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Hosted by FPA of Tampa Bay

2012 Florida Symposium for Financial Planning Professionals

 

Today's volatile economic conditions require even more knowledge for you to safeguard your clients' retirement. 22 years and still going strong. The Florida Symposium for Financial Planning Professionals has been regarded as one of the best. Again for 2012 we will be bringing nationally-known speakers who are on the front lines and are considered among the best in our profession. They will address a variety of cutting-edge topics.

About the Renaissance Tampa Hotel
The Renaissance Tampa Hotel at International Plaza will again be the home of the Florida Symposium. Located in the heart of Westshore at Tampa's upscale International Plaza shopping and dining mall, the Renaissance offers guests a personal sanctuary where elegance is complemented by first-class amenities.

Group Rate is $159 through July 15. Click here to register or call (813) 877-9200 group code is fplfpla

The Renaissance Hotel at International Plaza
4200 Jim Walter Blvd
Tampa, FL 33607
(800) 644-2685

New for 2012 -- Brand New Course that Fulfills Florida's Senior Suitability requirement for Florida insurance relicensing.

Download 2012 Symposium Schedule.


Faculty Spotlight

General Sessions
Economic Overview
Michael E. Lewitt, JD, LLM
Vice President and Portfolio Manager
Cumberland Advisors
Edits and authors The Credit Strategist newsletter that is widely read around the world. He is recognized as having been one of the few investors and strategists to forecast the financial crisis of 2008 as well as the credit crisis of 2001-2002 and serves as a regular financial columnist.

Rethinking Cash Flow Reserve Strategy
John R. Salter, PhD, CFP®, AIFA
Texas Tech University
Evensky & Katz Wealth Management
In these challenging financial times, tapping into the equity of one’s home to maintain their financial independence seems to be a consideration that requires serious consideration. Dr. Salter will discuss techniques to reduce the volatility drain on a portfolio and thereby increase the longevity of a retiree’s portfolio.

Active Share and High Conviction Investing
Wayne G. LeSage, Jr., CFA, CFP®
DundeeWealth US, LP
There is no debate more heated in the investment community than the dispute about active versus passive management. However, the context for the debate is somewhat limited. It is one thing to say that we should be active, tactical asset allocators, but it is entirely another thing to understand how to best execute such a strategy.

Working Effectively with Widows
Kathleen Rehl, PhD, CFP®
Dr. Rehl is a leading authority on the subject of widows and financial planning. She is frequently invited to give presentations across the country on this topic—both to women’s groups and advisors who assist widows.

Linda Chamberlain, JD
Aging Wisely and Easy Living
Update on the issues of aging that you want to hear most.



Transitioning, Exiting or Merging
James J. Eccleston, JD
Eccleston Law Office, PC



Mitchell Vigeveno
Turning Point, Inc.
Much has been written about preparing your business for exiting, merging or finding the "perfect" person to bring into your business. But, find us one adviser or business owner that was happy after the deal, and we'll show you 10 that were not. This dynamic duo is teaming up to reveal the secrets and tips that others have not.

Breakout Sessions
Collaboration inTransition
It Could Be Your Lifeline
Kathleen Richardson-Mauro, CFP®, CBI, CM&AA
Senior Consultant
ROCG Tampa Bay
Are you helping or hindering the exit/retirement planning of your small business owner clients? Do you see only the headaches? What about afterwards, will you still be their trusted advisor? Collaboration during the business transition can be a lifeline to future success.

Even the Rich Are Being Foreclosed
Jo Ann M. Koontz, JD, CPA
Koontz and Associates, PL
Jo Ann Koontz, assists clients throughout Florida in legal matters relating to Residential and Commercial Real Estate (including short sales), Business Law and Tax Law.

The Private Professional Fiduciary and Advisors
Darby Jones, JD
Professional Fiduciary Services, LLC
As a financial planner, you are an integral key to a client’s future, which is why your clients have likely asked you for advice or assistance in selecting a trustee or when and how to use a private professional fiduciary. Darby Jones founded Professional Fiduciary Services, LLC, with the goal of providing independent, competent, and reliable service in fiduciary capacities including trustee, executor, conservator, or agent for the Advance Health Care Directive, Durable Power of Attorney for Asset and Property Management, or private bill paying.


Thursday, August 2, 2012
8:00 AM until Friday, August 3, 2012 4:30 PM

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



Pay now at our secure PayPal payment area where you can pay by credit card, debit card or PayPal account

FPA Members - Advanced Registration (both days) Now through July 30. $175.00
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Non Members - Advanced Registration (both days) Now through July 30. $200.00
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Group Registration - 3 or more from same company only $150 each $150.00
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FPA Members - Registration (both days) July 31 - Event. $200.00
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Non Members - Registration (both days) July 31 - Event. $225.00
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Thursday Only - Member or Non-Member $125.00
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Friday Only - Member or Non-Member $125.00
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Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CPEFL InsPACERFC
Aug 2, 2012 Can We Get Through This Mess: Economic Outlook Michael E. Lewitt, JD, LLM This presentation will shed light on the current domestic economic events being discussed in the national media. We will also review the progress of the economic recovery and how current events and policies are shaping the future economic landscape of the U.S. economy. In addition, the condition of the state and regional economy will be discussed. 8:30 A 1.00 1.00 0.50 1.00 1.00
Morning Break with Chapter Partners 9:45 A
Active Share and High Conviction Investing Wayne G. LeSage, Jr., CFA, CFP® There is no debate more heated in the investment community than the dispute about active versus passive management. However, the context for the debate is somewhat limited. It is one thing to say that we should be active, tactical asset allocators, but it is entirely another thing to understand how to best execute such a strategy. 10:00 A 1.00 1.00 0.50 1.00 1.00
Working Effectively with Widows - Part 1 Kathleen M. Rehl, PhD, CFP® Dr. Rehl is a leading authority on the subject of widows and financial planning. She is frequently invited to give presentations across the country on this topic—both to women’s groups and advisors who assist widows. 11:00 A 1.00 1.00 1.00 1.00 1.00
Working Effectively with Widows - Part 2 Kathleen M. Rehl, PhD, CFP® 12:50 P 1.00 1.00 1.00 0.00 1.00
Collaboration in Transition Kathleen Richardson-Mauro, CM&AA CBI Many business owners have as much as 90% of their net worth tied up in their company. Turning this equity into a retirement fund can be a challenge. For planners who venture into this terrain, working with entrepreneurs may provide some of the most satisfying experiences. This session explores the concept that exit planning is not a math problem. There are human dynamics that surround the owner's decision to exit. Many exit plans cover a wide array of topics, it is impossible for a single advisor to deliver on all of these solutions – collaboration must occur. Any properly written exit plan will cover all aspects of an owner’s personal and business life. 1:50 P 1.00 1.00 1.00 1.00 1.00
HARP 2.0 and Beyond Kenneth Schiff The Home Affordable Refinance Program (HARP) has been extended until December 31, 2013 and allows homeowners to refinance into low mortgage interest rates even if the property has decreased in value. But changes in government abatement programs probably have you and your clients confused and frustrated. And as HARP 3.0 hangs over the horizon, how will that effect homeowner who are underwater and entering into retirement? This course explores why planners need to be up-to-date on this program and how being prepared for HARP 3.0 may impact the retirement plans of some of their clients. 1.00 1.00 1.00
Afternoon Break with Chapter Partners 2:40 P
Filling the Unrecognized Void Herb Green Stratton Smith, III, JD, LLM Michael C. Valdez, CFP®, AIF® The reality for most of your clients is that relying on Medicare will not be enough. Medicare will not cover a huge chunk of the health expenses that today’s retirees will encounter during retirement. Your advice is crucial to those considering retirement today—it is one area where knowledge really can be power. This session explores ways to fill the unrecognized void between Medicare and your clients financial and medical needs. 3:00 P 1.00 1.00 1.00 1.00 1.00
Real Estate, LLCs and Private Mortgages: Truly Diversifying Your Retirement Portfolio Scott R. Maurer, JD, CISP In these trying times, clients are looking for alternatives within their retirement accounts. Many people, including many financial planning professionals, do not realize the alternative investments that are possible within a self-directed IRA. IRS regulations permit individuals to invest in real estate, private placements (like LLCs and LLPs), private mortgages and much more. During this session, we will explore the different investment options that are permitted within IRAs, and cover the different types of accounts that can be self-directed. Within self-directed IRAs there are also important rules on prohibited transactions and disqualified persons, and we will touch on the important aspect of due diligence when it comes to these types of placements, and the crucial role that the financial planner plays in those determinations. 1.00 1.00 0.50 1.00 1.00
Rethinking Your Cash Flow Reserve Strategy John R. Salter, PhD, CFP®, AIFA, VITA In these challenging financial times, tapping into the equity of one’s home to maintain their financial independence seems to be a consideration that requires serious consideration. Dr. Salter will discuss techniques to reduce the volatility drain on a portfolio and thereby increase the longevity of a retiree’s portfolio. 4:00 P 1.00 1.00 0.50 1.00 1.00
Aug 3, 2012 Transition, Exiting Or Merging James J. Eccleston, JD Mitchell H. Vigeveno You know the old saying, "you can leave your business vertical or horizontal. One you choose, the other you don't." Much has been written about preparing your business for exiting, merging or finding the "perfect" person to bring into your business. But, find us one adviser or business owner that was happy after the deal, and we'll show you 10 that were not. This dynamic duo is teaming up to reveal the choices, secrets and tips that others have not. 8:30 A 1.50 1.50 1.00 1.50 1.50
Morning Break with Chapter Partners 9:45 A
Staying Up to Speed on Medicare and ACA Linda R. Chamberlain, JD, CMC Shannon Martin, MSW, CMC Retirement health-care costs are enough to cause a severe anxiety attack. If your clients are baby boomers, you know transitioning clients to Medicare from employer-based or individual insurance coverage has become a process fraught with costly pitfalls, where sheer ignorance or a simple mistake can carry financial and medical consequences throughout the retirement years. Where does ACA fit into the picture? Most of the focus on the Affordable Care Act has related to its insurance reform provisions rather than the changes to Medicare. The changes under the Affordable Care Act for home care and hospice providers are meaningful and substantial. So being ignorant in this area means that you're doing a huge disservice to your clients by not being well versed in their number one expense. 10:00 A 1.00 1.00 1.00 1.00 1.00
Even the Rich Are Being Foreclosed Jo Ann M. Koontz, JD, CPA Middle-class Americans aren't the only ones handing the house keys to their banks. Clients with properties lost to foreclosure, sold in short sales and who have had debts restructured have complicated tax issues that affect both tax planning and reporting. We will discuss handling such transactions, including working with clients who are considering debt settlement options. 11:00 A 1.00 1.00 1.00 1.00 1.00
Working with Private Professional Fiduciaries Darby Jones, JD As a financial planner, you are an integral key to a client’s future, which is why your clients have likely asked you for advice. That involves working in conjunction with several other financial professionals to integrate your clients with full legal, accounting, tax and investment services or assistance in selecting a trustee. This course examines when and how to use a private professional fiduciary in cases involving large and/or complex estates, navigating complex family dynamics, issues selecting a trustee or executor, conservator, or agent for the Advance Health Care Directive, Durable Power of Attorney for Asset and Property Management, or private bill paying. 1.00 1.00 1.00 1.00 1.00
Luncheon with Our Chapter Partners 12:00 P
Safeguarding the 50+ and Mature Market The rapid growth of this senior services marketplace is producing unknown numbers of unscrupulous individuals and companies whose sole purpose is to devise successful scams and schemes designed to defraud the elderly of their money. The emotional impact of this crime can be traumatic. The majority of its victims are incapable of recovering financial losses because they are too old or too frail to re-enter the workforce. Through discussion and use of case studies we will explore the concepts of Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence. 1:00 P 3.00 3.00 3.00 3.00 3.00