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FINANCIAL FORUM 2008
Save The Date – Monday, June 16, 2008
Drury Lane Oak Brook
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This year’s Financial Forum offers interesting and high quality programs, nationally known speakers, networking opportunities, great opportunities to interact with sponsors, and, of course, CE hours. Breakout sessions will again provide many choices for both new and experienced financial advisors, including Code of Ethics sessions. CFP, CPE and Illinois Insurance credits will be offered.
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SCHEDULE OF EVENTS
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8:00 – 8:15 AM
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OPEN, WELCOME, DRAWINGS, BREAKFAST
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8:15 - 10 AM
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MORNING KEYNOTES - 3 IL Insurance CE
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8:15 – 8:45 AM
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Are You Using Your Competitive Advantage?
James Barnash, CFP
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8:45 – 9:45 AM
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The Long Term Outlook for Financial Markets - 1.5 CFP CE
Dr. Burton Malkiel
Setting the Stage for Epic Inflation - 1.5 CFP CE
David Hightower
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9:45 – 10 AM
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BREAK
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10 – 11 AM
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QUESTIONS AND ANSWERS
Dr. Burton Malkiel
David Hightower, Principal, Hartfield Trading Partners
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11 – 11:30 AM
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BREAK AND TRADE SHOW
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11:30 AM – 12:20 PM
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BREAKOUT SESSIONS 1
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Tools to Protect Your Clients' Portfolios from Market Declines -1 CFP, 1 IL Insurance CE
Rudy Aguilera, Principal, Helios LLC
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Client Communication and Behavior - 1 CFP, 1 IL Insurance CE
Deena Katz, CFP®, Associate Professor,
Texas Tech University
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What Every Financial Planner Needs to Know About The AMT - 1 CFP, 1 IL Insurance
Alan Alport, CPA, CFP, PFS, Blackman Kallick Bartelstein, LLP
Cara Hoffman, CPA, Blackman Kallick Bartelstein, LLP
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Taking Control of your Firm’s Growth: What You can Learn from Growth Leaders - 1 IL Insurance CE
J. Scott Slater, Schwab Institutional
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11:40 AM
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SPECIAL SPONSOR SESSION ON NETWORKING
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12:20 – 1:10 PM
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LUNCH – TABLE TOPICS
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This session is designed to allow participants to join a forum on a detailed topic of their choosing, from How to Implement A Commodity Strategy within your Practice, or Preparing for an SEC Audit, or Practical Solutions for Avoiding Retirement Income Pitfalls. Watch this site in the future as the topics are compiled.
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1:10 – 2 PM
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BREAKOUT SESSIONS 2
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What you Need to Know about Today's Compliance Requirements to Prepare and Survive an SEC Audit or State Regulatory Exam - 1 CFP, 1 IL Insurance
Thomas Giachetti, , Esq., Stark & Stark Attorneys at Law
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Key Issues for the Next Generation of Financial Planners and Industry Leaders - 1 CFP, 1 IL Insurance
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
Director of Financial Planning, Pinnacle Advisory Group
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Managing Retirement Income Through Economic and Market Cycles - 1 CFP, 1 IL Insurance
Anders Smith, CFP®, CIMA®, AIFA®, Nuveen Investments
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Ethics for Financial Planners - 2 CFP CE, 2 IL Insurance
Joel Weiner, CFP®, CFDP®, ChFC, CLU, CFS, CSA
Professional Training Services
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2:10 – 3 PM
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BREAKOUT SESSIONS 3
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The Economics of Client Loyalty - 1 IL Insurance CE
Julie Littlechild
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Career Under The Microscope - 1 IL Insurance CE
Mark Balasa, CPA, CFP, Principal & Co-President,
Balasa Dinverno Foltz LLC
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International Investing - 1 CFP, 1 IL Insurance
Denise Downey, CFA , Julius Bär
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Ethics for Financial Planners - Continued
Joel Weiner, CFP®, CFDP®, ChFC, CLU, CFS, CSA
Professional Training Services
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3 – 3:30 PM
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TRADE SHOW
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3:30 – 4:15 PM
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PANEL
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Join some of our most sought after speakers for a question and answer session open to all participants. Mark Balasa, Julie Littlechild, Michael Kitces collaborate to cover all the questions their presentations don't cover!
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4:15 – 5:15 PM
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CLOSING KEYNOTE
How Good Advisors Become Great - 1 CFP, 1 IL Insurance
Tracy Beckes, Tracy Beckes and Associates, Inc.
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5:15 – 6:15 PM
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RECEPTION
Cocktails, Networking, Prizes
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By May 10th, 5 p.m.
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After May 10th
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FPA Members
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$99
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$129
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Non-Members
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$159
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$189
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CFP Students/Military
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$59
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$79
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Allied Professionals and Non-Member Group Rate: 5 or more
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$129
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$169
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