|
|
AGENDA –
Monday, January 16 To learn more about a session, place
your curser over that session for a brief description.
To view a more detailed description, go
to Session Topics on our main webpage:
www.fpafla.com
|
7:30 am – 8:15 am |
Registration and
Continental Breakfast |
||
|
8:15 am – 8:25 am |
Welcome and Opening
Remarks |
||
|
8:30 am – 9:45 am |
Opugen Presents:
Aligning People, Practices
and Technology Presented by:
Mr. Jim Graddon, Mr. Laird Elliott |
||
|
9:50 am – 10:20 am |
Networking break with Resource Partners |
||
|
Breakout Sessions
10:25 am – 11:15 pm |
James
Flick, JD Presents:
|
Renaissance Regulatory Services Presents:
|
Cole REIT
|
|
11:20 pm – 1:20 pm |
Scottrade Advisor Services Presents:
Economic
Update - Presented by: Dr. Sean Snaith
|
||
|
1:30 pm - 2:45 pm |
Navigating the Maze of
Short Sales and Foreclosures
Presented by:
Amy Moline, Sunny Hillary |
||
|
Breakout Sessions
2:55 pm to 3:45 pm |
James
Flick, JD Presents:
Innovative Use of a LLC to Structure & Fund Buy-Sell Agreements
|
Lord Abbett
|
LoanWell America
The New Reverse Mortgage: The Financial Planning Tool of the 21
st
Century |
|
3:45 pm – 4:45 pm |
FPA of Central
Florida Presents: A Florida
Perspective with CFO Jeff Atwater
Networking Break
with Partners |
||
|
Breakout Sessions
4:45 pm – 5:35 pm |
One
America Presents:
|
TBA
|
LoanWell America Presents:
The New Reverse
Mortgage: The Financial Planning Tool of the 21st Century |
|
5:35
pm – 6:30 pm |
Cocktail Reception with Resource
Partners |
||
|
Day One CE Summary |
Applications have
been submitted for: 6 CE CPA
(CPE)
Accepted by CFP®
Board for 6 hrs. CE, Accepted by FL. Dept of Ins for 7 hrs. CE
|
||
To learn more about a session, place
your curser over that session for a brief description.
|
|
AGENDA – Tuesday,
January 17 |
|
7:30 am – 8:30 am |
Registration and Continental Breakfast |
|||
|
8:30
am – 9:30 am |
MetLife Bank N. A.
Presents:
Social Security and the Financial Service Professional:
A Hit or Myth Proposition – Presented
by: Kurt Czarnowksi |
|||
|
Breakout
Sessions
9:30 am – 10:20 am |
Thornburg Investment Management:
|
Bailey
Zobel Pilcher Presents:
|
Cole REIT
Investing in Core Commercial Real Estate
|
|
|
10:20
am – 10:50 am |
Networking break with Resource Partners |
|||
|
Breakout Sessions
10:50 am – 11:40 pm
|
Hancock
Horizon Funds Present:
Small
Cap Stocks:
The Past? The
Future? |
|
Lord Abbett
The Bond Market of Tomorrow
|
|
|
Breakout Sessions
11:45 pm –12:35 pm |
Payden Rygel
Presents:
|
Bailey Zobel
Pilcher Present:
|
Renaissance Regulatory Services Presents:
|
|
|
12:30 pm – 2:00 pm |
Lunch with Resource Partners
NorthStar Realty Services Presents:
Destination:Income |
|||
|
Breakout Sessions
2:00 pm to 2:50 pm |
Payden Rygel
Presents:
|
Thornburg Investment Management:
Tangible investing
|
Hancock
Horizon Funds Present:
Small
Cap Stocks: The Past? The
Future? |
|
|
3:00 pm – 5:00 pm |
David Lawrence, Peter Wheeler Presents: CFP Ethics Course, pending approval
CFP Required Ethics Course |
|||
|
Day Two CE Summary |
Applications
have been submitted for:
3 CE CFP,
7 CE CPA
Accepted by CFP®
Board for 5 hrs. CE, Accepted by FL. Dept of Ins for 6 hrs. CE |
|||
|
Symposium CE Summary
|
Conference CE Summary: 14 CE CFP, 13 CE FL
Ins, 13 CE CFP Pending acceptance from CFP Board ( 3 hrs), FL
Dept of Prof Services (13 hrs) Total hours include 2 hrs, CFP Ethics course
pending acceptance from CFP Board
|
|||