The Annual Conference of the Financial Planning Community Home
 
 
 

Full Schedule


Friday, October 3

Session Time

   

Session Details
8:00 AM - 4:45 PM
  Academy of Financial Services Annual Meeting, Day 1
8:00 AM - 6:00 PM
  The Seven Stages of Money Maturity; Two-Day Workshop, Part 1
2:00 PM - 7:00 PM
  Major Firms Symposium Two-Day Symposium, Part 1

Saturday, October 4

Session Time

   

Session Details
8:00 AM - 11:45 AM
  Academy of Financial Services Annual Meeting, Day 2
8:00 AM - 12:00 PM
  Major Firms Symposium Two-Day Symposium, Part 2
    Business Succession Toolbox: The Nuts and Bolts of Structuring, Valuing and Funding Business Transitions, Part 1 Half-Day Workshop
    Advanced Investment Strategies Half-Day Workshop
8:00 AM - 3:00 PM
  Business Succession Toolbox: The Nuts and Bolts of Structuring, Valuing and Funding Business Transitions Full-Day Workshop
    Advanced Investment Strategies Full-Day Workshop
8:00 AM - 3:15 PM
  The Seven Stages of Money Maturity; Two-Day Workshop, Part 2
8:30 AM - 12:00 PM
  Developing a Financial Planning Framework for Clients with Canadian and/or US Interests Half-Day Workshop
12:30 PM - 3:00 PM
  FPA Press Author Symposium Half-Day Workshop
1:00 PM - 3:00 PM
  Business Succession Toolbox: The Nuts and Bolts of Structuring, Valuing and Funding Business Transitions, Part 2 Half-Day Workshop
    Alternative Investments Half-Day Workshop
    Leading the Profession: A New Code of Ethics for CFP® Professionals Half-Day Workshop
1:00 PM - 3:15 PM
  Diversity Summit
3:30 PM - 5:00 PM
  Opening General Session

Sunday, October 5

Session Time

   

Session Details
7:30 AM - 8:30 AM
  Sponsored Educational Breakfast Session
Understanding Personal Liability Exposures
Sponsored by Chubb Personal Insurance
    Sponsored Breakfast Educational Session
Trends in Consumer Behavior: What Every Financial Planner Should Know
Sponsored by FirstCommand
    Sponsored Breakfast Educational Session
Enable and Compliance-Proof Your Business Through Technology
Sponsored by Laserfiche
8:45 AM - 10:00 AM
  General Session
10:30 AM - 11:45 AM
  Is All Conventional Financial Advice Wrong? Economics' Approach to Financial Planning
    Working With Widows More Effectively
    Embracing the Role of CEO
    Using Client Health Assessments to Improve the Financial Planning Process
    When Your Clients Move Abroad: Opportunities and Pitfalls From a U.S. Tax Perspective
    Volatile Markets: Using Tactical Asset Management to Help Clients (and Advisers) Stay the Course
10:30 AM - 12:00 PM
  Financial Planning Done Well Around the World: Making It Work in Contrasting Social, Cultural and Economic Environments
10:30 AM - 12:10 PM
  The Art - and Heart - of a Business Transition
    Financial Planning Software Showdown
    Estate Planning to Cope With the Current Legislative Uncertainty
    Mid-Conference Workshop, Part 1
The Soul of Leadership and Its Impact on Teamwork
10:30 AM - 12:30 PM
  What's Happening in the Large Case Market
2:00 PM - 2:50 PM
  Trends in Financial Planning
    Put It In Writing
    Professional Development from the Inside-Out and the Outside-In
    The Odyssey of a Leader
    Longevity and Its Impact on Retirement
    Technology Best Practices: Making the Most of Your Technology Investment
    How to Build Your Brand and Your Business for the Ultimate Sale
2:00 PM - 3:15 PM
  Special Needs Financial Planning
    Asset Allocation, Location, Savings and Withdrawal Strategies in the Presence of Taxes
    The Soul of Leadership and Its Impact on Teamwork, Part 2
3:20 PM - 4:20 PM
  Sponsored Super Session
The Next Generation of Growth
Sponsored by Schwab Institutional
    Sponsored Super Session
The Global Economy: How Did We Get Here and Where Are We Going
Sponsored by Principal Funds
4:30 PM - 5:20 PM
  FPA Technology Research Results
    Prospecting in a Sound Bite World
    From Student to Professional: Navigating the Career Path Maze
    Shaping the Financial Planning Profession
    Leadership Is...: Perspectives From An Unpaid Intern-Turned-CEO
    Building Leadership Muscle: Strength Training Your Mind and Heart for the Benefit of You, Your Clients and Your Community
    Resources, Wisdom and Marketing Ideas Unlike You've Seen Before
    Identity Theft - The Good, the Bad and the Ugly
    Generating Alpha Through Effective Tax Management

Monday, October 6

Session Time

   

Session Details
7:30 AM - 8:30 AM
  Sponsored Breakfast Educational Session
Insurance Products: A New Perspective on Their Role in a Comprehensive Retirement Income Plan
Sponsored by Nationwide
    Sponsored Breakfast Educational Session
Managing Client Expectations in a Volatile Market
Sponsored by OppenheimerFunds
    Sponsored Breakfast Educational Session
Alternative, Exotic Betas
Sponsored by iShares
8:45 AM - 10:00 AM
  Understanding the New Older Consumer: Seven Myths of Financial Planning for Aging Boomers
    Building More Effective Communications Skills: Become a Better Financial Adviser!
    The Idiot's Guide to Essential Client Communications
    Constructing a Financial Plan: From Tactical to Practical
    Cross Cultural Financial Planning: Making a Business Case for Diversity
    Turning Gold Into Liquid: Financial Planning for Business Owners Transitioning Into Retirement
    Estate Planning To Die For®: Five Real Life Success Stories
8:45 AM - 10:25 AM
  The Mythologies of 'Risk' in Retirement Income Planning
    The Value and Stewardship of Using Variable Annuities Vs. Mutual Funds
    Times of Turbulence: A Statistical Approach to Building a Resilient Portfolio
    Different Approaches of Broker-Dealers and Registered Investment Advisers
10:30 AM - 11:30 AM
  Sponsored Educational Super Session
The Four R's: A Practical Way to Apply Behavioral Finance and Neuroscience to Your Practice
Sponsored by Ameriprise Financial
    Sponsored Educational Super Session
Mission Possible 2008: The Link Between Operational Efficiency and Human Capital
Sponsored by Pershing Advisor Solutions
2:00 PM - 3:30 PM
  Closing General Session
4:00 PM - 5:15 PM
  The Next Generation of Life-Cycle Investment Products
    What You Don't Know About Retirement Withdrawal Rates Can Kill You
    Seminar Delivery Techniques That Build Life Long Client Relationships
    Cross-Border Estate Planning
    Understanding and Meeting the Planning Needs of Non-Married Couples
    ESOPs: Unlocking the Hidden Potential of Your Business
    Charitable Vehicles: Best Practices for Tax and Philanthropic Planning
    International Equity Management: Staying Ahead of the Game in a Time of Global Economic Transformation
    Asset Allocation: Different Perspectives From Around The Globe
    Value of Financial Planning

Tuesday, October 7

Session Time

   

Session Details
7:30 AM - 8:30 AM
  Sponsored Breakfast Educational Session
Market Update
Sponsored by Fidelity Investments
    Sponsored Educational Breakfast Session
Why Invest in U.S. Commercial Real Estate When Capital Markets Are in Turmoil
Sponsored by TIAA-CREF
8:45 AM - 10:00 AM
  Financial Planner As Strategist
    Executive Leadership: Viewpoints on the Growing Financial Planning Marketplace
    Beyond Reason: Using Emotions as You Negotiate
8:45 AM - 10:45 AM
  Life Insurance: The Next 'Big' Thing
10:15 AM - 11:30 AM
  Optimizing Clients Stock Option Wealth Potential
    Considerations for Working With Older Clients: A Growing Demographic and Regulatory Issue
    Financial Frontiers Awards Presentation
The Hedonic Pleasure Index™: An Enhanced Model for Spending Inflation
Sponsored by Janus
    Financial Frontiers Awards Presentation
Who is Planning for the Planner? Becoming Consumers of Our Profession
Sponsored by Janus