Symposium



Our Annual Symposium will be held on

Wednesday, October 22nd

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. – 7:55 a.m.

Registration

* Pastries and Coffee will be available *

7:55 a.m. – 8:00 a.m.

Welcome & Introductions

Benton Room

8:00 a.m. – 8:50 a.m.

Breakout #1 Troy Louwagie

“Farmland Values – What’s Next?”

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Hancock Room

Breakout #2 J. Young, C. Batterson, D. Markway

“The Truth About Annuities” Panel Discussion

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Shelby Room

9:00 a.m. – 9:50 a.m.

Breakout #3 Clark Creighton

“What Clients Don’t Know About Long-Term Care”

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Hancock Room

Breakout #4 Dan Holtkamp & Bill McNeill

“Guide to the Markets”

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Shelby Room

9:50 a.m. – 10:10 a.m.

Break – Visit Exhibitors

Atrium Party Deck Area

10:10 a.m. – 11:00 a.m.

Breakout #5 Greg Johnsen

“How Exposed are You to the Emerging Markets?”

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Hancock Room

Breakout #6 Jeffrey Hommell & Dennis Markway

“Changes to the Retirement Plan Markets”

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Shelby Room

11:10 a.m. – 12:00 p.m.

Breakout #7 Alan Kincheloe

“Accounting & Tax Considerations for the Financial Planner”

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Hancock Room

Breakout #8 Steve Benjamin

“Having the Other Talk: Teaching Younger Generation about Saving, Spending & Credit”

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Shelby Room

12:10 p.m. – 1:10 p.m.

Keynote Speaker Joshua Gordon, The Concord Coalition

“Fiscal Policy and the Long Term Outlook”

Benton Room

1:20 p.m. – 2:20 p.m.

Ethics Hour 1 Dan Candura

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Hancock Room

Breakout #9 Justin Daley

“Your Retirement-Your Way: Succession Planning Concepts to Preserve the Value of Your Practice”

1 IA Insurance CE Credit

Meeting in Shelby Room

2:20 p.m. – 2:30 p.m.

Break – Visit Exhibitors

Atrium Party Deck Area

*Desserts, Sodas and Coffee available *

2:30 p.m. – 3:30 p.m.

Ethics Hour 2 Dan Candura

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Hancock Room

Breakout #10 Sheila Kinman

“Tax Wise Giving: Accepting Capital Gain Assets and Other Tax Heavy Stuff”

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Shelby Room

3:40 p.m. – 4:40 p.m.

Ethics Hour 3 Dan Candura

1 CFP CE Credit, 1 IA Insurance CE Credit

Meeting in Hancock Room

Breakout #11 David Gillette

“Strategic Beta”

Meeting in Shelby Room

4:45 p.m.

Networking Reception & Door Prize Drawing!

Atrium Party Deck Area

 

If you are interested in being a Speaker and/or a Sponsor,
please click here to download the registration packet!