Symposium 2013 is set for October 14-15 - Mark your calendars!
SYMPOSIUM 2013: PLANNING FOR SUCCESS
|
|
•Schedule |
 Michael Kitces endorses FPA MN Symposium |
|
2013 Speakers and Up to 13 CEs
Monday and Tuesday, October 14-15
Minneapolis Convention Center (upper level again this year!)
Join nationally-recognized financial leaders and earn your Continuing Education credits for:
- CFP Board of Standards
- NASBA - CPA CPE
- CFA (New this year!)
- CDFA (New this year!)
- CIMA
- CLE
- Minnesota insurance
- Wisconsin insurance
- North Dakota insurance (New this year!)
.We are planning breakout sessions to allow more choices and will offer three hours of ethics courses to satisfy CFP, NASBA, CIMA, and MN/WI/ND CE requirements. Financial Essentials sessions will focus on NexGen and Practice Management. For specifics on the courses and approved CE, follow the Registration Link.
Schedule of Events
Monday, October 14, 2013 -
| 7:00-7:45 AM 7:45-8:00 AM 8:00-9:30 AM 9:30-10:00 AM 9:30-10:00 AM 10:00-11:00 AM 10:00-11:00 AM 11:00-11:10 AM 11:10-Noon 12:00-12:55 PM 12:55-1:55 PM 12:55-1:55 PM 12:55-1:55 PM 1:55-2:15 PM 2:15-3:10 PM 2:15-3:10 PM 2:15-3:10 PM 3:10-3:30 PM 3:30-3:35 PM 3:35-5:00 PM 5:00-6:30 PM |
Registration and Continental Breakfast Welcome - Laura Seymour, Symposium Director Michael Kitces, Expanding the Framework of Safe Withdrawal Rates Visit Exhibits/Network Knowledge Cafe - for Students and New Planners Herb Daroff, Communications & Ethical Conduct: Is the Intended Message Really Getting Through? (Ethics) Breakout: Financial Essentials Powered by NexGen FPA MN President Jason Plank, Membership and Benefits of FPA Kurt Czarnowski, Social Security - Good Things Come to Those Who Wait...and Work Lunch and Networking with Exhibitors - Walk-n-Talk Breakout: Herb Daroff, The Reality of Ethical Conduct (Ethics) Breakout: Kurt Czarnowski, Social Security - The Things Your Mother Never Told You Breakout: Michael Kitces, Latest Trends & Developments in Long-Term Care Insurance Visit Exhibits/Network Breakout: Andy Schmidt, What's All the Buzz About ETFs? Breakout: Joe Larkin and Chris Burns, Estate Planning for Unmarried Couples Breakout: Financial Essentials - Practice Management Visit Exhibits/Network Minute to Shine and Announcements Mitch Anthony, Strengthening Relationships Through Broadening Client Understanding FPA Reception in The Seasons - Socializing and networking On Site Photo Shoot planned for Monday! |
Tuesday, October 15, 2013 -
| 7:15-7:50 AM 7:50-8:00 AM 8:00-9:00 AM 9:00-9:05 AM 9:05-9:30 AM 9:05-9:30 AM 9:30-11:20 AM 11:20-11:25 AM 11:25-11:35 AM 11:35-12:30 AM 12:30-1:30 PM 1:30-1:35 PM 1:35-2:35 PM 2:35-2:55 PM 2:55-4:50 PM 4:50-5:00 PM |
Continental Breakfast/Exhibits Open Welcome and Announcements - Laura Seymour, Symposium Director Jeff Lanza, Non-Verbal Communications: How to Hear What's Not Being Said FPA MN President Jason Plank, Membership and Benefits of FPA Visit Exhibits/Network Knowledge Cafe - for Students and New Planners Susan Smith, Tax Planning in Light of New Tax Laws BestPrep, Bob Kaitz Minute to Shine and Announcements Lunch and Networking - Visit Exhibits and Network Stuart Bear, The Three Constants in Estate Planning: Death, Taxes, and Dsyfunctional Families Minute to Shine and Announcements Stuart Bear, New Considerations with Elder Law Benefits: It's Not Your Father's Oldmobile Anymore Visit Exhibits/Network David Kelly, Jerry Webman, Rick Golod - Economist Panel Closing Remarks/Evaluations/Cert Forms |
Starting with April 2013, one-page schedules will be included in the monthly newsletters.
Click here to view the 2011 Attendee Evaluation Summary (58 page PDF, 644 KB)
Lodging - Negotiated Discount Rate for 2013-
The FPA of Minnesota has again negotiated discounted lodging with The Millennium hotel.
Millennium (612-332-6000 or 800-522-8856): Single or Double - $149. Watch for the code - to be posted soon.
The registration fee includes attendance, continental breakfast and lunch on Monday and Tuesday, and the reception Monday evening. A detailed schedule and registration os available through the Registration Link. Questions may be directed to Bonnie Stanley, FPA of MN Executive Director at 763-781-1212 or by email.
We have expanded our reach to allied professionals, as well as to financial professionals and CFP® practitioners from chapters in Wisconsin, North Dakota, South Dakota, Iowa, Nebraska, Michigan, and Illinois. Sign up right away - we will again reach our maximum.
| 2013 Registration Rates: | By July 31st | By Sept 15th | By Oct 14th |
| Members of Minnesota FPA: | $300 | $350 | $400 |
| FPA MN Committee Members: | $150 | $175 | $200 |
| Members of Other FPA Chapters: | $350 | $400 | $450 |
| Non-Members: | $400 | $450 | $500 |
| One Day - Members: | $205 | $230 | $255 |
| One Day - Non-Members: | $235 | $260 | $285 |
| Non-Member Group Rate: Available for 5 or more To qualify for the Group Discount rates, all registrations and payment must be received before the cut off date. Call the FPA Office if you have questions. |
|||
Exhibitor Opportunities - SOLD OUT for the year; inquire in October for 2014!
The Financial Planning Association of Minnesota is excited to offer three levels of partnerships that include participation at the annual Symposium! Follow this link for additional information and chapter demographics.
We have had a steady climb of attendees each year:
2007 Symposium - 348 attendees
2008 Symposium - 388 attendees
2009 Symposium - 449 attendees
2010 Symposium - 470 attendees
2011 Symposium - 497 attendees
2012 Symposium - 558 attendees
Additional Resources:
• Frequently Asked Questions by Partners 2013
• Floor Plan 2013
• 2012 Exhibitor Kit - Hubbell/Tyner - To be uploaded mid-year
• Partner Resources for Success
Followup on specific exhibitor needs will occur mid-summer. For more details on Partnership Opportunities, visit our Partners section.
[Home Page] [Visitors] [Members] [About FPA] [Outreach] [Symposium] [Partners] [Contact Us]
Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
3900 Main Street NE • Minneapolis, MN 55421
CFP Board Disclosure Statement • FPA Disclosure Statement • CPE/NASBA Disclosure Statement
Copyright/Disclaimer • Site Map
Search our website by using Google: