Our Annual Symposium will be held on
Monday, November 2nd, 2015
Sheraton West Des Moines Hotel •
1800 50th Street • West Des Moines, Iowa 50266
The FPA Symposium is an all-day educational event intended to help financial professionals stay up to date on the various issues that arise while helping the public. The event includes at least 7 hours of IA Insurance and CFP® continuing education credits, including 3 hours of ethics. The continuing education credits have been approved for either professionals holding an Iowa Insurance license or with the CFP® designation. The Symposium is open to the public. Individuals attending will receive lunch, snacks and networking time with other professionals and sponsors of the event.
Schedule of the Day:
7:30 a.m. – 8:00 a.m
* Breakfast and Coffee will be available *
8:00 a.m.-8:10 a.m.
Welcome & Introductions
8:10 a.m. – 9:10 a.m.
Actively Seeking Active Share
John W. Gabriel, MBA, CFP®
Putting a Value on Your Value
Paul Bosse, CFA
9:15 a.m. – 10:15 a.m.
Managing Risk – Assessing Long Term Care Strategy Option
Essentials for Raising the Productivity Bar
10:20 a.m. – 11:20 a.m.
Farmland Boom- What Now?
Tip-Toeing through ERISA Retirement Plans – Lions, Tigers and Bears, OH MY!
11:25 a.m. – 12:15 p.m.
12:15 p.m. – 1:15 p.m.
Valuing the Value of Your Practice
1:20 p.m. – 2:20 p.m.
Ethics Hour 1
Talking with Your Clients about Charitable Giving
2:20 p.m. – 2:30 p.m.
2:35 p.m. – 3:35 p.m.
Ethics Hour 2
The Next Generation – Integrating Education and Practice
Jeanna Nation & Jonathan Fox
3:40 p.m. – 4:40 p.m.
Ethics Hour 3
Value Based Planning
Door Prize Drawings, Giveaways!