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

Symposium 2014

FPA of Iowa's Annual Symposium will be held at the Sheraton in West Des Moines on Wednesday, October 22, 2014.

 

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