Session Handouts

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