Inside Information - Conferences and Education

Smorgasbord by the Bay

nospam@example.com (Admin) — Fri, 02 Jul 2010 03:45:58 -0400

At the FPA NorCal Conference, we learned that getting naked with clients and prospects could boost your ability to attract new clients, and how the concept of a firm's return on its principal's time ($1,000 an hour) could boost profitability.
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University in Session

nospam@example.com (Admin) — Tue, 25 May 2010 19:47:00 -0400

The NAPFA National Conference featured sociologist Bertrice Berry, Chris Davis of Davis Select Advisors, Ariel Funds founder John Rogers, Today Show commentator Jean Chatzky and author/motivational speaker Dr. Gary Bradt--plus great breakouts on health care reform and VA guarantee riders.
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Out of the Box

nospam@example.com (Admin) — Sat, 08 May 2010 15:34:56 -0400

The FPA Retreat in San Antonio included some big picture and econometric information, practice management sessions, and sessions focusing on managing career assets in and out of retirement.
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PRESIDENTS, TEAMS AND RECOVERIES

nospam@example.com (Bob Veres) — Mon, 01 Mar 2010 22:21:00 -0500

The TD Ameritrade national conference featured two former presidents, plus excellent sessions on creating effective management structures, good compliance habits and our slow, painful economic recovery.
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Roth and More

nospam@example.com (Bob Veres) — Mon, 01 Feb 2010 01:24:00 -0500

This is a writeup of the more technical sessions at the AICPA PFP Conference in Orlando, with notable sessions on Roth conversions and highly-complex estate planning strategies.
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Conventional Rethinking

nospam@example.com (Bob Veres) — Fri, 29 Jan 2010 17:26:41 -0500

If you think there's room for improvement in the traditional financial services conference, you're not alone.
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Broadening Horizons

nospam@example.com (Bob Veres) — Fri, 29 Jan 2010 17:03:25 -0500

NAPFA's Western Region meeting focused on the needs of advanced practitioners and owners of larger firms--and there were a lot of substantive presentations.
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Cut-Rate Conference

nospam@example.com (Bob Veres) — Fri, 29 Jan 2010 17:00:47 -0500

Our exclusive report on the 2009 FPA National Convention.
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