The Planners Are Coming

I am so excited to report that this year's line-up of speakers for FPA Boston 2008 has exceeded my expectations. Your determined task force of volunteer members has structured a program that truly reflects "revolutionary thinking."

In the next month you will have the opportunity to review the handiwork of the task force. The soon-to-be-published conference brochure will immerse you in a sea of session options unlike any you've seen before. True to the core ideology of FPA, we have sought to build a program that fosters the value of financial planning and advances our profession.

  • Education topics will include sessions on health care and longevity issues, conversations and workshops on leadership development and expanded exploration of risk management tools that deliver both peace of mind to clients and a potential legacy in the future.
  • In addition, we've secured noted professors from area colleges such as Harvard University, Massachusetts Institute of Technology (MIT), Boston University and Boston College.
  • We've invited a new crop of presenters who offer fresh ideas on issues planners face every single day.
  • For those looking for advanced technical sessions we've retained some of the most revered speakers in our profession to deliver complex issues in a thoughtful manner.
  • If you want to re-ground yourself in the foundational principles of financial plan writing or delivering common financial planning concepts – we've got that too.
  • We've invited CEO's from the biggest financial institutions in the country to share their vision of financial planning services.
  • We've agreed to retain one the nation's foremost experts in "negotiation skills" and we'll be bringing back some of our most highly-rated speakers from past conferences.

I suspect that your greatest dilemma by attending FPA Boston 2008 will be trying to decide which sessions to attend — because there will be so many great ones from which to choose.

For the first time ever, we have identified planners from around the world to lead discussions on asset allocation, financial planning and issues surrounding the profession. Believe me when I tell you that what you might think of as "mainstream planning" in the United States is far from ordinary in other parts of the world.

You'll have to tune in to subsequent blogs to learn about the social events, networking opportunities, small group gatherings, community building, exhibition hall and so much more. But for now, let me leave you with this teaser…

The line-up of general session speakers will soon be released. Suffice it to say that 2008 will be a "break-out" year for revolutionary thinkers on the big stage.

See you in Boston! Register early. With this much enthusiasm, we may just sell out!

Marc