FPA is making an effort to respect the environment by asking conference attendees to print their own handouts for all sessions they are interested in attending prior to the conference.

Click on a hyperlinked session or additional document name to download supporting documents to your computer. If a session name is not hyperlinked, supporting documents for that session have not been provided to FPA by the speaker or speakers.

Kiosks & Cyber Café

Easy-to-use handout kiosks and the Cyber Café, sponsored by Lincoln Financial Network, will be available at the conference, but save time — and paper — and print beforehand so you can review the material and "know before you go."

Friday, October 3, 2008

Session Time	Session Handouts
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, 2008

Session Time	Session Handouts
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	How To Live in a World of Black Swans

Sunday, October 5, 2008

Session Time	Session Handouts
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	Election 2008: Issues and Answers
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
	Economic Update: Where Are the Markets Headed Next?
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
	12 IRA Planning Mistakes to Avoid: Roadmap to Retirement

Monday, October 6, 2008

Session Time	Session Handouts
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	Improving Your Leadership Effectiveness as a 21st Century Leader
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
	Financial Planning Pays Off: Unique Consumer Research from FPA and Ameriprise Financial

Tuesday, October 7, 2008

Session Time	Session Handouts
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