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Hosted by  FPA of Tampa Bay

2009 Florida Symposium for Financial Planning Professionals


Two days of excellent education.

More Event Details

Thursday, August 13, 2009
8:00 AM until Friday, August 14, 2009 4:30 PM

Location
Renaissance at International Plaza
4200 Jim Walter Blvd
Tampa   FL   33607
 
Website for Location


Speakers

View Speaker Profiles

Michael L. Banner
Professional Mortgage Alliance, LLC
 The Depletion of Senior Savings


William J. Borosak
Insurance Producers Alliance
 LTC Insurance: Issues, Solutions, Trends


Joel P. Bruckenstein, CFS, CMFC, CFP®
t3 Consulting Services
 Value vs Time


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


Pam Dubov
Pinellas County Property Appraiser
 Save Our Homes Cap & Portability


Keith Hall
KBS Capital Advisors
 Strategic Debt Investing


David A. Harvey, CEBS
Group Benefits Services BGS
 Employee Benefits, Medicaid, Medicare


John Kidd, CFA
Deutsche Bank Securities, Inc.
 Understanding Structured Investments


Michael E. Kitces, MSFS, MTAX, CFP®, CLU®, ChFC®, RHU®, REBC®, CASL®
Head of Planning Strategy
 Buckingham Wealth Partners
 Roth IRAs and Conversions


Michael E. Kitces, MSFS, MTAX, CFP®, CLU®, ChFC®, RHU®, REBC®, CASL®
Head of Planning Strategy
 Buckingham Wealth Partners
 Tax Updates


Robert P. Miles
Investing in Times of Uncertainty


John P. Napolitano, CFP®, CPA, PFS, MST
CEO
 U.S. Wealth Management
 Making Cents


Jeffrey Oliver
Response Mail Express
 Increasing Success: Neighborhood Marketing


John S. Orrico, CFA
The Arbitrage Fund
 Arbitrage: Will the Deal Close


Anthony Parish
DWS Investments
 Cutting Through the Noice in the Municipal Bond Market


Marci A. Sadorf, RN, CMC
Director of Services
 Bayshore Health Services
 Challenges of Your Elderly Clients


James A. Weaver, CLU, ChFC, CFP®
The Principal Financial Group
 Rate of Return on Your Life


Michael J. Weigner, CIMA
Senior Advisor Consultant
 Virtus Investment Partners
 Retirement Plans for Small Businesses


Michael J. Zmistowski
Primary Member
 Financial Planning Advisors
 Suitability of Annuity and Life Insurance Products for Seniors - Part 1


Michael J. Zmistowski
Primary Member
 Financial Planning Advisors
 Suitability of Annuity and Life Insurance Products for Seniors - Part 2


Michael J. Zmistowski
Primary Member
 Financial Planning Advisors
 Suitability of Annuity and Life Insurance Products for Seniors - Part 3


Agenda

 

Aug 13 2009 8:30AM


Investing in Times of Uncertainty


Aug 13 2009 9:30AM


Morning Break



Keith Hall
KBS Capital Advisors

Aug 13 2009 10:00AM


Strategic Debt Investing



William J. Borosak
Insurance Producers Alliance

Aug 13 2009 11:00AM


LTC Insurance: Issues, Solutions, Trends


Aug 13 2009 11:00AM


Retiremetrics



Michael J. Zmistowski
Primary Member
 Financial Planning Advisors

Aug 13 2009 11:00AM


Suitability of Annuity and Life Insurance Products for Seniors - Part 1


Aug 13 2009 12:00PM


Luncheon



Michael J. Weigner, CIMA
Senior Advisor Consultant
 Virtus Investment Partners

Aug 13 2009 12:30PM


Retirement Plans for Small Businesses



Michael J. Zmistowski
Primary Member
 Financial Planning Advisors

Aug 13 2009 12:30PM


Suitability of Annuity and Life Insurance Products for Seniors - Part 2



Michael L. Banner
Professional Mortgage Alliance, LLC

Aug 13 2009 12:30PM


The Depletion of Senior Savings



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

Aug 13 2009 1:30PM


Aging America



Anthony Parish
DWS Investments

Aug 13 2009 1:30PM


Cutting Through the Noice in the Municipal Bond Market



Pam Dubov
Pinellas County Property Appraiser

Aug 13 2009 1:30PM


Save Our Homes Cap & Portability



Michael J. Zmistowski
Primary Member
 Financial Planning Advisors

Aug 13 2009 1:30PM


Suitability of Annuity and Life Insurance Products for Seniors - Part 3


Aug 13 2009 2:30PM


Afternoon Break



John S. Orrico, CFA
The Arbitrage Fund

Aug 13 2009 3:00PM


Arbitrage: Will the Deal Close


Aug 13 2009 4:00PM


Value vs Time



Michael E. Kitces, MSFS, MTAX, CFP®, CLU®, ChFC®, RHU®, REBC®, CASL®
Head of Planning Strategy
 Buckingham Wealth Partners

Aug 14 2009 8:30AM


Roth IRAs and Conversions


Aug 14 2009 9:30AM


Morning Break



Michael E. Kitces, MSFS, MTAX, CFP®, CLU®, ChFC®, RHU®, REBC®, CASL®
Head of Planning Strategy
 Buckingham Wealth Partners

Aug 14 2009 10:00AM


Tax Updates



Jeffrey Oliver
Response Mail Express

Aug 14 2009 11:00AM


Increasing Success: Neighborhood Marketing



James A. Weaver, CLU, ChFC, CFP®
The Principal Financial Group

Aug 14 2009 11:00AM


Rate of Return on Your Life



John Kidd, CFA
Deutsche Bank Securities, Inc.

Aug 14 2009 11:00AM


Understanding Structured Investments



Marci A. Sadorf, RN, CMC
Director of Services
 Bayshore Health Services

Aug 14 2009 1:00PM


Challenges of Your Elderly Clients



David A. Harvey, CEBS
Group Benefits Services BGS

Aug 14 2009 1:00PM


Employee Benefits, Medicaid, Medicare



John P. Napolitano, CFP®, CPA, PFS, MST
CEO
 U.S. Wealth Management

Aug 14 2009 2:00PM


Making Cents


Speaker Profiles

 


Michael L. Banner
Professional Mortgage Alliance, LLC




William J. Borosak
Insurance Producers Alliance



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

Linda R. Chamberlain is a Board Certified Elder Law Attorney. Her practice includes Medicaid Planning, Medicaid Applications, and Long Term Care Issues. Linda is the Founder and President of “Aging Wisely, LLC” a professional care management company and “EasyLiving, Inc.” a non-medical private duty home care company. Prior to practicing law she was the Director of Social Services at Lancashire Hall Rehabilitation Center in Lancaster, Pennsylvania, a Field Services Director of the Area Agency on Aging in Kirksville, Missouri, and a Discharge Planner at Doctors Hospital in Columbus, Ohio. She received her BA degree in Social Work from Oral Roberts University and JD degree from the University Of Cincinnati College Of Law. Linda has an AV®* rating from Martindale-Hubbell.



Pam Dubov
Pinellas County Property Appraiser


Keith Hall
KBS Capital Advisors


David A. Harvey, CEBS
Group Benefits Services BGS


John Kidd, CFA
Deutsche Bank Securities, Inc.


Michael E. Kitces, MSFS, MTAX, CFP®, CLU®, ChFC®, RHU®, REBC®, CASL®
Head of Planning Strategy
 Buckingham Wealth Partners

Michael Kitces is head of planning strategy for Buckhingham Wealth Partners. Prior to joining Buckingham in 2020, he was Partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland.

In addition, he is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.




John P. Napolitano, CFP®, CPA, PFS, MST
CEO
 U.S. Wealth Management


Jeffrey Oliver
Response Mail Express


John S. Orrico, CFA
The Arbitrage Fund


Anthony Parish
DWS Investments


Marci A. Sadorf, RN, CMC
Director of Services
 Bayshore Health Services

Marci Sadorf, a practicing Registered Nurse since 1976, has over seventeen years experience in the home health care field.  Prior to entering the home care arena, Marci gained extensive clinical experience in the hospital and rehabilitation settings.  As Director of Business Development for Bayshore and through her philosophy of life care planning, Marci has seen the importance of integrating home care and care management with additional community services to meet the client's needs.  She is a recognized expert in the home care field and a valued educator throughout the Tampa Bay area.

Marci is currently an active member of the West Central Florida Area Agency on Aging and Better Living for Seniors, Pinellas and Pasco County Guardian Association, FPA of Tampa Bay and recipient of the 2005 Caregivers Award for “Most Caring Nurse”. In addition to her degree in Nursing, Marci is a Certified Geriatric Care Manager and is certified to be an Assisted Living Administrator.



James A. Weaver, CLU, ChFC, CFP®
The Principal Financial Group


Michael J. Weigner, CIMA
Senior Advisor Consultant
 Virtus Investment Partners


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®PACERFC
Aug 13, 2009 Investing in Times of Uncertainty Robert P. Miles 8:30 A 1.00 1.00 1.00
Morning Break 9:30 A
Strategic Debt Investing Keith Hall 10:00 A 1.00 1.00 1.00
LTC Insurance: Issues, Solutions, Trends William J. Borosak 11:00 A 1.00 1.00 1.00
Retiremetrics 1.00 1.00 1.00
Suitability of Annuity and Life Insurance Products for Seniors - Part 1 Michael J. Zmistowski 1.00
Luncheon 12:00 P
Retirement Plans for Small Businesses Michael J. Weigner, CIMA 12:30 P 1.00 1.00 1.00
Suitability of Annuity and Life Insurance Products for Seniors - Part 2 Michael J. Zmistowski 1.00 1.00 1.00
The Depletion of Senior Savings Michael L. Banner 1.00 1.00 1.00
Aging America Linda R. Chamberlain, JD, CMC 1:30 P 1.00 1.00 1.00
Cutting Through the Noice in the Municipal Bond Market Anthony Parish 1.00 1.00 1.00
Save Our Homes Cap & Portability Pam Dubov 1.00 1.00 1.00
Suitability of Annuity and Life Insurance Products for Seniors - Part 3 Michael J. Zmistowski 1.00 1.00 1.00
Afternoon Break 2:30 P
Arbitrage: Will the Deal Close John S. Orrico, CFA 3:00 P 1.00 1.00 1.00
Value vs Time Joel P. Bruckenstein, CFS, CMFC, CFP® 4:00 P 1.00
Aug 14, 2009 Roth IRAs and Conversions Michael E. Kitces, MSFS, MTAX, CFP®, CLU®, ChFC®, RHU®, REBC®, CASL® 8:30 A 1.00 1.00 1.00
Morning Break 9:30 A
Tax Updates Michael E. Kitces, MSFS, MTAX, CFP®, CLU®, ChFC®, RHU®, REBC®, CASL® 10:00 A 1.00 1.00 1.00
Increasing Success: Neighborhood Marketing Jeffrey Oliver 11:00 A 1.00
Rate of Return on Your Life James A. Weaver, CLU, ChFC, CFP® 1.00 1.00 1.00
Understanding Structured Investments John Kidd, CFA 1.00 1.00 1.00
Challenges of Your Elderly Clients Marci A. Sadorf, RN, CMC 1:00 P 1.00 1.00 1.00
Employee Benefits, Medicaid, Medicare David A. Harvey, CEBS 1.00 1.00 1.00
Making Cents John P. Napolitano, CFP®, CPA, PFS, MST 2:00 P 1.50 1.50 1.50


Registration Fee
Member
Through  August 7 $195.00
  August 8 -  August 13 $250.00
Non-Member
Through  August 7 $250.00
August 8 -  August 13 $300.00