EPC ENY Invite: FPA NENY 2017 Symposium
Date: Thursday, May 18, 2017
Time: 7:30am - 4:15pm
Location: Hilton Garden Inn - Troy
Speaker: various
The Financial Planning Association of Northeastern New York cordially invites the members of the Estate Planning Council of Eastern New York to attend (at MEMBER price):
The BEST Symposium yet!!
Please join us for our the FPA NENY's 17th Annual Symposium on May 18 at the Hilton Garden Inn - Troy--at FPA Member price! CFP & CPA Continuing Education credits have been granted for ALL sessions! What a day we have planned for YOU! Top shelf speakers and a PANEL discussion featuring speakers from The American College of Financial Services! Here's the line-up:
GENERAL SESSIONS
Preparing Your Practice for the Great Wealth Transfer Matt Sommer, CFA, CFP®, CPWA®, Janus
Engaging Millennials – Financial Planning’s Rubik’s Cube
Eric Roberge, CFP® - Founder, Beyond Your Hammock
Building Portfolios for the Next Phase of Bull Markets
Doug Sandler, Chief US Equity Officer, RiverFront
The Emergence of Retirement Income Planning (Panel Discussion):
Michael Finke, Ph.D., CFP®, Jamie Hopkins, ESQ., MBA, LLM, CLU®, ChFC®, RICP®, Wade D. Pfau, Ph.D.
Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement:
Wade D. Pfau, Ph.D., CFA, The American College.
BREAKOUT SESSIONS
Bond Investing Bryan Favilla – Director of Fixed-Income Markets, American Funds
The Evolving Cyber Fraud Threats
William French, VP, Fidelity
Preparing for Nonfinancial Retirement Risks
Robert Pokorski, M.D
College Cost Reduction Strategies: 5 Proven Ways To Save Your Clients Money
Dean Skarlis, Ph.D., The College Advisor of New York
Retirement Planning with Alternative LTC Products
Peter Skelton, CEO & Ryan Meyer, KAFL
Private vs Community Foundations; Finding the right fit for your client
Mindy Derosia, CFGCR & John H. Lavelle, CPA, LL.M., Lavelle & Finn, LLP
Catch the Early-Bird PRICE:
Member tickets are just $175 and Non-Member tickets are $200
Ticket price includes materials for ALL sessions, Breakfast, Lunch, Snacks, AND Continuing Education credit! Oh--and the RAFFLE. And the complimentary Happy Hour...
Many THANKS to our Partners and Sponsors!
Registration/Breakfast at 7:30 A.M.. President and Introductions begin at 7:45 A.M. When purchasing your ticket online, please indicate (in the comment box) which morning & afternoon breakout sessions you'll likely attend, please.
Questions? Let me know! Otherwise: thank you!!
