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.
Breakout #1
Actively Seeking Active Share
John W. Gabriel, MBA, CFP®

Breakout #2
Putting a Value on Your Value
Paul Bosse, CFA

9:15 a.m. – 10:15 a.m.
Breakout #3
Managing Risk – Assessing Long Term Care Strategy Option
Troy Thompson

Breakout #4
Essentials for Raising the Productivity Bar
Byron Hill

10:20 a.m. – 11:20 a.m.
Breakout #5
Farmland Boom- What Now?
Randy Hertz

Breakout #6
Tip-Toeing through ERISA Retirement Plans – Lions, Tigers and Bears, OH MY!
Rick Billings

11:25 a.m. – 12:15 p.m.

12:15 p.m. – 1:15 p.m.
Valuing the Value of Your Practice
Brad Bueermann

1:20 p.m. – 2:20 p.m.
Ethics Hour 1
Harry Greyard

Breakout #7
Talking with Your Clients about Charitable Giving
Sheila Kinman

2:20 p.m. – 2:30 p.m.
Snack Break

2:35 p.m. – 3:35 p.m.
Ethics Hour 2

Breakout #8
The Next Generation – Integrating Education and Practice
Jeanna Nation & Jonathan Fox

3:40 p.m. – 4:40 p.m.
Ethics Hour 3

Breakout #9
Value Based Planning
Kent Kramer

4:45 p.m.
Cocktail Reception
Door Prize Drawings, Giveaways!