The Annual Conference of the Financial Planning Community Home
 
 
 

International Info

Networking Events:

 

  • San Diego Chapter Happy Hour.  Wednesday September 14.  Gather at Joe’s Crab Shack at 5pm to enjoy live Creole music and a fun, relaxing atmosphere with fellow planners from both San Diego and around the world.  Tickets are required for admittance and cost $!0.  Money benefits the charitable organization Foundation for Financial Planning.
  • International Reception, Thursday September 15 from 6;30 – 8:00 p.m., mezzanine level convention center room 14 A – B. Keep the networking going by connecting with fellow planners from around the world over a drink.

 

Sessions:

 

  • Global Update – Financial Literacy around the World, Friday, September 16, 8:45 – 10:00 a.m., upper level convention center, room 11A -B  Learn about the state of financial literacy in Europe, the US and beyond.
  • Life Without Commission – Life Without Conflict? Friday, September 16, 10:00 – 11:00 a.m.  A panel conversation on how Australia and the UK financial planning profession is responding to regulation banning commissions.
  • Current US and International Tax and Estate Issues in a Post Global Economic Crisis Environment  Sunday, September 18, 8:45 – 10:00 a.m.  Discussion of current US-international tax compliance matters.
  • Focus on China  Sunday, September 18, 10:15 – 11:15 a.m.  Learn about China’s development of financial planning and how it is positioned as an emerging market for investment.

 

Community Building Conversations:

 

  • International Community Gathering, Thursday, September 15 from 9:00 a.m.– 11:45 a.m.  We will share client anecdotes around financial planning challenges and opportunities, talk about the UK suitability paper on risk tolerance, and more.   RSVP to Laura Brook
  • Destination Profiles, Thursday September 15 from 1 – 2 p.m, upper level convention center room #7B.  Join with colleagues from Brazil, India, Malaysia and the UK to hear about financial planning trends, challenges and growth in those areas.
  • Global Connections, Friday, September 16, 11:15 a.m. – 12:15 p.m, upper level convention center, room #8.  Take this opportunity to come together with international planners to network and discuss issues of interest.
  • Planipedia, A Wiki for Financial Planning Knowledge, September 16, 1:15 – 2:15 p.m.  upper level convention center, room #7B.  Learn about this online resource to grow financial planning’s body of knowledge.
  • Global Perspectives on Women, September 17, 1:15 – 2:15pm, upper level convention center, room #7B.  Gather with a panel of women from around the world to share stories on how women around the world benefit from and struggle with financial planning.
  • Divorce Across Borders, September 17, 2:15 – 3:15 p.m., upper level convention center, room #7B.  Conversation and feedback on how cross-border planning and divorce planning intersect on this issue.
  • Study tour leader gathering, September 18, 10:15 – 11:15 a.m., upper level convention center, room #7A.  Come together with fellow study tour leaders to discuss how best to gather a group of planners and bring them to an FPA annual conference.

 Sponsors

 

PlanPlus, Inc.             FinaMetrica

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