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Last Man Standing

CFP® Professionals and CPAs can earn up to four (4) hours of continuing education credit.

Insurance Professionals can up up to two (2) hours of continuing education credit.

Volatile markets, uncertain tax codes, increased regulation. Join us and learn more about how simple changes can help you become the Last Man Standing.


Will Florida's Economy Kill Your Business?
Sean Snaith, PhD
What's the future of Florida's economy? What will 2012 look like for your business? Noted economist Dr. Sean Snaith will weigh in on the issues and forces likely to shape the business climate this year and give us his best prediction on the future economic conditions affecting our region and our state.


No Chicken Little Here: 
Be Pro-Active Not Reactive
Rick Kantner, JD
Ed McGinty, JD;
Melissa Register, JD and
Michael Zmistowski, RFC, CRPC
The last several years have been turbulent but is the sky really falling? Our panelists will discuss practical applications of regulatory changes that can help you stay a step ahead. Rick Kanter: Florida's Power of Attorney Update. Ed McGinty: Letters of Engagement. Melissa Register: Estate Tax Planning Tips from Heckerling 2012. Michael Zmistowski: Florida's Senior Suitability Update.


The Financial Media and You: A Toxic Mix
Patrick Dorsey, CFA
Watching more TV may not make you dumber, but it may make you (and your clients) poorer. The financial media thrives by attracting viewers and readers, not by providing quality advice. Financial service professionals who forget this do so at their peril. Pat Dorsey will discuss why you and your clients would have better business results if we all turned off the financial news channels, and let financial advisors and related professionals do their jobs.


Agenda
  7:30 -   8:05 am - Registration and Breakfast
  8:10 -   9:25 am - Session 1 (Snaith)
  9:25 -   9:35 am - Break
  9:25 - 10:25 am - Session 2 (Panel Discussion)
10:25 - 10:35 am - Break
10:35 - 11:55 am - Session 3 (Dorsey)


Friday, May 11, 2012
7:45 AM - 12:00 PM

Location
Tampa Bay History Center
801 Old Water St
Tampa   FL   33602
(813)228-0097
 
Website for Location
Map for Location



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Speaker Profiles

 


Patrick W. Dorsey, CFA
Vice Chairman and Director of Research and Strategy
 Sanibel Captiva Trust Company

Pat Dorsey is the Vice Chairman and Director of Research & Strategy at the Sanibel Captiva Trust Company, an independent trust company serving high net worth clients, based in Sanibel, Florida. Before joining SanCap, Pat was Director of Equity Research at Morningstar for over ten years, where he was responsible for the overall direction of Morningstar’s equity research, as well as for communicating Morningstar’s ideas to the media and clients. He led the development of Morningstar’s economic moat ratings as well as the methodology behind Morningstar’s framework for competitive analysis.

Pat is the author of two books––The Five Rules for Successful Stock Investing : Morningstar's Guide to Building Wealth and Winning in the Market and The Little Book That Builds Wealth: The Knockout Formula for Finding Great Investments––and has been quoted in publications such as The Wall Street Journal, Fortune, The New York Times, and BusinessWeek.

Pat holds a master’s degree in political science from Northwestern University and a bachelor’s degree in government from Wesleyan University. He is a CFA charterholder.



Richard I. Kantner, Jr., JD
Associate Attorney
 The Kantner Law Firm PM

Richard I. Kantner, Jr. is an attorney that focuses his practice on Estate Planning for individuals, married couples, Elder Law and Medicaid nursing home planning and protection, real estate matters, and business law. With nearly 20 years of experience in Florida.

Mr. Kantner is a frequent seminar speaker on the topic of estate planning. He is a graduate of Regent University School of Law (JD) in Virginia, and Carson-Newman College (BA) in Tennessee.



A. E. McGinty, JD
Of Counsel
 Shumaker, Loop and Kendrick, LLP

A. Edward McGinty is of counsel in the Tampa, Florida office of Shumaker, Loop & Kendrick, LLP. His principal areas of practice involve complex business and real property transactions, mergers and acquisitions, including the structuring of same to satisfy financing and tax objectives. He also has extensive experience in representing developers of commercial, mixed-use, and public/private projects in the areas of structuring and negotiating agreements to demonstrate revenue streams to support construction and permanent financing, as well as assembling and directing teams of lawyers, engineers, environmental, traffic, and other consultants through the land use regulatory process in Florida.

He has served as legal counsel to public authorities and has extensive lobbying experience on tax, financing, land use and other matters before Congressional and Florida legislative committees.


Melissa A. Registr is an associate in the taxation and trust and estates practice groups in the Tampa, Florida office of Shumaker, Loop & Kendrick, LLP.

Ms. Register has experience in estate and trust planning, administration and litigation, as well as tax planning, charitable organizations and corporate law. Ms. Register also specializes in prenuptial and postnuptial agreements for high net worth individuals.

While in law school, Ms. Register received the University of Florida College of Law’s Estates and Trusts Practice Certificate. She served as Articles Editor of the Journal of Law and Public Policy.

Ms. Register is a recipient of the Tampa Bay Business Journal's 2008 Up & Comers Award and has been recognized as a Florida Rising Star in 2010 and 2011 by Super Lawyers® magazine.



Sean Snaith, PhD
Institute for Economic Competitiveness

Sean Snaith, Ph.D., is the director of the University of Central Florida’s Institute for Economic Competitiveness and a nationally recognized economist in the field of business and economic forecasting.
 
An award-winning forecaster, researcher and professor, Snaith applies academic expertise to solve real-world problems. He has served as a consultant for local governments and multi-national corporations such as Compaq, Dell and IBM. Before joining UCF’s College of Business Administration, he held teaching positions at Pennsylvania State University, American University in Cairo, the University of North Dakota and the University of the Pacific.



Michael J. Zmistowski
Primary Member
 Financial Planning Advisors

Michael Zmistowski, Certified Retirement Counselor with the International Foundation for Retirement Education and primary member of Financial Planning & Wealth Management, LLC, has been in private practice for over 30 years. He is a prominent conference speaker known for his energetic speaking style & knowledge in securities, alternatives and insurance/annuities state statutes, FINRA rules, CFP Ethics Standards and NAIC Suitability Regulations.


Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CPEFL InsPACERFC
May 11, 2012 Will Florida's Economy Kill Your Business Sean Snaith, PhD What's the future of Florida's economy? What will 2012 look like for your business? We are asking noted economist Dr. Sean Naith to weigh in on the issues and forces likely to shape the business climate this year and give us his best prediction on the future economic conditions affecting our region and our state. 8:10 A 1.50 1.50 1.50 1.50
Break 9:25 A
No Chicken Little Here: Be Pro-Actice not Reactive A. E. McGinty, JD Richard I. Kantner, Jr., JD Melissa A. Register, JD Michael J. Zmistowski The last several years have been turbulent but is the sky really falling? Our panelists will discuss regulatory changes and practical applications to help you stay a step ahead. Rick Kanter: Florida's Power of Attorney Update. Ed McGinty: Letters of Engagement. Melissa Register: Estate Tax Planning Tips from Heckerling 2012. Michael Zmistowski: Florida's Senior Suitability Update 9:35 A 1.00 1.00 1.00 1.00 1.00
Break 10:25 A
The Financial Media and You: A Toxic Mix Patrick W. Dorsey, CFA Watching more TV may not make you dumber, but it may make you (and your clients) poorer. The financial media thrives by attracting viewers and readers, not by providing quality advice. Financial service professionals who forget this do so at their peril. Pat Dorsey will discuss why you and your clients would have better business results if we all turned off the financial news channels, and let financial advisors and related professionals do their jobs. 10:35 A 1.50 1.50 1.50 1.50