Major Firms Symposium

Dates

October 3–4, 2008

Location

The Westin Boston Waterfront
Boston, Mass.

Description

As part of FPA's goal to unite all of those who champion the financial planning process, FPA has been active in identifying the leading experts, resources and firms who are pioneering financial planning in the large corporate environment. In 2005, FPA launched a ground-breaking meeting for individuals from financial services organizations who are responsible for managing, training, developing or delivering financial planning within a large enterprise setting.

The agenda for the 2008 FPA Major Firms Symposium has been developed by the Advisory Team to provide strategic and tactical discussions on the issues necessary to create a strong, fluid financial planning culture and present new industry research on best practices, industry benchmarks and the trends and developments in financial planning in the large corporate environment.

Registrant Criteria

Registrants must be an Executive of a "large" — more than 100 advisers — financial institution and be representative of one or all of the following criteria identified for the symposium:

Executive or manager responsible for financial planning training and education
Executive or manager responsible for financial planning or investment advisory compliance
Executive or manager responsible for overseeing the delivery of financial planning
Executive or manager responsible for a financial planning department or business unit
Executive or manager responsible for sales management of financial advisers

FPA reserves the right to deny registration to any individual who does not meet the criteria identified for attendance at the 2008 FPA Major Firms Symposium.

Fees & Registration

Because we value the input and participation from this important constituency, participants in the 2008 FPA Major Firms Symposium will receive a complimentary registration* to attend FPA Boston 2008.