami.org

Download the Program at: https://docs.wixstatic.com/ugd/e2fd63_29a10deb56af48ffaeaef75b5c8ffb7f.pdf

Agenda:

8:00 – 8:30 | Registration & Breakfast

8:30 – 8:15 | Welcome & Introduction

John Lenahan | FPA of Miami President

8:45 – 9:35 | Vaccines, Judo, & Firefighting: Helping Clients Avoid Mistakes

Dan Egan | Betterment

9:35 – 10:35 | Themes & Concerns Impacting Investors: Economic & Market Update

Dr. David Kelly | J.P. Morgan Asset Management

10:35 – 10:55 | Break & Networking with Sponsors

10:55 – 11:55 | Planning for Incapacity & Guardianship (Concurrent Session)

Richard Milstein, Esq. | Akerman LLP

10:55 – 11:55 | Is it Time to Tilt? Exploring a Fundamental Question in Factor Investing (Concurrent Session)

Ward Bortz | Blackrock

12:00 – 1:15 | Lunch & Networking with Sponsors

1:15 – 2:15 | Living a Life of Significance

Joe Jordan | Inspirational Speaker

2:15 – 3:15 | 2018 Economic Update

Karen Gilmore | Federal Reserve Bank of Atlanta, Miami Branch

3:15 – 3:35 | Break & Networking with Sponsors

3:35 – 4:25 | Better Client Outcomes Through Extraordinary Teamwork (Concurrent Session)

Dr. John Evans, Jr. | Janus Henderson Labs

3:35 – 4:25 | How to Master the New Prospecting Formula (Concurrent Session)

Robert Sofia | Snappy Kraken

4:25 – 5:15 | Top Advisor Panel

Adam Carlin | Morgan Stanley

Elaine King | Family & Money Matters

Linda Lubitz Boone | The Lubitz Financial Group

Moderated by John Lenahan | AB Bernstein

5:15 – 5:30 | Wrap Up & Raffles

5:30 – 7:30 | Happy Hour at East Hotel, 5th Level Pool Deck

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