|
Monday, June 8, 2009
Drury Lane Oak Brook
|
|
|
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.
|
|
|
|
|
|
Schedule of Events
|
|
|
Continuing Education Credits applied for include: CFP, IL Insurance, CPA
|
|
|
|
|
|
|
7:30 – 9 AM
|
|
CONTINENTAL BREAKFAST
|
|
|
8:00 – 10 AM
|
|
Ethics for Financial Planners - 2 CFP CE
Joel Weiner, CFP®, CFDP®, ChFC, CLU, CFS, CSA
Professional Training Services
|
|
|
9 AM – 9:50 AM
|
|
Breakout Sessions 1
|
|
|
|
Understanding Safe Withdrawal Rates: Mechanics, Uses and Caveats - 1 CFP CE applied for
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
Director of Financial Planning, Pinnacle Advisory Group
|
|
|
How to increase your business by 80% in 8 weeks - 1 CFP CE
Dr. Kerry Johnson
Former professional tennis player, and decades-long coach to financial advisors and professionals
|
|
|
Reverse Mortgages: Living Better in Retirement - 1 CFP CE applied for
Glen Marino, President, Aspen Mortgage
|
|
|
9:50 – 10:20 AM
|
|
BREAK AND TRADE SHOW
|
|
|
|
Morning Keynotes
|
|
|
10:20 – 11:20 AM
11:20 – 11:30 - AM
|
|
Economist/Market Strategist/Overview and Expectations - 1 CFP CE applied for
Beata Caranci, TD Ameritrade
Financial Planning Foundation Update
Jim Peniston, Executive Director
|
|
|
11:30 AM – 12:30 PM
|
|
Retirement Income/Planning In The Aftermath Of 2008 - 1 CFP CE applied for
Deena Katz, CFP®
Associate Professor, Texas Tech University
President and Owner/Partner, Evensky & Katz, LLC
|
|
|
12:30 – 12:40 PM
12:30 - 2:00 PM
1:30 – 2 PM
|
|
Legislative Update
Phil Lackman, Lobbyist
Lunch – TABLE TOPICS
BREAK AND TRADE SHOW
|
|
|
2 – 2:50 PM
|
|
Breakout Sessions 2
|
|
|
|
New World Financial Planning - 1 CFP CE applied for
Deena Katz, CFP®, Associate Professor, Texas Tech University
President and Owner/Partner, Evensky & Katz, LLC
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
Director of Financial Planning, Pinnacle Advisory Group
|
|
|
Finding Stability in Volatility - 1 CFP CE applied for
Rudy Aguilera, Principal, Helios LLC
|
|
|
Insurance Planning in the Retirement Plan: Life, LTC & Disability - 1 CFP CE applied for
James F. Murray, CLU, CLTC, FLMI, HIA
|
|
Surviving A Bear Market - 1 CFP CE applied for
Max Bolka, Comprehensive Business Consulting
|
|
3:00 – 3:50 PM
|
|
Breakout Sessions 3
|
|
|
|
|
Enable and Compliance Proof Your Practice - 1 CFP CE applied for
Patrick Welsch, Cities Digital, Inc.
|
|
|
|
|
2009 Tax Update – Estate/Gift Tax and Retirement Plans - 1 CFP CE applied for
Mitchell D. Weinstein, Chuhak & Tecson, P.C.
|
|
|
|
|
Under theRadar Opportunitites for Annuities - 1 CFP CE applied for
Michael R. Harris, CFP®, CLU, ChFC
Lincoln Financial Advisors
|
|
|
|
|
Mastering Ideal Client Relationships: The Essential Formula
Tracy Beckes, Tracy Beckes and Associates, Inc.
|
|
|
|
|
|
|
|
4:00 – 5:00 PM
|
|
Closing Keynote
|
|
|
|
|
The Bigger Future
Shannon Waller, The Strategic Coach
|
|
|
5:00 – 6:00 PM
|
|
Reception
Cocktails, Hors d’oeuvres, Networking
|
|
|
Registration Fees
|
Until June 1
|
After June 1
|
|
|
FPA Members
|
$99
|
$129
|
|
|
Non-Members
|
$159
|
$189
|
|
|
CFP Students/Military
|
$59
|
$79
|
|
|
Allied Professionals and Non-Member Group Rate:
5 or more
|
$129
|
|
|
|
|
|
|
|
|
|
|
|