|
| Working With Widows More Effectively |
Sunday, October 5
10:30 AM - 11:45 AM |
|
| Life Insurance: The Next 'Big' Thing |
Tuesday, October 7
8:45 AM - 10:45 AM |
|
| Cross Cultural Financial Planning: Making a Business Case for Diversity |
Monday, October 6
8:45 AM - 10:00 AM |
|
| International Equity Management: Staying Ahead of the Game in a Time of Global Economic Transformation |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Financial Planning Pays Off: Unique Consumer Research from FPA and Ameriprise Financial |
Monday, October 6
4:00 PM - 5:15 PM |
|
Sponsored Super Session
The Global Economy: How Did We Get Here and Where Are We Going
Sponsored by Principal Funds |
Sunday, October 5
3:20 PM - 4:20 PM |
|
| FPA Press Author Symposium Half-Day Workshop |
Saturday, October 4
12:30 PM - 3:00 PM |
| What You Don't Know About Retirement Withdrawal Rates Can Kill You |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Understanding and Meeting the Planning Needs of Non-Married Couples |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Financial Planning Done Well Around the World: Making It Work in Contrasting Social, Cultural and Economic Environments |
Sunday, October 5
10:30 AM - 12:00 PM |
|
| Financial Planning Software Showdown |
Sunday, October 5
10:30 AM - 12:10 PM |
|
| The Next Generation of Life-Cycle Investment Products |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Cross Cultural Financial Planning: Making a Business Case for Diversity |
Monday, October 6
8:45 AM - 10:00 AM |
|
| Financial Planning Software Showdown |
Sunday, October 5
10:30 AM - 12:10 PM |
|
| Considerations for Working With Older Clients: A Growing Demographic and Regulatory Issue |
Tuesday, October 7
10:15 AM - 11:30 AM |
|
| From Student to Professional: Navigating the Career Path Maze |
Sunday, October 5
4:30 PM - 5:20 PM |
|
| Trends in Financial Planning |
Sunday, October 5
2:00 PM - 2:50 PM |
|
| Leading the Profession: A New Code of Ethics for CFP® Professionals Half-Day Workshop |
Saturday, October 4
1:00 PM - 3:00 PM |
|
| Put It In Writing |
Sunday, October 5
2:00 PM - 2:50 PM |
| Prospecting in a Sound Bite World |
Sunday, October 5
4:30 PM - 5:20 PM |
|
| Asset Allocation: Different Perspectives From Around The Globe |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Understanding the New Older Consumer: Seven Myths of Financial Planning for Aging Boomers |
Monday, October 6
8:45 AM - 10:00 AM |
|
| Asset Allocation: Different Perspectives From Around The Globe |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Resources, Wisdom and Marketing Ideas Unlike You've Seen Before |
Sunday, October 5
4:30 PM - 5:20 PM |
|
| Business Succession Toolbox: The Nuts and Bolts of Structuring, Valuing and Funding Business Transitions, Part 1 Half-Day Workshop |
Saturday, October 4
8:00 AM - 12:00 PM |
| Business Succession Toolbox: The Nuts and Bolts of Structuring, Valuing and Funding Business Transitions Full-Day Workshop |
Saturday, October 4
8:00 AM - 3:00 PM |
| Business Succession Toolbox: The Nuts and Bolts of Structuring, Valuing and Funding Business Transitions, Part 2 Half-Day Workshop |
Saturday, October 4
1:00 PM - 3:00 PM |
|
| Different Approaches of Broker-Dealers and Registered Investment Advisers |
Monday, October 6
8:45 AM - 10:25 AM |
|
| Executive Leadership: Viewpoints on the Growing Financial Planning Marketplace |
Tuesday, October 7
8:45 AM - 10:00 AM |
|
Mid-Conference Workshop, Part 1
The Soul of Leadership and Its Impact on Teamwork |
Sunday, October 5
10:30 AM - 12:10 PM |
| The Soul of Leadership and Its Impact on Teamwork, Part 2 |
Sunday, October 5
2:00 PM - 3:15 PM |
|
| Resources, Wisdom and Marketing Ideas Unlike You've Seen Before |
Sunday, October 5
4:30 PM - 5:20 PM |
|
| What's Happening in the Large Case Market |
Sunday, October 5
10:30 AM - 12:30 PM |
|
| Executive Leadership: Viewpoints on the Growing Financial Planning Marketplace |
Tuesday, October 7
8:45 AM - 10:00 AM |
|
| The Value and Stewardship of Using Variable Annuities Vs. Mutual Funds |
Monday, October 6
8:45 AM - 10:25 AM |
|
| The Odyssey of a Leader |
Sunday, October 5
2:00 PM - 2:50 PM |
|
Sponsored Educational Breakfast Session
Understanding Personal Liability Exposures
Sponsored by Chubb Personal Insurance |
Sunday, October 5
7:30 AM - 8:30 AM |
|
| Seminar Delivery Techniques That Build Life Long Client Relationships |
Monday, October 6
4:00 PM - 5:15 PM |
|
| FPA Press Author Symposium Half-Day Workshop |
Saturday, October 4
12:30 PM - 3:00 PM |
| Resources, Wisdom and Marketing Ideas Unlike You've Seen Before |
Sunday, October 5
4:30 PM - 5:20 PM |
| Financial Planning Pays Off: Unique Consumer Research from FPA and Ameriprise Financial |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Advanced Investment Strategies Half-Day Workshop |
Saturday, October 4
8:00 AM - 12:00 PM |
| Advanced Investment Strategies Full-Day Workshop |
Saturday, October 4
8:00 AM - 3:00 PM |
| Alternative Investments Half-Day Workshop |
Saturday, October 4
1:00 PM - 3:00 PM |
|
| Improving Your Leadership Effectiveness as a 21st Century Leader |
Monday, October 6
2:00 PM - 3:30 PM |
|
| Election 2008: Issues and Answers |
Sunday, October 5
8:45 AM - 10:00 AM |
|
| FPA Press Author Symposium Half-Day Workshop |
Saturday, October 4
12:30 PM - 3:00 PM |
|
| Financial Planning Done Well Around the World: Making It Work in Contrasting Social, Cultural and Economic Environments |
Sunday, October 5
10:30 AM - 12:00 PM |
|
Sponsored Breakfast Educational Session
Enable and Compliance-Proof Your Business Through Technology
Sponsored by Laserfiche |
Sunday, October 5
7:30 AM - 8:30 AM |
|
| Professional Development from the Inside-Out and the Outside-In |
Sunday, October 5
2:00 PM - 2:50 PM |
|
| Special Needs Financial Planning |
Sunday, October 5
2:00 PM - 3:15 PM |
|
| Turning Gold Into Liquid: Financial Planning for Business Owners Transitioning Into Retirement |
Monday, October 6
8:45 AM - 10:00 AM |
|
| How to Build Your Brand and Your Business for the Ultimate Sale |
Sunday, October 5
2:00 PM - 2:50 PM |
|
| Leadership Is...: Perspectives From An Unpaid Intern-Turned-CEO |
Sunday, October 5
4:30 PM - 5:20 PM |
|
Sponsored Breakfast Educational Session
Insurance Products: A New Perspective on Their Role in a Comprehensive Retirement Income Plan
Sponsored by Nationwide |
Monday, October 6
7:30 AM - 8:30 AM |
|
| Considerations for Working With Older Clients: A Growing Demographic and Regulatory Issue |
Tuesday, October 7
10:15 AM - 11:30 AM |
|
| Financial Planning Done Well Around the World: Making It Work in Contrasting Social, Cultural and Economic Environments |
Sunday, October 5
10:30 AM - 12:00 PM |
|
| The Next Generation of Life-Cycle Investment Products |
Monday, October 6
4:00 PM - 5:15 PM |
|
| The Value and Stewardship of Using Variable Annuities Vs. Mutual Funds |
Monday, October 6
8:45 AM - 10:25 AM |
|
| The Art - and Heart - of a Business Transition |
Sunday, October 5
10:30 AM - 12:10 PM |
|
| Building Leadership Muscle: Strength Training Your Mind and Heart for the Benefit of You, Your Clients and Your Community |
Sunday, October 5
4:30 PM - 5:20 PM |
|
| Financial Planning Pays Off: Unique Consumer Research from FPA and Ameriprise Financial |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Longevity and Its Impact on Retirement |
Sunday, October 5
2:00 PM - 2:50 PM |
|
Financial Frontiers Awards Presentation
Who is Planning for the Planner? Becoming Consumers of Our Profession
Sponsored by Janus |
Tuesday, October 7
10:15 AM - 11:30 AM |
|
| Cross Cultural Financial Planning: Making a Business Case for Diversity |
Monday, October 6
8:45 AM - 10:00 AM |
|
| The Seven Stages of Money Maturity; Two-Day Workshop, Part 1 |
Friday, October 3
8:00 AM - 6:00 PM |
| The Seven Stages of Money Maturity; Two-Day Workshop, Part 2 |
Saturday, October 4
8:00 AM - 3:15 PM |
|
| The Value and Stewardship of Using Variable Annuities Vs. Mutual Funds |
Monday, October 6
8:45 AM - 10:25 AM |
|
| Economic Update: Where Are the Markets Headed Next? |
Sunday, October 5
2:00 PM - 2:50 PM |
|
| Cross Cultural Financial Planning: Making a Business Case for Diversity |
Monday, October 6
8:45 AM - 10:00 AM |
| Optimizing Clients Stock Option Wealth Potential |
Tuesday, October 7
10:15 AM - 11:30 AM |
|
Sponsored Breakfast Educational Session
Alternative, Exotic Betas
Sponsored by iShares |
Monday, October 6
7:30 AM - 8:30 AM |
|
| Is All Conventional Financial Advice Wrong? Economics' Approach to Financial Planning |
Sunday, October 5
10:30 AM - 11:45 AM |
|
| Times of Turbulence: A Statistical Approach to Building a Resilient Portfolio |
Monday, October 6
8:45 AM - 10:25 AM |
|
| Financial Planning Pays Off: Unique Consumer Research from FPA and Ameriprise Financial |
Monday, October 6
4:00 PM - 5:15 PM |
|
Sponsored Educational Super Session
The Four R's: A Practical Way to Apply Behavioral Finance and Neuroscience to Your Practice
Sponsored by Ameriprise Financial |
Monday, October 6
10:30 AM - 11:30 AM |
|
Sponsored Breakfast Educational Session
Managing Client Expectations in a Volatile Market
Sponsored by OppenheimerFunds |
Monday, October 6
7:30 AM - 8:30 AM |
|
| Financial Planning Software Showdown |
Sunday, October 5
10:30 AM - 12:10 PM |
|
| Volatile Markets: Using Tactical Asset Management to Help Clients (and Advisers) Stay the Course |
Sunday, October 5
10:30 AM - 11:45 AM |
|
| Asset Allocation: Different Perspectives From Around The Globe |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Resources, Wisdom and Marketing Ideas Unlike You've Seen Before |
Sunday, October 5
4:30 PM - 5:20 PM |
|
| Shaping the Financial Planning Profession |
Sunday, October 5
4:30 PM - 5:20 PM |
|
| When Your Clients Move Abroad: Opportunities and Pitfalls From a U.S. Tax Perspective |
Sunday, October 5
10:30 AM - 11:45 AM |
|
| Estate Planning To Die For®: Five Real Life Success Stories |
Monday, October 6
8:45 AM - 10:00 AM |
|
| Special Needs Financial Planning |
Sunday, October 5
2:00 PM - 3:15 PM |
|
| The Idiot's Guide to Essential Client Communications |
Monday, October 6
8:45 AM - 10:00 AM |
|
| Using Client Health Assessments to Improve the Financial Planning Process |
Sunday, October 5
10:30 AM - 11:45 AM |
|
| Financial Planning Done Well Around the World: Making It Work in Contrasting Social, Cultural and Economic Environments |
Sunday, October 5
10:30 AM - 12:00 PM |
|
| Financial Planning Software Showdown |
Sunday, October 5
10:30 AM - 12:10 PM |
|
| Constructing a Financial Plan: From Tactical to Practical |
Monday, October 6
8:45 AM - 10:00 AM |
|
| The Mythologies of 'Risk' in Retirement Income Planning |
Monday, October 6
8:45 AM - 10:25 AM |
|
| 12 IRA Planning Mistakes to Avoid: Roadmap to Retirement |
Sunday, October 5
4:30 PM - 5:20 PM |
|
| Executive Leadership: Viewpoints on the Growing Financial Planning Marketplace |
Tuesday, October 7
8:45 AM - 10:00 AM |
|
Sponsored Educational Breakfast Session
Why Invest in U.S. Commercial Real Estate When Capital Markets Are in Turmoil
Sponsored by TIAA-CREF |
Tuesday, October 7
7:30 AM - 8:30 AM |
|
| Trends in Financial Planning |
Sunday, October 5
2:00 PM - 2:50 PM |
|
| The Art - and Heart - of a Business Transition |
Sunday, October 5
10:30 AM - 12:10 PM |
|
| Asset Allocation, Location, Savings and Withdrawal Strategies in the Presence of Taxes |
Sunday, October 5
2:00 PM - 3:15 PM |
|
| Generating Alpha Through Effective Tax Management |
Sunday, October 5
4:30 PM - 5:20 PM |
|
| Developing a Financial Planning Framework for Clients with Canadian and/or US Interests Half-Day Workshop |
Saturday, October 4
8:30 AM - 12:00 PM |
|
| When Your Clients Move Abroad: Opportunities and Pitfalls From a U.S. Tax Perspective |
Sunday, October 5
10:30 AM - 11:45 AM |
|
| Cross Cultural Financial Planning: Making a Business Case for Diversity |
Monday, October 6
8:45 AM - 10:00 AM |
|
| Cross-Border Estate Planning |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Estate Planning to Cope With the Current Legislative Uncertainty |
Sunday, October 5
10:30 AM - 12:10 PM |
|
| FPA Technology Research Results |
Sunday, October 5
4:30 PM - 5:20 PM |
|
| Financial Planning Done Well Around the World: Making It Work in Contrasting Social, Cultural and Economic Environments |
Sunday, October 5
10:30 AM - 12:00 PM |
|
Financial Frontiers Awards Presentation
The Hedonic Pleasure Index™: An Enhanced Model for Spending Inflation
Sponsored by Janus |
Tuesday, October 7
10:15 AM - 11:30 AM |
|
| Beyond Reason: Using Emotions as You Negotiate |
Tuesday, October 7
8:45 AM - 10:00 AM |
|
Sponsored Breakfast Educational Session
Trends in Consumer Behavior: What Every Financial Planner Should Know
Sponsored by FirstCommand |
Sunday, October 5
7:30 AM - 8:30 AM |
|
| Technology Best Practices: Making the Most of Your Technology Investment |
Sunday, October 5
2:00 PM - 2:50 PM |
|
| Trends in Financial Planning |
Sunday, October 5
2:00 PM - 2:50 PM |
|
| ESOPs: Unlocking the Hidden Potential of Your Business |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Executive Leadership: Viewpoints on the Growing Financial Planning Marketplace |
Tuesday, October 7
8:45 AM - 10:00 AM |
|
| How To Live in a World of Black Swans |
Saturday, October 4
3:30 PM - 5:00 PM |
|
Sponsored Educational Super Session
Mission Possible 2008: The Link Between Operational Efficiency and Human Capital
Sponsored by Pershing Advisor Solutions |
Monday, October 6
10:30 AM - 11:30 AM |
| Executive Leadership: Viewpoints on the Growing Financial Planning Marketplace |
Tuesday, October 7
8:45 AM - 10:00 AM |
|
Sponsored Breakfast Educational Session
Market Update
Sponsored by Fidelity Investments |
Tuesday, October 7
7:30 AM - 8:30 AM |
|
| Volatile Markets: Using Tactical Asset Management to Help Clients (and Advisers) Stay the Course |
Sunday, October 5
10:30 AM - 11:45 AM |
|
| Identity Theft - The Good, the Bad and the Ugly |
Sunday, October 5
4:30 PM - 5:20 PM |
|
Sponsored Super Session
The Next Generation of Growth
Sponsored by Schwab Institutional |
Sunday, October 5
3:20 PM - 4:20 PM |
|
| Building More Effective Communications Skills: Become a Better Financial Adviser! |
Monday, October 6
8:45 AM - 10:00 AM |
|
| Charitable Vehicles: Best Practices for Tax and Philanthropic Planning |
Monday, October 6
4:00 PM - 5:15 PM |
|
| Asset Allocation: Different Perspectives From Around The Globe |
Monday, October 6
4:00 PM - 5:15 PM |
| Financial Planner As Strategist |
Tuesday, October 7
8:45 AM - 10:00 AM |
|
| The Art - and Heart - of a Business Transition |
Sunday, October 5
10:30 AM - 12:10 PM |
|
| Embracing the Role of CEO
|
Sunday, October 5
10:30 AM - 11:45 AM |
|
| What's Happening in the Large Case Market |
Sunday, October 5
10:30 AM - 12:30 PM |
|
| ESOPs: Unlocking the Hidden Potential of Your Business |
Monday, October 6
4:00 PM - 5:15 PM |
