Symposium



September 20, 2018
Grand Bohemian Hotel
Mountain Brook, AL

Join us for a full day of education and networking with financial planning colleagues.

Agenda:

7:30 – 8:00 am Registration and Breakfast
8:00 CFP Ethics  (2 hrs CFP CE approved) presented by Bonnie Kirchner
9:45 – 10:00 Registration and Break
10:00 Welcome and Partner’s Best Two Minutes
10:15 Global Market Outlook, presented by Peter Smith(1 hr CFP CE approved)
11:05 New Strategies for Long Term Care Planning
presented by Babs Hart, CLTC, MDRT (1 hr CFP CE approved)
11:55 Working Lunch – FPA Update, Foundation for Financial Planning
1:10 Mastering Organic and Scalable Growth presented by Duncan MacPherson
2:10 Break
2:20 2018 Medicare presented by Karen Haiflich, RHU (1 hr CFP CE approved)
3:20 Utilizing Insurance in a Fee Only Practice
presented by David Lau (1 hr CFP CE approved)
4:15 Cocktail Social
  Program Descriptions and Speaker Bios

Register today and save!

FPA Members  Rate          $125
Non Members Rate           $170

Questions? Email fpaofnorthalabama@gmail.com

Register below and pay by credit card or Paypal, or mail check to:
FPANA
PO Box 26607
Birmingham, AL 35260

 

Cancellation policy: