Inside Information - Conferences and Education

Beyond Advanced

nospam@example.com (Admin) — Mon, 28 Nov 2011 19:19:10 -0500

The AICPA Personal Financial Planning Conference offers the most substantive menu of advanced planning topics in the planning universe.
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THE "EXPERIENCE"

nospam@example.com (Admin) — Fri, 07 Oct 2011 11:50:00 -0400

The Financial Planning Association's annual convention featured one excellent keynote speaker and a pretty good investment/retirement distribution track.
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Walt & Roy, Resiliency And the Lizard Brain

nospam@example.com (Admin) — Sun, 29 May 2011 23:40:17 -0400

Three different "life lessons presentations offer perspectives on customer service, the power of the subconscious and the principles of resiliency.
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TECH TRENDS

nospam@example.com (Admin) — Thu, 03 Mar 2011 14:05:24 -0500

The T3 conference usually gives us a peek at the future. This year, it provided a few more.
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TD Ameritrade 2011 National Conference

nospam@example.com (Admin) — Tue, 15 Feb 2011 21:21:27 -0500

What does Colin Powell think of today's political scene? What does Jeremy Siegel think of today's stock market? What do Alan Simpson and Erskine Bowles think of the government deficits? Plus a remarkably inspirational speech at the end.
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Cautious Recovery

nospam@example.com (Admin) — Sat, 09 Oct 2010 22:16:48 -0400

Economist Todd Buchholz offers some reassuring perspectives on a slow growth recovery in the U.S. economy at the NAPFA PMI Conference.
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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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