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Friday, October 9, 2009

Session Time Session Handouts

7:00 AM - 5:30 PM

Academy of Financial Services Annual Meeting:
Friday, October 9, 7:00 a.m. to 7:00 p.m. and
Saturday, October 10, 7:00 a.m. to 12:30 p.m.

8:00 AM - 5:00 PM

Becoming a Behavioral Advisor; Delivering Superior Portfolio Performance for Your Clients

Saturday, October 10, 2009

Session Time Session Handouts

8:00 AM - 3:15 PM

Becoming a Behavioral Advisor; Delivering Superior Portfolio Performance for Your Clients

ETF Managed Solutions Conference, sponsored and presented by iShares

8:00 AM - 12:00 PM

Lessons In Retirement Income Planning: Part 1

Institutional Portfolio Construction and Investment Policy: A New Paradigm for Serving the Needs of Endowment and Foundation Clients

11:30 AM - 1:30 PM

Diversity Summit Knowledge Cafe

1:00 PM - 3:00 PM

Lessons In Retirement Income Planning: Part 2

Trends in Private Wealth Management-Advanced Preservation and Distribution Strategies

3:30 PM - 5:00 PM

Optimism Can Take You Anywhere

5:30 PM - 6:00 PM

Exhibitor Presentation
Reengineering the Financial Planner with Today's Mobile Technologies
Pyxis Mobile

6:15 PM - 7:00 PM

Exhibitor Presentation
What's New at Morningstar
Morningstar

Live Presentation
Get Involved! Student Chapters

Sunday, October 11, 2009

Session Time Session Handouts

7:00 AM - 8:00 AM

Sponsored Breakfast Session
The ETF Revolution: Transforming the way you Invest in Fixed Income
Sponsored by iShares

Sponsored Educational Session
The X's and O's of Personal Property and Casualty Policies
Sponsored by Chubb Personal Insurance

8:15 AM - 9:30 AM

Multi-Generational Planning: Get the Kids Involved

The Financial Planning Profession: Yesterday, Today and Tomorrow

High Trust Leadership: Thinking and Acting Like the CEO of a Financial Planning Firm

Managing Client Expectations Using Investment Policy Statements

Wealth Management: Delivering on the Promise

The Missing Piece of Financial Planning: Personal Property & Casualty

2009 Federal Tax Update

Buy and Hold is Dead (Again)

9:45 AM - 10:45 AM

Life Insurance as an Asset Class: A Value-added Component of an Asset Allocation

Planning and Preparing for Your Client's Healthcare Costs

The Toughest Client Questions Ever

10:00 AM - 12:00 PM

Global Update

11:00 AM - 12:00 PM

Calming Clients in a Volatile Market

Why You Need a Study Group Now

The Leader in the Mirror

Becoming a Valuable Planner for the Third Age of Life

The Expanding Role of CRM Software in Advisor's Offices

Life Settlements as a Financial Planning Tool

Evaluating the Benefits of Roth Conversions

Morningstar’s Approach to Fund Analysis

12:15 PM - 1:00 PM

Exhibitor Presentation
Enhance your Practice with Equity Options Strategies
Institute for Management and Executive Development Rutgers, The State University of New Jersey and The Options Industry Council

Live Presentation
Relationship Intelligence - Using Google, the Invisible Web, and Social Media to Know More About Your Prospects and Clients

1:00 PM - 2:00 PM

Financial Planning Coalition Advocacy Update

1:15 PM - 2:00 PM

Exhibitor Presentation
Scottrade Advisor Services/Portfolio Director
Scottrade Advisor Services

Live Presentation
FPA Twitter Live! With Industry Thought Leaders

2:00 PM - 3:00 PM

Sponsored Educational Super Session
Advisor Perspectives - Benchmarking Study Insights
Sponsored by Charles Schwab

Sponsored Educational Super Session
Retirement Income Planning: Does Your Retirement Income Strategy Have What It Takes?
Sponsored by New York Life Insurance Company

3:00 PM - 3:40 PM

Live Presentation
Living in a Fiduciary World

3:10 PM - 3:40 PM