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Symposium 2007 is set for October 23-24 - Mark your calendars!
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Natalie Choate-David Kelly-Jack Surgent-Jeff Tegeler
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•Photo Gallery 2006 |
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2007 Speakers
Mark your calendars now for Tuesday and Wednesday, October 23-24, Minneapolis Convention Center and join nationally-recognized financial leaders. We are again planning breakout sessions to allow more choices and will offer the required Code of Ethics course. Bridge the Gap sessions will be offered on both days for students and new planners. With a targeted 10 credited hours, programs have been designed to comply with the principles of the Certified Financial Planner Board of Standards, the NASBA - CPA CPEs, and both Minnesota and Wisconsin for Insurance Continuing Education.
Schedule of Events
Tuesday, October 23rd - Watch for updates as we plan the conference
| 7:00-7:45 AM 7:45-8:00 AM 8:00-10:00 AM 10:00-10:30 AM 10:00-10:30 AM 10:30-11:30 AM 11:30-11:45 AM 11:45-12:10 PM 12:10-1:10 PM 1:10-1:30 PM 1:30-3:30 PM 1:30-2:25 PM 1:30-2:25 PM 2:25-2:35 PM 2:35-3:30 PM 2:35-3:30 PM 2:35-3:30 PM 3:30-4:00 PM 4:00-5:00 PM 5:00-6:30 PM |
Registration and Continental Breakfast Welcome Natalie Choate, 100 Best & Worst Planning Ideas for your Client's Retirement Benefits Knowledge Cafe - for Students and New Planners Visit Exhibits/Network Joe Jordan, Living a Life of Significance Visit Exhibits/Network Lunch and Networking Jeff Tegeler, Current Developments in Life Insurance: Opportunities and Pitfalls Visit Exhibits/Network Breakout: Keith Loveland & Matt Boos, Code of Ethics Breakout: John Feyerer and David Onan, Introduction to Alternative Investments, sponsored by Aim Investments, Rydex Investments & PowerShares Capital Management Breakout: Mary Anne Ehlert, Supplemental and Special Needs Trust Visit Exhibits/Network Breakout: Mike Sir, Disablity Insurance Breakout: Karen Palm, Sole Proprietor vs. S Corp vs. C Corp vs. LLC Mid-Career Development Panel: Tom Alf, Todd Gruenig, Mike Miller Visit Exhibits/Network, Door Prize Give-Aways @ 3:55 PM George Johnson, The 7 Entrepreneurial Skills for Fin'l Planners Wine and Cheese Reception with George Johnson |
| 7:15-7:50 AM 7:50-8:00 AM 8:00-10:00 AM 10:00-10:30 AM 10:00-10:30 AM 10:30-11:30 AM 11:30-11:45 AM 11:45-12:00 PM 12:00-1:00 PM 1:00-1:15 PM 1:15-2:35 PM 2:35-2:45 PM 2:45-4:30 PM 2:45-4:30 PM 4:30 PM |
Continental Breakfast/Exhibits Open Welcome and Announcements Jack Surgent, Top 50 Bloopers and Blunders and How to Fix Them: Individual Tax and Financial Planning Knowledge Cafe - for Students and New Planners Visit Exhibits/Door Prize Give-Aways @ 10:25 AM Jennifer James, The Adaptive Professional Visit Exhibits/Network Lunch and Networking James Barnash, It's Just Not About the Money sponsored by Ameriprise Visit Exhibits/Network Caroline Emswiler, Craig Jergenson, Larry Pohlen and Janet Stanzak, Retirement Income Planning - Panel Presentation Visit Exhibits/Network Financial Planning Essentials for Students & New Planners: Lori Fick, Joe Pitzl, Ben Wacek moderated by Austin Colby Economist Panel: David Kelly - Putnam Investments, Eugenio Aleman - Wells Fargo and Jerry Webman - Oppenheimer Funds Closing Remarks/Evaluations/Cert Forms |
Click here to view DETAILED SPEAKER DESCRIPTIONS.
Click here for a one-page printed schedule for the 2007 Symposium.
Click here to view the 2006 Attendee Evaluation Summary (33 page PDF, 1,373 KB).
Click here to view the 2005 Attendee Evaluation Summary (16 page PDF, 529 KB).
The registration fee of $250 Early Bird - Member (or $300 after July 31st) or $300 Early Bird - Non-Member (or $350 after July 31st) includes attendance, and continental breakfast and lunch on Tuesday and Wednesday. A detailed schedule and registration form is available through the above link. For details on exhibiting, click here. Questions may be directed to Bonnie Stanley, FPA of MN Executive Director at 763-781-1212 or by email (office@fpamn.org).
We are looking to expand our reach to allied professionals, as well as invite financial professionals and CFP® practitioners from chapters in Wisconsin, North Dakota, South Dakota, Iowa and Nebraska. Sign up right away - we will reach our maximum this year. Registration fees include continental breakfast and lunch on Tuesday and Wednesday.
| Registration Rates: | By July 31st, 5 pm | After July 31st | One Day Rate |
| Members of FPA: | $250 | $300 | $200 |
| Non-Members: | $300 | $350 | $250 |
| Non-Member Group Rate: Only available for 10 or more |
$250 | $300 | --- |
The Financial Planning Association of Minnesota is excited to offer three levels of partnerships! Our association is supported by a number of exceptional sponsors who help offset the cost of delivering benefits. Partners help lead FPA's message of building the community of the financial planning profession, with your commitment to the assocation, our mission and our members.
Sponsorship includes a 8' x 10' exhibitor space. The layout and floor plan should be completed by mid-March; booth assignments will be made on a first-pay, first-choose basis to Platinum, then Gold, then Silver Partners. We are moving to the Lower Level, with FPA being the only venue. To maximize your exposure to attendees, the continental breakfast, breaks, and wine and cheese reception will be placed throughout the lobby area amongst the booths. The refreshments will be moved from area to area to provide an equal amount of attendee flow. to exhibitors. Exhibitors may sign up for "Minute To Shine" by providing a door prize valued over $50. As always, you are welcome to listen to the seminars and receive CFP Board, NASBA/CPE and Minnesota insurance credits.
Fees for sponsors and exhibitors will include breaks, wine and cheese reception and all meals, providing the opportunity to meet attendees one on one. Signage and moderator comments will recognize meal and break sponsors. Extra booth charges, such as electricity, phone hookup, equipment, etc., are the responsibility of the exhibitor.
• Speaker Guidelines, Confirmation, and Educational Outline Forms 2007
• Frequently Asked Questions by Partners 2007
• Partner Symposium & Special Events Confirmation Form 2007
• Floor Plan 2007
Followup on specific exhibitor needs will occur mid-summer. For more details on Partnership Opportunities, visit our Partners section.
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Office: 763-781-1212 • Fax: 763-226-2393 • Email: office@fpamn.org
3900 Main Street NE • Minneapolis, MN 55421
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