Event Calendar
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Hosted by FPA of Tampa Bay

2013 Florida Symposium

The Florida Symposium provides quality education with nationally-known faculty at affordable prices. Each day is filled with practical, idea-packed sessions. You'll leave with dozens of great new possibilities for your clients.


Faculty Spotlight
Brendan Moynihan
is editor-at-large for Bloomberg News and twenty year veteran as a Wall Street as a trader and risk manager. He is the author “Financial Origami: How the Wall Street Model Broke.”


Allison Shipley
is a member of PwC's Wealth Transfer Solutions team. She has over twenty years of individual, estate and trust compliance and planning experience. Her clients have included executives at Fortune 500 companies as well as individuals on the Forbes list of wealthiest Americans.


Elizabeth Jetton, CFP®
Elizabeth has been called a "polymorph" by Bob Veres, meaning, she has a lot of projects, activities and roles all related to her passion for the financial planning profession.


Linda Chamberlain, JD, CMC
"Bring her back next year. Always informative. Never enough time." Those are just a few of the comments from her session at the 2012 Florida Symposium -- so, she'll be back.

Ken Zahn, CFP®
Ken’s career as a financial planner spans over thirty years. He has taught the Certified Financial Planner educational courses as well as his intensive reviews for the ten-hour comprehensive exam of the CFP Board.



CFP Board
Ethics Program

On Tuesday afternoon,
we'll be offering a 2-hour program that fulfills the ethics requirement for
CFP® recertification.



The Tampa Marriott Westshore
will be the home of the Florida Symposium. Located in the heart of Tampa's Westshore area with easy access to upscale shopping and dining.


Our Room Rate is $99 per night. Reservations must be made by July 31. Call the Marriott Westshore at 813-287-2555 or
800-228-9290. Our Group Code is fssfssa.
Make your hotel reservations online.

Tampa Marriott Westshore
1001 N Westshore Blvd
Tampa, FL 33607

Monday, August 19, 2013
8:00 AM until Tuesday, August 20, 2013 5:00 PM

Location

Marriott Westshore Tampa
1001 N Westshore Blvd
Tampa   FL   33607
(813)287-2555
 
Website for Location
Map for Location



Pay now at our secure PayPal payment area where you can pay by credit card, debit card or PayPal account


Advance - FPA Members $185 (both days). At Door price is $225. $185.00
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Advance - Non-FPA Members $225 (both days). At Door price is $265. $225.00
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Group Registration - 3 or more from same firm $150 (both days) $150.00
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Advance - FPA Members Aug 19 Only $100. At Door price is $150. $100.00
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Advance - Non-FPA Members Aug 19 Only $150. At Door price is $175. $150.00
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Advance - FPA Members Aug 20 Only $100. At Door price is $150. $100.00
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Advance - Non-FPA members Aug 20 Only $150. At Door price is $175.

Agenda

 

Aug 19 2013 8:00AM


Registration & Networking


Arrive early enough to pick-up your registration package, have a cup of java and enjoy this opportunity to network with like-minded professionals. Remember to be prepared to show you photo ID when registering.



Elizabeth W. Jetton, CFP®
Directions for Women

Aug 19 2013 8:30AM


Financial Planning in the Age of Uncertainty


What does it mean to deliver relevant and impactful financial planning in the 21st century? How do we make a difference when so much of what we address is beyond our and our clients’ control? What impact do new lifestyle, demographic, medical, technological and global trends have on financial planning and our clients’ lives? This session focuses on bringing these threads together and offering recommendations for shifting your practice and deliverables to stay relevant to your clients. Conversational and interactive!


Aug 19 2013 10:00AM


Morning Networking Break with Chapter Partners and Colleagues


Take the opportunity to networking with your colleagues and visit with our chapter resource partners. Check in with your office for messages, but take the time to connect with your peers, too.



Christopher R. Bruser, CRMP
Certified Reverse Mortgage Professional
Mutual of Omaha Mortgage, NMLS #1025894

Aug 19 2013 10:30AM


Incorporating Housing Wealth In Retirement Distribution Streams


Session description coming soon



Michael J. Zmistowski
Primary Member
Financial Planning Advisors

Aug 19 2013 11:30AM


FPA of Florida Update


This fast-paced session will update you on the activities of FPA of Florida including the upcoming meetings in Tallahassee with our State regulators and legislators.


Aug 19 2013 12:15PM


Luncheon with Colleagues and Chapter Partners


Enjoy luncheon with your colleagues and chapter partners. Talk to folks you have not seen since last year and make friends with some new folks, too.



Brendan Moynihan
Editor-at-Large
Bloomberg News

Aug 19 2013 1:00PM


Next Time Will Be Different


The U.S. experienced its first market crash in 1792, the year the NYSE opened for business. Repeated episodes of boom and bust in the intervening years have failed to produce a rubric for economists to use to predict the onset of the next panic or crisis. History doesn't repeat itself, but it often rhymes. This session draws on more than 200 years of financial and economics history to highlight the subtle, nuanced differences and similarities in panics and crises, and what to watch for and what to ignore before the next one.


Aug 19 2013 2:30PM


Afternoon Networking Break with Sponsors and Colleagues


Take the opportunity to networking with your colleagues and visit with our chapter resource partners. Check in with your office for messages, but take the time to connect with your peers, too.


Aug 19 2013 3:00PM


Mangining Client Expectations with Investment Policy Statements


We will discuss how “To Serve and To Protect” could be the motto of the Investment Policy Statement. Both Advisors and their clients benefit from a thorough exchange on needs and solutions during the discovery and agreement periods, but when the information is not documented and reviewed, the understandings can be forgotten and/or abandoned. Lack of documentation can also leave the Advisor open for litigation.

Session to be repeated at 1:00 pm on Tuesday.


Aug 19 2013 3:00PM


Real Cost of Retirement Living Options




Allison P. Shipley, MBA
Principal, Tax - Personal Financial Services Practice
PricewaterhouseCoopers LLP

Erik J. Christianson, CPA
Director - Personal Financial Services Practice
PricewaterhouseCoopers LLP

Aug 19 2013 4:00PM


Tax and Estate Planning Update


This session will cover the changes in income and estate tax planning as a result of ATRA. The session will include planning opportunities, heads up and gotcha moments.


Aug 20 2013 8:00AM


Registration & Networking


If you are only attending the sessions on Tuesday, arrive early enough to pick-up your registration package. Remember to be prepared to show you photo ID when registering.



Linda R. Chamberlain, JD, CMC
Special Needs Lawyers, PA

Aug 20 2013 8:30AM


Effects of the Affordable Care Act on Special Needs Trusts


The Affordable Care Act has important implications for special needs planning. While excellent information about the ACA and its progress can be found in government and policy-wonk websites, it’s an intense process for practitioners to sort through the law and understand what mix of benefits or private means can be of the highest benefit to any given individual with a disability.


Aug 20 2013 10:15AM


Breaking Down the Barriers/Passing the Torch


Bob will discuss one of the greatest problems facing financial advisers and their clients, how to open up communication with their elderly parents and make sure that they have done the things necessary to protect themselves and their family. Financial advisers have been very successful at working with clients to create and manage realistic retirement plans. But too many have overlooked the critical legal, financial and emotional issues that these people will have to face when their parents begin to fail. All too often families will wait until a crisis occurs to act. And then it is often too late.


Aug 20 2013 1:00PM


Ethics for CFP Professionals


An in-depth exploration of CFP Board’s Code of Ethics and Professional Responsibility, this program goes beyond explanation to application, through discussion of several of the anonymous case studies. You'll get specific about what needs to be disclosed to clients, the material elements of financial planning, and know when a fiduciary standard applies to a client situation.


Aug 20 2013 1:00PM


Mangining Client Expectations with Investment Policy Statements - Repeat


We will discuss how “To Serve and To Protect” could be the motto of the Investment Policy Statement. Both Advisors and their clients benefit from a thorough exchange on needs and solutions during the discovery and agreement periods, but when the information is not documented and reviewed, the understandings can be forgotten and/or abandoned. Lack of documentation can also leave the Advisor open for litigation.

Repeat of session offered at 3:00 pm on Monday.



Kenneth J. Zahn, CFP®
President
Zahn Associates, Inc

Aug 20 2013 3:00PM


Windows of Opportunity


Is it possible through creative income tax planning to receive a double discount for gifting? After passage of the American Taxpayer Relief Act (ATRA) on January 1, 2013, major donors realized that they had been specifically targeted. Donors with large estates are a major target of ATRA. With an estate exemption of $5.25 million for 2013 and an estate tax of 40% for amounts over that level, the gift and estate tax for major donors may be very large.



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
Aug 19, 2013 Registration & Networking Registration 8:00 A
Financial Planning in the Age of Uncertainty Elizabeth W. Jetton, CFP® 8:30 A 1.50 1.50 1.00 1.50 1.50
Morning Networking Break with Chapter Partners and Colleagues Networking 10:00 A
Incorporating Housing Wealth In Retirement Distribution Streams Christopher R. Bruser, CRMP 10:30 A 1.00 1.00 0.50 1.00 1.00
FPA of Florida Update Michael J. Zmistowski 11:30 A
Luncheon with Colleagues and Chapter Partners Luncheon 12:15 P
Next Time Will Be Different Brendan Moynihan 1:00 P 1.50 1.00 0.50 1.50 1.50
Afternoon Networking Break with Sponsors and Colleagues Networking 2:30 P
Mangining Client Expectations with Investment Policy Statements Dale H. Van Scoyk, GFS 3:00 P 1.00 1.00 0.50 1.00 1.00
Real Cost of Retirement Living Options 1.00 1.00 1.00 1.00 1.00
Tax and Estate Planning Update Allison P. Shipley, MBA Erik J. Christianson, CPA 4:00 P 1.00 1.00 1.00 1.00
Aug 20, 2013 Registration & Networking Registration 8:00 A
Effects of the Affordable Care Act on Special Needs Trusts Linda R. Chamberlain, JD, CMC 8:30 A 1.50 1.50 1.50 1.50
Breaking Down the Barriers/Passing the Torch Robert B. Mauterstock, MS, CFP®, CLU, CLTC 10:15 A 2.00 2.00 2.00 2.00
Ethics for CFP Professionals Ethics: CFP Professionals 1:00 P 2.00
Mangining Client Expectations with Investment Policy Statements - Repeat Dale H. Van Scoyk, GFS 1.00 1.00 1.00
Windows of Opportunity Kenneth J. Zahn, CFP® 3:00 P 2.00 2.00 2.00 2.00



Registration Fee
Member Through  August 18 $185.00
August 19 August 18 $185.00
  August 19 August 19 $225.00
Non-Member Through  August 18 $225.00
August 19 August 18 $225.00
August 19 August 19 $265.00