2014 Symposium: The Latest and Greatest in
Technology
and Speakers Await You!
Dear
Colleagues:
It’s
a tri-fecta! It’s the Final Countdown to the 2014 Winter Symposium, Super Bowl XLVIII and the 2014 Winter Olympics in Sochi. You should
not miss any of these exciting events! If you have not registered for the
Winter Symposium, time is of the essence to be a part of this wonderful day! The
Board of Directors and Winter Symposium planning committee have implemented
some very exciting changes. We will be
delivering the latest high tech and green experience possible with all of the
presentations conveniently accessible via Guidebook with mobile capabilities. We strive to find innovative ways for you to
network and share your contact information with
fellow attendees and sponsors, and you will not be disappointed with this year’s
efforts!
To
further improve the member experience, we have coordinated with the event staff
at the Dulles Hyatt Conference Center to have wireless internet and power
stations available at the Attendee tables. This will make your download of
the Attendee handouts an easy and flawless effort.
I
am particularly excited about this year’s theme “Beyond the Numbers:
Engaging Your Clients’ Hearts and Minds”. You definitely do not want to
miss a full day of engaging presentations from nationally recognized Speakers.
Here are just a few of the engaging presentations that you will hear at
the Symposium:
Carol
Craigie, PhD from the College of Financial Planning will present “Making it Easier for Clients to Act:
Applying behavioral economic concepts to financial planning”. This session will introduce the behavioral
economic concepts, as well as communication
strategies that will make it easier for clients to implement their financial
plans. Behavioral Economics studies how people make financial decisions and
this has practical applications for
financial planners. From "priming" clients with our scope of
engagement, through presenting our
plans using present budget reduction in retirement, presents many opportunities for us to make it easier for
clients to understand and take action.
Kathleen
Burns Kingsbury will present “Advising
Women in Couples”. As women’s economic power is on the rise, it is vital
for advisors to learn how to be more female-friendly as this will be an
important advantage over the competition and allow you to capture and retain more assets. This session will address
the following: (1) The common
mistakes advisors make advising women and how to avoid them; (2) The importance of exploring your
couple’s mindset in effectively advising partners;
(3) Strategies for balancing both partner’s advisory needs inside and outside the
office; (4) Action steps to take tomorrow at the office.
Carolyn
McClanahan will guide us through some of the healthcare reform changes being
implemented now. We will look at “The Continuing Soap Opera of
Health Care Reform”. This implementation of health care reform has
been a rocky road. The exchanges are in disarray and the law was held hostage
to the budget crises. Who knows what will transpire next? Find out when Dr.
McClanahan presents the next installment of "As Reform Turns."
On behalf of the 2014 Winter
Symposium Planning Committee, I believe that we have planned an educational
program that encompasses an integrated approach to helping our clients with
their financial planning and retirement planning. We are delighted to bring
many of the same speakers who presented at FPA Experience in Orlando to the
National Capital Area.
Join
us for a day of education and networking. We will end the day with
a drawing for three mini ipads! Don’t miss the excitement, and don’t miss the
CEU! 2 CFP, CIMA, VA Insurance, and MD Insurance Approved for
Ethics! 6 CFP, CIMA, VA Insurance and 4 MD Insurance Approved for the
Symposium! 6 CPA CPE Offered! We look forward to seeing you there! Register
on-line now for the few remaining seats!
Best
wishes for a happy and prosperous new year!
Rita
Cheng, CFP® - 2014 Winter Symposium Chair
