Today's volatile economic conditions require even more knowledge for you to safeguard your clients' retirement. 22 years and still going strong. The Florida Symposium for Financial Planning Professionals has been regarded as one of the best. Again for 2012 we will be bringing nationally-known speakers who are on the front lines and are considered among the best in our profession. They will address a variety of cutting-edge topics.
About the Renaissance Tampa Hotel
The Renaissance Tampa Hotel at International Plaza will again be the home of the Florida Symposium. Located in the heart of Westshore at Tampa's upscale International Plaza shopping and dining mall, the Renaissance offers guests a personal sanctuary where elegance is complemented by first-class amenities.
Group Rate is $159 through July 15. Click here to register or call (813) 877-9200 group code is fplfpla
The Renaissance Hotel at International Plaza
4200 Jim Walter Blvd
Tampa, FL 33607
New for 2012 -- Brand New Course that Fulfills Florida's Senior Suitability requirement for Florida insurance relicensing.
Download 2012 Symposium Schedule.
Michael E. Lewitt, JD, LLM
Vice President and Portfolio Manager
Edits and authors The Credit Strategist newsletter that is widely read around the world. He is recognized as having been one of the few investors and strategists to forecast the financial crisis of 2008 as well as the credit crisis of 2001-2002 and serves as a regular financial columnist.
Rethinking Cash Flow Reserve Strategy
John R. Salter, PhD, CFP®, AIFA
Texas Tech University
Evensky & Katz Wealth Management
In these challenging financial times, tapping into the equity of one’s home to maintain their financial independence seems to be a consideration that requires serious consideration. Dr. Salter will discuss techniques to reduce the volatility drain on a portfolio and thereby increase the longevity of a retiree’s portfolio.
Active Share and High Conviction Investing
Wayne G. LeSage, Jr., CFA, CFP®
DundeeWealth US, LP
There is no debate more heated in the investment community than the dispute about active versus passive management. However, the context for the debate is somewhat limited. It is one thing to say that we should be active, tactical asset allocators, but it is entirely another thing to understand how to best execute such a strategy.
Working Effectively with Widows
Kathleen Rehl, PhD, CFP®
Dr. Rehl is a leading authority on the subject of widows and financial planning. She is frequently invited to give presentations across the country on this topic—both to women’s groups and advisors who assist widows.
Linda Chamberlain, JD
Aging Wisely and Easy Living
Update on the issues of aging that you want to hear most.
Transitioning, Exiting or Merging
James J. Eccleston, JD
Eccleston Law Office, PC
Turning Point, Inc.
Much has been written about preparing your business for exiting, merging or finding the "perfect" person to bring into your business. But, find us one adviser or business owner that was happy after the deal, and we'll show you 10 that were not. This dynamic duo is teaming up to reveal the secrets and tips that others have not.
It Could Be Your Lifeline
Kathleen Richardson-Mauro, CFP®, CBI, CM&AA
ROCG Tampa Bay
Are you helping or hindering the exit/retirement planning of your small business owner clients? Do you see only the headaches? What about afterwards, will you still be their trusted advisor? Collaboration during the business transition can be a lifeline to future success.
Even the Rich Are Being Foreclosed
Jo Ann M. Koontz, JD, CPA
Koontz and Associates, PL
Jo Ann Koontz, assists clients throughout Florida in legal matters relating to Residential and Commercial Real Estate (including short sales), Business Law and Tax Law.
The Private Professional Fiduciary and Advisors
Darby Jones, JD
Professional Fiduciary Services, LLC
As a financial planner, you are an integral key to a client’s future, which is why your clients have likely asked you for advice or assistance in selecting a trustee or when and how to use a private professional fiduciary. Darby Jones founded Professional Fiduciary Services, LLC, with the goal of providing independent, competent, and reliable service in fiduciary capacities including trustee, executor, conservator, or agent for the Advance Health Care Directive, Durable Power of Attorney for Asset and Property Management, or private bill paying.