Schedule of Events


  • Thursday Sep 20, 2018
  • Start Time: 7:30AM
  • End Time: 5:00PM
  • The Grand Bohemian Hotel, Mountain Brook

Register Now!
September 20, 2018

September 20, 2018
Grand Bohemian Hotel
Mountain Brook, AL

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

Topics and Speakers include:

CFP Ethics presented by Bonnie Kirchner, 2 hours CFP CE approved

Utilizing Insurance in a Fee Only Practice, presented by David Lau, 1 hour CFP CE approved

2018 Medicare, presented by Karen Haiflich, 1 hour CFP CE approved

Mastering Organic and Scalable Growth, presented by Duncan MacPhereson, CEO of Pareto Systems

New Strategies in Long Term Care Planning, presented by Babs Hart, 1 hour CFP CE approved

Global Market Outlook, presented by Peter Smith, 1 hour CFP CE approved

Program Descriptions and Speaker Bios


Register Now!

Member Rate $125
Non Member Rate $170